CarGurus [CARG]

Mid-Year Review [December 2020]

The second half of the year gave me the opportunity to analyze some very high-quality companies, including Arista Networks, United Health Group, Netflix and, most recently, Disney. As I said in my first mid-year write-up, you will find a swath of different types of opportunities here. I talk about deep value companies [Rolls Royce, Simon …

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On Aggregators, Marketplaces and Value-Added Pricing [CARG, CARS, TRUE, etc.]

I’ve known about Craigslist for a while, but it was only recently when I started musing about just how powerful of a business it is. To give you some background, Craigslist was founded in 1995 by Craig Newmark and the site remains relatively unchanged from its founding. For those who are unfamiliar, it is described …

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