Nice write-up. This company is outside of my investment world but I used to invest in Polaris and Malibu boats. Both are profitable with solid balance sheets. Their problem is lots of demand was pulled forward during the pandemic. Haven't followed their recovery in a while, might be interesting for you.
Thanks!. I’ll take a look at how they’ve rebounded post-pandemic—could be some interesting setups.
Nice write-up. This company is outside of my investment world but I used to invest in Polaris and Malibu boats. Both are profitable with solid balance sheets. Their problem is lots of demand was pulled forward during the pandemic. Haven't followed their recovery in a while, might be interesting for you.