Looking for a #Buy stock? Floor & Decor could be the next big compounder
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Looking for a #Buy stock? Floor & Decor could be the next big compounder
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À propos de cet audio
Today’s Spotlight episode comes from Andy’s global stage presentation at the Wide-Moat Investing Summit.
View the slides here: https://tinyurl.com/floor-decor
The focus? Floor & Decor – a U.S. retailer with undervalued potential. You’ll learn why flywheels matter, how cyclical lows create opportunity, and what makes this business a possible long-term compounder.
Timestamps:
00:00 – Intro & conference background
00:23 – Why Floor & Decor?
01:15 – Montaka’s investment framework
02:08 – What makes a long-term winner
04:05 – The power of flywheels
05:41 – Why markets underestimate reliable growth
06:56 – Floor & Decor business overview
08:28 – Investment thesis pillars
12:23 – U.S. housing market drivers
16:28 – Pent-up demand for flooring
20:14 – Flywheel dynamics explained
23:17 – Store growth & market share
25:27 – Revenue, margins & valuations
31:14 – Why future margins could expand significantly
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