$SKY Champion Homes Tape Reports
Per Ticker.id: $SKY Champion Homes Tape Reports — timestamped podcast mentions, volume, and share of voice. Latest 2026-07-23 18:46 UTC.
I've always been thematic with my approach. I didn't own the banks. Back then, thank goodness, because I was covering them and I just felt there was always a conflict of interest. But I always take long-term thematic approaches to my investing. So I'll give you a couple of examples. The winners and the losers with the housing bill, the affordable housing, 21st Century Road to Housing. I bought Sky, which is Champion Homes, which is a manufactured home builder. And the idea is they repealed a chassis law. Things would change, that production would increase dramatically. And manufactured homes are really nice. They're not the manufactured homes of yesteryear. So I buy that. I've done— I do front some, some frontier investing in terms of with I, I, I—
Meredith Whitney — Bloomberg Intelligence · Bloomberg Money: Credit Card Indicators and Golf's Changing Fanbase · 2026-08-08I've always been thematic with my approach. I didn't own the banks back then, thank goodness, because I was covering them and I just felt there was always a conflict of interest. But I always take long-term thematic approaches to my investing. So I'll give you a couple of examples. The, you know, the winners and the losers with the housing bill, the affordable housing, 21st Century Road to Housing. I bought Sky, which is Champion Homes, which is a manufactured home builder. And the idea is they repealed a chassis law. Things would change, that production would increase dramatically. And manufactured homes are really nice. They're not the manufactured homes of yesteryear. So I buy that. I've done— I do front some Frontier Investments.
Meredith Whitney — Bloomberg Intelligence · Bloomberg Money: Credit Card Indicators and Golf's Changing Fanbase · 2026-08-08I've always been thematic with my approach. I didn't own the banks back then, thank goodness, because I was covering them and I just felt there was always a conflict of interest. But I always take long-term thematic approaches to my investing. So I'll give you a couple of examples. The, you know, the winners and the losers with the housing bill, the affordable housing, 21st Century Road to Housing. I bought Sky, which is Champion Homes, which is a manufactured home builder. And the idea is they repealed a chassis law things would change, that production would increase dramatically. And manufactured homes are really nice. They're not the manufactured homes of yesteryear. So I buy that. I've done— I do front some, some frontier investing in terms of with certain markets, geographical markets, you mean? Well, a lot of the stans which have very rich rare earth minerals. So that a lot of that is going— so is private to public companies.
Meredith Whitney — Bloomberg Surveillance · Bloomberg Money: Credit Card Indicators and Golf's Changing Fanbase · 2026-08-07I've always been thematic with my approach. I didn't own the banks back then, thank goodness, because I was covering them and I just felt there was always a conflict of interest. But I always take long-term thematic approaches to my investing. So I'll give you a couple of examples. The winners and the losers with the housing bill, the affordable housing 21st Century Road to Housing. I bought Sky, which is Champion Homes, which is a manufactured home builder. And the idea is they repealed a chassis law. Things would change, that production would increase dramatically. And manufactured homes are really nice. They're not the manufactured homes of yesteryear. So I buy that. I've done— I do front some, some frontier investing in terms of with certain markets, geographical markets, you mean? Well, a lot of the stans, which have very rich rare earth minerals, so that a lot of that is going— so is private to public companies. Okay. I know that's sort of esoteric, but Those have been good plays and they're emerging will be bigger plays. All right.
Meredith Whitney — Bloomberg Surveillance · Bloomberg Money: Credit Card Indicators and Golf's Changing Fanbase · 2026-08-07