We came across a bullish thesis on Watsco, Inc. (WSO) on Substack by FluentInQuality. In this article, we will summarize the bulls’ thesis on WSO. Watsco, Inc. (WSO)’s share was trading at $493.93 as of March 3rd. WSO’s trailing and forward P/E were 37.14 and 33 respectively according to Yahoo Finance.

An engineer wearing a hardhat inspecting a newly-installed air conditioner system.
Watsco is North America’s largest distributor of HVAC/R equipment, supplying air conditioners,...



