D.R. Horton and Invitation Homes (DHI/INVH)

Jonathan Litt · 2020-05

arc beats above · slides in the middle · loops below · scroll → 1 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 5 total

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Problem (Identify pain) 2 slides 100% 2/2 slides 100% 2/2 slides · 19 hits

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100% 2/2 slides · 3 hits 100% 2/2 slides Agitate (Make it worse) 2 slides 100% 2/2 slides 100% 2/2 slides · 23 hits

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100% 2/2 slides · 3 hits 100% 2/2 slides Solution (Provide relief) 1 slides 100% 1/1 slides 100% 1/1 slides · 10 hits

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100% 1/1 slides 100% 1/1 slides

Slide inventory

every slide · same image gating as the playbook

This is a press release or research summary document.summarize

Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction

The slide uses three distinct charts to support the thesis that suburban housing demand is growing due to demographic shifts and supply constraints.summarize

Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction

The slide uses a mix of CEO quotes, survey data, and market metrics to argue for a structural shift in housing preferences.summarize

Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction

Includes stock price charts for DHI and INVH showing recovery from March 2020 lows.quantify_opportunity

Open slide detailBeat · Solution (Provide relief)Loop · Cost Of Inaction

other

Open slide detailLoop · Cost Of Inaction