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Pool Corporation

Mentioned in 2 analyzed podcast episodes across 2 shows

Mentioned On

The Compound and Friends FactSet Evening Market Recap

Episode Mentions

The Compound and Friends

The Compound and Friends · May 12, 2026

Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

“Pool supplies company down 55% over five years; represents durable goods weakness tied to housing market inactivity”

Bubble identification and risk management frameworksSemiconductor and memory chip market dynamicsAI infrastructure investment and CapEx bubble risks

FactSet Evening Market Recap

FactSet Evening Market Recap · May 5, 2026

Evening Market Recap - Tuesday, 05-May

“Announced CEO transition”

AI Compute and Capital Expenditure DemandSemiconductor Industry PerformanceU.S.-Iran Ceasefire and Geopolitical Risk