On this episode of Chit Chat Stocks, Ryan gives a research report on O'Reilly Automotive (ticker: ORLY), explaining why it is in his portfolio. We discuss:

(00:00) Introduction

(02:21) O'Reilly Automotive: A Specialty Retailer

(04:40) Customer Segments: DIY and Pros

(07:56) The Power of O'Reilly's Supply Chain Advantage

(11:08) Unit Economics and Sales Performance

(22:03) Industry Trends: More Cars, Older Vehicles

(25:58) The Risk of Electric Vehicles to O'Reilly

(27:19) The Long-Term Threat of Electric Vehicles

(27:48) A Consistent Capital Allocation Strategy

(29:18) Acquisitions: Adding Locations and Increasing Sales

(30:16) The Buyback Program: Driving Earnings Per Share Growth

(37:57) A Strong Corporate History and Culture

(46:13) Competitive Advantages: A Robust Digital Catalog and More

(48:59) Valuation: Reasonable and Predictable

(52:10) The Risk of Electric Vehicles and O'Reilly's Adaptability

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Why I Own This Boring 100 Bagger Stock (Ticker: ORLY)

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