Welcome to Episode 25 of the Preferred Shares Podcast.
In this episode of the Preferred Shares podcast, Doug provides a brief history of Pool Corp. and an overview of the current business. The co-hosts discuss the pros and cons of the business and why it might be a “high quality cyclical” enterprise.
In This Episode
[01:11] Early History and Founding
[06:22] Current Market Position and Business Model of Pool Corp
[10:25] Growth Trends and Market Dynamics
[13:39] Financial Performance and Revenue Breakdown
[17:46] Management Structure and Company Culture
[20:13] Competitive Landscape and Market Challenges
[22:20] Investment Considerations and Future Outlook
[26:31] Doug Gives His Elevator Pitch
Additional Reading & Listening
Did you miss our series on Amphenol? Check it out below.
Curious to see what else we’ve been working on? Check out some of the interesting things we’ve done recently:
Douglas Ott (Andvari Associates and @yesandnotyes)
Doug provides even more details, anecdotes, and financials on the early history of Amphenol.
Lawrence Hamtil (Fortune Financial and @lhamtil)
Devin LaSarre (Invariant and @DevinLaSarre)
📖 Per-Pouch Price Premium - Devin writes about the current state of the nicotine pouch market.
Enjoy this episode? Share it with someone who loves business history as much as you do!
You can also follow Preferred Shares, Devin, Doug, and Lawrence on Twitter.
Disclaimer
All opinions expressed by Preferred Shares hosts and guests are solely their own opinions and do not reflect the opinions of their respective employers. This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. None of the information contained in the podcast or this web site constitutes a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person.
Clients of Andvari and Fortune Financial may maintain positions in the securities discussed in this podcast. Furthermore, from time to time, the Hosts may hold positions or other interests in securities mentioned in the Podcast and may trade for their own accounts based on the information presented. The Hosts may also take positions inconsistent with the views expressed in its messages on the Podcast.
