Fastenal's organic growth has accelerated due to the AI boom, indicating a sustainable benefit for distributors.
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$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
Aug 14, 2026
This podcast episode features Steve Gorlick from Firebird Management discussing DNOW, an oil and gas distributor. Gorlick believes the company, which spun off 10 years ago, is poised for significant growth due to favorable industry conditions, low capex, sticky customer relationships, and rollup opportunities. He suggests the stock could double based on projected 2029 numbers, highlighting that integration is complete and free cash flow is expected to surge.
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National Oilwell Varco (NOV) is mentioned as the former parent company from which DNOW was spun off.
Steve Gorlick believes DNOW, an oil and gas distributor, could double based on 2029 projections due to favorable industry conditions and expected free cash flow explosion.
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DNOWbuy opened Aug 14, 2026
-2.43%