Video Library

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Homebuilding Update

Thu, August 14, 2025

Alan provided an update on recent survey takeaways and company-specific views.

Building Products, Consumer & Existing Home Sales Update

Mon, July 21, 2025

McClaran, Ryan and Marius hosted a call to discuss recent survey takeaways, company-specific views as well provide an EHS update.

Homebuilding Update

Wed, July 16, 2025

Alan provided an update on recent survey takeaways and company-specific views.

Building Products Private Credit Update

Thu, July 10, 2025

Adam hosted an informative call to discuss key product categories currently influencing many private credit building product companies. He shared recent feedback from suppliers, competitors, and customers in the following areas: cabinets, windows, bath & bath finishings and roofing. 

Quarterly Macro Update

Wed, July 09, 2025

Zelman Analysts presented the most important aspects of our recently-refreshed macro housing forecasts.

Homebuilding Update

Mon, June 16, 2025

Alan provided an update on recent survey takeaways and company-specific views.

Building Products Update

Tue, May 20, 2025

Adam provides an update on recent survey takeaways and company-specific views.

Consumer Sector Initiation

Thu, May 15, 2025

Marius hosted a call to discuss our initiation on the consumer sector. The following stocks are now being covered: Floor & Decor (FND), Wayfair (W), Williams-Sonoma (WSM) and RH (RH).

Homebuilding Update

Wed, May 14, 2025

Alan hosted a call to discuss recent survey takeaways and company-specific views.