Articles

75 articles

Deep-dive analyses distilled from reviewed podcast episodes.

Sep 142026

How did Home Depot become America's best-performing stock?

Two fired executives, the banker whose stock buying accidentally caused their dismissal, and an insolvent merchandiser built the only specialty retailer in the Costco-Walmart-Amazon tier. Nearly 25% annual compounding for 45 years rests on a warehouse model, a trades-expert workforce, an equity culture - and American houses that keep aging.

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