In this video, Motley Fool contributors Jason Hall and Tyler Crowe discuss Lennar's (LEN -1.66%) (LEN.B) move to become even more asset-light and how it could disrupt the industry. Jason breaks down how he thinks this could create an opportunity for Meritage Homes (MTH -2.09%) to zig while others zag.

*Stock prices used were from the afternoon of Oct. 5, 2024. The video was published on Nov. 15, 2024.