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Found 14 results in 2ms
Found 14 results in 2ms
Nov 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 DiscretionaryMay 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 EstateOct 25, 2024
Builders FirstSource: Scale Advantage & Capital Allocation
Partner Interview
Builders FirstSource•US•Mid CapLennarLGI HomesMeritage HomesD.R. HortonNVRSyntaxToll BrothersCornered ResourceIndustrialsConsumer 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 DiscretionaryNov 23, 2023
LGI Homes: Underwriting Process & Quality
Nov 15, 2023
LGI Homes: Understanding Land Acquisition
Weekly update
Nov 15, 2022
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Watsco•US•Large CapFastenalPoolAddtechNaked WinesTHGNVRKB Home
Nov 13, 2022
NVR Inc & US Land Development
Partner Interview
NVR•US•Large CapKB HomeCornered ResourceConsumer DiscretionaryYou've reached the end