Distributors


I always look at economics of the business
A bird in the hand is worth 2 in the bush and the question is how sure are you there are 2 in the bush and how long you have to wait to get them out
1. How many birds are in the bush?
2. When you gonna get them out?
3. How sure are you?
If interest rates are 15% roughly you've got 2 birds out of bush in 5 years equal to bird in the hand but if interest rates are 3% and you can get 2 birds out in 20 years it still makes sense to give up the bird in the hand because it's all gets back to discounting an interest rate. Often you don't know not only how many birds in the bush but in the case of internet companies there were not any birds in the bush but they still take the bird that you give them from the hand
Loop through all the subindustries and try to understand how many birds are in the bush from the perspective of economics of the business

Revenue

200020012002200320042005200620072008200920102011201220132014201520162017201820192020
Display GDP grow per year to compare with Revenue Change
1. Genuine Parts Company GPC8,3708,2218,2598,4499,0979,78310,45810,84311,01510,05811,20812,45913,01414,07815,34215,28015,34016,30918,73519,392
2. Core-Mark Holding Company, Inc CORE3,6964,0014,2124,5715,0165,5108,1158,8929,76810,28011,06914,52915,68816,39516,671
3. LKQ Corporation LKQ2502873284255477891,1271,9372,0482,4723,2704,1235,0636,7407,1938,5849,73711,87712,506
4. Pool Corporation POOL6708569831,1561,3111,5531,9101,9281,7841,5401,6141,7931,9542,0802,2472,3632,5712,7882,9983,200
5. Uni-Select Inc UNIEF3893814265576559899641,1721,0821,3401,3281,7761,8281,7901,7811,3551,1971,4481,7521,740
6. AMCON Distributing Company DIT3944826816006326486396456546446751,0421,1741,2111,2371,2821,2951,2751,3221,3921,521
7. Funko, Inc FNKO274427516686795
8. Weyco Group, Inc WEYS148132181216223209221233221225229271293300320321297284298304
9. Educational Development Corporation EDUC16.8517.6212530323231312929272625263364108114119115
10. Alliance Media Holdings Inc ADTR000.11035597082926970575768615454376.92
11. AiXin Life International, Inc AIXN01.6103.080.690.413.42
12. Sino United Worldwide Consolidated Ltd SUIC0.642.13.422.670.030.120.11
13. FOMO Corp ETFM0000000
14. Cloudweb, Inc CLOW00.030.03000
15. Jade Art Group Inc JADA260312500
16. Star Struck, Ltd SRSK10.5410.13
17. Waxman Industries, Inc WXMN81717067
18. Bemax Inc BMXC00.10.540.14
19. TreeCon Resources, Inc TCOR18943394151
20. California Grapes International, Inc CAGR0.590.891.491.27000.030.230.69
21. Prologic Management Systems, Inc PRLO353819.450000
22. Universal Mfg. Co UFMG22322514.812825674325
23. Fah Mai Hldgs Group Inc TRHF0.090.1
24. Asia Time Corporation ATYM37638197
25. Organic Sales and Marketing, Inc OGSM0.190.350.220.22
26. Boss Holdings, Inc BSHI36343336435454555649566365646868626200
27. Agritek Holdings, Inc AGTK5.336.55.05580.510.100.030.060.080.140.050.0100.050


Revenue Growth

200020012002200320042005200620072008200920102011201220132014201520162017201820192020
Display GDP growth per year to compare with Revenue Change
1. Genuine Parts Company GPC0.980.9811.021.081.081.071.041.020.911.111.111.041.081.09111.061.151.04
2. Core-Mark Holding Company, Inc CORE1.081.081.051.091.11.11.471.11.11.051.081.311.081.051.02
3. LKQ Corporation LKQ1.151.151.141.31.291.441.431.721.061.211.321.261.231.331.071.191.131.221.05
4. Pool Corporation POOL1.281.281.151.181.131.181.231.010.920.861.051.111.091.061.081.051.091.081.081.07
5. Uni-Select Inc UNIEF0.980.981.121.311.181.510.971.220.921.240.991.341.030.980.990.760.881.211.210.99
6. AMCON Distributing Company DIT1.221.221.410.881.051.030.991.011.010.991.051.541.131.031.021.041.010.981.041.051.09
7. Funko, Inc FNKO1.561.561.211.331.16
8. Weyco Group, Inc WEYS0.890.891.381.191.030.941.061.050.951.021.021.181.081.021.0710.930.961.051.02
9. Educational Development Corporation EDUC1.041.041.171.211.221.0410.990.970.960.980.950.960.971.021.251.971.691.051.050.96
10. Alliance Media Holdings Inc ADTR0.330.331130INF1.671.21.161.130.751.020.8111.20.890.890.990.680.19
11. AiXin Life International, Inc AIXNINFINF0INF0.220.68.25
12. Sino United Worldwide Consolidated Ltd SUIC3.283.281.630.780.0140.88
13. FOMO Corp ETFMNANNANNANNANNANNANNAN
14. Cloudweb, Inc CLOWINFINF0.990NANNAN
15. Jade Art Group Inc JADA00INF0.830NAN
16. Star Struck, Ltd SRSK0.940.940.910.96
17. Waxman Industries, Inc WXMN0.880.880.990.95
18. Bemax Inc BMXCINFINF5.390.27
19. TreeCon Resources, Inc TCOR1.191.190.230.891.071.22
20. California Grapes International, Inc CAGR1.521.521.680.850NANINF8.253.06
21. Prologic Management Systems, Inc PRLO1.071.070.5200NANNAN
22. Universal Mfg. Co UFMG1.111.111.50.760.61.870.912.660.640.58
23. Fah Mai Hldgs Group Inc TRHF1.071.07
24. Asia Time Corporation ATYM1.731.731.291.2
25. Organic Sales and Marketing, Inc OGSM1.831.830.651
26. Boss Holdings, Inc BSHI0.930.930.991.071.211.250.991.031.010.881.131.131.030.991.0610.9210NAN
27. Agritek Holdings, Inc AGTK1.221.220.7811.550.010.190.02161.911.261.870.330.150.4515.490.07