CMPR - Culling My Watchlist
School Speciality Inc. ([[SCOO]])
Sells furniture, supplies and learning models to schools. This idea went on my watchlist on February 23, 2018, because Alluvial Capital discussed it in their Q4, 2017 letter.
School Specialty is as about close to an ideal Alluvial holding as a stock can be. The company is small, with a market capitalization of just under $120 million. Trading liquidity is minimal, with a handful of funds controlling the large majority of shares outstanding. And the company is boring, operating in the lowgrowth school supply industry. Scissors and glue, dodgeballs and