BUY Asymmetric Investing by Travis Hoium Conviction3/5 Analysis quality65/100 now
The YouTuber suggests Harley-Davidson as a buy due to its low P/E of 7.6 (7.8 forward) and consistent free cash flow generation. He argues that while its long-term future might be uncertain, the current valuation allows the company to continue generating cash and returning it to shareholders through buybacks, especially after focusing on its core business post-Livewire spin-off.
“You're paying a price to earnings multiple that's low enough that the company can just continue cash flowing the business for the foreseeable future and I think that's the attractive point with Harley-Davidson.” — ▶ 7:00