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Time stamps:
0:00 - THOR Industries earnings
2:18 - How I track my portfolio
3:08 - THOR's long term track record
5:24 - Revenue, earnings and guidance numbers
6:57 - How bad are these numbers?
8:54 - Free cash flow and buybacks
9:50 - Debt overview
12:03 - Order backlog and dealer inventories
13:35 - Segment results: North American Towables
15:45 - Segment results: North American Motorised
16:27 - Segment results: Europe
17:32 - Future growth and valuation
21:47 - Future P/E of under 3?
23:09 - Final thoughts

Enjoy :)

Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision.