Substack · Floebertus
LGI Homes
US company growing intrinsic value at 22% CAGR for 12 years, trading at 50% of book value, buying back shares
Since publication −7.9% α −20.3 pp vs S&P 500 · USD
US · 1 entry · 1 publication
LGIH
LGI Homes, Inc.
- Entries
- 1
- Bullish
- 0
- Bearish
- 0
- First
- Nov 9, 2025
- Latest
- Nov 9, 2025
No entry states a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on LGIH at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- November 2025 1 entry
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.