What Investors Got Wrong About LCI Industries Before The Drop

LCI Industries ended the period with headlines about a proposed all stock merger with Patrick Industries and fresh scrutiny over whether the agreed terms treat existing holders fairly. Investors who held LCI Industries from the start of the year are down 35.2%, including dividends. If you were weighing that position on 1 January, with both bullish and cautious analyst narratives already on record, how should this merger ratio and board scrutiny shape what you expect from the combined supplier...