Advance Auto Parts (AAP): Out of Gas
Advance Auto Parts (AAP) continues to struggle even after two major restructuring programs. For 2025, this seller of after-market auto parts has...
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Brookfield Business Corporation (BBUC): How the New Merger Plan Hides Problems
We believe a pending combination of Canadian and U.S.-listed sister corporations BBU and BBUC into a single new entity may be designed to absorb...
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Geely Automobile Holdings Ltd (0175 HK): Why Geely Is Actually a Bank
We believe that Geely Automobile, listed in Hong Kong as 0175, is a private equity fund first and an auto company second.
359 Views
Correction: CCC Intelligent Solutions (CCCS)
We made a major mistake in our last newsletter, on CCCS. The big story in insider sales is the exit of private equity owner Advent International,...
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The Equity Dispatch #52: Honey Pot
CCC Intelligent Solutions Holdings Inc. (CCCS) is a low-growth software business from which executives are raking as much value as possible before...
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