PAA Research @ActAccordingly (17.9K followers) (6.2K tweets)

RV Shorts have been betting that OEMs and dealers would be stuffed with inventory based on what happened in 18/19. $THO, $WGO and others clearly won't overproduce. Is demand great? No. Will there be an inventory glut? No. Meanwhile, $CWH keeps taking share and adding dealerships

Keywords: rv dealers ?, great, what

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