Four types of innovation. $DOO $DOOO

After I finish studying $DOO in depth it only makes sense for me to research one of my most recent discoveries from Rochon's letters. Fox Factory holdings ( $FOXF), a designer and manufacturer of suspension products. 10 yr revenue CAGR: 21% ROIC: Upper teens to low 20s.

One of the main aspects I like to analyze about management teams, besides their compensation structure, is how they treat share buybacks. Are they done opportunistically or are they done in a mindless manner in order to offset share dilution? Fortunately $DOO passes the test.

I've been having a lot of fun learning about the powersports industry through studying $PII and $DOO. Writing deep dives takes a lot of dedication, but the result is always more than worth the effort. Below is my reading history for the past week so far.

My favorite aspect of studying B2C-focused businesses as opposed to B2B is that the internet gives you access to a ton of customers' reviews for free. I especially find it very valuable to browse through YouTube content. Below are some examples for my $DOO research.

The possible candidates for next deep dives can be found in the following image. I'm also open for suggestions.

Note: The goal of these writeups is not to serve as buying/selling recommendations. They are simply a way for me to organize my research/ideas and share it with people that might find them useful.

You can read my full deep dive on $OTIS for free here👇🏻 psvinchunter.substack.com/p/deep-dive-ot…

You can read the first part of my $FAST deep dive here👇🏻 psvinchunter.substack.com/p/deep-dive-fa…