Floor & Decor (Ticker: FND) with Drew Cohen

Chit Chat Stocks

English - September 28, 2023 08:00 - 35 minutes - 32.8 MB - ★★★★ - 136 ratings
Investing Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Hawaiian Air (Ticker: HA) Not So Deep Dive

Next Episode: Investing Power Hour #78: AI Bubble Is Back; FTC Thinks $AMZN Is a Monopoly; $500 For Tinder???

Floor & Decor Holdings, Inc. (FND) is a specialty retailer of hard surface flooring and related accessories, known for its extensive product selection and value-focused approach, while also navigating competitive dynamics in the home improvement industry. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!

*****************************

Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/

Interested to see more of Drew's work? Find his website here: https://speedwellresearch.com/

Timestamps

Floor & Decor | (2:06)

Competitive Advantage | (7:01)

Real Estate | (21:35)

Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.

Twitter Mentions

@chitchatmoney