Truck Sausage (CVGI) – QAV America #47
On this episode we do a deep dive on Commercial Vehicle Group (CVGI) — a boring-as-batsh*t truck cab outfitter that somehow jumped 20% the day after Cameron added it to the QAV Light portfolio. We also run through some big portfolio wins (Kodak up 47%, Zep up 326%, CEMEX up 100%), and Tony shares his takes on horse racing, Jeff Beck, and Moby’s new ambient record.