Real Estate

Leslie’s wants to join the pool party

Leslie’s (LESL) is in the pool business which has been getting a major COVID-driven bump in demand this year as people have shifted spending from travel to their back yards and in some cases, pools. The current range is $14-16. Investors are aware of the trend and many have enjoyed the outperformance of stocks like…

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Fathoming Online Real Estate (FTHM)

Online Real Estate Transactions If you haven’t noticed there is a boom going on in real estate. Part of it is COVID, part of it is low rates, part of it is the expectation of being able to do everything online. People are buying and selling homes online, in some cases with no physical visit….

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