42 min
Dream Finders Homes (Ticker: DFH) Not So Deep Dive Chit Chat Stocks
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- Investing
DFH is a fast-growing home builder in the United States. The company designs, constructs, and sells single-family houses for for entry-level and move-up homes. At the end of the month, we will publish an Arch Capital episode (only available to CCM+ subscribers) that will cover the company: Consorcio ARA. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of DFH. Enjoy the show!
Is this episode locked? Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (1:31)
Industry | (10:22)
Management & Ownership | (12:23)
Earnings | (17:29)
Balance Sheet | (21:07)
Valuation | (26:50)
Our Analysis | (27:41)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
DFH is a fast-growing home builder in the United States. The company designs, constructs, and sells single-family houses for for entry-level and move-up homes. At the end of the month, we will publish an Arch Capital episode (only available to CCM+ subscribers) that will cover the company: Consorcio ARA. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of DFH. Enjoy the show!
Is this episode locked? Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (1:31)
Industry | (10:22)
Management & Ownership | (12:23)
Earnings | (17:29)
Balance Sheet | (21:07)
Valuation | (26:50)
Our Analysis | (27:41)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
42 min