MBI and I recorded an episode of Never Sell recently (Big Tech Earnings) (Spotify, Apple, YouTube, RSS feed) Having just written up Watsco, I thought I’d offer some thoughts on revisit Pool Corp. given the similarities between the two businesses. Pool Corp is a distributor of pool supplies and equipment. It sources ~200k SKUs from 2k+ suppliers and sells them to […]
Category Archives: [POOL] Pool Corp.
A deep local presence can confer competitive advantages in industries with low entry barriers. Rollins typically commands the largest share in its markets, allowing it to service more houses per technician outing than competitors, resulting in greater labor productivity and scale economies on marketing and branch overhead. Fastenal clusters its stores near customers, permitting steady […]
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