Generac: A Fantastic Long-Term Opportunity

J. Michael Jones Thesis For a seemingly simple business, shareholders of Generac (NYSE:GNRC) have been through quite the emotional roller coaster over the years. Since hitting all-time highs in 2021 of $505.80, shares have fallen over 80$25B in shareholder value. This pessimism can largely be attributed to concerns over the high-interest rate environment, excessive inventories, and the overall cyclical nature of the business. However, with several long-te ...