**Thesis.** CarGurus is the most-visited car listings site in the US, with no financial debt, a 26.5% operating margin and a buyback that cut the diluted share count by 29% since 2022. After shutting down CarOffer in 2025, what's left …
I've been looking at Blue Owl Capital (OWL) and I think the market may be misunderstanding the business. OWL manages $319B and roughly 90% of its revenue comes from permanent capital, meaning it doesn't constantly need to raise new …
I wanted to see where long-term managers agree, not what one of them owns. So I took 64 of them (Berkshire, Pershing Square, Himalaya, Akre, Fundsmith, Lindsell Train, Baupost, Markel, Sequoia/Ruane Cunniff and others) and only counted a stock when …
Rentokil Initial looks like a possible overreaction play, pulling back from over 600p down to around 380p to 400p in London and $20 to $24 on its US listing, where it trades at roughly 13x to 15x forward earnings—well below …
(Why there isn’t an “advice” flair??) If you plan to buy any consumer stocks like nke, mcd, nflx, pep, Uber, etc, please wait until cpi next week. I have a feeling that this cpi report could surprise to the upside, …
[https://www.sec.gov/Archives/edgar/data/315090/000119312526414744/xslF345X06/ownership.xml](https://www.sec.gov/Archives/edgar/data/315090/000119312526414744/xslF345X06/ownership.xml) Berkshire Hathaway now holds 28,438,045 class A shares and 568,028 class B shares of Lennar. It'll be interesting to see if BRK (my opinion, Ted Weschler) keeps buying when shares hit these price levels.
Usually I think that brand is one of the weaker types of moats (looking at you nike). But UL Solutions has one of the more uniquely powerful brands I’ve ever seen. Let me explain. I work at some industrial manufacturing …
Bending Spoons $BSP started trading in july. They basically buy startups at a fraction of their valuation So far they have acquired Wetransfer Airtable AOL Vimeo Eventbrite Meetup Evernote Miro (last month) Once they acquire it they fire most of …
Muse aside, Meta is nearly everyone's favorite stock right now. How things have changed: a month ago, nobody would touch it due to the ongoing trial. Is it too late to get into Meta now? Has the easy money been …
Guys, I have posted here before about charter communications so posting this to start some discussion on it. I’m long with 200 shares at 130 cost basis. It’s trading at 110 apiece rn. I think it got repriced because of …