M/I Homes: There's Opportunity In Uncertainty
Company Overview - M/I Homes, Inc. (MHO) is a homebuilder operating in the US, focusing on residential homes across various states including Ohio, Indiana, Illinois, Minnesota, Michigan, Florida, Texas, North Carolina, and Tennessee, with a total of 226 communities in 17 different locations [1] Investment Philosophy - The investment philosophy emphasizes identifying mispriced securities by understanding the financial drivers of a company, often revealed through a DCF model valuation, allowing for a comprehensive assessment of a stock's risk-to-reward profile [1]