Did Group 1 Overpay for Hennessy? The Seller’s Own Banker Says It Was a Record.
Group 1 paid $1 billion of goodwill for Hennessy’s 10 dealerships, a record $100 million per store, financed largely with $1.25 billion of debt.
Group 1 paid $1 billion of goodwill for Hennessy’s 10 dealerships, a record $100 million per store, financed largely with $1.25 billion of debt.
@coffeesnob @DELAESPRIELLAE Fun because this is 1. my local airport and 2. an $ASR property.
@whatsgoingoninm $HHH is a little different. The fee structure is weird and they have a weirder collection of assets, not just a bunch of publically listed stocks anyone can buy. Though no capital returns. Still not a great structure but not as egregious as PSH.
AI could shrink $MNDY’s human seats while multiplying the work flowing through its platform. Our latest SaaS Survival Scorecard examines its AI harness, competition from Claude and the key question: can growing agent revenue more than offset lost seat revenue? https://t.co/XZ2R49AgG6
Blows my mind that the 3x semiconductor ETF $SOXL has $25 billion of assets. Seems like an incredible value destruction machine.
@elcolombiano More good news for Sureste Airports $ASR and Corporacion America Airports $CAAP. "Medellin has peaked bro" folks in disbelief. https://t.co/d7nDOraQbO
@aurelius28 I think $CIB is worth about $100 so you're hoping for overshoot of fair value if you buy it here. I much prefer its smaller and much less liquid peer $AVAL as the "catch-up" trade.
I've been out for a while due to opportunity cost, but $CTOS has sold of to 55c or 12x earnings and looks very juicy again here. https://t.co/p7vKdPj0bZ
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Vicor, Rayonier, Accenture and nine other lesser-covered stocks make up Seeking Alpha’s Undercovered Dozen.
FRMI · long Fermi Inc. is presented as a time-sensitive long special situation.
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June 2026 13F filings show Baupost doubling Genuine Parts ahead of its 2027 split and Ratan Capital making Silicon Motion its largest…
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Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…
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Zeta Global’s Athena AI superusers grow four times faster, while comprehensive adopters generate 70% of revenue.
Rocket Lab and Firefly won access to US space contracts as AI-driven HBM demand tightens memory-chip supply through 2027.
Colombia’s earthquake frames risks for Tecnoglass as Grupo Aval, Bancolombia and Nu report strong earnings, including Nu’s 67% EPS growth.
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