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#	AUTHOR DATE SUBJECT
21	member 5/06/20 8:38PM Re: Re: Re: Re: Re: Re: Re: Acquisition 20
I was referring to the forward outlook where it would be impossible for me to believe this business is not going to decline organically while auto OEMs have shuttered production, all auto suppliers are reporting... login to read the rest 1 view available tags
19	member 5/06/20 7:10PM Re: Re: Re: Re: Re: Acquisition 18
Well I guess FOXF is NOT one of the best shorts in small cap growth as the stock is now up 50% off its March low and for some reason trades at nearly 16x consensus EBITDA... login to read the rest 1 view available tags
18	member 3/19/20 10:39PM Re: Re: Re: Re: Acquisition 17
We were just talking about this today. FOXF seems like one of the best shorts left in small cap growth because the stock is down less than its peer group of overvalued darlings at the same... login to read the rest 1 view available tags
17	member 3/19/20 10:08PM Re: Re: Re: Acquisition 16
The 20% rally today seems like a gift. Worst possible timing for this deal. And adding a bunch of debt to get it done puts them in serious trouble after their heavy capex last few... login to read the rest 1 view available tags
16	member 2/13/20 1:02PM Re: Re: Acquisition 14
"Are they really this desperate to keep headline revenue growth high?" That was my take. The valuation of FOXF hasn't made sense for a long time. The short appeared (appears?) timely because: - The global auto cycle... login to read the rest 1 view available tags
12	member 9/12/19 3:04PM Re: Re: Re: Re: Update (CFO announces resignation six months after CEO steps down) 11
Martin92/FIRE_303, thanks for sharing your commentary. I have recently added to the short. Martin, I don't much to add to the responses by FIRE to your questions except will add the following. We've seen the company increase... login to read the rest 1 view available tags
10	member 9/12/19 12:54AM Re: Re: Update (CFO announces resignation six months after CEO steps down) 9
Hi Martin: I don't have much valuable insight on Raptor impact or specifics relating to the program. I believe the Ranger Raptor was additive to growth last year outside of US in 3Q/4Q. That version hasn’t... login to read the rest view available tags
8	member 8/28/19 4:16PM Update (CFO announces resignation six months after CEO steps down)
After market close yesterday, Fox Factory’s CFO announced his resignation. This comes about six months after the CEO announced his retirement. Both announcements were unexpected. Surprised how well this has hung in given all of... login to read the rest 1 view available tags
7	member 7/09/18 7:42PM Re: Response to FIRE_303 6
Thanks Maggie. Appreciate the update. RE: BofAML reports...included brief summary below. Not sure how much these have moved the stock, but thought it would be helpful to include for the benefit of the thread. May 1... login to read the rest view available tags
6	member 7/09/18 2:04PM Response to FIRE_303
As for an update pursuant to earnings, I don't know specifically why this has recently gone parabolic. The stock performed well on an absolute and relative basis through the end of April but the rally... login to read the rest 1 view available tags
5	member 7/05/18 4:26PM Any Updates?
Maggie, stock has moved quite a bit following 1Q earnings. Taking a fresh look. Any material updates? view available tags
4	member 9/01/17 3:41PM Reply to Banjo 2
In regards to the metrics as of Q2'17 being improved, I was more focused on the historical pattern at year-end than isolating this past quarter which might be a break in the pattern or some... login to read the rest view available tags
3	member 9/01/17 3:05PM Reply to Yellowhouse 1
With regards to these off-road models, the historical pattern has been that the OEMs pursue a limited production run, presumably to drive a premium for scarcity value and perhaps also based on their own market... login to read the rest view available tags
2	member 8/30/17 5:18PM Accounting follow-up
Thanks for the writeup. Clearly you have spent a lot of time researching this company. Seems like between valuation, insider selling, and potentially increasing competition, you have an interesting combination. But the accounting pieces would help reinforce... login to read the rest 1 view available tags
1	member 8/29/17 5:52PM More Trucks
thanks for the idea. what is the risk that more trucks come to market? 1 view available tags

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			2017	2018
Price:	39.80	EPS	1.50	1.67
Shares Out. (in M):	37	P/E	26.5	23.8
Market Cap (in $M):	1,490	P/FCF	0	0
Net Debt (in $M):	22	EBIT	69	74
TEV (in $M):	1,511	TEV/EBIT	21.8	20.5
Borrow Cost:	General Collateral

Description

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