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TIP518: The "Buy" List for 2023 w/ Eddy Elfenbein
We Study Billionaires - The Investor’s Podcast Network
Is Polaris a Cheap Stock or a Consumer Cyclic Stock?
Polaris was a $805 million in 2020 to negative $39 million in the trailing 12 months. The thing about Polaris is by conventional metrics, it's a cheap stock and there's a strong cyclical factor to the industry. And I didn't feel that it was turning around the way my thesis was.
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