KAR

$KAR chatter on StockTwits

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  Enrico Palazzo@PhishTourFunds18h

  $KAR 200MA at $30 this looks like a good short entry - running hot!

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  Enrico Palazzo@PhishTourFunds3d

  $KAR 👀 Look at that fucking volume in the first ten minutes of after hours - that’s the big boys making moves and heading straight to happy hour. 💥

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  Enrico Palazzo@PhishTourFunds5d

  $KAR All the charts

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  Enrico Palazzo@PhishTourFundsJun 12

  $KAR 💪

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  Enrico Palazzo@PhishTourFundsJun 8

  $KAR

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  Mike McDermott@MikeyMcDermottJun 3

  $CPRT I find the new CEO to be too stodgy, kind of a boring guy. That is fine, CPRT is kind of a boring business -- but they really should stop buying land and start thinking about buying something like $ACVA or $KAR to move faster into wholesale car space or acquire rest of Purple Wave for yellow iron play. I will be interested to see if they keep up the $1.3 billion quarterly buyback pace for another couple quarters. They can buy back ~10% of the company. Still think CPRT probably on way to 25 zone myself.

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  Mike McDermott@MikeyMcDermottJun 1

  Interesting ... $LQDT holding up while $CPRT $RBA $ACVA roll over with the rest of the market. $KAR (OpenLane) hanging in there too.

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  Enrico Palazzo@PhishTourFundsMay 22

  $KAR Lots of “air” out there by the time you get to the 6 month chart but showing a lot of strength and healthy action.

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  Mike McDermott@MikeyMcDermottMay 7

  $KAR still think $CPRT should own KAR (huge network effect D2D/OEM off-lease plus big floor financing biz) --- they need to stop buying land and start moving into wholesale cars given salvage is a duopoly and appears like they are losing some share to $RBA. Easily catapults them into competing with Mannheim etc.

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  Mike McDermott@MikeyMcDermottMay 7

  $KAR continues to beast. converting that remaining preferred equity owned by APAX will probably take some more pressure off. I think KAR has to trade over 31 for 20/30 days and it can be converted to common.

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  Enrico Palazzo@PhishTourFundsMay 5

  $KAR This was the post - if you had missed the step by step guidance this was the mean reversion to ~$26 support and the final reload before $31+

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  Mike McDermott@MikeyMcDermottMay 5

  $ACVA $KAR other way around now 9 montbs later. KAR more established w/ more sellers/buyers and floor financing biz, but I do have to say that ACVA VIPER tech et al looks pretty convincing. Maybe accelerates physical to virtual auction transition. ACVA peak valuation was about 5x EV/revs. About 1x now and on verge of inflecting to non-GAAP profits. I don't like the ACVA CEO Chaoumon as much as OPLNs Peter Kelly but valuation seems pretty interesting here at just under $1B market cap

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  Mike McDermott@MikeyMcDermottMay 5

  $KAR I guess off-lease inventory is ramping like Peter Kelly guided to the last 12-18 months. Wow, 32% GMV growth is impressive stuff. Not a high profile biz, but sure benefits from network effects and maybe some cyclical drivers going forward. And the remaining preferred share for sure will be converted to common stock in next month or so. That saves the co significant preferred div's and can then turn to aggressively paying down debt or fund buybacks or M&A.

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  Enrico Palazzo@PhishTourFundsMay 5

  $KAR

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  Stocktwits Earnings@StocktwitsEarningsMay 5

  $KAR Q1 '26 Earnings Results & Recap • Reported GAAP EPS of $0.35 up 94.44% YoY • Reported revenue of $527.9M up 14.74% YoY • OPENLANE updated its 2026 annual guidance, raising net income to $147M, Adjusted EBITDA to $365M, and Operating Adjusted EPS to $1.28-$1.42, reflecting increased confidence.

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