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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
In this Q3 2025 letter, Jeremy Kokemor of Right Tail Capital reflects on the firm's highly successful investment in O'Reilly Auto Parts (ORLY). He details how...
— Jeremy Kokemor
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Other investors who've written on O'Reilly Automotive, Inc.
O'Reilly Automotive experienced near-term margin pressure and modest sales growth due to industry-wide demand softness and wage inflation. Nevertheless, the manager...
O'Reilly Automotive helped performance this quarter, as earnings per share grew by +13%, driven by a +6% increase in same-store sales (comps), marking the Company's 33rd consecutive year of positive c