Home Depot

3 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Jul 19, 2022 by David Rosenthal · said 17 times in 6 episodes since 2022 · across every show →

Mentions by year

brought up most by David Rosenthal (7), Ben Gilbert (5), Charlie Munger (3), Jamie Dimon (2)

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2025 2 mentions in 1 episode
2024 3 mentions in 1 episode
2023 10 mentions in 3 episodes 3 per episode
2022 2 mentions in 1 episode

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Everything said about Home Depot, oldest first

Jul 19, 2022 positive
Assertion Supported
Rosenthal: Home Depot modeled its employee stock purchase program on Walmart's
“Home Depot modeled their employee stock program purchase program after Walmart's, and it's brilliant. It's the same thing. You put up your own money, but you can do it pre-tax dollars out of your paycheck at a 15% discount to the stock price.”
David Rosenthal Jul 19, 2022 ▶ 1:05:22 Walmart · Acquired
Aug 21, 2023 positive
Assertion Supported
Costco turns its inventory 12.4 times yearly compared to Walmart's 8
“Costco actually turns their inventory 12.4 times per year. And just for comparison, Walmart turns their inventory eight times per year. Home Depot is more like five times per year.”
Ben Gilbert Aug 21, 2023 ▶ 57:33 Costco (Audio) · Acquired
Aug 21, 2023 positive
Assertion Supported
Sol Price gave Bernie Marcus the playbook to launch Home Depot
“Right around the same time, another person comes out to San Diego to visit Saul and Price Club. A guy named Bernie Marcus... Saul has him out to San Diego. He shows him the Price Club warehouse. He gives him the playbook and he says, look, Bernie, You've got a…”
David Rosenthal Aug 21, 2023 ▶ 1:06:35 Costco (Audio) · Acquired
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