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Home Depot

21
Jan
Neon graphic of Home Depot house icon with falling chart and burning cash.

Home Depot Isn’t Broken — The Housing Cycle Is

Home Depot is a best-in-class retailer stuck in a frozen housing market. At today’s price, you’re paying fair value for a cycle that hasn’t turned yet—and I’d rather wait than force the entry.
6 min read
29
Dec
Dark blue thumbnail with neon text “Home Depot – Great Business Bad Entry” beside a glowing house outline containing an orange HD square, reflecting a cautious view on Home Depot stock.

Home Depot (HD): The Housing Cycle Play Everyone Owns But Nobody’s Timing Right

Great business, fair price, terrible entry.
5 min read
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