A Stock for the Oracle: A Cynic’s Case for Home Depot

Buffett, ever the pragmatist, would likely dismiss the idea of “stock picking” altogether, insisting he is a “business picker.” This semantic distinction-like calling a sledgehammer a “precision tool”-masks the same activity. Even so, he has delegated parts of this “business picking” to Todd Combs and Ted Weschler, two men entrusted with steering Berkshire’s capital. But let us entertain this hypothetical: If the Oracle himself asked for a recommendation, which stock would I suggest? The Home Depot (HD), a company that once graced his portfolio and might yet return.






