TSOH Investment Research (Alex Morris)

TSOH Investment Research (Alex Morris)

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About

HD

"A More Normalized Environment"
An update on Floor & Decor (FND)
Sep 23, 2024 • 
TSOH Investment Research
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TSOH Investment Research (Alex Morris)
TSOH Investment Research (Alex Morris)
"A More Normalized Environment"
"The Pace Of Getting There"
An update on Floor & Decor
Nov 20, 2023 • 
TSOH Investment Research
23

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TSOH Investment Research (Alex Morris)
TSOH Investment Research (Alex Morris)
"The Pace Of Getting There"
"In A Transitional Period"
An update on Home Depot (HD) and Floor & Decor (FND)
Jun 1, 2023 • 
TSOH Investment Research
22

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TSOH Investment Research (Alex Morris)
TSOH Investment Research (Alex Morris)
"In A Transitional Period"
HD: "A Unique Environment"
From “Intense Focus” (December 2022 Home Depot deep dive):
Feb 27, 2023 • 
TSOH Investment Research
25

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TSOH Investment Research (Alex Morris)
TSOH Investment Research (Alex Morris)
HD: "A Unique Environment"
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

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TSOH Investment Research (Alex Morris)
TSOH Investment Research (Alex Morris)
The Home Depot: "Intense Focus"
6
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