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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…
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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…
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Reasons to trim my position
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Introduction Since I started to deep dive on Pool Corporation’s (POOL) business model, my interest on wholesale distributors have been steadily…
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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…
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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…
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Roll-up strategies, serial acquirers, consolidators and many more
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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…
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