What podcasts say about Homebuilding industry
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Homebuilding industry
10 statements · 5 positive · 5 negative
The recent rise in housebuilders and building supplies companies is justified.
“I think that's absolutely right.”
Open the episode · Morning MoversListen at 11:56
U.S. homebuilders are having a difficult year overall.
“home builders are having the group in general a little bit of a rough year.”
Open the episode · Alkami Sinks, McDonald's Falls, KB Home DownListen at 1:52
U.S. homebuilders are experiencing a difficult year.
“homebuilders are having the group in general a little bit of a rough year.”
Open the episode · Alkami Sinks, McDonald's Falls, KB Home DownListen at 2:03
Low demand and high costs are squeezing housebuilders' margins and outlook.
“All of that is squeezing margins and it's making it quite a difficult outlook for all of those house builders”
Open the episode · ASML Surges, Richemont Gains, Barrat Redrow UpListen at 4:53
Vistry's update is unfavorable for the broader homebuilding sector
“this history update doesn't bode well for the rest of that sector”
Open the episode · BP Surges, Rheinmetall Down, Vistry SagsListen at 5:10
The homebuilding industry is structurally impaired
“the home building industry was first structurally impaired”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 17:22
Unlocked social-housing funding could benefit Vistry and housebuilders.
“that could be an interesting bull point, possibly for Vistry, and maybe for the housebuilding sector generally”
Open the episode · Paul's Podcast - Fri 15 May 2026Listen at 4:57
Paul Scott judges the housebuilding sector to be substantially oversold.
“I feel the sector is really oversold.”
Open the episode · Paul's Podcast - Fri 1 May 2026Listen at 8:58
Paul Scott remains bullish on the housebuilding sector because valuations are too low.
“So I remain, um, pretty bullish on that simply because I think it's way too cheap”
Open the episode · Paul's Podcast - Fri 1 May 2026Listen at 23:08
The housebuilding sector is substantially undervalued.
“I think it's way too cheap”
Open the episode · Paul's Podcast - Fri 1 May 2026Listen at 23:11
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.