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Pool Corporation (POOL): A Bull Case Theory

We came across a bullish thesis on Pool Corporation (POOL) on Compounding Quality’s Substack. In this article, we will summarize the bulls’ thesis on POOL. Pool Corporation (POOL)'s share was trading at $305.35 as of 3rd June. POOL’s trailing and forward P/E were 28.59 and 27.78 respectively according to Yahoo Finance.

Pool Corporation is a quiet yet powerful market outperformer, generating revenue primarily through the distribution of pool supplies, equipment, and outdoor living products to contractors and retailers. The bulk of its income comes from the sale of recurring...