Patrick Industries - Stock Analysis - $PATK

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00:00:00 Intro/Watchlist
00:03:10 Debt, Industry, & Risk
00:07:10 Pushing the Discord Server
00:08:35 Income History
00:11:35 Cashflow History
00:16:20 Balance Sheet History
00:18:40 Capital Efficiency
00:19:40 Revenue Models
00:27:20 Analyst Estimates & Probabilities
00:32:10 Final Valuation
00:38:15 How Negative Book Value or Net Cash Do or Do Not Matter
00:44:20 Showing Off the Relative Valuation Tool
00:52:10 Schedule/Outro