U.S. Homebuilders Decisively Bottoming -- Add Exposure/Overweight
Homebuilders have been one of our favorite themes in the market and we officially assigned an overweight to the Group in our 2/12/19Â Compass. Based...
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Primer: Nvr Inc (NVR US) - Sep 2025
Unique Land-Light Business Model Drives Superior Returns: NVR's distinctive strategy of using lot purchase agreements rather than direct land...
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Portfolio Update: September 2024
This month, I had the privilege of attending an investment conference, where I engaged with many successful value investors and independent...
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