POOL is worth considering; current price ($162) and multiple (15-16x earnings) are attractive after correction from peak (55x), backed by strong management and low leverage.

Yes, Pool Corp, another company that has attracted attention. Pool Corp is a name we highlighted in 2009. We devoted a large issue to talking about investing in consumer stocks.

He achieved great success for many years . Then its price exceeded all expectations, and we stopped publishing any reports about it in 2000. During the COVID-19 pandemic, its price reached 55 times the earnings, which was extremely exaggerated.

Well, we have followed the development of the stock price from $500 to $400, then to $300 , and finally to $200. It is now priced at $162, and is being sold at 15 or 16 times earnings, with very low leverage.

The management team is excellent, and the board of directors is excellent. It is a successful business venture. For us, at 16 times the profits, or 15 times the profits, we are willing to take the risk.

But at 55 times the profits, that's an exaggerated price. Everything has a price. But I think Pool Corp is worth considering.

Then there are small and medium-sized companies like Poolcorp that no one cares about . I believe these companies do not receive enough analytical coverage , and face a negative perception towards them.