theherotrade

theherotrade

Thesis: Marcus Lemonis, CEO, is taking full advantage of the RV cycle to acquire market share via a well executed and accretive M&A strategy. Market share for new units has expanded from 15% to 20% in less than five years and combined new and used stands at 11%. Scale matters in this business creating several durable advantages: pricing power, private label...

theherotrade

Is the US Treasury market sell off complete? ZROZ testing a key pivot for a possible bullish entry. Look for it to trade through and hold 114.