Everything said about
KMX
+ Watchlist2
Ideas · 30d
2
Episodes
2.5
Avg depth
2
Ideas · all time
The conversation · most recent first
25 JULTHE ACQUIRERS PODCAST · 01:13
CarMax bought opportunistically following severe drawdown
"CarMax was purchased as a value play after the stock experienced a sharp sell-off."
Brief mention · 1/5
24 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 08:30
CarMax moat weakened by online competition
"The speaker outlined why he exited CarMax, arguing that increased competition from Carvana and traditional dealerships has structurally degraded its margins and moat."
In depth · 4/5