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Right Tail Capital's investment thesis on Boyd Group Services Inc. ($BYD.TO) — Q2 2025 | Buyside Digest

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$BYD.TONASDAQBoyd Group Services Inc.

BEAR

Right Tail Capital—BYD.TO

Fund Letter

Q2 2025

Published July 1, 2025

View Fund Profile

$114.96USD

-8.2% vs last month

$213.29Pitched

-46.1% since pitch

Market Cap$4.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The manager exited Boyd Group Services after underestimating how much rising costs and tight economic conditions would deter consumers from repairing vehicles. While the company's...

— Jeremy Kokemor

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