Wabash: Cash Is King, Especially In The Current Environment

Summary:

Wabash recently reported impressive Q2 2022 operating results, but investors are worried about the impacts of a potential recession, and rightfully so.
Wabash will likely contend with several significant headwinds through the remainder of 2022, but I believe the company has the cash (and balance sheet) to weather a downturn.
We are long Wabash, and we will likely add to our position in the quarters ahead.