Stock Pitch: Skyline Champion (SKY)
Market leader in fundamentally changed manufactured housing industry
Skyline Champion (NYSE: SKY) is one of the largest factory-built home manufacturers in North America, founded by the merger of Skyline and Champion Homes in 2018. An audio recording will be attached that gives additional details about my pitch, and a concise write-up can be found below. As always I greatly appreciate any comments and constructive feedback.
This pitch and the next one I’m working on are in industries I haven’t researched before, so there’s some ambiguity and known unknowns that I’ve had to embrace. However, I’m doing my best to reach out to those who have more knowledge than myself to learn and get a more holistic understanding of these stocks as I update my priors. In the meantime, I will continue to use my remaining time in college to build what I hope can be a repeatable research process and to further my ability to think in probabilities.
Thank you for your time, have a wonderful rest of your day!
Disclaimer: I hold no position in SKY at the time of publication of this writing