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Wabash National: The Company Is Struggling, But Its Backdrop Is Improving

Summary:

  • Wabash recently reported strong(ish) Q1 2021 operating results, but investors need to pay close attention to a few concerning metrics.

  • The company is still contending with significant headwinds caused by the pandemic. However, Wabash's operating environment appears to be improving as the company enters the 2nd half of 2021.

  • We are long Wabash, and we will likely add to our position in the quarters ahead.

Read more here.