White Brook Capital Insights Buyouts - OPENLANE, Inc.
over 1 year ago
White Brook Capital
"KAR: Auto auction co w/ industry tailwinds. Low capex, FCF+, light debt. AI boosts inspections. Operational improvements done. Trades at 8.5x EBITDA vs. historical 10-12x takeout multiples. Board/mgmt know private markets. Takeover candidate due to valuation, FCF, & industry trends. Risks: execution, competition."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
White Brook Capital Insights Buyouts - OPENLANE, Inc.
Source:
White Brook Capital
Published:
August 12, 2024
Idea Type:
Stock Idea