SG on X
starting buy-writes in a bunch of beaten-down former "compounders" $POOL $AN compounder bros, what else should I be looking at in this regard? https://t.co/99vZNMmNIx
NASDAQ
Pool CORP
POOL
7 stories
$5.8B Market cap · 2026-10-07
Portfolio Update September 2026
Portfolio added Otis Worldwide in the mid-$60s, increased Pool, Copart and Floor & Decor, and sold Berkshire Hathaway.
Pool Corporation: A Rising Dividend At A Bargain Price
Pool Corporation trades at a claimed 33.8% discount to fair value, supported by a 64% recurring-revenue base, buybacks and a rising…
Mark Bern, CFA 5 clicks
Portfolio Update June 2026
Portfolio added Zoetis, Pool Corp and Tractor Supply in June, lifting holdings to 13.
Under The Hood, Pool Corporation - $POOL
Pool Corporation controls roughly 40% of US pool-product distribution, with maintenance representing 64% of sales as new-pool construction…
Portfolio Update January 2026
DInvests sold Thermo Fisher, Dollar General, Dollar Tree and Edwards Lifesciences, then bought Pool Corp and Kraft Heinz while adding to…
Pool Corporation "Undisputed Industry Leader"
Pool Corporation derives 65% of sales from maintenance and repair, while scale and acquisitions support a 40-50% share of pool supplies.
Investor Letters
Letters that discuss POOL.
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