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What finance podcasts are saying about

POOL

Substantive discussion
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Mentions · 7d
0
Mentions · 30d
2
Mentions · 90d
5
Episodes
Latest attributed ideas · most recent first
5 JUN5 JUNCNBC FAST MONEY · 10:30
S&P inclusion catalyst for Marvell
“Marvell Technology's addition to the S&P 500 benchmark serves as a near-term catalyst driven by forced index buying.”
Notable comment · 2/5Verify in source →
12 MAY12 MAYTHE COMPOUND AND FRIENDS · 38:00
Housing-related stocks in a 'depression'
“The hosts presented a bearish case on housing-related stocks, arguing the sector is in a 'barren wasteland' due to a complete lack of transaction activity, despite resilient home prices.”
In depth · 4/5Verify in source →
1 MAY1 MAYTHE COMPOUND AND FRIENDS · 25:00
100-baggers are sector-diverse and unsexy
“The study of historical 100-baggers showed they were spread across many sectors, often in 'unsexy' businesses like manufacturing and retail, not concentrated in technology.”
Explored · 3/5Verify in source →
25 FEB25 FEBANIMAL SPIRITS · 15:00
Pool demand pulled forward during pandemic
“The speakers suggested weak recent sales for Pool Corporation reflect a normalization after pandemic-era demand was pulled forward.”
Brief mention · 1/5Verify in source →
25 FEB25 FEBTHE COMPOUND AND FRIENDS · 25:00
Housing market shows severe cracks
“The hosts presented a bearish case on housing, arguing pending home sales are diverging negatively, days on market are rising, and ancillary companies (pool builders, flooring) are seeing demand collapse, suggesting the pandemic pull-forward is over.”
In depth · 4/5Verify in source →
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