The Supply Chain for Home Builders

A i home buildings are a really terrible business. You lock a bunch of land, you prep te land, you build a house, you have to deliver the house. Meanwhile, these building trades,. these supply train companies, are phenomenal businesses. It jus turne over their working capital over and over again, and have a decent margin doing itand the returns on capital are just obscene. I think that's really the trin it's a real disconnect between what you're seen on main street versus wall street.