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D.R. Horton

Discussed in 1 interview, pitched by students once.

Student pitches

Winter 2007/2008 Short D.R. Horton By Joshua Chekofsky Student pitch, p. 14 ↗
Joshua put intrinsic value at $7.25 against an $11.86 price.

Interviews

Spring 2026 Edgar Wachenheim III Greenhaven Associates Interview, p. 45 ↗
Ed Wachenheim on homebuilders that moved to a land-light model, NVR as the template, and why Greenhaven sits on roughly 48% cash.
Companies: NVR, Toll Brothers, Lennar, D.R. Horton, PulteGroup, NOV Housing Portfolio construction Career advice