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Unleashing a Manufacturing Boom in India
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How to take over a company 20 times larger tha
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Research Report: Sports Media Rights
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The Bull and Bear Case for AutoZone (AZO)
By Market Folly
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By Jack D. Schwager
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THIS MONTH'S ISSUE

The Bull and Bear Case for AutoZone (AZO)
By Market Folly

Hedge Fund Activity & Company Background

Steve Mandel’s Lone Pine Capital established a new $400 million position in AutoZone (AZO) during the first quarter. AZO is the largest retailer of automotive parts and accessories.

Industry Background

The auto parts aftermarket has two segments: the Do It Yourself (DIY) segment, which caters to car owners looking to repair and maintain their vehicles without the help of professionals; and the Do It For Me (DIFM) or commercial segment, which caters to individuals who pay service shops for repairs and maintenance.

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