Virco: The Wind Of Fortune Is Blowing In Its Favor

pidjoe Investment Thesis Virco Manufacturing Corp. (NASDAQ:VIRC) is benefiting from the change in the supply-chain picture post-Covid-19. Two characteristics of the US school purchasing process - extreme seasonality and high Price/Cube Threshold - have given it a moat. This has enabled the company to significantly grow revenue and profitability. At the same time, the market has yet to recognize this change of fortune, making Virco an investment opportunity. Background Virco started in the 1950s as a manufac ...