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CWH: What a Successful Launch of the “AirBnB” for the RV Space Could Mean for Camping World – An Absolute Game...

August 26th, 2020

“As we think about the possibilities of it, it wouldn't surprise me if we -- it wouldn't surprise me if we stayed away from the rental business, but we looked at alternative technology...

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CWH: Camping World Is Getting Back to Its Compounding/Market Share Gain Roots, $3.00+ in EPS Is in Sight, Raising Price...

August 6th, 2020

“So we have 2 goals going forward; grow our total file size [customers] profitably, by the way; and grow the average spend per member. That is our business model, and it always has been. We did...

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CWH: PAA Research's Summer 2020 RV Dealer Survey - The Power of CWH's Business Model Still Remains Underappreciated,...

July 29th, 2020

We recently conducted a survey of more than 30 RV dealers across the country. The attached report includes the feedback from those dealer checks.  We think the power of CWH's business model...

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CWH: Demand Turns on a Dime and Now We Might Have Line of Sight to $400MM in EBITDA

May 8th, 2020

“As we sit here today, I'm proud to tell you that last weekend, our Friday, Saturday and Sunday in May was the biggest weekend in our company's history, period, end of story, in all aspects, every part of our...

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CWH: Social Distancing from Anywhere – Time to Go Long Camping World Holdings (CWH) with a $20 Price Objective

April 29th, 2020

We are introducing Camping World Holdings (CWH) as a long idea with a $20 Price Objective.  Please see the attached slide deck which outlines our investment thesis and feedback from our survey of more...

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Current Ideas

CWH

LONG

$64

OSTK

LONG

$110

PRDO

SELL/SHORT

$8

CM

SELL/SHORT

$50

RY

SELL/SHORT

$50

ARC

LONG

$5.50

AYI

SHORT

$50

STRA

SELL/SHORT

$63

BIG

SHORT

$28

TREX

SHORT

$36

WWE

LONG

$65

XOXO

LONG

$37

RLGY

PAIR TRADE

$10

RDFN

PAIR TRADE

$30

BCO

LONG

$35

ING.PA

SHORT

$35

TRUP

SELL/SHORT

$10

CTC

SHORT

$101

ATGE

SHORT

$15

HCG.TO

SHORT

$0

RON.TO

SHORT

$9

ESI

SHORT

$0

BGG

PAIR - LONG BGG/SHORT TTC

25%

TTC

PAIR - LONG BGG/SHORT TTC

25%

Z

SHORT

$14.00

NA.TO

SHORT

$22

ZU

SHORT

$15

TRLA

SHORT

$20

MCRS

SHORT

$31

APOL

SHORT

$35

OPEN

SHORT

$30

KNL

PAIR - LONG KNL/SHORT MLHR

25%

CSGP

SHORT

$100

GCA

LONG

$8

IPSU

LONG

$20

MLHR

SHORT

$22

LOOP

PAIR - LONG CSGP/SHORT LOOP

40%

THQI

LONG

$35

WPO

SHORT

$275

COCO

SHORT

$0

HNI

SIG

RGR