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#	AUTHOR DATE SUBJECT
7	member 7/17/24 4:20PM Updated Thoughts?
Pretty nasty pre-announcement and guidance revision. Is this the bottoming or the start of a more prolonged winter? 2 view available tags
6	member 4/12/24 11:32PM Margins
Why have margins been so low over the last ~4-5 quarters? I understand they were elevated, but when comparing to pre-COVID, the margins are down significantly too... What do you think the right long-term normalized EBITDA... login to read the rest view available tags
4	member 3/19/24 1:39PM Re: Re: Re: short thesis 3
sorry. Lesl is far more leveraged... view available tags
3	member 3/19/24 1:37PM Re: Re: short thesis 2
hey - sorry. I see a small risk to starts being a bit lower than that but not demonstrably... Pool is far more leveraged to maintenance which is definitely more stable than starts but subject... login to read the rest view available tags
1	member 3/19/24 10:38AM short thesis
Ok. I am going to take the bait. I'm afraid I have to disagree; this is where we differ most. Pool demand (new install + maintenance) went to stratospheric levels due to the pandemic. Covid pulled forward... login to read the rest 4 view available tags