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TIP509: Value Analysis of Warner Brothers Discovery, Lithia Motors and Meta w/ Bill Nygren & Alex Fitch
We Study Billionaires - The Investor’s Podcast Network
Lithia
There's 17,000 dealerships in the US and Lithia owns about 300 of them. Even at the high end of those master frameworks, you still have room to more than double your store base. So I think there's runway. Oakmark is excited when you get a company like Lithia that appears to have a lot of opportunity where they're competitively advantaged.
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