Following the post over Auto Partner that was released this past month, @Oscar100_X reached out on Twitter and asked if I wanted to put together a YouTube video over this holding! This video will cover many of the same points from my previous post but I know many readers might prefer a more conversational format to multi-task while in the gym, surfing Twitter, or any other activity.

During this presentation I covered the following: 

1.  (0-4min): Introduction and Agenda
2. (4-13min): Distributor Business Models and Examples: $POOL, $WSO, $SITE, $GWW, $FERG.
3. (13-17min): Auto Partner’s Business Model
4. (17- 23min): Auto Partner’s Strategy and Fundasy’s Supplementary Materials
5. (23-40min): Growth Analysis and Drivers – top line growth drivers, margin analysis and drivers
6.  (40-58min): Valuation and Expected Return Analysis