The Business Breakdowns podcast offers deep dive interviews that profile a single company. The podcast is one of the best investor resources to quickly get up to speed on how a particular company operates. So we were pleased to have Ensemble’s CIO on the podcast to discuss Home Depot.

In the podcast, Sean discusses:

• The company’s focus on serving professional contractor customers and why this end market benefits from strong competitive advantages.
• How the company has been able to grow revenue and earnings so dramatically, despite not increasing their store count in over a decade.
• Why the company has built a robust ecommerce business, yet their customers insist on mostly coming to the store to pick up online orders rather than have them delivered.
• And why in the early days of the company, the founders were outraged to find that employees had mopped and shined the floor before a grand opening and insisted that they quickly scratch the floors up and throw some sawdust around.

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