Understanding Home Builders: Insights from Brett & Ryan of Chit Chat Stocks

The Investing for Beginners Podcast - Your Path to Financial Freedom

Andrew Sather & Glassbox Media

Business, Investing

4.2 • 1.5K Ratings

🗓️ 12 December 2024

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The Investing for Beginners Podcast dives into the fascinating world of home builders with Brett and Ryan from Chit Chat Stocks. Learn how interest rates, land options, and market dynamics shape the industry. Discover key metrics, regional trends, and strategies for evaluating home builders as potential investments in this insightful and engaging discussion. [00:02:06] Home builders face unique challenges due to rising interest rates. [00:03:08] Industry dynamics vary by geography and home type (entry-level, luxury). [00:04:12] Home shortages benefit new builds as existing homeowners stay put. [00:05:10] New home sales offset declines in existing home sales. [00:14:11] Land option models reduce risk for asset-light home builders. [00:27:18] Mortgage rate buy-downs incentivize buyers despite affordability challenges. [00:33:22] Home builders’ valuations reflect cyclical risks and macroeconomic uncertainty. [00:41:02] Key metrics: cancellation rates, inventory turns, and land ownership models. For more of Brett & Ryan Chit Chat Stocks Podcast Chit Chat Stocks on X Brett on X Ryan on X Today's show is sponsored by: Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial. Go to monarchmoney.com/BEGINNERS for THIRTY PERCENT OFF your first year. Sign up for a one-dollar-per-month trial period at shopify.com/beginners. Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING Get 10 FREE meals at HelloFresh.com/freeinvesting! Get two hundred fifty dollars when you join Ramp. Go to ramp.com/BEGINNERS Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners. Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started. Find great investments at Value Spotlight Have questions? Send them to [email protected] Start learning how to value companies here: DCF Demystified Link SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	I feel like I'm missing out because it seems like everyone is either starting a side hustle
0:05.1	or becoming their own boss. And you know what they're hearing a lot?
0:10.5	That's the sound of another sale on Shopify, the all-in-one commerce platform to start, run or grow your business.
0:18.4	Shopify is the commerce platform revolutionising millions of businesses worldwide.
0:23.3	Whether you're selling books or bracelets or donuts or dresses, Shopify simplifies selling online
0:29.2	and in person so you can successfully grow your business. Covering all your sales channels from a shopfront
0:35.6	ready POS system to its all-in-one e-commerce platform. Shopify
0:40.6	even gets you selling across social media marketplaces like Facebook, Instagram and TikTok.
0:47.2	Full of the industry leading tools ready to ignite your growth, Shopify gives you complete control
0:52.3	over your business and your brand without learning
0:55.5	new skills in design or coding. We all have a moment where we revolutionise our business. My name's
1:02.0	Andrew Gold. I'm a British journalist and I only recently turned my podcast, Heretics, into a
1:07.0	thriving business recently. And Shopify is exactly the kind of thing that takes you from idea
1:12.3	and concept into the land of success and entrepreneurship and a whole lot of kaching.
1:19.1	Remember that sound from the beginning? That's the sign your business is healthy. It's time to
1:23.7	get serious about selling and get Shopify today. This is possibility powered by Shopify.
1:29.6	Sign up for a £1 per month trial period at Shopify.com.uk slash glassbox, all lowercase.
1:37.8	Go to shopify.com.com.com.uk slash glassbox to take your business to the next level today.
1:43.7	Shopify.com.com.
1:45.3	Turning an idea into a small business doesn't happen by accident. You need to be all in.
1:52.3	At constant contact, we have the digital marketing tools you need to get the word out,
1:56.2	close the sale, raise the funds and gather a community around this thing you've built.
	...

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