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DRVNBULLISHCore thesis · 5/5

Driven Brands as a sum-of-the-parts discount

The bull case presented was that Driven Brands trades at a discount to the sum of its parts, with its Take 5 oil change business alone potentially worth more than the current enterprise value.

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DRVN: Driven Brands as a sum-of-the-parts discount · Zortix