Moat GOATs: specialty distributors

Richard Toad

Jun 30, 2024

19

1

What makes (some of them) great?

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KC Mango

Dec 29

On WSO’s “optical” ROIC improvement —massive price inflation of HVAC through COVID and massive pull forward of HVAC units through COVID. Sustainable?

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The Equity Analyst

Moat GOATs: specialty distributors