u/JimmyCheess · 4d agono track record yet
GPI Group 1 Automotive, Greg Alexander has 46% of his fund into it
Group 1 Automotive's high-margin parts and service business (50%+ margins vs. 6-7% on vehicle sales) provides resilience against cyclical pressures. Strong competitive moats—geographic clustering, franchise protection, and scale advantages—plus activist backing from Conifer Management and a 1.3B acquisition signal opportunity in a cyclically depressed valuation.
At post $242.22Now $258.70+6.8% since postedas of Aug 24, 1:28 PM ET