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Acquired / Case file

The Home Depot

Sources

Every citation, grouped by where it came from

The shape of the evidence base tells you how to read the case: heavy on transcript means show-anchored; heavy on filings means audited; heavy on external press means corroborated.

15 sources2 load-bearing3 categories

Composition

Show transcript10 (67%)
SEC filings1 (7%)
Other4 (27%)

Load-bearing

Cited across two or more surfaces. If any of these are wrong, several claims move with them.

  • Acquired The Home Depot, ch. Home Depot Today: Pro & DIY

    number · event · strategy · 69 refs

  • Acquired episode The Home Depot

    number · event · 22 refs

Show transcript (10)

Quotes and chapter references from Acquired itself. The primary source for what the hosts argued.

  1. [02]

    Acquired episode The Home Depot

    22 refs · 2 surfaces
  2. [03]

    Home Depot fiscal 2025 10-K (EDGAR companyfacts) + Acquired episode The Home Depot

    2 refs
  3. [04]

    Acquired episode The Home Depot; Built from Scratch

    2 refs
  4. [05]

    Acquired episode The Home Depot (citing total-return data through 2026)

    1 ref
  5. [06]

    Acquired episode The Home Depot (citing the Worldly Partners study)

    1 ref
  6. [07]

    Acquired episode The Home Depot; Built from Scratch (Marcus and Blank)

    1 ref
  7. [08]

    Acquired episode The Home Depot; I Love Capitalism (Langone)

    1 ref
  8. [09]

    Acquired episode The Home Depot; The New York Times, May 27, 2006

    1 ref
  9. [10]

    https://www.acquired.fm/episodes/home-depot

    1 ref

SEC filings (1)

10-K, 10-Q, 8-K, proxy statements. Audited disclosures, the hardest evidence in the file.