Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which can be downloaded here. During the first quarter of 2020, the Ensemble Fund returned -18.6%, while the benchmark S&P 500 was down 19.6%.
In the said letter, Ensemble Capital highlighted a few stocks and NVR Inc (NYSE:NVR) is one of them. NVR is a company engaged in home construction. Year-to-date, NVR stock lost 19.6% and on May 4th it had a closing...
