Professional
Added to YB: 2025-07-07
Pitch date: 2025-07-01
CWH [neutral]
Camping World Holdings, Inc.
-44.14%
current return
Author Info
Night Watch Investment Management is an alternative asset manager focused on global equities, selected based on our in-depth proprietary research. Our investment style is best described as value plus catalyst. Visit their website.
Company Info
Camping World Holdings, Inc., together its subsidiaries, retails recreational vehicles (RVs), and related products and services in the United States.
Market Cap
$679.1M
Pitch Price
$18.53
Price Target
N/A
Dividend
4.63%
EV/EBITDA
9.74
P/E
-12.21
EV/Sales
0.69
Sector
Specialty Retail
Category
special_situation
Night Watch Investment Management Added On Portfolio Holding: Camping World Holdings, Inc.
CWH increased position: Largest US RV dealer focusing on affordable trailers, gaining market share despite industry decline since 2022. Trades at low valuation with minimal tariff exposure (Indiana-built). New bill proposes full tax deduction for RV mortgages, cutting customer costs ~10% - potential catalyst after April sell-off.
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