Evidence receipt / evaluation
Published · transcript-backedBen Gilbert: evaluation
14 Sept 2026 Acquired The Home Depot
“Yes, home improvement is just a massive category, way, way bigger than I realized.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 14 Sept 2026
- Publisher
- Acquired
- Episode
- The Home Depot
Transcript context
…Which is wild because unlike all of those other companies, Home Depot is only in North America. Yes, home improvement is just a massive category, way, way bigger than I realized. So here's a fun stat. Home Depot went public in 1981, one year after Apple Computer. And astonishingly, if you put $1,000 into Home Depot and Apple and their IPOs and you held them all today, your investment in Home Depot would beat your investment in Apple. And if you reinvested the dividends that it paid out, it has compounded at nearly 25% per year for 45 years. I mean, imagine if your stock portfolio did that— Yeah, Home Depot is an all-timer. I kind of can't believe we haven't done this episode yet.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.