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Lennar's Even-Flow Strategy: Origins, Implementation & Cost Structure
Jun 25, 2026
Partner Interview
Lennar•US•Large CapKB HomeD.R. HortonBerkshire HathawayScale EconomiesInsurers & FinancialsJun 25, 2026
Lennar vs D.R. Horton: Comparing Even-Flow Execution and Margin Trade-offs
Jun 12, 2026
Partner Interview
Lennar•US•Large CapKB HomeD.R. HortonBerkshire HathawayScale EconomiesInsurers & FinancialsJun 12, 2026
NVR: Sales Strategy & Culture
May 15, 2025
Partner Interview
NVRD.R. HortonLennarPulteGroupKB HomeMay 15, 2025
QXO, Builders FirstSource & US Building Distributors: A Home Builder's Perspective
May 12, 2025
May 12, 2025
Builders FirstSource: BMC Integration, Product-Market Fit & Distributor Relationships
Sep 26, 2024
Partner Interview
Builders FirstSource•US•Mid CapWeyerhaeuserLGI HomesMeritage HomesLennarKB HomeLowesThe Home DepotSep 26, 2024
Weekly update
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Nov 15, 2022
Watsco•US•Large CapFastenalPoolAddtechNaked WinesTHGNVRKB HomeCornered ResourceB2B Middlemen
Nov 15, 2022
NVR Inc & US Land Development
Nov 13, 2022
Partner Interview
NVR•US•Large CapKB HomeNov 13, 2022
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