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The Picky Picker

Floor & Decor: Boring is Best

This Business Breakdown is over Floor & Decor. It covers:

1. The Industry Dynamics
2. The Business Model
3. The Financial Breakdown
4. The Returns and Risks

Hope you enjoy!

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Uncategorized
The Picky Picker

Pool Corp: My Earned Secret

Hi subscribers! I’ve decided to modify the format of these blog posts slightly. These posts are going to be shorter by nature. This is due to me having

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Small Caps
The Picky Picker

Digital Turbine: A ROIC Framework

Hi Subscribers! This newsletter, I will be revisiting one of my favorite names, Digital Turbine. I hope that this writeup will demystify the company and provide better insight

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