Watsco: Air Apparent - [Business Breakdowns, EP.209]
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This is business breakdowns. Business Breakdowns is a series of conversations with investors and operators diving deep into a single business. For each business, we explore its history, its business model, its competitive advantages, and what makes it tick. And we are here.
to bring them to you. To find more episodes of Breakdowns, Check out joincolossis.com. All opinions expressed by hosts and podcast guests are solely their own opinions. Hosts, podcast guests, their employers, or affiliates may maintain positions in the securities discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. This is Matt Russell and today we are breaking down Wattsco.
They are the market leader in HVAC distribution. with a unique value proposition that they offer to the OEMs and suppliers in the space. And my guests today are Lucy Adams, investment director at Caledonia Investments, and Alan Moran, cohead of public companies at Caledonia Investments. If you've ever had an air conditioning issue, you call your maintenance contractor And then you have them sit there on the phone as they located a part
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