February 27, 2018

Recreational vehicle market is smashing records driven by strong demographic tailwinds. Thor’s strategic acquisition of Jayco expanded its product offering and provided additional manufacturing capabilities. Wall Street analysts and market multiples relative to peers point to the stock being significantly undervalued. Strong Recreational Vehicle Growth The recreational vehicle (RV) industry, which is comprised of towable… Keep Reading

Paul Singer and Elliott Management released its quarterly 13F filing with the SEC on February 14th which highlighted a number of stocks that the firm’s buying and selling. With seven positions making up more than half of its $16 billion portfolio, I take a closer look at the firm’s listed holdings below. How Paul Singer… Keep Reading