I’ve written about Floor and Decor before and it’s easily one of my favorite companies. I only own a small position but I’d like to scale it up at the right price. Even though I’ve been a regular shopper at Floor and Decor for years, I had no idea that it was a public company until I saw that Buffet (or Todd Combs) had taken a position at Berkshire. Then it dawned on me, Floor and Decor immediately captured marketshare as soon as they opened up a location in my city. Contractors immediately made it a regular part of their operations.When you notice this kind of consumer behavior its important to pay attention because a great investment could be right under your nose.
A deep look at Floor and Decor's moat and market.
A deep look at Floor and Decor's moat and…
A deep look at Floor and Decor's moat and market.
I’ve written about Floor and Decor before and it’s easily one of my favorite companies. I only own a small position but I’d like to scale it up at the right price. Even though I’ve been a regular shopper at Floor and Decor for years, I had no idea that it was a public company until I saw that Buffet (or Todd Combs) had taken a position at Berkshire. Then it dawned on me, Floor and Decor immediately captured marketshare as soon as they opened up a location in my city. Contractors immediately made it a regular part of their operations.When you notice this kind of consumer behavior its important to pay attention because a great investment could be right under your nose.