Legacy Housing (Ticker: LEGH) with WealthOrDie
Legacy Housing (Ticker: LEGH) designs and sells manufactured homes, with high demand in the current housing market, but also faces supply chain and regulatory challenges in a competitive industry. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Phillip's work? Check out their Twitter here: https://twitter.com/WealthOrDie?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Legacy Housing | (3:35)
Housing Prices | (17:15)
Why is it Discounted? | (28:21)
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.
*****************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
*****************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Phillip's work? Check out their Twitter here: https://twitter.com/WealthOrDie?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Legacy Housing | (3:35)
Housing Prices | (17:15)
Why is it Discounted? | (28:21)
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.
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