Group 1 - OneWater Marine Inc. (ONEW) shares are trading near multi-year lows due to a slowdown in sales following a period of strong performance driven by low interest rates [2] - The powerboat retail industry is currently experiencing softer sales, indicating a shift from the previous "Goldilocks" era [2] Group 2 - The Insiders Forum, led by Chief Investment Strategist Bret Jensen, focuses on small and mid-cap stocks that have seen significant insider purchases [2] - The portfolio managed by The Insiders Forum aims to outperform the Russell 2000 benchmark over time, consisting of 12-25 attractively valued stocks across various sectors [2]

Core Viewpoint - Camping World Holdings, Inc. experienced a significant decline in shareholder value, with a reported adjusted EBITDA of $242.9 million for the full year 2025, contrasted by a GAAP net loss of $105.6 million, indicating a discrepancy of over $200 million [1]. Financial Performance - In Q3 2025, the company reported an adjusted EBITDA growth of over 40%, reaching $95.7 million [2]. - For Q4 2025, the company faced a GAAP net loss of $109.1 million, contributing to the overall GAAP net loss of $105.6 million for the full year 2025 [2]. Legal Investigation - Levi & Korsinsky, LLP is investigating whether Camping World Holdings adequately presented the relationship between its adjusted financial metrics and GAAP results, particularly in light of the losses incurred by shareholders [3].

Q1 2026 Investor Meetings Brunswick Corporation ©2026 BRUNSWICK CO. CONFIDENTIAL AND ALL RIGHTS RESERVED. 2 Use of Non-GAAP Financial Information and Constant Currency Reporting Forward-Looking Statements Certain statements in this presentation are forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on current expectations, estimates, and projections about Brunswick's business and by their nature address matters that are, to dif ...

Core Viewpoint - MarineMax is attracting significant buyout interest from private equity firms and strategic investors following an offer from Donerail Group to acquire the company for over $1 billion, highlighting the growing demand for marinas and recreational boating as investment opportunities [1][4]. Company Overview - MarineMax operates 65 marinas and 70 dealerships, catering to a wealthy clientele with offerings that include megayachts priced in the millions [5]. - The company has seen a decline in earnings per share by 64% since CEO Brett McGill took over in 2018, and its share price has dropped 43% over the last five years, contrasting with a 76% return from the S&P 500 index [7]. Investment Interest - Private equity firms such as Blackstone and Centerbridge Partners, along with other investors like Blue Compass and TPG, have shown interest in acquiring MarineMax or parts of it [1][2]. - The company has sent out confidentiality agreements to potential buyers to facilitate the review of documents and information for potential bids [2]. Shareholder Dynamics - MarineMax is under pressure from shareholders, including Levin Capital Strategies, to conduct a strategic review and engage with Donerail regarding its acquisition offer [6]. - An upcoming annual meeting will see shareholders voting on board directors, including the fate of CEO Brett McGill, amid calls for changes in leadership [6][9]. Market Context - The marinas business is currently viewed as a hot investment area due to declining interest rates and rising consumer demand for boats, which may further drive interest in MarineMax [3].