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I' created a dedicated WhatsApp group for
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Let's discuss stock market trends.$stocks
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A dedicated WhatsApp group for
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investors is now live! Join to discuss market trends, earnings updates, and the latest stock insights ✅
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Dream Finders Homes, Inc.
NYSE: $DFH
Dream Finders has added a lot more ground to cover. Its completed Beazer acquisition brings the builder into California, Nevada, Indiana and Delaware, with a combined footprint spanning 26 of the 50 largest U.S. metro areas.
The October 20 announcement values the all-cash transaction at approximately $2.2 billion, including debt. Management’s integration plan includes introducing Dream Finders floor plans in Beazer communities and using greater purchasing scale to work on construction costs and build times.
That is where this deal gets interesting for me: the acquisition is complete, and the next phase is the everyday work of integrating communities, designs and construction operations.
Read more: investors.dreamfindershomes.com/news-events/pr…
@Dream_Finders #DigitalMedia #MediaPlacement #Homebuilding #BusinessNews
NYSE: $DFH
Dream Finders has added a lot more ground to cover. Its completed Beazer acquisition brings the builder into California, Nevada, Indiana and Delaware, with a combined footprint spanning 26 of the 50 largest U.S. metro areas.
The October 20 announcement values the all-cash transaction at approximately $2.2 billion, including debt. Management’s integration plan includes introducing Dream Finders floor plans in Beazer communities and using greater purchasing scale to work on construction costs and build times.
That is where this deal gets interesting for me: the acquisition is complete, and the next phase is the everyday work of integrating communities, designs and construction operations.
Read more: investors.dreamfindershomes.com/news-events/pr…
@Dream_Finders #DigitalMedia #MediaPlacement #Homebuilding #BusinessNews
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Our WhatsApp group had a huge win today! 🚀
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📊Our investor community for
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I've created a dedicated WhatsApp group for
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Reply with "stock" to join for free.$stocks
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"I've created a dedicated WhatsApp group for
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Reply with ""stock"" to join for free."
$WORX $DFH $DKI
shareholders and active traders to connect, share insights, and get the latest updates.
Let's discuss stock market trends.
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Reply with ""stock"" to join for free."
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I have created an exclusive WhatsApp group for shareholders and active traders of
$ZSQR $DFH $PEW
—a space for us to connect, share insights, and stay updated on the latest developments.
Come join the discussion on stock market trends!$stocks
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Click the link to join.
$ZSQR $DFH $PEW
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Come join the discussion on stock market trends!$stocks
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"I've created a dedicated WhatsApp group for
$WORX $DFH $DKI
shareholders and active traders to connect, share insights, and get the latest updates.
Let's discuss stock market trends.
🔗 https:jamesstock.cc
Reply with ""stock"" to join for free."
$WORX $DFH $DKI
shareholders and active traders to connect, share insights, and get the latest updates.
Let's discuss stock market trends.
🔗 https:jamesstock.cc
Reply with ""stock"" to join for free."
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"I've created a dedicated WhatsApp group for
$WORX $DFH $DKI
shareholders and active traders to connect, share insights, and get the latest updates.
Let's discuss stock market trends.
🔗 https:jamesstock.cc
Reply with ""stock"" to join for free."
$WORX $DFH $DKI
shareholders and active traders to connect, share insights, and get the latest updates.
Let's discuss stock market trends.
🔗 https:jamesstock.cc
Reply with ""stock"" to join for free."
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I flagged $CNC at $25. It's ~$70 now.
Mr. Market hates low-margin businesses so much it forgets margins can go up.
$CNC: 0.07x P/S then.
$DFH: ~0.11x P/S pro forma now.
Homebuilders do ~10% margins.
Same alarm 🚨. New opportunity
THE STRATEGY
Most people screen on P/E. But P/E breaks right when things get interesting: earnings dip, the multiple looks scary, everyone runs. And I’m there to pick up the scraps.
P/S is steadier. And the math is simple:
P/E = P/S • profit margin
So find a profitable company in a thin-margin industry where P/S has gone absurd. Then ask one question: what happens if margins just go back to normal?
$CNC
At $25, Centene traded at 0.07x sales. Seven cents for every dollar of revenue.
At a 1% margin, that's ~7x earnings. Cheap, but fine.
At 2–3%, which is normal for them, that's 2–3x earnings. Absurd.
The market priced it like margins would never recover. They didn't need to recover much.
$DFH
At $7.50, Dream Finders traded at ~0.165x sales standalone, ~0.11x pro forma with Beazer.
This one is cheaper than CNC looked. Insurers live on 2–3% margins. Homebuilders live closer to 10%. Even at half that, you're paying ~2x earnings.
And scale only helps. DFH runs a land-light model, so it doesn't sit on piles of expensive dirt. Add Beazer and you get more communities, more buying power, and less overhead per home.
WHAT COULD GO WRONG
Housing could slow further. Rates could stay high. The merger could get messy. All real. But at this price, the market already assumes the worst.
THE PATTERN
Low margins scare people off. And I love hated businesses. That's my whole edge. When a business earns 2% and trades like it earns 0%, I don't need a miracle. I need normal.
Long $DFH. Not advice.
Mr. Market hates low-margin businesses so much it forgets margins can go up.
$CNC: 0.07x P/S then.
$DFH: ~0.11x P/S pro forma now.
Homebuilders do ~10% margins.
Same alarm 🚨. New opportunity
THE STRATEGY
Most people screen on P/E. But P/E breaks right when things get interesting: earnings dip, the multiple looks scary, everyone runs. And I’m there to pick up the scraps.
P/S is steadier. And the math is simple:
P/E = P/S • profit margin
So find a profitable company in a thin-margin industry where P/S has gone absurd. Then ask one question: what happens if margins just go back to normal?
$CNC
At $25, Centene traded at 0.07x sales. Seven cents for every dollar of revenue.
At a 1% margin, that's ~7x earnings. Cheap, but fine.
At 2–3%, which is normal for them, that's 2–3x earnings. Absurd.
The market priced it like margins would never recover. They didn't need to recover much.
$DFH
At $7.50, Dream Finders traded at ~0.165x sales standalone, ~0.11x pro forma with Beazer.
This one is cheaper than CNC looked. Insurers live on 2–3% margins. Homebuilders live closer to 10%. Even at half that, you're paying ~2x earnings.
And scale only helps. DFH runs a land-light model, so it doesn't sit on piles of expensive dirt. Add Beazer and you get more communities, more buying power, and less overhead per home.
WHAT COULD GO WRONG
Housing could slow further. Rates could stay high. The merger could get messy. All real. But at this price, the market already assumes the worst.
THE PATTERN
Low margins scare people off. And I love hated businesses. That's my whole edge. When a business earns 2% and trades like it earns 0%, I don't need a miracle. I need normal.
Long $DFH. Not advice.
Another big buying opportunity for $CNC — maybe one of the last before October SERFF approvals. don’t miss it.
Centene has pledged to reprice 100% of its Medicaid contracts, and we’ll know about final pricing and approvals around September-October — no later than November 1, I see $CNC at $40 sooner than expected and probably even $50 within 1 year from now.
PS: “analysts” don’t exist for your benefit, remember that
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