OneWater Marine – $ONEW – A serial acquirer company
Investment thesis - OneWater Marine $ONEW, a serial acquirer in the recreational boat industry in the US
Investment thesis - OneWater Marine $ONEW, a serial acquirer in the recreational boat industry in the US
Analysis of 1Q23 results of OneWater Marine. A serial acquirer in a fragmented industry (US boat dealers). $ONEW Investment thesis
OneWater Marine 4Q22 results. $ONEW is one of the fastest-growing recreational boat dealers in the US. Revenues are growing at a >34% CAGR