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BRP Inc.: Already Priced For An Extended Recession
Seeking Alpha· 2025-05-21 14:27
Company Overview - BRP Inc is a leader in the powersports industry with a diverse product portfolio that includes Ski-Doo snowmobiles, Sea-Doo watercrafts, and Can-Am off-road vehicles [1] Investment Philosophy - The investment approach focuses on value and deep value, emphasizing a concentrated portfolio in key companies with thorough industry research [1] - The importance of understanding qualitative aspects of a company and tying them into a supportive valuation is highlighted [1] Educational Background - The educational background includes a specialization in Accounting and a minor in Economics from Wilfrid Laurier University in Ontario, Canada [1] - The current pursuit of a CPA designation indicates a commitment to professional development in finance [1] Professional Role - The company operates in a large Financial Services firm in Toronto, Canada, in a non-investment risk-related role [1] Goals and Interests - The goal of writing on Seeking Alpha is to obtain second opinions on investment ideas and inspire readers to think differently about investing [1] - There is an interest in studying past examples of successful and unsuccessful deep value investments to understand effective strategies [1]
Boise Cascade: Priced For A Recession, But Built To Survive It
Seeking Alpha· 2025-04-27 08:49
Company Overview - Boise Cascade (BCC) has undergone a significant transformation over the past 5 years and is currently experiencing near-term tailwinds [1] Financial Performance - Revenue increased by 45% from 2020 to 2021, driven by a boom in the housing market [1]