I've been vocally bearish on MarineMax (HZO) since the stock popped to $23 on good earnings some months ago. In two articles, dated 7th and 21st of May respectively, I argued that:
a) MarineMax was negatively positioned in respect to interest rates on multiple fronts.
Both were long term and incremental thesis unlikely to show themselves in a vicious price drop of HZO. My attention was therefore caught by the recent news from Brunswick regarding their Sea Ray line, which sent HZO stock tumbling 20% from the 18th of June till the time of writing (the 1st of June).
