My (amateur) value investing portfolio - #3
Top-3 US dealership group facing near-term headwinds from high interest rates. Author notes need to reassess outlook; potential upside from lower rate environment but thesis is under review.
| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | — | — | — | — | — | — |
| 3d | — | — | — | — | — | — |
| 1w | — | — | — | — | — | — |
| 1m | — | — | — | — | — | — |
| 3m | — | — | — | — | — | — |
| 6m | — | — | — | — | — | — |
| 1y | — | — | — | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Top-3 US dealership group facing near-term headwinds from high interest rates. Author notes need to reassess outlook; potential upside from lower rate environment but thesis is under review.
Author expects WBD acquisition to close at a premium above cost basis. If deal is blocked, expects competing bidders to re-enter. Holding remaining 33% until sale closes or is blocked.
Premium vehicle protection supplier with top-2 US market position in protective film wraps and expanding global presence. Switching costs via DAP program and installer certification create defensibility around brand and product advantages.
Post-merger company benefiting from integration tightening and 2026 guidance of $1.95–$2.15B sales and $175–$195M adjusted EBITDA. Tangible earnings results expected in early 2027 as management improvements flow through.
Dominant ad revenue and social media powerhouse with exceptional free cash flow generation. The company's entrenched position and business model support a long-term hold despite CapEx headwinds.
Small-cap stuffed toy company with strong financials, zero long-term debt, and expanding beyond mall-centric model. Clean balance sheet and brand advantages support healthy returns despite consumer discretionary headwinds and CEO transition concerns.
End of results.