Gypsum Management & Supply ($GMS): Another Wonderful Distribution Business
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Introduction I had always thought about distribution as a boring business and I am surprised how wrong I was! Since I started to deep dive in Pool Corporation (POOL), my interest on specialty distributors have been steadily increasing. It is fascinating how those companies are able to create virtuous cycles where all the stakeholders surrounding them benefit with the dynamics they generate. After analyzing POOL, I did the same with
Gypsum Management & Supply ($GMS): Another Wonderful Distribution Business
Gypsum Management & Supply ($GMS): Another…
Gypsum Management & Supply ($GMS): Another Wonderful Distribution Business
Introduction I had always thought about distribution as a boring business and I am surprised how wrong I was! Since I started to deep dive in Pool Corporation (POOL), my interest on specialty distributors have been steadily increasing. It is fascinating how those companies are able to create virtuous cycles where all the stakeholders surrounding them benefit with the dynamics they generate. After analyzing POOL, I did the same with