Tyler Crowe
speaker
6,754 appearances
67 recordings
1 series
first heard Oct 2025
last heard 2d ago
Tyler Crowe’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 67 in all, peaking in Aug 2026 with 11.
Appearances
That's actually one of the more common traits.
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And they do tend to be uncorrelated.
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I know that we see rising interest rates, but for a lot of them, they don't have to pay much on their deposits and they can charge more.
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for what they're lending, it could be a pretty interesting time for some of those businesses.
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Is the investing trend your friend?
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Motley Fool Hidden Gems Investing starts now.
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Welcome to Modley Fool Hidden Gems Investing.
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I'm your host, Tyler Crow, and today I'm joined by longtime full contributors, Matt Frankel and John Quest.
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Guys, I think it's fair we talk about trends a lot in investing, but there is a difference between like hype cycles and durable business trends and stuff like that.
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We're gonna dig into that a little bit.
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But we're actually gonna start on the opposite end of a hype cycle and talk about a
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Apathy cycle, and that's in housing kind of specifically.
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We're in the off-season for earnings, but there's always those few off-cycle companies worth following.
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And Lenar, it's the largest home builder in the United States.
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So I think that sort of qualifies here.
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The market kind of shrugged at its results, but here's what stood out to me, guys.
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Uh, as a home builder, it's stock right now trades for less than book value.
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So to use housing terms.
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the market's implying the company is basically we're underwater.
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It's worth more liquidated than trying to operate it as a business anymore.
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Showing 381–400 of 6,754 · page 20 of 338
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