Housing

2 interviews, newest first.

Spring 2026 Tony DeSpirito BlackRock (retired) Interview, p. 25 ↗
Almost 20 years at Pzena, then global CIO of fundamental equities at BlackRock. Tony on mixing quality, value and dividend growth, and why he likes Fortune Brands and Becton Dickinson.
Companies: Fortune Brands Innovations, Becton Dickinson Quality compounders Housing Healthcare Career advice
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