In a quick blurb from last month, I flippantly wrote: “I don’t think 10x/1x EPS/BV for a moatless auto lender at or near the peak of the auto cycle is all that cheap.” Well, how about a sorta-moaty auto supplier trading at 7x? My sense is that auto stocks – their single digit earnings multiples […]
Tag Archives: Auto parts
scuttleslops
[scuttleslops] SPOT, UMG, TXN, SPGI, TRU, ADSK, MTCH, CSGP, DLTR
June 1, 2026
What are scuttleslops? The very first scuttleslop! Let me know what you think. Again, the [...]
Continue reading →[IAC] IAC [MGM] MGM
IAC and MGM update: part 2
May 29, 2026
Upcoming posts (in no particular order): Gartner, Verisk, Visa/Mastercard, Tractor Supply, Apollo, Zoetis, and CCC [...]
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Introducing: scuttleslops
May 27, 2026
Hi everyone, I’m launching a new weekly service called scuttleslops. It will be included in [...]
Continue reading →[IAC] IAC
IAC and MGM update: part 1
May 21, 2026
Upcoming posts (in no particular order): IAC part 2, Gartner, Verisk, Visa/Mastercard, Tractor Supply, Apollo, [...]
Continue reading →[RDVT] Red Violet
[RDVT] Red Violet and the Identity Resolution Mafia
May 12, 2026
Upcoming posts (in no particular order): IAC/MGM, Gartner, Verisk, Visa/Mastercard, Tractor Supply, Zoetis (maybe) Today, [...]
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