neutrallong-term
Millrose's 12% yield is attractive if no crisis hits land prices, but in a downturn these land-holding entities become the bag holders and can go bankrupt — a purely scenario-dependent setup.
SourceMillrose's 12% yield is attractive if no crisis hits land prices, but in a downturn these land-holding entities become the bag holders and can go bankrupt — a purely scenario-dependent setup.
SourceConsensus reflects only the views of covered YouTubers. It is not market expectation and not investment advice.
1 YouTuber has mentioned MRP in the last 7 days; 3 are needed to form a consensus. Their own words are below, each with a link back to the source video.
Millrose's 12% yield is attractive if no crisis hits land prices, but in a downturn these land-holding entities become the bag holders and can go bankrupt — a purely scenario-dependent setup.