Floor & Decor 3Q’26: Déjà Vu, But Priced For A Lost Decade
Floor & Decor cut its 2026 outlook again, with EBITDA guidance falling to $535-550 million and 2027 openings slowing to 10-15 as housing turnover weakens.
Thursday, November 12, 2026
Back to the front page
From X
George Noble on X
Ross for the win. TECH WILL COMPLETELY COLLAPSE. Investors have no idea what is about to happen. They are going to get the education of a lifetime. $NVDA has definite Enron vibes. YOU HAVE BERN WARNED
Maj Soueidan on X
Hilarious when you see an analyst massively reducing a price target on this whole $NVDA Jensen scandal . Like, how do you model that? Is it based on revenue per years on scandal? comical. Don’t waste your time with this bullshit.
junkbondinvestor on X
In Tim Apple, We Trust $NVDA
Convequity on X
@SgtPepperCap so far bottleneck and pricing lever is shifting from chips to energy -> $SPCX trying to redo the deal at spot pricing. So yes custom ASIC could help but it depends on energy & DC hosting supply too.
Deep Sail Capital on X
$NVDA is gonna go positive and the rest of the market is negative, isn’t it? Makes sense.
Fierce_beast on X
what's going on with $life?
Maj Soueidan on X
@TheBigBerbowski Yeah - let’s not waste our headspace on $NVDA drama and let’s spend all our time on moving forward with finding great ideas :) …
Investor Letters
All letters- 103 Advisory Group October 2026 AMZN $2.9TGOOGL $3.6T
- Minotaur Capital October 2026 META $1.6TAVGO $1.6T
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 PNI $2.7B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $31BNOW $107B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7BSN $32B
- Rathbones October 2026 SBGSF $158BSIEGY $236B
- FCL Capital October 2026 ANPDF $28BASML $591B
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Quanta Services' backlog rose 63% year over year to $64 billion as shares fell 30%, with AI and power-infrastructure demand driving revenue…
Jensen Huang Resigns. Who Should Replace Him to Keep Nvidia Successful?
A hypothetical Nvidia succession scenario names Colette Kress interim CEO and favors Arm's Rene Haas or Nvidia's Ian Buck as permanent…
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International Seaways: Q3 Earnings Point To A Stronger Q4
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The Don Goes Down: What Jensen’s Fall Means
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GFL Environmental: After The Rejected Offer, The Stock Is Attractive
GFL Environmental rejected private equity bids up to $52 a share after raising FY26 guidance, while 3.8x to 5.1x leverage and BC Partners’…
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Guy Adami discusses Nvidia, Anthropic's IPO prospects, energy, gold and the AI trade.
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Copart 4Q26 Business Update: Thesis Shift?
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Nu Bank’s U.S. launch pairs 4.5% APY and 2% cashback with fee-free USDC remittances, pressuring SoFi, Capital One and cross-border transfer…
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Research Roundup Vol. LII
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Forget Drones: Ondas Is Building An Autonomous Warfare Ecosystem
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