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Manufactured Housing Industry trends

Only 3 Options – the Elephant in the Room

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A) In manufactured housing production, the elephant in the room is Clayton Homes. They are owned by Berkshire Hathaway, which also owns the 2 largest industry lenders, 21st Mortgage and Vanderbilt Mortgage and Finance (VMF). Berkshire also owns a large stake in the industry’s third largest single family manufactured home loan lender, Wells Fargo. There …

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Best Warren Buffett, Kevin Clayton, Clayton Homes, Berkshire Hathaway Annual Meeting, Competition, and “the Moat” Video Collection

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Warren Buffett’s Annual Letter to Berkshire Hathaway Shareholders, and their annual shareholders meeting, are writ large on the calendar for investors.  The same can be said for professionals who are in or researching – or in – the manufactured home industry. Clayton Homes – led by company founder Jim Clayton’s son, Kevin Clayton – become …

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Clayton Homes, Manufactured Housing Industry News, Reality Check

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Clayton Homes made the news several times in recent days. As a heads up to readers, this mentions legislation, but that isn’t the headline topic. The example that follows exemplifies a reality check that will tee up an “Aha! Moment” for many. The subjects Clayton Homes has been included in mainstream media reports included such …

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