The Home Depot, every mention
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tap a year for its mentions
every year anyone Stefan Kaluzny 1Scott Bessent 1Peter Troob 1Louis-Vincent Gave 1Kimberly Sargent 1Jonathan Lewinsohn 1Jim Falbe 1Jeff Hausenbold 1Dmitry Balyasny 1Anthony Scaramucci 1
Verbatim, from the transcripts: the passages where The Home Depot comes up
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 36:14 Jonathan Lewinsohn They distribute to Home Depot and Lowe's and then through building products distributors.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 20:01 Louis-Vincent Gave Everything you use to build the house, go to your Home Depot, you'll find that so many, 80% of the stuff in there is from China.
Scott Bessent - Macro Maven (EP.415)
- ▶ 22:00 Scott Bessent If Home Depot is telling you that they're having trouble keeping products, very interesting.
Dmitry Balyasny – Multi-Strategy Platform at BAM (EP.341)
- ▶ 44:05 Dmitry Balyasny I remember reading a long time ago how Home Depot got a lot more productivity out of their associates at the store, out of the clerks in the aisles, and how they were managed to really ramp earnings is they basically gave a lot more…
Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)
- ▶ 12:44 Kimberly Sargent And I took a job in operations at a big company, Home Depot, to see, see what working at a big company was like.
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- ▶ 1:00:54 Anthony Scaramucci And just two minutes on each, Langone, the former founder of Home Depot, he's 87,
Stefan Kaluzny – Sycamore Partners [Manager Meetings, EP.16]
- ▶ 37:07 Stefan Kaluzny Amazon is a distributor, but Kroger or Safeway is also a distributor, and I would argue that Home Depot is a distributor.
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 11:17 Jeff Hausenbold And for eBay and then became an innovator in online marketing, built the largest affiliate program in the world, and went on to do over a hundred business development deals with the likes of Disney and Home Depot and Dell and Lexmark and…
Peter Troob – Monkey Business in High Yield (Capital Allocators, EP.59)
- ▶ 8:35 Peter Troob The earliest mistakes I remember, I remember believing that when Home Depot and Lowe's were getting bigger and bigger, that a little place called Heckinger's would live, and I believed that there was something in there that they could…