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Argosy Investors's investment thesis on Pool Corp. ($POOL) — Q1 2026 | Buyside Digest

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$POOLNASDAQPool Corp.

BULL

Argosy Investors—POOL

Fund Letter

Q1 2026

Published March 31, 2026

View Fund Profile

$206.63USD

+11.6% vs last month

$202.93Pitched

+1.8% since pitch

Market Cap$7.3B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

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...

— Mike Loeb

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What other investors think about $POOL, and what else Argosy Investors is buying.

Other pitches on $POOL

Other investors who've written on Pool Corp.

Value Line Mid Cap Focused FundBEAR

Pitched Mar 31, 2026

Pool Corp. was fully exited from the portfolio during the first quarter of 2026.

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