ORLY
2 tracked calls · 1 long · 1 short · last 90d: 1L/1S
first called by The Real Eisman Playbook 1mo ago
IN TRACKED PORTFOLIOS
LONG3w ago
“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”Yet Another Value Podcast
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.
ORLYLONG@ $85.46
$89.66+4.91%
since call Jul 7
peak +7.3%
SHORT1mo ago
“they had a great year last year. They were seen as very good tariff-protected companies...”The Real Eisman Playbook · Greg Melich
Auto parts retailers' comps decelerate sharply as tariff-driven pricing cycles out
ORLYSHORT@ $86.55
$89.66-3.60%
since call Jun 22
peak +3.2%