NVR
1 tracked call · 0 long · 1 short · last 90d: 0L/1S
first called by All-In Podcast 1mo ago
SHORT1mo ago
“We had a a really strong view on home builders from last year that uh there were two things going on.”All-In Podcast
Homebuilders all pretending to be asset-light NVR while really committed to land pools; the post-COVID inventory hangover squeezes them
NVRSHORT@ $6,204.68
$6,173.20+0.51%
since call Jun 5
peak +3.7%