Harley Davidson (NYSE:HOG)

Earnings Check-In: Stella-Jones Steadies On, Harley-Davidson Hits a Bump

A tale of two capital allocators - one compounding quietly, the other navigating a messy transition.

Aug 9 • Coffee Can Investor

Updates on Harley and the Portfolio

Capital Allocation and Concentrated Bets

May 10 • Coffee Can Investor

Buying in the Lull: Thoughts on Harley, Lenovo, and Stellantis

Good businesses worth watching

Apr 16 • Coffee Can Investor

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The Coffee Can Investor

Harley Davidson (NYSE:HOG)