Oak Value Fund: Harley-Davidson's a Star, and We're Back in With AMBAC [View article]
Harley Davidson is still only competitive b/c of huge tariffs imposed on imported bikes, right? This was the case some years ago - can't imagine it's changed - so I'm not sure what "Harley Davidson is a star" refers to, as the stock is ho-hum and management is, in effect, subsidized.
Oak Value Fund: Harley-Davidson's a Star, and We're Back in With AMBAC [View article]