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Harley-Davidson, Inc. (HOG): A Bull Case Theory

We came across a bullish thesis on Harley-Davidson, Inc. on RM Capital Partnership’s Substackby RM Capital Partnership. In this article, we will summarize the bulls’ thesis on HOG. Harley-Davidson, Inc.'s share was trading at $29.12 as of August 29th. HOG’s trailing and forward P/E were 14.20 and 10.47 respectively according to Yahoo Finance.

The global motorcycle market splits into utility-driven small-engine bikes in developing markets and lifestyle-driven heavyweight motorcycles in developed economies, where sales are discretionary and sensitive to macro conditions. Within the...