Aaron Carroll: AutoZone has been one of the great long-term plays of the past couple decades. He says they have a market space that not a lot of people come into or are going to be chasing them down. The distribution network is already a prohibitive, he thinks, competitive advantage for potential interlopers. Carroll: An-begger? It's not very exciting story; it's more exciting than e-commerce.
You might not expect to find a multi-bagger stock in aftermarket automotive parts. But, that's exactly what one retailer has accomplished.
(0:44) Deidre Woollard and Jim Gillies discuss: - Europe's energy crunch, and why Russia isn't playing along with price caps. - Investing in economic cycles as a contrarian. - Why AutoZone is "one of the best managed companies and capital allocation stories."
Plus, (17:31) Motley Fool Contributor Brian Withers joins Alison Southwick and Robert Brokamp to discuss how to encourage kids to invest when time is on their side.
Companies mentioned: AZO, DIS, CMG
Holiday Music: Disco Christmas by Universal Robot
Host: Deidre Woollard Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Brian Withers Producer: Ricky Mulvey Engineer: Rick Engdahl
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