2024-07-17 10:03:01 ET
Summary
- Moats and Monopolies focuses on high-quality compounding companies, with Pool Corp. recently added to our portfolio.
- Pool has a vertically integrated and near monopolistic business model, offering potential alpha to investors.
- The article discusses Pool Corp.'s distribution, retail, production, CRM platform, future risks, valuation, and chance of beating the market.
- POOL stock is a long-term buy from here.
Moats and Monopolies
Read the full article on Seeking Alpha
For further details see:
Pool Corp.: A Dive Into This Dominant Niche Market Leader