- Thor Industries is a great company with some superb moats, good history and overall good investment fundamentals, barring some smaller issues and risks.
- Thor seems to have had a blowout 2Q21, which has pushed the company even higher in terms of results.
- I believe a combination of short-term tailwinds and positives for the company has pushed valuation to unmaintainable levels. The risk/reward ratio for investment is unfavorable.
- I consider Thor a "HOLD", and a potential for profit rotation where applicable.
For further details see:
Thor Industries: Not Appealing At This Time Despite Results