@Adam_Wyden / appears on yet-another-value, yet-another-value, yet-another-value
And so I look, could this thing trade at 16 times earnings and be $26 a share? Absolutely. I mean, we're sitting here at $7.40.
they're doing everything right, no one cares. And then suddenly you have that aha moment, the stock's up 300%. I mean, it's happened to me more than once in my career.
we think that if you were to go back to a cash pay business, that business could do 60, 75 of EBITDA. And so saying that that's worth $600 million is not a stretch.
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
they started this thing with a blank piece of paper, got it to $200 million of EBITDA, merged it with NBC, which was sort of like a shit show. And now I've got a business which I think is going to do $700 million of EBITDA in 2028.
I like the Advance, AutoZone, O'Reilly ecosystem. I just like the ecosystem. I think people are keeping their cars for longer. I think there's also a trend a little bit away from DIY to DIFM, do-it-yourself to do-it-for-me.