Re: My Absence...Research Reources/Ideas forgot to mention CWH my largest position
Thanks for the complements...appreciated.
Also, forgot to post my best idea and largest position. Yes, talking my book but...
Everyone should do their own DD starting with last couple earnings announcements, last couple of CCs and most recent 10K.
About 25 to 35% or so of what I do is investing and the rest is swing/position trading. So when I make an investment I typically look for asymmetric ideas that have a margin for safety. CWH is the biggest position I've ever taken in client/personal accounts. I've been in for a while at lower prices and wished I knew about it during the covid selloff. Stock is cheap and growing. The market thinks it's cyclical but if you do some DD it is much less cyclical than the market thinks with some longer term secular growth tailwinds IMO.
CEO/management with skin in the game and they have been outstanding. I've been doing this for almost 25 years and this is one of my favorite ideas. I could post all sorts of things about growth, runway, valuation, downside risk, management, industry changes, etc but would prefer readers to check things out for themselves....