TSOH Investment Research (Alex Morris)
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Archive
About
HD
"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
"A More Normalized Environment"
An update on Floor & Decor (FND)
Sep 23, 2024
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TSOH Investment Research
13
2
"The Pace Of Getting There"
An update on Floor & Decor
Nov 20, 2023
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TSOH Investment Research
23
"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
HD: "A Unique Environment"
From “Intense Focus” (December 2022 Home Depot deep dive):
Feb 27, 2023
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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
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TSOH Investment Research
31
6
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