TIVP080: AUTO1 STOCK (AG1): IS THIS THE AMAZON FOR CARS?
W/ DANIEL MAHNCKE & SHAWN O’MALLEY
TIVP080: AUTO1 STOCK (AG1): IS THIS THE AMAZON FOR CARS? W/ DANIEL MAHNCKE & SHAWN O’MALLEY
05 July 2026
Daniel Mahncke and Shawn O’Malley examine Auto1 Group (ETR: AG1), the Berlin-based used-car platform, and how its unique combination of a capital-light marketplace and capital-heavy retail business sets it apart from competitors. They explore its financing model, inventory economics, profitability, and free cash flow to determine whether Auto1 deserves a place in The Intrinsic Value Portfolio.
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IN THIS EPISODE, YOU’LL LEARN:
- Why the traditional used-car market doesn’t work well
- How Auto1 buys and sells cars
- How the unit economics work
- Whether Auto1 is valued attractively
- Whether Shawn and Daniel add AG1 to the Intrinsic Value Portfolio
For the full show notes, go to this page.
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