Winnebago Is Still Facing Choppy Waters
Company Overview - Winnebago Industries, Inc. (NYSE: WGO) is a prominent player in the RV and recreational boat sectors, established in 1958 and recognized for its RVs [1] - The company expanded its portfolio by acquiring luxury boat manufacturer Chris-Craft in 2018 and also purchased Barletta [1] Analyst Background - Ian Bezek, a former hedge fund analyst at Kerrisdale Capital, has extensive experience in Latin American markets, focusing on countries like Mexico, Colombia, and Chile [2] - He specializes in identifying high-quality compounders and growth stocks at reasonable prices in the US and other developed markets [2]