$HZO

1 thesis
bullish 100%neutral 0%bearish 0%
Avg return (6m)
Win rate (6m)
(0 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Jun 10, 4:59 PM ET
$HZODDbullish
u/Past_Ad1386 · 2d agono track record yet

MarineMax (HZO): Arb Opportunity

MarineMax is a special situations/arbitrage opportunity. A Donerail Group $35 take-private offer was rejected, but the board has voted to sell and engaged Wells-Fargo for a strategic review. A sum-of-the-parts valuation (particularly valuing marina assets acquired from IGY at ~$50/share) suggests significant upside from current levels on a full sale.

At post $33.06Now $32.60-1.4% since postedas of Jun 10, 4:59 PM ET
1d+1.8%
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End of results.