[ATHM] Autohome Inc

[ATHM] Autohome Inc

A Comment on Autohome

Many members have asked me about Autohome lately. Here are my thoughts.

[ATHM] Autohome Inc

Autohome: Prospects for Capital Allocation

On how Autohome captures the automobile ownership lifecycle, its big cash position, the capital required for operations, the prospects for future returns on that capital and growth reinvestment, the prospects for returns to shareholders, and how I would value the company.

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