Blue Bird: Too Much Government Support For Me
Blue Bird Corporation (NASDAQ: BLBD ) is facing some short-term supply chain challenges, but it is managing them well with a strong backlog of 4,900 units , revenue growth, and margin expansion. However, the company primarily operates in a mature market thatI have a long-term investment horizon and look for companies with strong fundamentals that have been beaten down due to short-term headwinds. I believe the market is overly concerned with the short-term, which leaves many great companies mispriced. I see ...