Comprehensive Investment Analysis: Watsco Inc. (WSO) – The Undisputed Leader in HVAC/R Distribution

from The Gemini Brief - Investment Deep Dives · host Lukasz Tomicki and LRT Capital Management LLC

Executive Summary This report provides a comprehensive investment analysis of Watsco Inc. (NYSE: WSO), the largest and most technologically advanced distributor of Heating, Ventilation, Air Conditioning, and Refrigeration (HVAC/R) products in North America. The analysis reveals a company with a resilient and scalable business model, a formidable competitive moat, and a disciplined capital allocation strategy […]

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