Home Depot, every mention

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Verbatim, from the transcripts: the passages where Home Depot comes up

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▶ 11:06 Jamie Dimon And then, um, I got a phone call from a headhunter about Bank One, and I was also, you guys, a lot of you probably know Ken Langone and Bernie Marcus and Arthur Blank, ran at Home Depot.
▶ 11:21 Jamie Dimon Until you guys called, I had never been in a Home Depot.

▶ 2:03:36 David Rosenthal He would leave at the end of the nineties to go become president of Home Depot's planned European expansion, which then ends up not happening until he would leave Home Depot.
▶ 2:09:03 David Rosenthal We surround the Ikea with lots of partial competitors because Ikea sells so much stuff in its range that yes, there could be a Home Depot there, or yes, there could be a Bed Bath and Beyond there.
▶ 2:42:06 Ben Gilbert It's interesting to see the distribution, like, Crate & Barrel's peak age is 31, West Elm is 33, Williams-Sonoma is 33, then you start to get into, like, Restoration Hardware is 44, Pier One Imports is 45, Home Depot is 48, Lowe's is 54.

▶ 12:16 David Rosenthal Way bigger than we ever realized, but we've also added everybody else in the world now who is interested in business and runs a brand and thinks about brand management or runs a retailer or runs a large hardware business like Home Depot or…

▶ 26:29 Charlie Munger I would argue one of the easiest ones was when they decided a little group around Home Depot, they would copy the Costco metal and home improvements.
▶ 27:24 David Rosenthal Yeah, it's like the vertical, Home Depot works so well.
▶ 27:40 Charlie Munger Home Depot's the same.
▶ 28:09 Charlie Munger But there aren't many opportunities like Home Depot and Costco.

▶ 57:42 Ben Gilbert Home Depot is more like five times per year.
▶ 1:07:22 David Rosenthal Bernie Marcus, of course, then goes home, turns around, and starts Home Depot.
▶ 1:07:29 Ben Gilbert Which we have heard from listeners 10 times that we need to do the Home Depot story at some point.
▶ 1:07:33 Ben Gilbert I actually did not know Bernie Marcus's name or that he was the founder of Home Depot, so I think now we have to.
▶ 2:46:01 David Rosenthal Costco had the lowest price on the model that I was looking at, but only by like 20 dollars versus Best Buy and Home Depot.

▶ 1:05:22 David Rosenthal Home Depot modeled their employee stock program purchase program after Walmart's, and it's brilliant.
▶ 1:06:03 Ben Gilbert Speaking of Home Depot, did you know that's a venture capital backed company?

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