On Tuesday, Om Badiyani and Taronish Warsi pitched Dorman Products ($DORM), against our current holding Green Brick Partners ($GRBK), updated by Benjamin Berkeley and Asher Kubly. DORM makes and sells replacement parts and accessories for cars (main business), trucks, and specialty vehicles, offering these products through auto part retailers like O’reily and AutoZone and distributors under various brand names like Dorman and OE Solutions. The team argued the DORM’s superior product product portfolio positions it to capture growth from aging vehicles, which require increasingly sophisticated replacement parts. Additionally, the team’s reverse DCF analysis suggests the market undervalues DORM’s capacity to maintain its elevated margins. GRBK is a diversified homebuilding and land development company. It has been a stellar performer in IMA’s portfolio, outperforming ITB and returning 17% since purchase. GRBK’s business model includes developing residential neighborhoods and master-planned communities, focusing on land acquisition, development, construction, and sales of homes. The main regions of operations are Texas, Georgia, and Florida. The team argued that GRBK’s strategic capital allocation and disciplined management will allow the company to maintain its industry-leading gross margins. Furthermore, GRBK’s strong market positioning in desirable regions and opportunities for expansion into attractive geographies like Houston and Austin position the company to continue outperforming its peers on sales. The class vote will take place next Tuesday after the class hears all six consumer discretionary presentations.
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Technical Founder @ Value Sense
3wOh, cool, we also evaluated DORM at our platform. It has periods of undervaluation but at the moment it looks overvalued based on our methodology.