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Found 13 results in 3ms
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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

Former Division President at NVR
Partner Interview
NVRUSLarge CapLennarPulteGroupD.R. HortonLGI HomesMeritage HomesCornered ResourceConsumer Discretionary
Jul 3, 2025

NVR: Land Acquisition Model & Corporate Culture

Former Land Acquisition Manager at NVR
Partner Interview
NVRMeritage HomesLGI HomesLennarD.R. HortonTaylor Morrison HomeNVRMeritage HomesLGI HomesLennarD.R. HortonTaylor Morrison HomeCornered ResourceConsumer Discretionary
May 15, 2025

NVR: Sales Strategy & Culture

Former Sales Manager at Ryan Homes
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

Former Purchasing Manager at Lennar
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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

Former Sales Manager at LGI Homes
Partner Interview
LGI HomesUSSmall CapLennarD.R. HortonMeritage HomesNVRCentury CommunitiesPulteGroupDream Finders HomesZillowCornered ResourceNetwork EffectsAuctions & ClassifiedsConsumer DiscretionaryCommunication ServicesReal Estate
Oct 25, 2024

Builders FirstSource: Scale Advantage & Capital Allocation

Former Executive VP of Strategic Accounts at Builders FirstSource
Partner Interview
Builders FirstSourceUSLarge CapLennarLGI HomesMeritage HomesD.R. HortonNVRSyntaxToll BrothersCornered ResourceIndustrialsConsumer Discretionary
Oct 13, 2024

Builders FirstSource and the US Truss Manufacturing Market

Former VP at Trussway Manufacturing
Partner Interview
Builders FirstSourceUSLarge CapQXOLennarNVRLGI HomesMeritage HomesScale EconomiesCornered ResourceB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyConsumer Discretionary
Oct 6, 2024

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

Senior Executive at a US Regional Homebuilder
Partner Interview
Builders FirstSourceUSLarge CapLGI HomesLennarMeritage HomesD.R. HortonNVRDream Finders HomesThe Home DepotCornered ResourceIndustrialsConsumer Discretionary
Nov 23, 2023

LGI Homes: Underwriting Process & Quality

Former Senior Land Acquisition & Development Analyst at LGI Homes
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IP Interview
LGI HomesUSSmall CapRedfinPulteGroupNVRLennarD.R. HortonCornered ResourceConsumer DiscretionaryReal Estate
Nov 15, 2023

LGI Homes: Understanding Land Acquisition

Former Senior Land Acquisition & Development Analyst at LGI Homes
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IP Interview
LGI HomesUSSmall CapNVRCornered ResourceConsumer Discretionary
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Weekly update
Nov 15, 2022

Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability

WatscoUSLarge CapFastenalPoolAddtechNaked WinesTHGNVRKB Home
Nov 13, 2022

NVR Inc & US Land Development

Former VP at KB Home
Partner Interview
NVRUSLarge CapKB HomeCornered ResourceConsumer Discretionary

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