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homebuilders

Deconstructing The Magnificent 7

Posted onWednesday, March 26, 2025Wednesday, March 26, 2025AuthorPorter & Co.

Stocks in the S&P 500 are currently trading at sky-high valuations. With a weakening economy, it’s only a matter of time before share prices fall to levels at which valuation multiples decline to historical averages.

CategoriesPorter's Journal, PublicationsTagscapital efficiency, homebuilders, Porter's Daily Journal, Porter's Journal

Detox Is Coming

Posted onFriday, March 21, 2025Friday, March 21, 2025AuthorPorter & Co.

The top 10% of earners have been driving the economy. But now the data shows that even this segment of society is slowing their spending, causing key sectors of the economy to signal trouble ahead.

CategoriesPorter's Journal, PublicationsTagscapital efficiency, homebuilders, Porter's Daily Journal, Porter's Journal

Ignore The Volatility, Buy Good Businesses

Posted onWednesday, March 12, 2025Wednesday, March 12, 2025AuthorPorter & Co.

Porter outlines why this national homebuilder has become a superb business. He explains why it’s positioned to become a great, long-term compounder.

CategoriesPorter's Journal, PublicationsTagscapital efficiency, homebuilders, Porter's Daily Journal, Porter's Journal

A Lender Built to Return 750% on Invested Capital

Posted onFriday, July 7, 2023Tuesday, September 5, 2023AuthorPorter & Co.

The U.S. housing market faces the prospect of a decade-long supply crunch. Today, we’ll introduce our next play on America’s housing shortage, and one of the most capital efficient business models we’ve come across.

CategoriesPublications, The Big Secret On Wall StreetTagscapital efficiency, homebuilders, housing, real estate, The Big Secret on Wallstreet

The One Industry with a Hidden “Rate Hike Upside”

Posted onWednesday, May 31, 2023Thursday, July 20, 2023AuthorPorter & Co.

The large amount of refinancing and purchase activity that took place during the COVID boom means existing homeowners are unlikely to add supply to the market. Interest rate hikes slowed down one part of the housing market, but they’re creating a tailwind for another…

CategoriesPublications, Wealth SignalsTagshomebuilders, housing, Wealth Signals

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