A stock pitch that doesn’t talk about AI. Special situations, homebuilders.

Lennar($Len) is one of the largest homebuilders in the United States. Although housing has been in a rut as of late, there are 3 reasons Lennar could be more attractive to equity investors in the future. 1. Lennar is pursuing a capital-light and asset-light strategy and has spun off its land holdings into a separate company called Millrose Properties, which can boost profitability. 2. Its acquisition of Rausch Coleman gives access to an attractive market 3. A pickup in the housing market in the United States driven by a reduction in interest rates drives demand for home sales.