Watsco's Expensive Valuation and Weak Outlook Keep Me Sidelines

Friday, Oct 31, 2025 1:34 am ET1min read

The author of this article has a positive view of Watsco's business, particularly its industry positioning, leadership, and incentive structure. However, they are cautious due to a weak outlook and expensive valuation. Despite this, they remain impressed with Watsco's entrepreneurial culture.

Watsco's Expensive Valuation and Weak Outlook Keep Me Sidelines

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