Used Car Disruptor Mania
The performance of the stock market reinforces Bel Air’s belief in the strength of the franchise dealer model. The market, however, does not fully appreciate dealers as it searches for “disrupters.” T...
Published: August 28, 2020
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Author: Bel Air Partners
Is TSLA a tech stock or a fashion product?
Excellent article written by Olaf Sakkers on the pros and cons of Tesla. In summary-Tesla is today’s tulip craze....
Published: July 31, 2020
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Author: Bel Air Partners
Time for a Divorce?
Despite the uncertain economic environment, both private and public car dealers have demonstrated resiliencyWell-capitalized dealers are buying storesIf you’ve been contemplating retiring this might b...
Published: July 30, 2020
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Author: Bel Air Partners
Vroom Today Gone Tomorrow
Have you noticed Vroom’s IPO? Both Vroom and Carvana are valued in the billions. Neither has made any money, nor by their own admission plan to for the foreseeable future. Remember the dot.com bubble ...
Published: June 12, 2020
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Author: Bel Air Partners