“We're sitting here at 740. The company on our numbers is like a 22% free cash flow yield in 27 and 26 and 28, not including any capital allocation. I mean, these businesses are priced as if they're go”
Stagwell is a misunderstood marketing agency trading at a 22% free cash flow yield as it exits divestitures and accelerates earnings.
“take five was, you know, basically, you know, built inside of driven and that's worth more than the entire market cap... we made an offer that you know sort of uh you know we think is you know good va”
Driven Brands hides a massive sum-of-the-parts steal where its Take 5 quick-lube business alone eclipses the entire $2.4B market cap.
“I like the advanced AutoZone, O'Reilly ecosystem. Like I just like the ecosystem. I think um people are keeping their cars for longer. I think the there's also a trend a little bit away from DIY to DI”
O'Reilly Automotive cashes in as the average vehicle age stretches to 12.8 years and drivers abandon their own garages to pay professionals for repairs.
“I like the advanced AutoZone, O'Reilly ecosystem. Like I just like the ecosystem. I think um people are keeping their cars for longer. I think the there's also a trend a little bit away from DIY to DI”
AutoZone captures massive upside as the average car age hits 12.8 years and drivers abandon DIY repairs for professional mechanics.
“I like the advanced AutoZone, O'Reilly ecosystem. Like I just like the ecosystem. I think um people are keeping their cars for longer. I think the there's also a trend a little bit away from DIY to DI”
Drivers are keeping their gas cars for a record 12.8 years, fueling a massive shift toward professional mechanics that directly enriches Advance Auto Parts.
“I think this is an interesting time to be involved in event driven and value. You know, you and I have been suffering... wandering in the desert, you know, and AI and semiconductors and suddenly we're”
Value stocks are finally snapping back from the AI shadow, with the Russell 1000 Value Index surging 16.3% as insiders buy up cheap, overlooked companies.