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The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · 2026-07-02 · 71 min · 13,872 words

TIP827: Auto1 Stock (AG1): Is This the Amazon for Cars? w/ Daniel Mahncke & Shawn O’Malley

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You're listening to TIP. Today you will get your code open, Sean. I hope so. I mean I can just no longer stand you, Oh, this could have been a cold open this could have been a cold open line every single time I say something before we press record. I finally got to you, huh? Alright, well tell us about auto one then.

Well I will start this one. A little morbid, I gotta say, because I think the best way into this company is going to Basically a graveyard of companies that has tried to do the same. So I want you to cast your mind back to like twenty twenty, twenty twenty one, when there was this whole wave of online used car companies.

And the pitch back then has been We are gonna do for used cars what Amazon did. For everything else. So, you know, you buy your car online, somebody drops it off at your house, you have Seven day returns, no haggling, and also no you know, sleazy lot that basically gives you this

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