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Consensus Media @ConsensusGurus on x 33.5K followers
Created: 2025-07-17 14:27:26 UTC
United Homes Group $UHG on back-to-back big days off of an "exploring strategic options" press release.
$UHG is XX% land options, similar to $NVR and $SDHC, and to a lesser extent $DFH.
At $4/sh, $UHG is close to 4x book - why not just buy better scale at $SDHC for 3x?
XXXXX engagements
Related Topics donald trump $4sh $sdhc $nvr $uhg homes nvr inc stocks consumer cyclical