Acquired: the ideas, ticker by ticker

Everything the podcasts said · one show

Acquired

≈ monthly

Ben Gilbert and David Rosenthal company deep-dives.

Acquired has 214 attributed ideas across 13 episodes; most-discussed: HD, DIS, LOW.

Ideas · 7d

Ideas · 30d

214

Ideas · all time

Episodes

Latest attributed ideas · most recent first

14 SEP14 SEPThe Home Depot

GE operational excellence as a flawed template

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEHD Open in Zortix →

14 SEP14 SEPThe Home Depot

Specialty retail requires service, not just price

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEHD Open in Zortix →

14 SEP14 SEPThe Home Depot

Frank Blake's radical focus on store productivity

Open in Zortix →

14 SEP14 SEPThe Home Depot

E-commerce as a defensive moat against Amazon

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEHD Open in Zortix →

14 SEP14 SEPThe Home Depot

Aging US housing stock as a structural tailwind

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEHD Open in Zortix →

14 SEP14 SEPThe Home Depot

Home Depot's founding as a golden horseshoe moment

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEHD Open in Zortix →

14 SEP14 SEPThe Home Depot

Home Depot's six-factor compounding success

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEHD Open in Zortix →

14 SEP14 SEPThe Home Depot

The 'stack 'em high, watch 'em fly' merchandising philosophy

Open in Zortix →

14 SEP14 SEPThe Home Depot

Misaligned CEO comp led to value destruction

Open in Zortix →

14 SEP14 SEPThe Home Depot

Home Depot's early IPO at a tiny market cap

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEHD Open in Zortix →

14 SEP14 SEPThe Home Depot

Frank Blake's cultural focus saved Home Depot

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEHD Open in Zortix →

14 SEP14 SEPThe Home Depot

Rapid growth masked operational cracks

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEHD Open in Zortix →

14 SEP14 SEPThe Home Depot

Store pickup as core e-commerce advantage

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEHD Open in Zortix →

14 SEP14 SEPThe Home Depot

Aggressive buybacks funded by HD Supply sale

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEHD Open in Zortix →

14 SEP14 SEPThe Home Depot

Equity culture turbocharged the service model

Open in Zortix →

14 SEP14 SEPThe Home Depot

Customer service drives massive whale sales

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEHD Open in Zortix →

14 SEP14 SEPThe Home Depot

High-volume flywheel powered by low prices

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEHD Open in Zortix →

14 SEP14 SEPThe Home Depot

SRS acquisition expands into pro exterior projects

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEHD Open in Zortix →

14 SEP14 SEPThe Home Depot

Ross Perot's $230 billion Cadillac mistake

Open in Zortix →

14 SEP14 SEPThe Home Depot

Warehouse retail as a structural advantage

Open in Zortix →

14 SEP14 SEPThe Home Depot

Ken Langone's Handy Dan arbitrage

Open in Zortix →

14 SEP14 SEPThe Home Depot

Founding tactics must evolve at scale

Open in Zortix →

14 SEP14 SEPThe Home Depot

Lowe's exploits Home Depot's weaknesses

ORIGINAL IDEAFIRST ON LOW IN 30 DAYSLOW Open in Zortix →

14 SEP14 SEPThe Home Depot

Home Depot as the top S&P 500 compounder

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEHD Open in Zortix →

14 SEP14 SEPThe Home Depot

Pro customer as a giant, high-frequency driver

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEHD Open in Zortix →

14 SEP14 SEPThe Home Depot

Home Depot's differentiation from Price Club

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEHD Open in Zortix →

14 SEP14 SEPThe Home Depot

Lowe's outperformed during the housing bubble

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEHD Open in Zortix →

14 SEP14 SEPThe Home Depot

House brands create switching costs via batteries

SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEHD Open in Zortix →

14 SEP14 SEPThe Home Depot

Ken Langone's legendary hold through drawdowns

Open in Zortix →

14 SEP14 SEPThe Home Depot

Syndicate financing as a founder-friendly alternative

Open in Zortix →