Dream Finders Homes’ Hostile Bid Creates a Dual Squeeze Play

Dream Finders Homes launched a hostile takeover bid for Beazer Homes USA at $25.75 per share ($704 million), down from previous private offers of $28.50 and $29. The bid capitalizes on Beazer's operational struggles, including a 93% EBITDA decline and 27.5% revenue drop. Beazer's board rejected the offer, citing undervaluation of its land bank and long-term prospects. The situation creates a merger arbitrage play for Beazer and a potential short squeeze opportunity for Dream Finders, which has 15-17% short interest.

05/13/2026, 10:26 AM • Investing

Prediction: These 3 Stocks Will Soar in 2026

Matt Frankel identifies three stocks he believes could gain 40% or more in 2026, despite the S&P 500 trading near all-time highs. Based on current market conditions and interest rate projections for 2026, the analyst highlights opportunities in undervalued stocks that could deliver significant returns.

01/17/2026, 8:17 AM • The Motley Fool

My Top 10 Portfolio Holdings to Start 2026

Matt Frankel, a Motley Fool analyst, shares his top 10 portfolio holdings as of January 2026. With approximately 45 stocks in his portfolio, he highlights his largest investments and provides brief commentary on why he favors each position.

01/14/2026, 1:17 PM • The Motley Fool

This Stock Used to Be My Largest Investment: Here's Why I Just Sold All My Shares Before the End of 2025

An investor sold his entire position in Boston Omaha Corporation after years of disappointing business performance, management issues, and lack of expected growth, despite believing the company's assets are undervalued.

12/10/2025, 10:22 AM • The Motley Fool

Here’s Why Homebuilder Stocks Are Skyrocketing

Homebuilder stocks surged after D.R. Horton and PulteGroup reported better-than-expected earnings, despite challenges from high interest rates and economic uncertainty. The positive earnings reports lifted the entire homebuilder sector.

07/22/2025, 5:35 PM • Investing

Here Are All 7 Stocks I've Bought in June

The article discusses 7 stocks that the author has bought in June 2025, including one new addition to his portfolio. The stocks mentioned are from various sectors, and the author believes they are still bargains despite the recent market recovery.

06/24/2025, 6:12 AM • The Motley Fool

Solar Stocks and Homebuilders

The article discusses the current state of the housing market, with a focus on earnings from Lennar, the largest home builder in America. The hosts, Matt Frankel and Jason Hall, share their top three home builder picks, including Green Brick Partners, Meritage Homes, and LGI Homes.

06/23/2025, 11:22 AM • The Motley Fool