TSOH Investment Research (Alex Morris)
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Archive
About
FND
"It's A Desperate Market Out There"
Floor & Decor (FND) Update
Nov 13
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TSOH Investment Research
21
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3
"The Dominant Force In Flooring"
An update on Floor & Decor (FND)
Jul 10
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TSOH Investment Research
18
3
"A More Normalized Environment"
An update on Floor & Decor (FND)
Sep 23, 2024
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TSOH Investment Research
14
2
"The Pace Of Getting There"
An update on Floor & Decor
Nov 20, 2023
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TSOH Investment Research
24
"In A Transitional Period"
An update on Home Depot (HD) and Floor & Decor (FND)
Jun 1, 2023
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TSOH Investment Research
22
1
Floor & Decor: "Wind In Our Face"
From the conclusion of “A True Category Killer”: “Based on everything that I’ve seen to date, Floor & Decor is a clear candidate for inclusion in the…
Mar 9, 2023
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TSOH Investment Research
23
3
Floor & Decor: “A True Category Killer”
“I was able to see customers' reactions to a retail company that reinvented a category. Home improvement was historically done in lumber yard type…
Jan 9, 2023
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TSOH Investment Research
40
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