TIP818: NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley

You're listening to TIP. What if I told you if one of the most successful share countables in business history was a simple home builder? We're talking about a company that has decreased its share count by whopping 80% over three decades, compounding earnings at a high rate as a result of really having a great business model and terrific capital allocation. So the company is NVR. But here's the thing.

Not only has the share account shrunk, but shares have also increased in value from about $10 in 1996 to $5,900 today. These are returns that completely trounce the S<unk>P 500. The returns are absolutely mind-boggling, but there's another part of the business I find fascinating, which we'll get into. And that is perhaps why no competitors have been able to copy their business model. Since 2014, with more than 200 million downloads, we have interviewed the world's best investors, studied deeply the principles of value investing, and uncovered many compelling investment opportunities.

We focus on understanding businesses and intrinsic value, investing accordingly. and sharing everything we learn with you. This show is not investment advice, it's intended for informational and entertainment purposes only. All opinions expressed by hosts and guests are solely their own, and they may have investments in the securities discussed. Now for your hosts, Sean O'Malley and Kyle Greve.

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