Eagers
Organization
An Australian automotive retail and distribution company operating vehicle dealerships and related automotive businesses, including acquisitions and electric-vehicle sales.
What experts have said about Eagers
4 statements · 4 positive
Eagers Automotive is a high-quality business undervalued by the market.
“This is a phenomenal business, and I don't think it's been recognized by the market as such.”
Open the episode · Stock Take: The Results of the SeasonListen at 27:06
Eagers Automotive operates exceptionally well and is successfully replicating its model in Canada.
“they do it better than anyone else. It's a legitimately high-quality business and they're replicating that in Canada.”
Open the episode · Stock Take: The Results of the SeasonListen at 29:56
Eagers Automotive’s current margins are not necessarily unsustainable or solely an EV boom effect.
“I actually don't think that's the case at all.”
Open the episode · Stock Take: The Results of the SeasonListen at 31:14
Investors with a five-year horizon should consider owning Eagers Automotive.
“if you want to own this business for 5 years, I think go for it because it's kind of incredible.”
Open the episode · Stock Take: The Results of the SeasonListen at 34:28
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
3 episodes featuring Eagers
Stock Take
Four results test the value of quality and growth
The panel shows how investors can distinguish genuine operating improvement and durable economics from optimism already reflected in a share price.
Sep 3, 2026 · 45 min
Stock Take
Telstra and SEEK expose the cost of opaque reporting
The discussion argues that weak disclosure can distort investor judgment, while patience and psychological resilience increasingly define the remaining edge.
Aug 20, 2026 · 33 min
Stock Take
An unconventional builder meets an uncertain AI boom
The episode tests whether durable business culture can outweigh a weak conventional moat, then asks how investors should act before AI winners emerge.
Jul 23, 2026 · 36 min