是的，Pool Corp，另一家引起关注的公司。Pool Corp是我们在2009年重点提到的一个名字。我们专门用了一大期来谈论投资消费股。
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.
他多年来取得了巨大成功。然后它的价格超出了所有预期，我们在2000年停止发布任何关于它的报告。在COVID-19疫情期间，它的价格达到了盈利的55倍，这极其夸张。那么，我们跟踪了股价从500美元到400美元，然后到300美元，最后到200美元的发展。
它现在的价格是162美元，以15或16倍的盈利出售，杠杆率非常低。管理团队非常优秀，董事会也非常优秀。这是一个成功的商业投资。对我们来说，在16倍利润，或15倍利润时，我们愿意承担风险。
但在55倍利润时，那是夸张的价格。一切都有价格。但我认为Pool Corp值得考虑。
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.