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032 - Home Depot (HD): The Trends Driving Future Growth

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The major trends that are driving Home Depot's future growth like gains in market share and demographic shifts. The risks to our investment. Are we in another housing bubble? And finally, our estimate of fair value based on an ROIC justified P/E ratio and a DCF model.
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AMM Dividend Letter #49: Home Depot
Links
Housing and Demographics: The Next Big Shift
AMM Books
AMM Dividend Letter Vol. 1
AMM Dividend Letter Vol. 2
AMM Dividend Letter Vol. 3
Wisdom on Value Investing
Fact Sheet
AMM Dividend Growth Strategy Q2 2021
Learn more about American Money Management, LLC.
www.amminvest.com
Contact Glenn Busch
(858) 755-0909
gbusch@amminvest.com
Schedule a call with Glenn