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FNDBULLISHCore thesis · 5/5

Floor & Decor: a 'less bad' housing recovery play

The bull case made for Floor & Decor: the stock has already priced in a catastrophic housing downturn, and a modest thaw in home improvement activity could drive significant upside as sentiment shifts from 'less bad' to 'good'.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE