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What I’m buying

Baseman
Baseman Member Posts: 12,379
edited May 2022 in Tug Tavern
Oreilly Auto Parts. Started at $520. Still adding.
Etsy started at $165.
Tesla $600 puts

Long term plays along w my aforementioned
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Comments

  • BleachedAnusDawg
    BleachedAnusDawg Member Posts: 13,737 Standard Supporter
    I am more of an Autozone guy, myself. How's their stonk looking?
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  • Baseman
    Baseman Member Posts: 12,379
    BleachedAnusDawg said:

    I am more of an Autozone guy, myself. How's their stonk looking?

    Fair. Oreilly earns higher returns on their capital. Higher margins and also serves local mechanics shops in addition to DIY. For those reasons, I prefer Oreilly
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  • ntxduck
    ntxduck Member Posts: 6,231
    Get in oreilly before earnings on Wednesday or after you think?
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  • Baseman
    Baseman Member Posts: 12,379
    ntxduck said:

    Get in oreilly before earnings on Wednesday or after you think?

    I bought more before. It's a long-term play for me but I think they'll exceed, again. Domino's last week euphoria? IDK. I like Oreilly a lot LT
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  • 1to392831weretaken
    1to392831weretaken Member Posts: 7,696
    NAPA. O'Reilly's and Autozone are for late night desperation parts purchases.
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  • Baseman
    Baseman Member Posts: 12,379
    1to392831weretaken said:

    NAPA. O'Reilly's and Autozone are for late night desperation parts purchases.

    Hard Pass on NAPA. POOR Capital Allocation. Low returns on capital. Shit margins. Explains their little to now growth.
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  • BleachedAnusDawg
    BleachedAnusDawg Member Posts: 13,737 Standard Supporter
    edited July 2021
    NAPA stores are always the most run down pieces of junk. Stupid or not, that's how I view their place in the market. Autozone and Oreilly's are in nice buildings built for them, not broken down gas stations which were last in operation in the 1950's.
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  • ntxduck
    ntxduck Member Posts: 6,231
    Looks like a good day to get into Etsy. Scooped some at 193
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  • 1to392831weretaken
    1to392831weretaken Member Posts: 7,696
    When I replaced the power steering pump/hoses in my truck recently, I first ordered parts on RockAuto because I'm lazy, then went to O'Reilly's, then Autozone, then NAPA.

    RockAuto shipped the wrong parts and their site has no CS number or email, so I'm SOL, which left me hunting down replacement hoses after NAPA had closed. Had NAPA still been open, I would have gotten hoses that didn't leak right out of the package on the first go and saved myself over a hundred dollars and three hours.

    This has been my experience over and over and over again. Want quality brake components for decent price? NAPA ultra premium line pads and rotors. Want to talk to somebody behind the counter who's actually seen under the hood of a car before and not some high school kid who can't tell you shit that you can't find for yourself on their website? Go to NAPA.

    That O'Reilly's and Autozone are good stock buys and NAPA is shit is today's example of the race to the bottom in full effect. You don't pump up that stock value by paying employees well, improving customer service, and selling quality products--those moves are for losers. Hire retards to sell boatloads of cheap Chinese shit: Winning.
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  • ntxduck
    ntxduck Member Posts: 6,231
    Nice ER from oreilly @Baseman
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