In this article, I will take a look at a company that I've aggressively purchased over the past few months, to a point where it's exposure in my portfolio is at a limit, given its non-European status (non-European stocks are subjected to different portfolio limits with me).
I'm talking about thundering Thor Industries (THO), the world's largest manufacturer of recreational vehicles (RV's). I will argue as to why I believe the company, despite its cyclical nature and recent M&A, is grossly undervalued and underestimated at current valuations. I will show you and hopefully