In this video, Motley Fool contributors Jason Hall and Tyler Crowe discuss Lennar's (NYSE: LEN)(NYSE: LEN.B) move to become even more asset-light and how it could disrupt the industry. Jason breaks down how he thinks this could create an opportunity for Meritage Homes (NYSE: MTH) to zig while others zag.
*Stock prices used were from the afternoon of Oct. 5, 2024. The video was published on Nov. 15, 2024.
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Jason Hall has positions in Meritage Homes. Tyler Crowe has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Lennar. The Motley Fool recommends Meritage Homes. The Motley Fool has a disclosure policy. Jason Hall is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
