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May 15, 2025

NVR: Sales Strategy & Culture

Partner Interview
NVRD.R. HortonLennarPulteGroupKB HomeNVRD.R. HortonLennarPulteGroupKB HomeCornered ResourceConsumer Discretionary
May 12, 2025

QXO, Builders FirstSource & US Building Distributors: A Home Builder's Perspective

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IP Interview
Builders FirstSourceQXOBeacon Roofing SupplyLGI HomesLennarNVRD.R. HortonMeritage HomesKB HomeThe Home Depot84 LumberLowesDream Finders HomesBuilders FirstSourceQXOBeacon Roofing SupplyLGI HomesLennarNVRD.R. HortonMeritage HomesKB HomeThe Home Depot84 LumberLowesDream Finders HomesScale EconomiesCornered ResourceB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyConsumer Discretionary
Sep 26, 2024

Builders FirstSource: BMC Integration, Product-Market Fit & Distributor Relationships

Partner Interview
Builders FirstSource•US•Mid CapWeyerhaeuserLGI HomesMeritage HomesLennarKB HomeLowesThe Home DepotCornered ResourceIndustrialsReal EstateConsumer Discretionary
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Weekly 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 Discretionary

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