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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 GroupRichemontCornered ResourceLow Cost Operators
Aug 14, 2025
NVR: Operational Discipline
Jul 31, 2025
Partner Interview
NVR•US•Large CapLennarPulteGroupD.R. HortonLGI HomesMeritage HomesJul 31, 2025
NVR: Land Acquisition Model & Corporate Culture
Jul 3, 2025
Partner Interview
NVRMeritage HomesLGI HomesLennarD.R. HortonTaylor Morrison HomeJul 3, 2025
NVR: Sales Strategy & Culture
May 15, 2025
Partner Interview
NVRD.R. HortonLennarPulteGroupKB HomeMay 15, 2025
QXO, Builders FirstSource & US Building Distributors: A Home Builder's Perspective
May 12, 2025
May 12, 2025
Builders FirstSource: Scale Advantage & Capital Allocation
Oct 25, 2024
Partner Interview
Builders FirstSource•US•Mid CapLennarLGI HomesMeritage HomesD.R. HortonNVRSyntaxToll BrothersOct 25, 2024
Builders FirstSource and the US Truss Manufacturing Market
Oct 13, 2024
Partner Interview
Builders FirstSource•US•Mid CapQXOLennarNVRLGI HomesMeritage HomesCornered ResourceB2B MiddlemenOct 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 DepotOct 6, 2024
LGI Homes: Underwriting Process & Quality
Nov 23, 2023
Nov 23, 2023
LGI Homes: Understanding Land Acquisition
Nov 15, 2023
Nov 15, 2023
Weekly update
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Nov 15, 2022
Watsco•US•Large CapFastenalPoolAddtechNaked WinesTHGNVRKB HomeCornered ResourceB2B Middlemen
Nov 15, 2022
NVR Inc & US Land Development
Nov 13, 2022
Partner Interview
NVR•US•Large CapKB HomeNov 13, 2022
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