Sportsman's Warehouse- Stock Analysis - $SPWH

2 years ago
10

$SPWH Sportsman's Warehouse is a specialty retailer that offers a variety of products in the sports, camping, fishing, & hunting lines. In this stream, I summarize my analysis of their business and valuation of their stock in consideration for my own investment portfolio.

Timestamps:
00:00:00 Intro/Watchlist
00:02:45 Work/Stream Schedule
00:04:20 Debt, Industry, & Risk
00:06:05 Company Presentation
00:08:45 Revenue Model
00:14:30 "What's my largest position?"
00:16:25 Margins & Capital
00:19:45 Adjusting Debt & Default Risk
00:24:05 Final Valuation
00:30:30 Comparing with Other Valuations
00:33:20 Next Stream/Outro

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