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Pool Corporation (POOL): A Bull Case Theory

We came across a bullish thesis on Pool Corp. on Andvari’s Substack's Substack by Douglas Ott. As of 20ᵗʰ September, Pool Corp.'s share was trading at $317.92. POOL's trailing and forward P/E were 29.33 and 26.43 respectively according to Yahoo Finance.

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Pool Corp., founded in 1980 as South-Central Pool Supply, has grown from a single location to become the largest distributor of pool products in the country. The company, now generating $5.3 billion in annual revenues, has...