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Riding the HVAC Industry tailwinds: An Investment Analysis of Watsco Inc
Our deep dive on Watsco Inc. is out.

  • Watsco is the leading distributor of air conditioning, heating and refrigeration equipment, related parts and supplies in North and Latin America having a market share of 15%-18%, that is 2x larger than its next competitor.
  • Needless to say, Watsco share, returned an annualised return of 18% to its shareholders for the past 30 years.
  • The company stands to benefit from regulation catalysts.

Write-up 👇


Note: We wrote an extract but was not uploaded. Hopefully, the Commonstock team will sort it out and restore this post for you.
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Riding the HVAC Industry tailwinds: An Investment Analysis of Watsco Inc.
Watsco serves over 120,000 customers and has established itself as the largest distributor of HVAC/R equipment in the North America region.
Riding the HVAC Industry tailwinds: An Investment Analysis of Watsco Inc.

Todor Kostov's avatar
Todor Kostov
@kostofffApril 28
@stockopine Great stuff and another excellent writeup! 👏
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StockOpine
@stockopineApril 28Author
@kostofff thank you Todor 👏🏻
Todor Kostov's avatar
Todor Kostov
@kostofffApril 28
@stockopine 🙌
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