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[@valuemap](/creator/twitter/valuemap)
"$THO's value map The map uncovers the MOAT perfectly and the other X give you more confidence. Straight to your watch list"  
[X Link](https://x.com/valuemap/status/1979131827949338649) [@valuemap](/creator/x/valuemap) 2025-10-17T10:26Z XX followers, XX engagements


"I decided not to do a ValeMap on Winnebago Industries $WGO. They have no MOAT. In the RV manufacturing industry the MOAT is basically economies of scale. $THO and Forest River have it and thats it"  
[X Link](https://x.com/valuemap/status/1979509092495356322) [@valuemap](/creator/x/valuemap) 2025-10-18T11:25Z XX followers, XX engagements


"$DLTR team: New boss returns and cash moves. CEO Michael Creedon full CEO since Dec 2024 (10 months now). Ops pro from Advance Auto lets see what he can do. 1/4"  
[X Link](https://x.com/valuemap/status/1975923499530138046) [@valuemap](/creator/x/valuemap) 2025-10-08T13:57Z XX followers, XX engagements


"A new week brings a new ValueMap This month we focus on RVs exploring $CWH $THO and $WGO. Stay tuned ( not CWH's logo but still cool video)"  
[X Link](https://x.com/valuemap/status/1977327048738947582) [@valuemap](/creator/x/valuemap) 2025-10-12T10:54Z XX followers, XX engagements


"Inside Thor Industries' Leadership: Tenure Returns Ownership & Capital Decisions $THO Robert W. Martin has led since 2013 (12+ years) bringing stability through acquisitions and cycles. ROE/ROIC (Last X Years): ROE averaged 15-20% (2025: 5.47%) ROIC 5-10% (2025: 5.00%)"  
[X Link](https://x.com/valuemap/status/1978427168301461704) [@valuemap](/creator/x/valuemap) 2025-10-15T11:46Z XX followers, XX engagements


"Have you seen Musks new flying RV Maybe $THO be buy it with their XX% MARKET SHARE Check out my management analysis"  
[X Link](https://x.com/valuemap/status/1978498495284703286) [@valuemap](/creator/x/valuemap) 2025-10-15T16:29Z XX followers, XX engagements


"$THO Thor Industries' Margin of Safety: CapEx Breakdown & Cash Flow Insights CapEx Details: hard to do the split I will deduct all (123 M). OCF & Shares: Operating cash flow $578M; diluted shares 53.5M"  
[X Link](https://x.com/valuemap/status/1978776450850259419) [@valuemap](/creator/x/valuemap) 2025-10-16T10:54Z XX followers, XX engagements


"Time to look into real estate and make our watch list ready"  
[X Link](https://x.com/valuemap/status/1979515528235700673) [@valuemap](/creator/x/valuemap) 2025-10-18T11:50Z XX followers, X engagements