Stock Deep Dive - Sanlorenzo Group: Luxury…

Summit Stocks

Jan 10

30

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A deep dive into one of the world's luxury yacht leaders

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4 Comments

Golden Bear Capital

Feb 8

Also TISG is interesting

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Well done.

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Well written research article. How do you think about the cyclicality of the company?

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Thanks! I think cyclicality is mimimal considering the customer base of UHNWIs an the order backlog which makes for predictable revenue streams. Order backlog is always really high so I have no concerns for cyclicality

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