

Floor & Decor (Ticker: FND) with Drew Cohen
Sep 28, 2023
Specialist in specialty retail, Drew Cohen, discusses Floor & Decor Holdings, Inc. (FND), its business model, valuation, and competitive advantage in the home improvement industry. Topics include the investment potential, store expansion plans, management analysis, regional account managers vs. Spartan acquisition, and Berkshire's holding in the company.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Floor & Decor: A Growing Investment Opportunity
01:58 • 21min
Exploring Management, Valuation, and Growth Opportunities of a Flooring Company
23:18 • 4min
Analysis of Regional Account Managers and Spartan Business Acquisition in Flooring Company
27:31 • 2min
Analyzing Berkshire's Holding in Floor & Decor and Growth Strategies
29:40 • 6min