Letters by company

Nvr INC

1 letter discussing NVR. Everything written about it on this site is on its ticker page.

Broyhill Asset Management The Broyhill Letter 2022.Q4 Broyhill Asset Management credits a cautious value discipline for navigating the selloff, while warning that tighter liquidity, lofty US valuations and unrevised earnings expectations could prolong the bear market. The portfolio added to Meta Platforms and Activision Blizzard, shifted tobacco exposure toward Philip Morris, moved FEMSA exposure to Fomento Economico Mexicano, exited several lower-conviction holdings and initiated Netflix. 2022 FMX $43BKOF $195BMCK $113B