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Investment Strategies / Falling Knives
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Author: Bluehorseshoe ✧  😊 😞
Number: of 759 
Subject: Re: FKA, still: KMX
Date: 09/26/2025 3:16 PM
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Seems to be a bit of an overreaction to me?

Maybe a little overreaction, but if they continue with per store retail volumes in the 3100 units a year range, I don't see much upside. I still don't have any concerns about the additional provisions at CAF, they are just executing their push into the lower credit rating loans. The one bright spot is they do seem on track to buy back about 7% of the shares this year. With the drop in price maybe they will get more aggressive.

If they can just find a way to sell 50 to 100 more cars per month at each store all sins will be forgiven. Seems easy enough, ha!

Jeff
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