Wedgewood Partners – O’Reilly Automotive: Stellar Profitability Profile, Hoover Up!

jetcityimage/iStock Editorial via Getty Images The following segment was excerpted from this fund letter. O’Reilly Automotive, Inc. (NASDAQ:ORLY) The aftermarket auto parts industry is a retailer’s dream. Such dreams include: market share take opportunities for better operators in a fragmented industry, hard-to-replicate, competitively advantaged distribution network effects, which increasingly get closer to customers; three decades…

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O’Reilly Automotive: Business Continues To Outperform, But Valuation Is High (NASDAQ:ORLY)

kritdarat Atsadayuttmetee/iStock via Getty Images Overview ORLY stands as a prominent player in the automotive aftermarket industry in the United States. Renowned for its wide range of automotive parts, tools, supplies, equipment, and accessories, the company caters to two distinct customer segments: do-it-yourself [DIY] and Do-It-For-Myself [DIFM]. My recommendation for O’Reilly Automotive (NASDAQ:ORLY) is a…

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