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Jul 31, 2025

NVR: Operational Discipline

Partner Interview
NVRUSLarge CapLennarPulteGroupD.R. HortonLGI HomesMeritage HomesCornered ResourceConsumer Discretionary
May 15, 2025

NVR: Sales Strategy & Culture

Partner Interview
NVRD.R. HortonLennarPulteGroupKB HomeNVRD.R. HortonLennarPulteGroupKB HomeCornered ResourceConsumer 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
Aug 23, 2024

Builders FirstSource & US Building Materials Market: Supply Chain, Market Consolidation and Specialty Products

Partner Interview
Builders FirstSourceUSMid CapQXOD.R. HortonPulteGroupLGI HomesMeritage HomesScale EconomiesCornered ResourceB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyConsumer Discretionary
Mar 22, 2024

LGI Homes: US Homebuilders Market Dynamics

Partner Interview
LGI HomesUSSmall CapD.R. HortonMeritage HomesCentury CommunitiesLennarPulteGroupRedfinCornered ResourceConsumer DiscretionaryReal Estate
Mar 7, 2024

LGI Homes, Lennar, D.R Horton: US Homebuilder Market Dynamics

Partner Interview
LGI HomesUSSmall CapLennarD.R. HortonPulteGroupMeritage HomesCornered ResourceConsumer Discretionary
Nov 23, 2023

LGI Homes: Underwriting Process & Quality

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IP Interview
LGI HomesUSSmall CapRedfinPulteGroupNVRLennarD.R. HortonCornered ResourceConsumer DiscretionaryReal Estate

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