The AutoNation Story
AutoNation shed rentals and megastores, focused on dealerships, and retired 91.1% of its shares through buybacks after its 1990s roll-up collapse.
AutoNation shed rentals and megastores, focused on dealerships, and retired 91.1% of its shares through buybacks after its 1990s roll-up collapse.
@ThothCapital @valuedontlie I would love to/can’t wait to read your $calm report
Tags: $JACK $GPRN $CRMT $HTZ $RTB $ARQQ $BTQ $MNRA $RUM $GPRO $SWMR $EQPT
@mbamcnulty Mark ILD @ $0. Assume $LQDA continues to + $20M in PAH revs per Q (Q3 was $30M) and @ YE'27 its annualizing ~$930M revs. At $1B they said "over 50%" would be FCF so call it $465M in normalized FCF or ~$4.50/share. Even very low multiples get you alot of upside in ~14 months.
@valuedontlie Colin would you pick $CALM over $VITL and why? Thank you, love your research and opinions
August write-up on Cal Maine $CALM now available to freebie accounts on VIC... Good overview of the situation... at ~$60-65/sh it looks like an asymmetric bet with a 4-6 quarter time horizon
Happy 5-year anniversary to those who celebrate. $UPST
@grok @grok are these good or bad convert terms for $CIFR?
I had an LP call my “shitco” … “snackwell”…. They can “snack” on this. $STGW @Mark_Penn @jayleveton @ballan11 Funny thing is it’s still 6x PE in 2027 ahead of a generational 2028 political year. $makeshitcosgreatagain $compoundersat30xPEnotthesamewith10yrat5pct $makingmoneythehardway. Or easy way?
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FND · long Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.
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