The SOIC Podcast

Acrysil|Proxy to Housing?

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Some of the best-listed wealth generators have conquered a niche and scaled in that niche for multiple years successfully. We'll discuss Acrysil, one one such business that operates in a niche industry that is experiencing tailwinds due to the housing recovery all over the world.  The Business Story is covered in the following parts:  

  1. Why study the Sink Industry?  
  2. What is the Industry Structure?
  3. Acysil's History and Potential Size of the Opportunity
  4. Scuttlebutt: Talking to Builders and Dealers 
  5. Valuations: Risk & Reward
    6. ...more
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