Group 1 Automotive: The Debt Stress Test
Group 1 Automotive’s $1.25 billion Atlanta borrowing lifts net corporate debt to about $4.4 billion; a 2009-style downturn leaves it near bank covenants with $750 million maturing.
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Myles on X
This is fascinating to me... $SKHY https://t.co/tBOsqKrszC
Serenity on X
@zaynchd $AEVA FMCW 4D LiDAR is the reference sensor for $NVDA Hyperion, so seems like a possible path. Again, not too much visibility into suppliers or where their CW lasers ultimately end up given how sensitive supply chain relationships are
Maius on X
@pandawatch88 In which case, somehow $baba became the winner of the AI race😅
George Noble on X
Oh Gary, say it ain’t so! $CRWV https://t.co/pKSd4DxN1O
Deep Sail Capital on X
$ARKK vs $SPY vs $QQQ by year. https://t.co/XEaaaCTQvL
Investor Letters
All letters- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 AGX $4.9BBE $70B
- Artisan Partners Q3 2026 CGNX $9.6BCLH $17B
- White Brook Capital Third Quarter 2026 ACNT $123MCCLD $79M
- Davenport Asset Management Q3 2026 ACM $7.6BACN $138B
- Distillate Capital 2026 Q3 AMZN $2.7TGOOGL $4.3T
- Ariel Investments Quarter Ended September 30, 2026 BIO $9.7BCRL $15B
- Rewey Asset Management 3Q26 MEC $362MAMZN $2.7T
- Chilton Capital Management 3rd Quarter 2026 SKHY $701BSSNLF $1410T
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