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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
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
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
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
Builders FirstSource & US Building Materials Market: Supply Chain, Market Consolidation and Specialty Products
Aug 23, 2024
Partner Interview
Builders FirstSource•US•Mid CapQXOD.R. HortonPulteGroupLGI HomesMeritage HomesScale EconomiesCornered ResourceB2B MiddlemenSerial AcquirerMaterialsIndustrialsInformation TechnologyConsumer DiscretionaryAug 23, 2024
LGI Homes: US Homebuilders Market Dynamics
Mar 22, 2024
Partner Interview
LGI Homes•US•Small CapD.R. HortonMeritage HomesCentury CommunitiesLennarPulteGroupRedfinCornered ResourceConsumer DiscretionaryReal EstateMar 22, 2024
LGI Homes: New Home Sales Process
Mar 13, 2024
Mar 13, 2024
LGI Homes, Lennar, D.R Horton: US Homebuilder Market Dynamics
Mar 7, 2024
Partner Interview
LGI Homes•US•Small CapLennarD.R. HortonPulteGroupMeritage HomesCornered ResourceConsumer DiscretionaryMar 7, 2024
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