HZO / ONEW - Outlook on Macro Impact?

I have invested in and out of $ONEW consistently since its IPO, purely based on the company's performance relative to macro tailwinds. Increasing rate environment + inflation = bad for OneWater Marine, which bears a high debt/equity ratio (sensitive to interest rates) and depends on wealth creation (HNW boat sales) and consumer disposable income (smaller/pre-owned boat sales) to drive revenue. HZO is a very similar company to ONEW, with slightly more correlation to the broader marina market fluctuations as ONEW's rollup strategy has successfully diversified its sales to do OK in multiple market conditions. With ONEW showing evidence of servicing its debt, it seems under valued by ~25-40% barring any major catalysts. But this fails to account for the wealth creation over the past 2 years of stock market returns, and aging population, many of whom will retire and buy boats. This, along with interest rate compression, should be good for the sales and net income. I don't have a full DD for you here beyond the discussion items above (it's been 3 years since i completed a full analysis) but curious to get a discussion going on the names. I know them well and have profitably traded them based on macro outlook and decent performance by management. I'm personally long HZO and may position into ONEW in the next month.