Home Depot, an ongoing discussion....

[Roadmap2Retire]

Thanks for sharing your thoughts Fender. HD is on my watchlist and I like a lot about the company. I hear you on LOW trying to be & beat HD...but looking at some of the financial numbers (like ROIC for e.g.) HD is way more attractive. Rev growth has been good and if interest rates have topped, which will be good housing & home builders, should provide continued tailwind.

FWIW, I think its fantastic that you are working in a good place with a great employer in "retirement", while learning the ins and outs of your largest holding.