Letters by company

Lithia Motors INC

1 letter discussing LAD. Everything written about it on this site is on its ticker page.

Right Tail Capital Q1 2023 Right Tail Capital Investor Letter Right Tail Capital examines car dealerships as potential investments, focusing on durable parts, service, finance and insurance earnings alongside consolidation opportunities. The firm is not yet invested, citing unresolved questions around manufacturer relationships, direct sales, electric-vehicle investment and the long-term dealership model. Q1 2023 LAD $6.7B