Auto Partner - The Polish Compounder
Fundasy Investor explains the investment thesis on Auto Partner
For some time I have wanted to write about Auto Partner, but there were some good writeups out there already and I felt it was not necessary.
This company matches perfectly the definition of a compounder that I am willing to hold for the long-term. The CEO and his wife own almost half of the company so they are totally aligned with investors. It is a small company that has a long growth runway and it is very resilient to economic downturns. It is also stealing market share like crazy.
Auto Partner is a car part distributor in Poland that has a very good growth track record, a very aligned management team and is trading at a low price to earnings ratio. Is this an early stage compounder? Fundasy shows us his view on the company in the following video:
Please follow Fundasy Investor on Twitter and check his website/newsletter, it’s great. You can also check his Auto Partner writeup. Links below:
Twitter: https://twitter.com/FundasyInvestor
Website: https://fundasyinvestor.com/
Full Autopartner Writeup: https://fundasyinvestor.com/2023/02/21/autopartner/
I would also appreciate if you can share this twit so that it can reach more people:
