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"KAR: Strong 2024 execution w/ improved margins at low volumes. Expect continued market share gains & volume uptrend in 2025. Investor day highlighted undervalued financing business. Management may consider separation/sale if market fails to recognize value. Stock severely undervalued at current price."
"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."
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