Added to YB: 2026-04-13
Pitch date: 2026-04-09
POOL [bullish]
Pool Corporation
+0.17%
current return
Author Info
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Company Info
Pool Corporation distributes swimming pool supplies, equipment, related leisure, irrigation, and landscape maintenance products in the United States and internationally.
Market Cap
$7.7B
Pitch Price
$214.56
Price Target
N/A
Dividend
2.39%
EV/EBITDA
11.77
P/E
19.30
EV/Sales
1.72
Sector
Distributors
Category
turnaround
Show full summary:
Margin of Sanity | Portfolio Update 03/31 - Pool Corporation
POOL (holding update): Down from $300→$200, avg down all the way. Co buying back BIG chunks + 2% div. Housing casualty must rebound. Deep moat, strong economics. Every new pool = decades of chlorine/filters/repairs revenue. At $200, one of highest convictions.
Read full article (1 min)