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Watsco, Inc. (WSO): A Bull Case Theory

We came across a bullish thesis on Watsco, Inc. (WSO) on Seeking Winners’ Substack by Seeking Winners. In this article we will summarize the bulls’ thesis on WSO. Watsco, Inc. (WSO) share was trading at $500.25 as of Sept 19th.

[caption id="attachment_1206720" align="aligncenter" width="768"] An engineer inspecting a HVAC system, revealing the complexity of the products.[/caption]

Watsco stands as a dominant force in the $42 billion North American HVAC distribution market, commanding an estimated 18% market share and serving over 350,000 contractors through nearly 700 locations...