Co-host of the Acquired podcast with David, which analyzes business histories and strategies. They interviewed Andrew Ross Sorkin about his media career and productivity.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Home Depot's moats include scale economies (50% market share), tradespeople staff driving customer lifetime value, employee stock ownership culture, aging US housing stock creating annuity-like repair demand, pro penetration growth, and heavy-materials logistics advantage over Amazon.