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Home Depot - $HD
Acquired's hosts: $1,000 in Home Depot's 1981 IPO is worth $34M today
11 moments: the Ross Perot deal that died over a Cadillac, the decade and a half Home Depot stopped opening stores, and why half of its e-commerce never…
Sep 15
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Acquired: $1,000 in Home Depot's 1981 IPO is $17M today, against $170K in the S&P 500
21 moments: the Cadillac argument that cost Ross Perot $223B, the CEO who would not take his pay in stock, and 11 years of growth with no new stores
Sep 15
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Kip Tindell: he capped The Container Store at 20% growth a year for four decades
7 principles: Why he refused to grow faster, what he told a founder with $635K in eight months, and where retail service went
Sep 12
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Jim Cramer: the Strategic Petroleum Reserve is down 31% since the war started
7 calls: Why a 14% drop in a convenience-store chain is the first real sign gasoline is reaching the economy, the 3 reasons he is not turning bearish…
Sep 11
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Joel Litman and Rob Spivey: negative free cash flow is a buy signal, except at Oracle
9 takeaways: Why ASML is lifting output of its chipmaking machines from 85 a year to 110, the $60B contractor nobody has heard of, and the mortgage…
Sep 2
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Catherina Gioino: Flock's cameras follow you all day, and no warrant is involved
10 takeaways: How a 9-year-old startup reached 120,000 users, the searches its software allows, and why Bernie Sanders and Josh Hawley are on the same…
Sep 2
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Ben Rabidoux and Ron Butler: every Ontario auto supplier gone by 2029, Toronto listings down 20%, and why Washington could target Canada's…
Consumer confidence turning just as the tariffs landed, a housing bottom Rabidoux calls a process not an event, Butler's guaranteed Bank of Canada call…
Aug 30
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