2024-04-11 12:00:00 ET
Summary
- Right Tail Capital helps ambitious families and institutions grow wealth with a goal of outstanding investment performance over multi-year, and decade-long, time periods.
- Boyd owns ~950 collision repair locations across the United States and Canada.
- Boyd provides significant value to its auto insurance partners and consumers.
- I expect Boyd to compound at a high teens to low twenties rate of return.
Do you know the feeling of needing to communicate a difficult message? The type of message that feels mortifying to deliver. A message that may disappoint the person who's receiving the message....
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For further details see:
Right Tail Capital Q1 2024 Investor Letter