
Auto Partner Pitch Presentation
This long-form video pitch contains an entire Business Breakdown of one my largest holdings, Auto Partner!
Published: March 12th, 2023
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:
Subscribe to Fundasy Investor – A free service providing business breakdowns, return expectations, and idea sourcing for retail investors.
This long-form video pitch contains an entire Business Breakdown of one my largest holdings, Auto Partner!
The Polish Auto Distributor with capable management, growing 20-30% at a 10x PE. Long-term core holding potential
This Business Breakdown is over Floor & Decor. It covers:
1. The Industry Dynamics
2. The Business Model
3. The Financial Breakdown
4. The Returns and Risks
Hope you enjoy!
Hi subscribers! I’ve decided to modify the format of these blog posts slightly. These posts are going to be shorter by nature. This is due
This write up covers a unique company in an overlooked industry. Investors that I come across that know of, appreciate, or hold shares in this
Hi Subscribers! This newsletter, I will be revisiting one of my favorite names, Digital Turbine. I hope that this writeup will demystify the company and