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Shorting Dealerships

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TheTalkingMule

Distributed Energy Enthusiast
Oct 20, 2012
10,183
52,176
Philadelphia, PA
I'm sure it's been talked about in various threads, but these car dealership monsters seem ripe to fail fast IMO.

Lithia Motors (LAD)
AutoNation (AN)

These guys are making money, and will probably look good for at least another year or two, but for how long? The bottom will fall out real quick when this whole thing pivots away from heavy sales.

Thoughts?