Eva Agi says it certainly seems like its been the right time for home builders. The tech economy has been challenged this past year with rising inflation, but benefiting cyclical names in the physical economy. Lennar is a unique homebuilder that is capitalizing on the rise in housing demand, prices, and is a part owner of OPEN which is an emerging company in new digital trends to buy and sell homes online. Eva also shares her thoughts on the financial fundamentals and catalysts for MGM and WOOF.
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