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DFH - Dream Finders Homes - Finding Value In Homes
Dream Finders Homes Inc.
Dream Finders Homes has seen a big reversal in its shares price since the summer.
Shares have been cut in half from recent highs as investors get some nerves on the health of the housing market.
I like the earnings power of the business and dealmaking capabilities, but fail to have huge conviction as housing market cycles are difficult to time.