What finance podcasts are saying about

FND

Substantive discussion

0

Mentions · 7d

0

Mentions · 30d

4

Mentions · 90d

2

Episodes

Latest attributed ideas · most recent first

27 MAY27 MAYANIMAL SPIRITS · 22:50

Floor & Decor as housing cycle turnaround bet

“A host disclosed a personal purchase of Floor & Decor (FND) as a way to position for an eventual turn in the housing renovation cycle, citing a deep drawdown and aging housing stock.”

In depth · 4/5Verify in source →

27 MAY27 MAYANIMAL SPIRITS · 02:30

Home renovation data misreads construction spending

“The guest argued that the reported surge in renovation spending is misleading because it's measured as a percentage of a falling construction spending denominator.”

Substantive discussion · 3/5Verify in source →

27 MAY27 MAYANIMAL SPIRITS · 04:00

Baby boomer homes drive 20-year renovation wave

“The guest argued that a long-term renovation trend is coming as baby boomers sell homes that need updating for younger buyers accustomed to HGTV standards.”

Substantive discussion · 3/5Verify in source →

27 MAY27 MAYANIMAL SPIRITS · 26:10

Renovation surge chart is misleading

“The hosts argued a chart suggesting higher rates drive more renovations is 'bunk' because it uses a misleading denominator (renovations as a percentage of falling construction spending).”

Notable comment · 2/5Verify in source →

25 FEB25 FEBTHE COMPOUND AND FRIENDS · 25:00

Housing market shows severe cracks

“The hosts presented a bearish case on housing, arguing pending home sales are diverging negatively, days on market are rising, and ancillary companies (pool builders, flooring) are seeing demand collapse, suggesting the pandemic pull-forward is over.”

In depth · 4/5Verify in source →

The weekly signal

Get a weekly digest of what podcasts said about your watchlist.

Pick a few tickers. Once a week we send the most-discussed ideas across finance podcasts, attributed and linked so you can verify. No noise, no advice.

Double opt-in: we’ll email you to confirm before anything else. We store your email and chosen tickers only to send this digest. Nothing else, and we never share them.

MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION