HD
Home Depot, Inc.
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 2
- Long / short
- 2 / 0
- Avg. return
- —
- Verdicts
- Inconclusive 2
position
Spring 2021
Sean Stannard-Stockton, Ensemble Capital
long
inconclusive
Newsletter
Home Depot has a strong competitive advantage due to its significant revenue generated from pro contractors, who account for only 4% of its customers but contribute 45% of its revenue. The company has
position
Winter 2021
John Huber, Saber Capital Management
long
inconclusive
Newsletter
Home Depot is referenced as a historical compounder that achieved high rates of compounding through effective capital reinvestment in new store locations.