Thanks for the writeup. I am looking at the company and are especially impressed by the CEO and its values. Form a first look I see O'Kelly who could be to AAP what Jamie Dimon has been to JPM. Here a video regarding has leaderhip style https://www.youtube.com/watch?v=jUNZxj6JEQc&pp=0gcJCb4JAYcqIYzv
You are mentioning that Third Point has been getting involved. Any idea why they have left their investment?
Thanks for the writeup. I am looking at the company and are especially impressed by the CEO and its values. Form a first look I see O'Kelly who could be to AAP what Jamie Dimon has been to JPM. Here a video regarding has leaderhip style https://www.youtube.com/watch?v=jUNZxj6JEQc&pp=0gcJCb4JAYcqIYzv
You are mentioning that Third Point has been getting involved. Any idea why they have left their investment?
I took profits on AAP for now and will get back in if the turnaround efforts prove fruitful. Not sure why Third Point left.
Oh that is very interesting..what's your thought process here? You think risk / reward sucks at these levels of 49/share?
No, still think it's interesting but there's other ideas I wanted to recycle capital into