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Why THO is a great value company?

Don’t get me wrong value and growing companies isn’t sitting in different spheres. We cannot separate two different approaches and it would not be smart to do so.
Buying stale not growing company with dying business only because the “value” numbers are good isn’t a good idea.
Growth alone isn’t a solution also. You can see an example of $Shopify(SHOP.US)$ or $MongoDB(MDB.US)$ . All adherents of these strategies from different sides, should think about the fact that it is not worth dividing the world into black and white, but rather mix everything and invest according to the infinitive grayscale.
I prefer to look on THO from two different sides:
1.Company Business.
2.Investment Attractiveness.
Company business from 2008 is flourishing, every year the company selling more and more RV’s, and it revenue is growing consistently. It is interesting to see that even when commodities prices are rising (in the cycles before 2008) the company revenue were continuing to grow. The company market share of RV’s is already big, so it hasn’t chance for very fast growth, but it is better and can produce more stable expanding.
You should divide your approach between looking on the company business, and if it is good investment. Businesses could go very good, but it will be disaster to invest in it.
Regarding the investing opportunity, I wouldn’t overload you with numbers.
The simple facts are the following:
1.Company is cheap.
2.Insider buying a lot of shares.
$Thor Industries(THO.US)$
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