{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1034,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-07-18T10:20:29.083898+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"LEN Stock: Buffett Owns 4%, Margins at Decade Lows — Who Blinks? Q2 FY2026","slug":"len-stock-buffett-owns-4-margins-at-decade-lows-who-blinks-q2-fy2026","published_at":"2026-06-11T22:19:26+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/len-stock-buffett-owns-4-margins-at-decade-lows-who-blinks-q2-fy2026","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/len-stock-buffett-owns-4-margins-at-decade-lows-%e2%80%94-who-blinks-q2-fy2026/","audio_url":"https://mcdn.podbean.com/mf/web/ztg4mlf1jatxq5dv/LEN-Q2-FY2026-PipelineX-Lennar_FULL.mp3","summary":"LEN (Lennar) reported Q2 FY2026 earnings on 2026-06-11. Stock jumped 5.7% on the print. Here's the breakdown: Is LEN a buy, hold, or sell after this quarter? In this Lennar (LEN) Q2 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear price-aware Buy / Hold / Avoid Call and a Wall Street consensus comparison. If you follow Consumer stocks or LEN earnings, this is the Q2 FY2026 deep dive. 🎧 Listen on Podbean: https://chargedalpha.podbean.com (also on Apple Podcasts & Spotify) 🔔 Subscribe for daily earnings deep-dives → @ChargedAlpha | Call tracker: chargedalpha.com THE CALL: HOLD (3/5 conviction, MODERATE) - CURRENT @ $94.95 - HOLD - BUY below $85.00 with $78.00 stop - AVOID above $115.00 TRIGGER: Q3 print (Sept 17) holding the ~16% gross-margin floor; mortgage rates breaking below the level that thaws move-up demand; Berkshire adding WINDOW: 12-24 months - a rate-cycle value position with a capital-return floor TRACKER: chargedalpha.com WALL STREET CONSENSUS - Ratings: 2 Strong Buy / 3 Buy / 11 Hold / 5 Sell / 0 Strong Sell - HOLD - Median 12-month price target: $98.00 (range $75 - $130) - Charged Alpha vs consensus: IN LINE THESIS A land-light, volume-defending homebuilding machine - Millrose spun the land risk, leverage at 15.8%, financial services attached - being repriced for a margin trough while retiring ~8% of its float a year, with Berkshire holding 4.1% of the patience trade. Bull lever: The Q3 guide implies the margin floor (~16% vs 15.6% printed): if that holds and rates ever relent, normalized 20%+ margins on 83K deliveries make today's ~0.7x sales the cycle-bottom entry Buffett is positio…","meta_description":"LEN (Lennar) reported Q2 FY2026 earnings on 2026-06-11. Stock jumped 5.7% on the print. Here's the breakdown: Is LEN a buy, hold, or sell after this quart…","key_points":[],"chapters":[],"topics":[],"duration_seconds":613,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/len-stock-buffett-owns-4-margins-at-decade-lows-who-blinks-q2-fy2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/len-stock-buffett-owns-4-margins-at-decade-lows-who-blinks-q2-fy2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}