LGIH vs SQ

Investment Analysis Clubs Saul’s Investing Discussions
1

Thinking about adding one of these.
Anybody have an opinion as to which one they think has the longest and most secure runway of growth going forward?

2

I would think that Square has a long runway of potential growth, but LGIH has been doing quite well recently. Saul has mentioned a number of times that home building is a cyclical business. I don’t think the core of what Square does with enabling cash-less transactions, nor the loans via Square Capital, will be all that cyclical.

3 Likes
3

Thanks Volfan! That makes sense.
I may wait to see what the quarter is like before entering a long term position

4

You might want to read this about Square. I think SQ is something you will continue to have in your portfolio in 3 to 5 years. It has a long runway, and is kicking butt and taking names.

https://seekingalpha.com/article/4121550-square-growth-stock…

2 Likes
5

Thanks Don!
I will take a look