Introduction I think there is little controversy about Spotify (SPOT) as product: Spotify is a leading music streaming service that provides access to over 100 million tracks and much more audio content, with a great user experience and all over the world. Of course there are…
Introduction I do know that this is not the best way to start an article but I have to admit that I’m really disappointed. Not with the article itself…
1
Reasons to trim my position
2
Introduction Since I started to deep dive on Pool Corporation’s (POOL) business model, my interest on wholesale distributors have been steadily…
Introduction I’ve recently asked for help in Twitter to find companies carrying out consolidation or roll-up processes. I’ve received a lot of ideas…
I do like the aphorism “history doesn’t repeat itself, but it often rhymes”, attributed to Mark Twain. A deep understanding about situations occurred in…
Roll-up strategies, serial acquirers, consolidators and many more
2
(it is recommended to read this post directly in Substack since it is too long for email and might be truncated) Introduction: POOL’s Business Model…
See all