Today’s Spotlight episode comes from Andy’s global stage presentation at the Wide-Moat Investing Summit.

View the slides here: https://tinyurl.com/floor-decor

The focus? Floor & Decor – a U.S. retailer with undervalued potential. You’ll learn why flywheels matter, how cyclical lows create opportunity, and what makes this business a possible long-term compounder.

Timestamps:
00:00 – Intro & conference background
00:23 – Why Floor & Decor?
01:15 – Montaka’s investment framework
02:08 – What makes a long-term winner
04:05 – The power of flywheels
05:41 – Why markets underestimate reliable growth
06:56 – Floor & Decor business overview
08:28 – Investment thesis pillars
12:23 – U.S. housing market drivers
16:28 – Pent-up demand for flooring
20:14 – Flywheel dynamics explained
23:17 – Store growth & market share
25:27 – Revenue, margins & valuations
31:14 – Why future margins could expand significantly

#Investing, #Stocks, #Global, #MontakaGlobal, #ValueInvesting, #LongTermGrowth, #Compounders, #RetailStocks, #WideMoat, #CompetitiveAdvantage, #Montaka, #FloorAndDecor, #FlywheelEffect

Disclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.