On this Dialogue episode we talk about 3Q24 earnings for Floor & Decor, Meta, and Etsy.

You can read this entire 3Q24 earnings update for free here.

For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

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Link for Podcast Mentioned in the Show: "Dialogue. Meta, Etsy, and Snowballing Risks" (Apple, Spotify)

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For all three companies we have longer, in-depth podcast episodes which you can listen to below. These are evergreen and give a lot of more details on each companies' history, business, industry, and competitve dynamics.

Listen to the Floor & Decor ($FND) Company Podcast Episode here: (Apple, Spotify)

Listen to the Meta ($META) Company Podcast Episode here: (Apple, Spotify)

Listen to the Etsy ($ETSY) Company Podcast Episode here: (Apple, Spotify)

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Show Notes

(0:00) - How we think about Quarterly Updates

(5:55) - Floor & Decor: Deviating from the Long-term Plan?

(33:06) - Meta: Business Firing on All Cylinders

(48:14) - Etsy: Why are "Polar Opposite" Offerings Taking Share?

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/