Motorpoint (LSE: MOTR)

Motorpoint           Bryce Dooley LON: MOTR           http://www.bdcapital1.com Price £3.60           brycedooleybiz@gmail.com Market Cap £325m           Twitter: @BDools2 Long Motorpoint is the leading independent omni-channel retailer of used cars in the UK. The company doesn’t rely on any single

Berkshire Hathaway: The Most Underappreciated Retirement Stock in America

The 2021 shareholder meeting provided new perspectives about the company’s future. The new willingness to deploy significant capital towards buybacks has a two-fold effect of creating value that goes beyond share count reduction, and I will show why. I’ll also address common arguments made against Berkshire and evidence to why they are misguided. Finally, I’ll make the case that Berkshire is the ideal equivalent of an index fund that, for some reason, few people appear to want or talk about.

O’Reilly Auto Parts (2020)

O’Reilly Automotive | Long @ $450 | BD Capital (11/19/20) O’Reilly is one of the largest auto parts retailers and distributors. For a detailed industry overview, I highly recommend the 2017 ORLY write-up by TallGuy. O’Reilly’s business is essentially split between about 57% Do-It-Yourself (DIY) store retailing and 43% Do-It-For-Me (DIFM) sales to commercial service

TJ Maxx and Ross Stores Will Benefit from COVID-19 Shutdown

A combination of flattened competitors, a historic sourcing opportunity, and an environment that lends to value-conscious behavior will cause a boom in business for leading off-price chains like TJ Maxx and Ross Stores.

Short Dollar General to Buy Dollar Tree

The relative valuation between Dollar General and Dollar Tree is so wide that it doesn’t make sense. DG is currently trading at 18.5 times 2019 EBITDA vs 11 times for DLTR. The two companies operate similar business models and are impacted by the same externalities and trends.

CarMax (KMX)

CarMax is positioned to benefit from the Coronavirus pandemic as public transportation is shunned and weak competitors go out of business.

Update on Wells Fargo

To see my first post on Wells Fargo, click here: Wells Fargo (WFC) At under $44 a share on August 15th, I’m finding the stock to be very attractively priced at this point. Wells Fargo continues to get punished by the market, largely due to declining interest rates, an inverted yield curve, and recession fears. These

Wells Fargo (WFC)

If you have been keeping up with the financial news over the past few years, it is likely you’ve seen plenty of negative headlines about Wells Fargo. You may have heard their name thrown around in political discussions. Lately, Wells has become the poster child for corporate wrongdoings and big bank greed. This is because

MMA Capital Holdings (MMAC)

Company Overview MMA Capital is a micro-cap company ($180 million market cap) that primarily lends money on renewable energy infrastructure and real estate projects. Per the company, they focus on investments with attractive returns that generate positive environmental or social impacts. The firm’s two business segments are Energy Capital and its Other Assets and Liabilities which consist of real estate

Dollar Tree (DLTR)

Dollar Tree is one of the top chains of small format discount retail stores in America. They own and operate stores under the Dollar Tree brand which sells all items for $1 and also the Family Dollar brand (acquired in 2015) which uses a multi-price point strategy for low cost items. Investment Thesis Industry: Dollar