ValueStockGeek
@valuestockgeek.bsky.social
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Security Analysis | Value Stock Geek | Substack
I am looking for high quality companies trading at attractive valuations. I analyze companies & evaluate their merits. I also host a podcast where I answer Q&A and interview investors. Click to read S...
www.securityanalysis.org
I research a company once a week, determine if it's 'wonderful' or not, and then regularly update subscribers with valuation updates. The goal is to identify when wonderful businesses are on sale.
www.securityanalysis.org
www.securityanalysis.org
I wrote about Pool Corp this week.
It's behind a paywall, but if you DM me your email, I'll gift you a free subscription.
www.securityanalysis.org/p/pool-corp-...
It's behind a paywall, but if you DM me your email, I'll gift you a free subscription.
www.securityanalysis.org/p/pool-corp-...
Pool Corp (POOL)
Key Statistics
www.securityanalysis.org
November 30, 2025 at 8:27 PM
I wrote about Pool Corp this week.
It's behind a paywall, but if you DM me your email, I'll gift you a free subscription.
www.securityanalysis.org/p/pool-corp-...
It's behind a paywall, but if you DM me your email, I'll gift you a free subscription.
www.securityanalysis.org/p/pool-corp-...
I research a company once a week, determine if it's 'wonderful' or not, and then regularly update subscribers with valuation updates. The goal is to identify when wonderful businesses are on sale.
www.securityanalysis.org
www.securityanalysis.org
Security Analysis | Value Stock Geek | Substack
I am looking for high quality companies trading at attractive valuations. I analyze companies & evaluate their merits. I also host a podcast where I answer Q&A and interview investors. Click to read S...
www.securityanalysis.org
November 27, 2025 at 4:33 PM
I research a company once a week, determine if it's 'wonderful' or not, and then regularly update subscribers with valuation updates. The goal is to identify when wonderful businesses are on sale.
www.securityanalysis.org
www.securityanalysis.org
It's really wild how many companies benefited from pulled forward demand in 2021 and then investors rewarded them with an insane multiple, extrapolating it as if it would last forever.
Then they all drew down by 30-50%, and many are attractively priced now.
Then they all drew down by 30-50%, and many are attractively priced now.
November 27, 2025 at 4:30 PM
It's really wild how many companies benefited from pulled forward demand in 2021 and then investors rewarded them with an insane multiple, extrapolating it as if it would last forever.
Then they all drew down by 30-50%, and many are attractively priced now.
Then they all drew down by 30-50%, and many are attractively priced now.
Reposted by ValueStockGeek
<<Back in the 1980s, [Trump] even took out a full-page ad in The New York Times railing against free trade. It’s one of the few positions he’s held onto consistently.>>
April 5, 2025 at 5:04 PM
<<Back in the 1980s, [Trump] even took out a full-page ad in The New York Times railing against free trade. It’s one of the few positions he’s held onto consistently.>>