Home Depot

Discussed in 1 interview.

Interviews

Spring 2021 Sean Stannard-Stockton Ensemble Capital Interview, p. 26 ↗
Ensemble's three pillars (moat, management, forecastability), the Time Warner mistake, Mastercard as a case study, and a long walk through Home Depot.
Companies: Home Depot, Mastercard, Netflix, Time Warner, Live Nation Entertainment Moats Judging management Quality compounders