NVR
NVR, Inc.
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 3
- Long / short
- 3 / 0
- Avg. return
- —
- Verdicts
- Inconclusive 3
pitch
Spring 2026
Gavin Baker, Atreides Management
long
inconclusive
Newsletter
NVR is a superb company that has averaged 16x earnings for the last decade. With other homebuilders becoming asset-light, NVR should trade at a similar multiple. The company is well-positioned and man
position
Spring 2026
Gavin Baker, Atreides Management
long
inconclusive
Newsletter
NVR has successfully implemented a land-light model, which has transformed homebuilding into a more profitable business by reducing debt and increasing share repurchases. This strategy allows them to
position
Winter 2021
John Huber, Saber Capital Management
long
inconclusive
Newsletter
John Huber mentions owning NVR due to its well-managed business model that reduces risks inherent in the homebuilding industry. He appreciates its cost-efficient operations and strong culture, which m