While investors continue to be enthralled by AI and all things Tech, I can’t help but think there are easier opportunities being overlooked in boring industries that don’t make the business news or saturate our Twitter feeds. So you’ll have noticed that in recent months, I’ve been looking beyond the white hot center, concentrating my […]
Category Archives: [WSO] Watsco
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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