SKY - Potentially Transformative: Skyline-Champion Experimenting With Off-Site Construction And Automation
Introduction
Skyline-Champion (SKY) is the second-largest manufactured home company in the US (the largest is Berkshire Hathaway's (BRK.A) Clayton), so I was surprised to find sparse coverage on SeekingAlpha, with the most recent article published nearly two years ago in January 2018.
Since then, Skyline merged with Champion to form Skyline-Champion and a chronic labor shortage in the construction industry is beginning to create longterm favorable tailwinds for off-site construction companies such as Skyline. As I build out an investment thesis for playing the growing housing and labor shortage, it seems