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Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Lagged as demand remained pressured by slow housing and deflation in its tricolor chemical business, though scale advantages persist.
— Derek Johnston
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Other investors who've written on Pool Corporation
Pool Corporation is a dominant wholesale distributor trading at a historic low valuation of 15.5x forward earnings due to post-COVID normalization and competitive worries. Despite macro headwinds...
Pool Corp. was fully exited from the portfolio during the first quarter of 2026.