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Found 676 results in 5ms
Jan 27, 2026

LGI Homes: Land Acquisition Strategy & Underwriting Culture

Partner Interview
LGI HomesUSSmall CapD.R. HortonLennarCornered ResourceConsumer Discretionary
Jan 23, 2026

LGI Homes: Sales Playbook & Margins

Partner Interview
LGI HomesUSSmall CapD.R. HortonLennarMeritage HomesCornered ResourceConsumer Discretionary
Dec 19, 2025

LGI Homes: From Volume Starter Homes to Margin-Driven Upgrades

Partner Interview
LGI HomesUSSmall CapLennarD.R. HortonMeritage HomesCornered ResourceConsumer Discretionary
Nov 25, 2025

Builders FirstSource: Vertical Integration, Lead-Time Control, and Cycle-Time Savings

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IP Interview
Builders FirstSourceUSMid CapQXOBeacon Roofing SupplyLGI HomesLennarNVRD.R. HortonMeritage HomesLowesThe Home DepotScale EconomiesCornered ResourceB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyConsumer Discretionary
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Weekly update
Aug 14, 2025

Diageo, RTDs, & Don Julio, NVR Operations, Wise vs Currencycloud, Cartier & WOSG, GEICO

WiseNVRMSCIRolexLennarVisaWatches of Switzerland GroupRichemontWiseNVRMSCIRolexLennarVisaWatches of Switzerland GroupRichemont
Jul 31, 2025

NVR: Operational Discipline

Partner Interview
NVRUSLarge CapLennarPulteGroupD.R. HortonLGI HomesMeritage HomesCornered ResourceConsumer Discretionary
Jul 3, 2025

NVR: Land Acquisition Model & Corporate Culture

Partner Interview
NVRMeritage HomesLGI HomesLennarD.R. HortonTaylor Morrison HomeNVRMeritage HomesLGI HomesLennarD.R. HortonTaylor Morrison HomeCornered ResourceConsumer Discretionary
Jun 26, 2025

QXO & US Building Product Distribution: A Manufacturer's Perspective

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IP Interview
QXOBuilders FirstSourceCertainTeedThe Home DepotGMSRexelD.R. HortonLGI HomesMeritage HomesLennarOwens CorningQXOBuilders FirstSourceCertainTeedThe Home DepotGMSRexelD.R. HortonLGI HomesMeritage HomesLennarOwens CorningScale EconomiesCornered ResourceB2B MiddlemenSerial AcquirerInformation TechnologyIndustrialsConsumer Discretionary
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
Apr 3, 2025

LGI Homes: Forecasting Demand & the Power of a Local Salesforce

Partner Interview
LGI HomesUSSmall CapLennarD.R. HortonMeritage HomesNVRCentury CommunitiesPulteGroupDream Finders HomesZillowCornered ResourceNetwork EffectsAuctions & ClassifiedsConsumer DiscretionaryCommunication ServicesReal Estate
Dec 2, 2024

LGI Homes: Building In Sets & Process-Based Culture

Partner Interview
LGI HomesUSSmall CapMeritage HomesD.R. HortonLennarCornered ResourceConsumer Discretionary
Oct 25, 2024

Builders FirstSource: Scale Advantage & Capital Allocation

Partner Interview
Builders FirstSourceUSMid CapLennarLGI HomesMeritage HomesD.R. HortonNVRSyntaxToll BrothersCornered ResourceIndustrialsConsumer Discretionary
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Weekly update
Oct 23, 2024

LVMH, TransDigm, Wise vs SWIFT, Interpump, GXO, LGI Homes, Braze, Boyd Gaming, Ashtead Technology, Metro Bank

LVMHFRMega CapWiseAshtead TechnologyBrazeGXO LogisticsLennarAristocrat LeisureTransDigm GroupHEICO
Oct 22, 2024

LGI Homes, Lennar, D.R. Horton & US Homebuilding Scale Advantages

Partner Interview
LGI HomesUSSmall CapMeritage HomesD.R. HortonLennarCornered ResourceConsumer Discretionary
Oct 13, 2024

Builders FirstSource and the US Truss Manufacturing Market

Partner Interview
Builders FirstSourceUSMid CapQXOLennarNVRLGI HomesMeritage HomesScale EconomiesCornered ResourceB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyConsumer Discretionary
Oct 6, 2024

Builders FirstSource: US Homebuilding Cyclicality, Pricing, & Vertical Integration

Partner Interview
Builders FirstSourceUSMid CapLGI HomesLennarMeritage HomesD.R. HortonNVRDream Finders HomesThe Home DepotCornered ResourceIndustrialsConsumer Discretionary
Sep 26, 2024

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

Partner Interview
Builders FirstSourceUSMid CapWeyerhaeuserLGI HomesMeritage HomesLennarKB HomeLowesThe Home DepotCornered ResourceIndustrialsReal EstateConsumer Discretionary
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Weekly update
Aug 14, 2024

Intuitive Surgical, Danaher, FTAI & AAR, Carvana, LGI, Smartsheet, LPX, MongoDB, Flutter, Idun, Lifco

Intuitive SurgicalUSLarge CapLifcoMongoDBDanaherHalmaFTAI AviationCarvanaSmartsheetLennarIdun IndustrierMedtronicGeneral ElectricPineconeLouisiana-Pacific
Aug 8, 2024

LGI Homes, Lennar, D.R. Horton: US Building Material Supplier Relationships

Partner Interview
LGI HomesUSSmall CapLennarD.R. HortonCornered ResourceConsumer Discretionary

Showing 20 of 676 results