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Home Depot $HDHome Depot $HD
Home Depot's $4.3B Bet on Blue-Collar Boom
Jul 03, 2025

Home Depot's $4.3B Bet on Blue-Collar Boom

Why acquiring distributors like GMS is more lucrative than selling hammers to homeowners.

Dissecting the Markets
Dissecting the Markets
Lowe's $LOWLowe's $LOW
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The Soul of Our Spaces: How Home Depot and Lowe's Built the Microwave Economy
May 17, 2025

The Soul of Our Spaces: How Home Depot and Lowe's Built the Microwave Economy

In pursuit of convenience and affordability, we've traded architectural charm for cookie-cutter conformity, and Wall Street has rewarded us for it.

Dissecting the Markets
Dissecting the Markets
Contrarian thinking in an age of herd mentality.

Dissecting the Markets

Contrarian thinking in an age of herd mentality.

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