We published an update on this Long Idea on August 2, 2023. A copy of the associated report is here.

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    1 Response to "A Strong Foundation for Future Profit Growth"

    • Thomas Matthews

      I don’t see how, after 10 years of “free money”, that the now-realistic spread will provide builders to return to pre-pandemic profitability. Workforce is waaaaaay down, interest rates will prevent many from qualifying, and there much is competiion in this sector. Just being well-run is not enough.

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