TSOH Investment Research (Alex Morris)
Subscribe
Sign in
Home
TSOH
ABNB
ALLY
AMZN
ASO
BAC
BF.B
BRK
CAVA
CELH
CMCSA
CMG
COCO
COST
DG
DIS
DKS
DLTR
FEVR
FIVE
FND
GO
GOLF
HD
HIBB
LBRDA
LGF
META
MKL
MNST
MSFT
MTCH
NFLX
NKE
OLLI
ONON
PTLO
PTON
RBLX
ROKU
SAM
SBUX
SMG
SPOT
TJX
TKO
WBD
WMT
Archive
About
HD
"A More Normalized Environment"
An update on Floor & Decor (FND)
Sep 23, 2024
•
TSOH Investment Research
12
"The Pace Of Getting There"
An update on Floor & Decor
Nov 20, 2023
•
TSOH Investment Research
23
"In A Transitional Period"
An update on Home Depot (HD) and Floor & Decor (FND)
Jun 1, 2023
•
TSOH Investment Research
22
HD: "A Unique Environment"
From “Intense Focus” (December 2022 Home Depot deep dive):
Feb 27, 2023
•
TSOH Investment Research
25
The Home Depot: "Intense Focus"
“It’s hard to be excellent… excellence takes intense focus.” - Former Home Depot (HD) CEO Frank Blake On April 14th, 1978, Bernie Marcus and Arthur…
Dec 12, 2022
•
TSOH Investment Research
31
6
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts