CPRT 全部观点

About 10 months ago, we covered Copart and it's one of the most quoted examples for a quality compounder, which is a borrowing business with high margins, high returns on capital, and operating in a duopoly.

A duopoly that it dominated for the longest time.

And with that said, their competitor is gaining market share, which is weighing on the stock. But I love that management has been super proactive about buying back shares again.

They clearly think the stock is trading at a bargain price. The last time they bought back meaningful amounts of share was more than a decade ago.

Copart is the next stock on our list. The ticker is CPRT and it rose 7.28% after posting mixed fourth quarter fiscal 2026 results after Thursday's closing bell and announced it will acquire online vehicle auction operator ACV Auctions.

This is ACVA getting acquired by your Copart if I'm not mistaken. But uh definitely Copart reported earnings. Did you want to take a look at Copart by the way? Did you kind of want to I know we've talked about that as a potential play here. Be happy to cover that.

Copart as well. So we'll also get an update on that.

a company that will show up in your inbox soon again because we already covered it once will be Copart. Um, Copart is sort of interesting because we just recorded the episode, so I feel like we should have a pretty good understanding of where to put it here.

Copart, the global auctioning platform for cars, is down big as well.

Next up we have Copart. This looks like a very dated logo. It almost looks like a logo from like the 1990s, back in the Blockbuster days. So, you might look at the company and think, "Ah, this this is a really old company."

But a lot of these type of companies actually have really good businesses, and Copart is one of them.