Discuss investing in Home Depot
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Date: May 26th, 2023 4:25 AM
Author: ..,.,.,,,,.,.,..,.,,,.,..,,.,.,,,
Retailers are always tough. Shit is competitive. I’m even skeptical of an otherwise great company like Costco for that reason. Not that it can’t grow at the rate of the market or a little better but I just don’t see a long term reason to think it will be a market beater like NVDA, which for now has a big moat (basically, CUDA) insulating it from its competitors.
I’d make the case for AAPL or GOOGL over Home Depot. apple is the biggest co in the world but their move into financial services has a lot of growth potential IMO. I’d guess no more than 20 percent of people rely on Apple Pay right now, but that number is going to grow bigly especially if Apple can convince people to bank with them. Google just is suffering from what I think is a temporary perceived disadvantage in the AI arms race.
(http://www.autoadmit.com/thread.php?thread_id=5346049&forum_id=2#46357040) |
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