Tag: homebuilders | MOI Global

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June 23, 2023 NVR: Homebuilder With High-ROIC, Differentiated Operating Model Read More

January 19, 2023 Subsea 7: Niche Offshore Services Leader at Major Inflection Point Read More

January 19, 2023 Consorcio Ara: Undervalued Mexican Homebuilder With Large Land Bank Read More

January 14, 2023 Thinking in First Principles: Focusing on Duration in Equity Investing Read More

October 7, 2022 Larry Pitkowsky on the Investment Philosophy of GoodHaven Read More

July 7, 2022 Countryside Partnerships: Catalyst-Rich, High-Quality Compounder Read More

July 1, 2022 LGI Homes: Owner-Operated, Process-Driven, Top 10 Homebuilder Read More

April 5, 2022 S2E28: Investing in Housing and Homebuilders Read More

January 13, 2022 Dream Finders Homes: Rapidly Growing, Acquisitive, Asset-Light Read More

January 12, 2022 Houghton Mifflin: Digital Transition Improves Cash Generation Read More

April 14, 2021 Havells India: Leader in Electrical Goods and Consumer Durables Read More

January 19, 2021 Tile Shop: Orphaned Specialty Retailer With Relisting Catalyst Read More

January 15, 2021 NVR: Capital-Returning Compounder With Long Homebuilding Runway Read More

January 13, 2021 U.S. Homebuilders and Builders FirstSource: Strong Underlying Trends Read More

January 2, 2021 Reiterating Robotti & Company’s Value-Based Approach to Investing Read More

December 9, 2020 Selected Highlights of the Annual Letter of Saber Capital Read More

March 25, 2020 Simon Caufield on Intelligent Investing in Crisis Mode: Value Opportunities in the United Kingdom Read More

March 19, 2020 Rudi van Niekerk on Intelligent Investing in Crisis Mode: A South African Perspective Read More

March 19, 2020 Ed Wachenheim on Intelligent Investing in Crisis Mode: Assessing Ideas in Banking and Housing Read More

March 3, 2020 Balwin Properties: South African Homebuilder at Steep Discount Read More