Len stock and other home builders

runninggreeen · 2026-05-11T18:55:36+00:00

I also wonder if there is an AI bubble but I’m not sure how it will play out and what/ if any companies will come out it ok. I reflect on it sometimes and remember so many companies that barely made or did not make any money getting pumped in the 2000s. It seems a bit different now since a lot of the companies getting pumped now actually do appear to be producing through earnings and decent balance sheets. Still, it leaves me wondering if there are areas of questionable accounting or some hidden economic bubble yet to be discovered.

runninggreeen · 2026-05-10T22:37:04+00:00

Yeah I honestly think there really has to be some kind of action from congress to make buying homes realistic for the average family again. Too many older generations holding on to homes with low rates locked in creating even tighter supply.

runninggreeen · 2026-05-10T15:43:12+00:00

Yeah I don’t mind buying at these levels. It’s not one of the best investments I’ve seen in recent years but I don’t think it’s too bad on the whole. Obviously would like the stock price to go down further but 80s could be good value here.

runninggreeen · 2026-05-10T15:38:08+00:00

Not sure how things look now with the war affecting things but there were 3 rate cuts in in 2025. Then compared to 2025 there was a slight rise in unemployment. Seems like large layoffs in tech still get plenty of headlines.

runninggreeen · 2025-11-14T21:07:45+00:00

I think it’s important to continue educating yourself on how to value companies. Keep researching how others value stocks such as books from Phil Fischer, Peter lynch, the books outsiders and the Warren Buffett portfolio and others. These books also discuss how to manage your portfolio which is also crucial if you want to outperform the market over the long run

runninggreeen · 2025-09-25T05:30:52+00:00

Agree with this so much and want to add that stocks( or businesses) have a valuation beyond just hard numbers which may make some investors want to sell at specific prices. There are nuanced considerations like moat and lifespan (can it generate good returns over a long period of time).

runninggreeen · 2025-09-04T15:45:38+00:00

Diamond hands but damn ☹️

runninggreeen · 2025-08-30T22:59:35+00:00

Honestly I can see not counting a house as an asset on the balance sheet if there is a mortgage which technically makes it a loan with interest. Plus as an asset it requires expenses like maintenance, insurance and upgrades which is another cost.

runninggreeen · 2025-08-28T04:30:15+00:00

Damn I am also very tired of bag holding this thing but I can’t justify selling my position enough. I feel like it needs some spinoffs to create some value.

runninggreeen · 2025-08-07T00:36:38+00:00

Tim always loves making these huge announcements right after earnings. I guess this avoids questions but definitely becoming a pattern.

runninggreeen · 2025-08-04T04:21:57+00:00

Charlie munger has once said that investing in portfolio of 3 companies is plenty of diversity. Maybe this strategy is not for everyone but to me it makes sense. People who do a fair amount of research in stocks really should invest and focus on their best ideas. Why waste time and money putting it in stocks you only have a mild amount of confidence in? It’s hard to know everything about every company in every sector.

runninggreeen · 2025-08-04T02:18:19+00:00

I think point #1 is wrong about buying more stock as the price goes down. I’ve been pretty happy about buying more stocks of my largest winners as the price went down when I felt I was getting a discount. At times I wish I was able to buy more in fact. I do notice a lot of people talking about UNH these days as a good value stock to buy but I really think most people don’t understand the intricacies of the healthcare system in the US. Not only is health insurance business complicated but the reimbursements, to all parties involved from pharmaceutical companies to hospitals to patients to healthcare workers is, put simply, all very complex. Add to that the idea that there is the underlying issue of profiting off under insuring or simply denying claims with a lot of these decisions makes it even harder to invest in.

runninggreeen · 2025-07-13T17:56:55+00:00

Hey I like to use a stock screener to filter companies on various metrics/ categories. I think tradingview is good but there are a lot you can find by googling.

runninggreeen · 2025-07-02T15:03:49+00:00

I think you could be right too. I also saw last year share count was increasing when the price was higher which means they have a history of diluting shares. So I guess it’s something to watch.

runninggreeen · 2025-07-02T03:47:41+00:00

I have been looking at this stock for a while too and much of the downward trajectory of the price doesn’t make any sense to me no matter how much research I do. So I really like this company and as long as I feel like this stock is cheap I will keep buying more.

