Lennar(US:LEN) Seeking Alpha·2026-01-06 13:10Core Viewpoint - The analyst previously held a hold rating for Lennar Corporation (LEN) due to concerns over valuation and pricing stabilization [1] Investment Approach - The investment strategy is fundamentally driven, focusing on identifying businesses with potential for long-term growth and significant terminal value [1] - Key factors considered include competitive moat, unit economics, reinvestment opportunities, and management quality, which are essential for long-term free cash flow generation and shareholder value creation [1] - The analyst emphasizes the importance of fundamental research and targets sectors with strong secular tailwinds [1] Professional Background - The analyst has 10 years of self-educated investment experience and currently manages personal funds sourced from friends and family [1] - The motivation for writing is to share investment insights and receive feedback from the investment community [1] - The goal is to help readers focus on the drivers of long-term equity value, advocating for analysis that is both analytical and accessible [1]