Any thoughts on the NYP article suggesting CDK is interested in making an offer?
Not sure how much it helps any part of the CDK bear-case, but synergy part of the story doesn't seem unrealistic.
Starboard demands better financial targets and threatens to change management
Sees prospect of this business making $4 free cash flow per share in 2020.
http://www.starboardvalue.com/wp-content/uploads/Starboard_Value_LP_Letter_to_CARS_CEO_and_Board_12.10.2018.pdf
I believe their gross margin is higher because they operated from call centers instead of with a sales force. This led to having smaller dealers vs. CARS and Autotrader in the larger dealers (part of... login to read the rest
Lars - as a follow up to Mencken's comments, you mentioned CARG's strength in SEO. Is it SEO or SEM? I think of the two very differently. I'm looking at the financials for CARG vs.... login to read the rest
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