- October 25, 2024
Builders FirstSource: Scale Advantage & Capital Allocation
Former Executive VP of Strategic Accounts at Builders FirstSourcePartner InterviewBuilders FirstSource IncLennar CorporationLGI Homes IncMeritage Homes CorporationD.R. Horton IncNVR IncSyntaxToll Brothers IncCornered ResourceIndustrialsConsumer Discretionary - October 22, 2024
LGI Homes, Lennar, D.R. Horton & US Homebuilding Scale Advantages
Former Purchasing Manager at LennarPartner InterviewLGI Homes IncMeritage Homes CorporationD.R. Horton IncLennar CorporationCornered ResourceConsumer Discretionary - October 13, 2024
Builders FirstSource and the US Truss Manufacturing Market
Former VP at Trussway ManufacturingPartner InterviewBuilders FirstSource IncQXOLennar CorporationNVR IncLGI Homes IncMeritage Homes CorporationCornered ResourceIndustrialsConsumer Discretionary - October 6, 2024
Builders FirstSource: US Homebuilding Cyclicality, Pricing, & Vertical Integration
Senior Executive at a US Regional HomebuilderPartner InterviewBuilders FirstSource IncLGI Homes IncLennar CorporationMeritage Homes CorporationD.R. Horton IncNVR IncDream Finders Homes IncThe Home Depot IncCornered ResourceIndustrialsConsumer Discretionary - September 26, 2024
Builders FirstSource: BMC Integration, Product-Market Fit & Distributor Relationships
Former Category Manager at Builders FirstSourcePartner InterviewBuilders FirstSource IncWeyerhaeuser CompanyLGI Homes IncMeritage Homes CorporationLennar CorporationKB HomeLowe’s Companies IncThe Home Depot IncCornered ResourceIndustrialsReal EstateConsumer Discretionary - August 23, 2024
Builders FirstSource & US Building Materials Market: Supply Chain, Market Consolidation and Specialty Products
Former Executive VP of Strategic Accounts at Builders FirstSourcePartner InterviewBuilders FirstSource IncQXOD.R. Horton IncPulteGroup IncLGI Homes IncMeritage Homes CorporationCornered ResourceIndustrialsConsumer Discretionary - August 8, 2024
LGI Homes, Lennar, D.R. Horton: US Building Material Supplier Relationships
Former Executive VP of Strategic Accounts at Builders FirstSourcePartner InterviewLGI Homes IncLennar CorporationD.R. Horton IncCornered ResourceConsumer Discretionary - March 22, 2024
LGI Homes: US Homebuilders Market Dynamics
Former Senior Land Acquisition & Development Analyst at LGI HomesPartner InterviewD.R. Horton IncLGI Homes IncMeritage Homes CorporationCentury Communities IncLennar CorporationPulteGroup IncRedfin CorporationCornered ResourceConsumer DiscretionaryReal Estate - March 13, 2024
LGI Homes: New Home Sales Process
Former Sales Manager at LGI HomesLGI Homes IncLennar CorporationD.R. Horton IncMeritage Homes CorporationCornered ResourceConsumer DiscretionaryIP Interview
- March 7, 2024
LGI Homes, Lennar, D.R Horton: US Homebuilder Market Dynamics
Former VP of Sales at LGI HomesPartner InterviewLGI Homes IncLennar CorporationD.R. Horton IncPulteGroup IncMeritage Homes CorporationCornered ResourceConsumer Discretionary - November 23, 2023
LGI Homes: Underwriting Process & Quality
Former Senior Land Acquisition & Development Analyst at LGI HomesLGI Homes IncRedfin CorporationPulteGroup IncNVR IncLennar CorporationD.R. Horton IncCornered ResourceConsumer DiscretionaryReal EstateIP Interview - November 15, 2023
LGI Homes: Understanding Land Acquisition
Former Senior Land Acquisition & Development Analyst at LGI HomesLGI Homes IncNVR IncCornered ResourceConsumer DiscretionaryIP Interview