NVR Inc – US Homebuilding Demand & Competitive Outlook

  • Public Equity
  • Industrials
  • North America


Former executive at NVR Inc


  • NVR (NYSE: NVR) – competitive positioning and impacts of its asset-lite business model, highlighting broader adoption of the model by smaller peers
  • Implications of rising rates and geographical growth opportunities, drawing comparisons to historical economic downturns and NVR’s relative performance
  • H2 2022 outlook, noting recent management changes and impact on strategy


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