AZO News and Press, AutoZone Inc. From 09/15/22

Summary Wallace Weitz's 13F portfolio value decreased from $2.26B to $1.91B this quarter. The number of positions decreased from 60 to 58. Weitz Investment Management increased Danaher and Roper Technologies while reducing Markel and dropping AutoZone during the quarter. The t...

Warren Buffett has described the cash pile held by his company, Berkshire Hathaway , as an "elephant gun." And while guessing what Buffett may use his elephant gun on for his next purchase may be an exercise in futility, it can serve as a screener of sorts when looking for new stock ide...

Summary Since we initiated coverage on O'Reilly Automotive back in April 2022, the stock has outperformed the S&P 500 by a considerable margin. In an uncertain macro environment, ORLY's constant cash flow profile, fair multiple and below-target leverage ratio should continue t...

MEMPHIS, Tenn., Aug. 31, 2022 (GLOBE NEWSWIRE) -- AutoZone, Inc. (NYSE: AZO), the leading retailer and distributor of automotive replacement parts and accessories in the Americas, will release results for its fourth quarter ended Saturday, August 27, 2022, before market open on Monday, Sept...

Summary Tweedy, Browne’s 13F portfolio value decreased from $3.10B to $2.45B this quarter. They added FedEx Corp., American Express, and Paramount Global while decreasing AutoZone and dropping 3M. Alphabet at ~18% of the portfolio is the largest position. This...

Sohra Peak Capital Partners was founded by Jonathan A. Cukierwar, CFA in 2021. Sohra Peak is a long-term oriented investment partnership built to capitalize on the structural market inefficiencies found in today's global equities markets. Sohra Peak Capital Partners recorded a loss of...

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The bad news for major retailers is likely to continue flowing into the second half of 2022, according to Morgan Stanley. While consumer discretionary stocks have underperformed in 2022, the sector has surged as of late. For example, the Consumer Discretionary Select Sector SPDR ( ...

First Pacific Advisors (FPA) is a Los Angeles-based institutional money management firm practicing a disciplined approach to value investing, prudently seeking superior long-term returns while maintaining a focus on capital preservation. In the second quarter of 2022, the FPA U.S. Cor...