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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (70621)	7/8/2022 8:00:47 AM
From: E_K_S	Respond to of 78744

Re: DMLRY In the podcast I listened to w/ the CEO (The Verge), he mentioned their 6 year partnership w/ AAPL. Nothing concrete yet in any deals but I suspect if AAPL entered this market, they may/could offer their EV OS to many of the auto companies. BB has also been working on their own EV OS but targeted to the 'self-driving' application. Then their is INTC's Mobileye division another self driving solution that they plan to spin off soon (INTC paid $15.3 Billion in 2017 from an Israeli autonomous driving firm).

To: Paul Senior who wrote (70621)	7/8/2022 3:09:39 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78744

You are correct that the car dealer business appears to be better than auto producer business, but why would you go along with SAH? SAH has been chronically mismanaged and they underperformed. Some investment friends like ABG, which really has grown by acquisitions and presented very strong results. its not much more expensive than SAH and in my opinion has much better prospects. If you are in the new car market (I sadly am) then you also know that the car dealers are currently over earning, as they can sell cars above MSRP using market adjustments. That's not going on forever but you could argue that they re cheap even if earnings normalize, which probably takes until 2024.