From a cycle perspective it's truly an unprecedented time in the auto economy. Our Long call on Auto Parts has worked in 2021. Given the strength of Auto ecosystem equities this year we're diving in again on all things Auto... parts retail, maintenance, and vehicle retail sales. There is so much here we probably can't cover it all in one black book. But the first iteration will be on Wednesday, December 22nd at 10am EST. The concentration on this call will be vehicle retail and auto dealers as we take a big picture look at the space and hone in on the call for some of the key tickers like LAD(short), AN(TBD), CVNA(TBD).
Video & Dial-in details to follow.
