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Acquired
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Ben Gilbert and David Rosenthal company deep-dives.

Acquired has 214 attributed ideas across 14 episodes; most-discussed: HD, DIS, LOW.

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Ideas · 7d
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Ideas · 30d
214
Ideas · all time
14
Episodes
Names this show discusses most
90D
HD · 28DIS · 15LOW · 2GE · 1COST · 1CMCSA · 1NFLX · 1
Latest attributed ideas · most recent first
14 SEP14 SEPThe Home Depot
GE operational excellence as a flawed template
ORIGINAL IDEAFIRST ON HD IN 30 DAYSHDOpen in Zortix →
14 SEP14 SEPThe Home Depot
Specialty retail requires service, not just price
ORIGINAL IDEAFIRST ON HD IN 30 DAYSHDOpen 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
ORIGINAL IDEAFIRST ON HD IN 30 DAYSHDOpen in Zortix →
14 SEP14 SEPThe Home Depot
Aging US housing stock as a structural tailwind
ORIGINAL IDEAFIRST ON HD IN 30 DAYSHDOpen in Zortix →
14 SEP14 SEPThe Home Depot
Home Depot's founding as a golden horseshoe moment
ORIGINAL IDEAFIRST ON HD IN 30 DAYSHDOpen in Zortix →
14 SEP14 SEPThe Home Depot
Home Depot's six-factor compounding success
ORIGINAL IDEAFIRST ON HD IN 30 DAYSHDOpen in Zortix →
14 SEP14 SEPThe Home Depot
The 'stack 'em high, watch 'em fly' merchandising philosophy
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14 SEP14 SEPThe Home Depot
Misaligned CEO comp led to value destruction
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14 SEP14 SEPThe Home Depot
Home Depot's early IPO at a tiny market cap
ORIGINAL IDEAFIRST ON HD IN 30 DAYSHDOpen in Zortix →
14 SEP14 SEPThe Home Depot
Frank Blake's cultural focus saved Home Depot
ORIGINAL IDEAFIRST ON HD IN 30 DAYSHDOpen in Zortix →
14 SEP14 SEPThe Home Depot
Rapid growth masked operational cracks
ORIGINAL IDEAFIRST ON HD IN 30 DAYSHDOpen in Zortix →
14 SEP14 SEPThe Home Depot
Store pickup as core e-commerce advantage
ORIGINAL IDEAFIRST ON HD IN 30 DAYSHDOpen in Zortix →
14 SEP14 SEPThe Home Depot
Aggressive buybacks funded by HD Supply sale
ORIGINAL IDEAFIRST ON HD IN 30 DAYSHDOpen 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
ORIGINAL IDEAFIRST ON HD IN 30 DAYSHDOpen in Zortix →
14 SEP14 SEPThe Home Depot
High-volume flywheel powered by low prices
ORIGINAL IDEAFIRST ON HD IN 30 DAYSHDOpen in Zortix →
14 SEP14 SEPThe Home Depot
SRS acquisition expands into pro exterior projects
ORIGINAL IDEAFIRST ON HD IN 30 DAYSHDOpen in Zortix →
14 SEP14 SEPThe Home Depot
Ross Perot's $230 billion Cadillac mistake
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14 SEP14 SEPThe Home Depot
Warehouse retail as a structural advantage
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14 SEP14 SEPThe Home Depot
Ken Langone's Handy Dan arbitrage
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14 SEP14 SEPThe Home Depot
Founding tactics must evolve at scale
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14 SEP14 SEPThe Home Depot
Lowe's exploits Home Depot's weaknesses
ORIGINAL IDEAFIRST ON LOW IN 30 DAYSLOWOpen in Zortix →
14 SEP14 SEPThe Home Depot
Home Depot as the top S&P 500 compounder
ORIGINAL IDEAFIRST ON HD IN 30 DAYSHDOpen in Zortix →
14 SEP14 SEPThe Home Depot
Pro customer as a giant, high-frequency driver
ORIGINAL IDEAFIRST ON HD IN 30 DAYSHDOpen in Zortix →
14 SEP14 SEPThe Home Depot
Home Depot's differentiation from Price Club
ORIGINAL IDEAFIRST ON HD IN 30 DAYSHDOpen in Zortix →
14 SEP14 SEPThe Home Depot
Lowe's outperformed during the housing bubble
ORIGINAL IDEAFIRST ON HD IN 30 DAYSHDOpen in Zortix →
14 SEP14 SEPThe Home Depot
House brands create switching costs via batteries
ORIGINAL IDEAFIRST ON HD IN 30 DAYSHDOpen in Zortix →
14 SEP14 SEPThe Home Depot
Ken Langone's legendary hold through drawdowns
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14 SEP14 SEPThe Home Depot
Syndicate financing as a founder-friendly alternative
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION