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Polaris: Tariffs Hide Value Opportunity

The market's knee-jerk reaction to the short-term pain at Polaris Inc. (NYSE: PII ), particularly the new $200 million tariff headwinds, in my opinion, is hiding the value trapped under today's beaten sentiment. Sure, the headline numbers look scary, and dealers areThe Payout Desk is the personal research product of Calum, an income investor with a Master's in Finance and a passion for high-yield equities, REITs, and long-duration total return strategies. The focus is on resilient cash flows, capital alloca ...