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
Adam D. Wyden on X
I like snacks,… but this is looking like a meal… @Mark_Penn @jayleveton @ballan11 $STGW
Maj Soueidan on X
When did Tyrannosaurus $INTC become the barometer for AI’s future? 😂😂. Keep doing your research on days like today. Or just turn off your computer and quad monitor set-up, and find something else to do. I basically haven’t watched CNBC since March 2009. It’s been liberating.
Trevor Scott on X
I was wrong. I didn't love the $AAPL Duo! Without an apple watch you have to use the touchID which is difficult, apps not optimized, the outer screen is small and after two decades of muscle memory, it's hard to shift. Also cases don't attach well so it feels delicate. Returning!
Odd Diligence on X
$SOXL not far from worst say since March 11, 2010 inception
Chris Camillo on X
I love leverage but this is a dangerous market to overplay your hand on short term trades. Added aggressively to $AMZN last night while deleveraging everywhere else. The risk of further fear driven volatility is too high whether justified or not. This is a time to think like a long term investor and not let short term leverage take you out of the game.
John_Hempton on X
@RawBooty2 yep. we are doing slightly better... biggest long is $REGN
Colin King on X
$TFC CEO with another sizable insider buy… New CEO, first bout of insider buying in years, discount to bank peers, etc. Seems interesting…
Chris Camillo on X
@Gregtrendspot Discussed $RDDT on yesterday’s @DumbMoneyTV. AI queries are a massive headwind to traffic growth. Reddit’s future valuation may hinge less on user growth and more on its ability to renegotiate licensing deals with frontier AI labs to get paid big for the content they pull.
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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Jensen Huang Resigns. Who Should Replace Him to Keep Nvidia Successful?
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The Don Goes Down: What Jensen’s Fall Means
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An Interview With Roblox CEO David Baszucki About Aggregating Play
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Expert Call | Lumentum & Marvell Deal
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Post-Memory Sell-Off, Hewlett Packard Enterprise Is More Compelling Than Dell
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WaterBridge Q3 Update: Speed Ramp Powers Record Quarter and Datacenters on the Horizon
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Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
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My largest position is now a healthcare stock with 195% upside to my target
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Tim Travis 7 clicksPublications we follow
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Sectors
Ordered by how often our editor reaches for them.
