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@tierrapartners Tierra Partners
Tierra Partners posts on X about $dhi, $nvr, phm, $itb the most. They currently have XXXXX followers and 1027 posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXXXX +83%
- X Month XXXXXX +92%
- X Months XXXXXXX -XXXX%
- X Year XXXXXXX +201%
Mentions: XX #
- X Months XXX -XX%
- X Year XXX +38%
Followers: XXXXX #
- X Week XXXXX +0.44%
- X Month XXXXX +1.10%
- X Months XXXXX +6.30%
- X Year XXXXX +6.90%
CreatorRank: undefined #
Social Influence #
Social category influence finance stocks
Social topic influence $dhi, $nvr, phm, $itb, wag, $phm, $len, $tol, $sf, tariffs
Top assets mentioned D R Horton Inc (DHI) NVR, Inc. (NVR) PulteGroup, Inc. (PHM) Lennar Corporation (LEN) Toll Brothers, Inc. (TOL) Stifel Financial Corp. (SF)
Top Social Posts #
Top posts by engagements in the last XX hours
"If $NVR wants to stay competitive my hunch is they will have to start taking on owned inventory. They have the cash to do it"
@tierrapartners on X 2025-07-22 13:47:14 UTC 3863 followers, XXX engagements
"Why does $NVR trade 3x to 5x vs its peers despite delivering inferior less consistent TBV/share growth over time The real explanation is the space wasn't large enough for large investors before 2020. But that is changing" @tierrapartners on X 2025-06-17 17:42:28 UTC 3868 followers, XXX engagements
"$DHI XX% of sales are broker attached. Overall 270bps fee expense" @tierrapartners on X 2025-07-22 13:02:48 UTC 3863 followers, XXX engagements
"$LEN is $XX under its 200sma. $DHI $PHM $TOL are at or above. Wag the Dog is over for $ITB. The ETF will drag everything higher if they rally" @tierrapartners on X 2025-07-25 18:50:09 UTC 3863 followers, XXX engagements
"@Gloeschi @TonyNashNerd @SwingTraderCO All of this is true. Were in a phase where consumers are going to have to make choices. How that does or does not flow thru to core CPI & PCE on a sustained basis is anybodys guess. Consumer behavior is a major variable in how much companies can push thru to prices" @tierrapartners on X 2025-07-28 23:46:13 UTC 3863 followers, XX engagements
"Nobody buys a median house and builders don't use median cost as an input. The only thing that matters is $/sf. How can builders defend margins Easy. Smaller homes & mix. Nationally new home sales are above 2018 levels but $/sf is +40%" @tierrapartners on X 2025-07-24 15:02:29 UTC 3863 followers, XXX engagements
"@Gloeschi @TonyNashNerd @SwingTraderCO I agree. Were already seeing a reacceleration of imported car prices. I think what nobody really knows is how US consumers respond to a one-off sharp step-up in affected goods My experience is tariffs reduce consumption which is why I am not very optimistic about ex-US growth" @tierrapartners on X 2025-07-29 00:27:40 UTC 3863 followers, XX engagements
"Bulls should take comfort in the steady demand for existing & new homes over the last X years despite the most raging crazy unprecedented rate hike cycle in recent memory" @tierrapartners on X 2025-07-24 15:44:14 UTC 3862 followers, XXX engagements
"CK Hutchison ports deal deadline likely to be extended as geopolitics weigh sources say Reuters" @tierrapartners on X 2025-07-27 15:25:43 UTC 3864 followers, XXX engagements
"$DHI Analysts getting into the real stuff here on longer term cash conversion & ROE. Bottom line: street is waking up to the fact that larger builders are much more like manufacturers than unit price dependent land owners & construction companies" @tierrapartners on X 2025-07-22 12:56:53 UTC 3863 followers, 1193 engagements
"$DHI Sell side asks about new product facing competition from existing. Note: that's an amateur question. Existing doesn't compete with new" @tierrapartners on X 2025-07-22 13:10:18 UTC 3863 followers, XXX engagements
"90k surplus or a tad less than June 2019 half of June 2018 and a third of June 2017. Pendings+New Home Sales are X% above 2018 & 2019" @tierrapartners on X 2025-07-24 15:42:37 UTC 3863 followers, 1389 engagements
"Unusual prediction: Midwest new home sales 2x over the next year or two. IF Northeast can get its act together could see a similar surge as well but would likely be in places like PA/MA not tony NYC metro" @tierrapartners on X 2025-07-23 15:12:20 UTC 3863 followers, XXX engagements
"@friedoystercult I guess NVR could rerate a lot higher but I prefer the prospects of single digit multiples turning into double digits" @tierrapartners on X 2025-07-09 13:49:56 UTC 3868 followers, XX engagements
"Why did gold top in April Aspirational inflationistas want to know" @tierrapartners on X 2025-07-27 22:03:25 UTC 3863 followers, XXX engagements