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Found 676 results in 5ms
Jan 27, 2026
LGI Homes: Land Acquisition Strategy & Underwriting Culture
Partner Interview
LGI Homes•US•Small CapD.R. HortonLennarCornered ResourceConsumer DiscretionaryJan 23, 2026
LGI Homes: Sales Playbook & Margins
Partner Interview
LGI Homes•US•Small CapD.R. HortonLennarMeritage HomesCornered ResourceConsumer DiscretionaryDec 19, 2025
LGI Homes: From Volume Starter Homes to Margin-Driven Upgrades
Partner Interview
LGI Homes•US•Small CapLennarD.R. HortonMeritage HomesCornered ResourceConsumer DiscretionaryNov 25, 2025
Builders FirstSource: Vertical Integration, Lead-Time Control, and Cycle-Time Savings
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
NVR•US•Large CapLennarPulteGroupD.R. HortonLGI HomesMeritage HomesCornered ResourceConsumer DiscretionaryJul 3, 2025
NVR: Land Acquisition Model & Corporate Culture
Partner Interview
NVRMeritage HomesLGI HomesLennarD.R. HortonTaylor Morrison HomeNVRMeritage HomesLGI HomesLennarD.R. HortonTaylor Morrison HomeCornered ResourceConsumer DiscretionaryJun 26, 2025
QXO & US Building Product Distribution: A Manufacturer's Perspective
May 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
Apr 3, 2025
LGI Homes: Forecasting Demand & the Power of a Local Salesforce
Partner Interview
LGI Homes•US•Small CapLennarD.R. HortonMeritage HomesNVRCentury CommunitiesPulteGroupDream Finders HomesZillowCornered ResourceNetwork EffectsAuctions & ClassifiedsConsumer DiscretionaryCommunication ServicesReal EstateDec 2, 2024
LGI Homes: Building In Sets & Process-Based Culture
Partner Interview
LGI Homes•US•Small CapMeritage HomesD.R. HortonLennarCornered ResourceConsumer DiscretionaryOct 25, 2024
Builders FirstSource: Scale Advantage & Capital Allocation
Partner Interview
Builders FirstSource•US•Mid CapLennarLGI HomesMeritage HomesD.R. HortonNVRSyntaxToll BrothersCornered ResourceIndustrialsConsumer DiscretionaryWeekly update
Oct 23, 2024
LVMH, TransDigm, Wise vs SWIFT, Interpump, GXO, LGI Homes, Braze, Boyd Gaming, Ashtead Technology, Metro Bank
LVMH•FR•Mega CapWiseAshtead TechnologyBrazeGXO LogisticsLennarAristocrat LeisureTransDigm GroupHEICO
Oct 22, 2024
LGI Homes, Lennar, D.R. Horton & US Homebuilding Scale Advantages
Partner Interview
LGI Homes•US•Small CapMeritage HomesD.R. HortonLennarCornered ResourceConsumer DiscretionaryOct 13, 2024
Builders FirstSource and the US Truss Manufacturing Market
Partner Interview
Builders FirstSource•US•Mid CapQXOLennarNVRLGI HomesMeritage HomesScale EconomiesCornered ResourceB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyConsumer DiscretionaryOct 6, 2024
Builders FirstSource: US Homebuilding Cyclicality, Pricing, & Vertical Integration
Partner Interview
Builders FirstSource•US•Mid CapLGI HomesLennarMeritage HomesD.R. HortonNVRDream Finders HomesThe Home DepotCornered ResourceIndustrialsConsumer DiscretionarySep 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 DiscretionaryWeekly update
Aug 14, 2024
Intuitive Surgical, Danaher, FTAI & AAR, Carvana, LGI, Smartsheet, LPX, MongoDB, Flutter, Idun, Lifco
Intuitive Surgical•US•Large CapLifcoMongoDBDanaherHalmaFTAI AviationCarvanaSmartsheetLennarIdun IndustrierMedtronicGeneral ElectricPineconeLouisiana-Pacific
Aug 8, 2024
LGI Homes, Lennar, D.R. Horton: US Building Material Supplier Relationships
Partner Interview
LGI Homes•US•Small CapLennarD.R. HortonCornered ResourceConsumer DiscretionaryShowing 20 of 676 results