BRP Vs. Polaris: Why I'd Avoid Both For Now

Bombardier Recreational Products [BRP] (NASDAQ: DOOO ) and Polaris (NYSE: PII ) have seen their share prices fall precipitously over the past two years. This decline is the result of a number of factors, including a pullback in consumer demand, theI manage a handful of portfolios, all of which have outperformed the S&P 500 index since inception in 2020. I like to evaluate businesses as a business - not a stock ticker - and invest when I judge the market to have significantly mispriced them. I have a degree ...