It's no secret the supply of homes on the market is limited and homebuilders, like KB Home (NYSE:KBH) and Lennar (NYSE:LEN), are well-positioned to build more properties. However, investors need to consider valuation before investing in these companies. In this segment of The Motley Fool's financials-focused show, Where the Money Is, banking analysts Matt Koppenheffer and David Hanson look at two tweets and give their thoughts.

David Hanson has no position in any stocks mentioned. Matt Koppenheffer has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.