Looking at Mobileye, the company that powers lane-keeping, braking, and cruise control.
LKQ is an auto parts supplier with great moats, so why is the market saying it's in trouble?
300+ insurers, 30,500 repair shops, 106% NRR. But how is this business going to be impacted by the growing adoption of self-driving?
Copart is an online damaged/totaled car marketplace that earns software-like operating margins. Will they be able to thrive as self-driving adoption increases?
Hims tripled revenue in two years on a drug it doesn't own. Now the bill is coming due.
Weight Watchers survived 60 years and one bankruptcy. The hard part remains.
TaskUs has a growing AI services business but the market doesn't buy it, literally.
Beachbody shrank from $873M to $252M, but has recently engineered its first profit since going public.
Nobody shops on price. They call whoever can get it there fastest. That's the dynamic that allows Applied Industrial Technologies to achieve a 30% gross margin in a distribution business.
This company stopped being simply a vendor and became embedded infrastructure
100,000+ pool pros can't stock the parts they need. POOL holds them, ships them, and makes 30% gross margins for doing so.
18 million members, $9.99 a month, and 2-3x the order frequency. The membership is the asset.
