u/pravchaw ·
Reddit — r/ValueInvesting
· March 12, 2026 at 17:41
· ⬆ 22 pts
· 💬 41 comments
| View on Reddit ↗
AI Summary
Summary
The post highlights recent insider buying (CEO and 2 Directors) in Harley-Davidson (HOG) stock.
The author's thesis is that HOG is a potential long-term buying opportunity because it's a cyclical stock trading near 25-year lows and significantly below its tangible book value, a level that has historically preceded recoveries.
Quality assessment: This is a brief, catalyst-driven observation, not in-depth due diligence (DD). It relies on historical patterns and insider signals rather than a fundamental analysis of the business's current state or future prospects.
Score22
Comments41
Upvote %79%
▶ Full Post Text
The CEO and 2 Directors have recently bought stock of Harley-Davidson (HOG). This deeply cyclical stock is near 25-year lows. In the past whenever the stock dipped near tangible book value, it was a nice setup for eventual recovery. Currently the stock is significantly below tangible book value. Yes, the stock is very cyclical but the co.'s been around for 123 years and still rolling. For patient investors this may be a long term buying opportunity.
[https://userupload.gurufocus.com/2032147775445180416.png](https://userupload.gurufocus.com/2032147775445180416.png)