We break down a short idea from Seeking Alpha contributor BOOX Research on this week's Behind the Idea. The stock? Cars.com (CARS), a legacy media company spun off and trying to make it in a competitive web-driven world. The multiple is low, but is it low enough?
Topics covered:
3:00 minute mark - The increasingly competitive climate 8:00 - What is the revenue decline really a sign of? 11:30 - Cars.com's moves 15:30 - The Campbell Soup (CPB) cautionary tale 23:30 - The recent DealerInspire acquisition 25:30 - Secular issues facing Cars vs. cyclical issues facing Cars (and cars) 31:30 - Revisiting Cars at its spin-off two years ago 38:00 - Is any price low enough? 45:00 - Blindspots in the short thesisBehind The Idea #100: The Alphies 2.0
Behind The Idea #99: Why I'm A Bad Investor
Behind The Idea #98: Varian's Moat May Be Worth The Price
Behind The Idea #97: Stitch Fix As A Growth Fit
Behind The Idea #96: Teladoc And The Modern Growth Story
Behind The Idea #95: Smoking Out The Altria Bull Case W/Atlas Research
Behind The Idea #94: The Activating AT&T Signal
Behind The Idea #93: Ligand's Shots On Goal Target
Behind The Idea #92: Finding The Range For Range Resources
Behind The Idea #91: Hill International With Tim Heitman (Bonus Episode)
The Investing Edge Trailer: Talking Scorpio Tankers' Opportunity And Netflix's Big Challenge
Behind The Idea #90: Bluegreen's Attractive Location
Behind The Idea #89: You Can Be A Stock Market Genius, Pt. 4
Behind The Idea # 88: Signing Up For The Gym Group With Jorge Robles (Bonus Episode)
Behind The Idea #87: You Can Be A Stock Market Genius, Pt. 3
Behind The Idea #86: You Can Be A Stock Market Genius, Pt. 2
Behind The Idea #85: You Can Be A Stock Market Genius, Part 1
Behind The Idea #84: Bluegreen And The Busted Bid
Behind The Idea #83: Paradigm Shifts, Gold, And You
Behind The Idea #82: Picking Through Pharma Pressures, With Ed Silverman
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Wall Street Breakfast
Alpha Trader
Let’s Talk ETFs
Marketplace Roundtable
The Cannabis Investing Podcast