Investment Thesis
Camping World Holdings (NYSE:CWH) is an RV dealership that is undervalued relative to other dealerships. Management is focused on doubling the business and making the market fairly value CWH. At the present
Camping World Holdings: Dominance Meets Ambition
Summary
- Camping World is the dominant player in the industry.
- The company is laser-focused on growing its dominance.
- Camping World is transitioning into more than just an RV Dealer.
I am a Florida Licensed CPA in public accounting. I'm a huge nerd for equities in general and I find researching companies fun. I've decided to start writing because I want to be an active participant in the investment community and I believe writing about stocks is the best way to hone my expertise. I am looking forward to all the feedback I receive, both the good and the bad. Thank you for taking the time to read and react to what I write. Associated with another SA Contributor Johannes Sorto
Analyst’s Disclosure:I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.