Malibu Boats Inc.
www.thetigersprey.com
My first write-up is now available for download!
Grab your copies of the report and its accompanying model by clicking the "Download" buttons below.
Starting in exactly one month, I'll be sharing bi-weekly four-page write-ups like this one on Thursdays. Do not expect lengthy wiki-style documents. My focus will be on delivering concise, differentiated views that sophisticated PMs and retail investors can digest quickly before initiating their own research process.
P.S. This isn't a short-term earnings trade but rather a long-term investment thesis.
Great work!
I'm not sure you can be confident in a trough in demand. The google search trend shows shows no uptick. The entire thesis depends on this and seems like it's only gotten worse with late april. I'm still looking for signs of a trough in boats but don't see much evidence yet.