$KABE.B:SE
A simple cyclical business with long-term tailwinds - a very brief snapshot.
When looking at cyclical businesses I want to have some certainty that the long term tailwinds are there. Recreational vehicles is a type of product which is rarely purchased but is gaining momentum when a certain stage of life is approached.
The COVID-19 period expanded the use of these vehicles when work from home and nomadic culture arose. Young prof…
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