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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 & FinancialsSerial AcquirerConsumer DiscretionaryFinancialsJun 25, 2026
Lennar Even Flow Construction: Subcontractor Cost Advantages by Trade
Jun 17, 2026
Partner Interview
Lennar•US•Large CapD.R. HortonBerkshire HathawayScale EconomiesInsurers & FinancialsSerial AcquirerConsumer DiscretionaryFinancialsJun 17, 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 & FinancialsSerial AcquirerConsumer DiscretionaryFinancialsJun 12, 2026
LGI Homes: Land Acquisition Strategy & Underwriting Culture
Jan 27, 2026
Partner Interview
LGI Homes•US•Small CapD.R. HortonLennarCornered ResourceConsumer DiscretionaryJan 27, 2026
LGI Homes: Sales Playbook & Margins
Jan 23, 2026
Partner Interview
LGI Homes•US•Small CapD.R. HortonLennarMeritage HomesCornered ResourceConsumer DiscretionaryJan 23, 2026
LGI Homes: From Volume Starter Homes to Margin-Driven Upgrades
Dec 19, 2025
Partner Interview
LGI Homes•US•Small CapLennarD.R. HortonMeritage HomesCornered ResourceConsumer DiscretionaryDec 19, 2025
Builders FirstSource: Vertical Integration, Lead-Time Control, and Cycle-Time Savings
Nov 25, 2025
Nov 25, 2025
Weekly update
Diageo, RTDs, & Don Julio, NVR Operations, Wise vs Currencycloud, Cartier & WOSG, GEICO
Aug 14, 2025
WiseNVRMSCIRolexLennarVisaWatches of Switzerland GroupRichemont
Aug 14, 2025
NVR: Operational Discipline
Jul 31, 2025
Partner Interview
NVR•US•Large CapLennarPulteGroupD.R. HortonLGI HomesMeritage HomesCornered ResourceConsumer DiscretionaryJul 31, 2025
NVR: Land Acquisition Model & Corporate Culture
Jul 3, 2025
Partner Interview
NVRMeritage HomesLGI HomesLennarD.R. HortonTaylor Morrison HomeCornered ResourceConsumer DiscretionaryJul 3, 2025
QXO & US Building Product Distribution: A Manufacturer's Perspective
Jun 26, 2025
Jun 26, 2025
NVR: Sales Strategy & Culture
May 15, 2025
Partner Interview
NVRD.R. HortonLennarPulteGroupKB HomeCornered ResourceConsumer DiscretionaryMay 15, 2025
QXO, Builders FirstSource & US Building Distributors: A Home Builder's Perspective
May 12, 2025
May 12, 2025
LGI Homes: Building In Sets & Process-Based Culture
Dec 2, 2024
Partner Interview
LGI Homes•US•Small CapMeritage HomesD.R. HortonLennarCornered ResourceConsumer DiscretionaryDec 2, 2024
Builders FirstSource: Scale Advantage & Capital Allocation
Oct 25, 2024
Partner Interview
Builders FirstSource•US•Mid CapLennarLGI HomesMeritage HomesD.R. HortonNVRSyntaxToll BrothersCornered ResourceMaterialsIndustrialsConsumer DiscretionaryOct 25, 2024
Weekly update
LVMH, TransDigm, Wise vs SWIFT, Interpump, GXO, LGI Homes, Braze, Boyd Gaming, Ashtead Technology, Metro Bank
Oct 23, 2024
LVMH•FR•Mega CapWiseAshtead TechnologyBrazeGXO LogisticsLennarAristocrat LeisureTransDigm GroupHEICO
Oct 23, 2024
LGI Homes, Lennar, D.R. Horton & US Homebuilding Scale Advantages
Oct 22, 2024
Partner Interview
LGI Homes•US•Small CapMeritage HomesD.R. HortonLennarCornered ResourceConsumer DiscretionaryOct 22, 2024
Builders FirstSource and the US Truss Manufacturing Market
Oct 13, 2024
Partner Interview
Builders FirstSource•US•Mid CapQXOLennarNVRLGI HomesMeritage HomesScale EconomiesCornered ResourceB2B MiddlemenSerial AcquirerMaterialsIndustrialsInformation TechnologyConsumer DiscretionaryOct 13, 2024
Builders FirstSource: US Homebuilding Cyclicality, Pricing, & Vertical Integration
Oct 6, 2024
Partner Interview
Builders FirstSource•US•Mid CapLGI HomesLennarMeritage HomesD.R. HortonNVRDream Finders HomesThe Home DepotCornered ResourceMaterialsIndustrialsConsumer DiscretionaryOct 6, 2024
Builders FirstSource: BMC Integration, Product-Market Fit & Distributor Relationships
Sep 26, 2024
Partner Interview
Builders FirstSource•US•Mid CapWeyerhaeuserLGI HomesMeritage HomesLennarKB HomeLowesThe Home DepotCornered ResourceMaterialsIndustrialsReal EstateConsumer DiscretionarySep 26, 2024
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