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Jun 25, 2026
Lennar's Even-Flow Strategy: Origins, Implementation & Cost Structure
Partner Interview
Lennar•US•Large CapKB HomeD.R. HortonBerkshire HathawayScale EconomiesInsurers & FinancialsSerial AcquirerConsumer DiscretionaryFinancialsJun 12, 2026
Lennar vs D.R. Horton: Comparing Even-Flow Execution and Margin Trade-offs
Partner Interview
Lennar•US•Large CapKB HomeD.R. HortonBerkshire HathawayScale EconomiesInsurers & FinancialsSerial AcquirerConsumer DiscretionaryFinancialsMay 15, 2025
NVR: Sales Strategy & Culture
Partner Interview
NVRD.R. HortonLennarPulteGroupKB HomeNVRD.R. HortonLennarPulteGroupKB HomeCornered ResourceConsumer DiscretionaryMay 12, 2025
QXO, Builders FirstSource & US Building Distributors: A Home Builder's Perspective
Sep 26, 2024
Builders FirstSource: BMC Integration, Product-Market Fit & Distributor Relationships
Partner Interview
Builders FirstSource•US•Mid CapWeyerhaeuserLGI HomesMeritage HomesLennarKB HomeLowesThe Home DepotCornered ResourceMaterialsIndustrialsReal EstateConsumer DiscretionaryWeekly update
Nov 15, 2022
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Watsco•US•Large CapFastenalPoolAddtechNaked WinesTHGNVRKB Home
Nov 13, 2022
NVR Inc & US Land Development
Partner Interview
NVR•US•Large CapKB HomeCornered ResourceConsumer DiscretionaryYou've reached the end