Letters by company

Home Depot, INC.

1 letter discussing HD. Everything written about it on this site is on its ticker page.

EdgePoint Wealth Management Exponential – 3rd quarter, 2026 EdgePoint Global Portfolio favors mid-cap businesses where improving fundamentals and durable growth have not yet been reflected in valuations. The team sold Ross Stores after holding it from 2021, and contrasts its margin expansion and buybacks with Walmart, while presenting Techtronic and Home Depot as further examples of how entry valuation shapes long-term outcomes. 3rd quarter, 2026 HD $324BROST $76BTTNDY $28B