Strap in for September 15th. Big opportunity to reset understanding of the $CWH business model and story ⁦ @marcuslemonis⁩ ⁦ @AlderLaneeggs⁩ ⁦ @ActAccordingly⁩ #IridewithMarcus https://www.businesswire.com/news/home/20200820005603/en/Camping-World-Holdings-Host-Virtual-Investor-Day
Camping World Holdings, Inc. to Host Virtual Investor Day

Camping World Holdings, Inc. (NYSE: CWH) (the

https://www.businesswire.com/news/home/20200820005603/en/Camping-World-Holdings-Host-Virtual-Investor-Day
The street couldn’t be more tone deaf on $CWH. Q3 may be hard to repeat (in the next 1-2 years) but Q1 & Q2 ARE NOT. Q1 went better than expected and included 2 weeks of material COVID-19 impact. Q2 had a solid month that was severely impacted. Annualizing those Qs is >$3.50...
More importantly that $3.50 level should serve as a BASELINE for normalized earnings that should be growing solidly. Can’t wait for @marcuslemonis to lay out the vision. He’s built a very special, one of a kind dealer business. Don’t sleep on a scrappy Miami guy like Marcus.
You can follow @CubanSheikh.
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