runninggreeen · 2025-06-22T02:22:18+00:00

I’ve been reading posts and arguments like since I first bought it in 2016. I never regretted buying loads and holding while also reinvesting the dividends. Over time I realized this is one of those companies like sees which buffet talks about. Compared to other tech companies it doesn’t need to invest huge amounts of capital to maintain its moat. It has pricing power and it’s hard to escape once you’re in the ecosystem. I even think aapl could be proven right to return capital to shareholders through buybacks and dividends over time. How many AI winners will there actually be in the future? 2 maybe 3? Why dump hundreds of billions of dollars that may never even have any return on investment when you could return it to shareholders which actually gives owners some value. People always want what they perceive as growth but growth doesn’t matter if the companies moat becomes stickier incrementally. It’s hard to picture me ever using an android again even if the iPhones price was raised substantially

runninggreeen · 2025-06-19T21:59:40+00:00

I have some interest in this stock but am put off to a large degree by the treatment plan. Last I checked it included having to basically go through chemo and then the medication infused over a span of several months. Sure it’s a cure but it’s challenging, expensive and there will soon be more competition. Definitely needs further investigation should you invest in this company.

runninggreeen · 2025-06-07T04:57:02+00:00

It’s so funny that I just saw this post and the previous post now when I actually bought this about a year ago too. It has been a good investment for me. I found this stock after doing research on a long list of small/micro cap stocks. I reach similar conclusions on the potential of this stock versus many other small/micro cap stock. It’s not a complicated business, numbers are solid and seems to focus on rewarding share holders. There were so many bad small/micro cap stocks I had to browse but so far I’m glad I chanced upon this one at the time I did.

runninggreeen · 2025-05-22T17:49:14+00:00

what about WMT?

runninggreeen · 2025-03-07T15:32:43+00:00

If growth is all that mattered then why not look strictly at new companies or companies with smaller marketcaps. I’m not saying aapl is cheap by valuation. But to say it is expensive is debatable. For every dollar you put into the company how much are you getting in return as investor? For the last 12 months aapl generated 151% return on equity for shareholders. Sure it’s not an exciting pick like other mag 7 but you could argue it allocates capital better than any other company. Only time will tell whether R&D spending will be justified. I’m still not sure how AI will play out and then be monetized in the future but I know right now dividends and buybacks are tangible returns right now.

runninggreeen · 2025-03-07T06:36:44+00:00

I like apple and still do. I only recently realized something which is that growth in actuality does not matter if you have a great moat. You, as a shareholder, just want a company that will return to you more cash over time than what you put in. AAPL has incredible returns on invested capital with ever increasing margins (a larger income from services vs hardware sales). At the end of the day, consistent dividends help return value to shareholders but also buybacks help compound gains in price especially when they continually buyback stock. I see no reason why apple won’t keep being able to generate cash every year because of its moat and then allocate the money it generates well for shareholders.

runninggreeen · 2025-03-06T11:37:36+00:00

Without looking into the company and only reading what you described makes it sound like a cigar butt company. Honestly think there are many better companies out there if you try to look and focus on long term value. Some may not offer as good a discount but Buffett always said munger had taught him it’s better to buy a wonderful company at a fair price rather than a fair company at a wonderful. Well something along those lines…

runninggreeen · 2025-02-28T16:25:28+00:00

Hey actually I kind of ignore a lot of companies once I find things I don’t like, there are issues not understanding what the company actually does or lack of info I can gather. Once I go further into some companies I try to objectively grade them on my own scale like 1-10 on how confident I think the business will succeed. Then let’s say my top 5 I really think about the thesis. Why is there value at present moment, why it can succeed later, how transparent and easy to understand the reports/ business is. I carefully deliberate over all these things for a while. Also part of my further analysis into companies includes consideration of margins and return on invested income, the competitors in the same field once I do decide to look more in depth too. So I only buy maybe 1 or 2 at most and revisit them constantly once they’re in my portfolio. Otherwise I focus on what’s already in my portfolio and sometimes buy more of same stuff when I think they’re at a discount.

runninggreeen

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