Michael Batnick

speaker

8,909 appearances 42 recordings 2 series first heard Apr 2026 last heard yesterday

Michael Batnick’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 42 in all, peaking in Jun 2026 with 11.

newest first · ▶ plays the moment

I guess, fortunately- matched

whatever pool corp is the largest wholesaler distributor. matched

So it's a low capital intensity business. matched

They're just a distributor. matched

They're not building the product, but my God, man, this stock just keeps going lower and lower and lower. matched

It's, it's, it's taken another leg lower. matched

what matched

stuff. matched

I feel like Berkshire could be the type of company that just buys this whole thing. matched

Is this the type of thing where you say, all right, obviously I was wrong on the stock. matched

It's down so much, but maybe there's an opportunity to be rescued by some sort of white knight. matched

I mean, I would prefer matched

I think— That might be terrible for you. matched

Sure. matched

Why is this one of the few... matched

QSRs, which is a sticker. matched

Why is this one of the few that's hanging tough? matched

I mean, it got sold off the past couple of days, but this has been a really, really difficult category. matched

forget matched

But Jonathan, a lot of the competitors are getting killed, I think, because of GLPs. matched

Showing 501–520 of 8,909 · page 26 of 446

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