CPRT
🏭 工业Copart, Inc.
United States· Specialty Business ServicesKindred Ideas
2
Total Ratings
0
Kindred Research
22026-02-19
Analysis
Externalby Galician Investor · Substack
Copart: crecimiento en pausa, ¿problema real?
Copart es un intermediario eficiente entre aseguradoras y compradores de vehículos siniestrados. Su modelo de negocio se basa en un círculo virtuoso de más volumen, más compradores y mejores precios. Aunque el crecimiento parece estar en pausa, el CEO confía en la trayectoria a largo plazo de la empresa, invirtiendo en capacidad física, tecnología e inteligencia artificial.
2026-01-24
Long
Externalby MARGIN OF SANITY · Substack
Cold-Part | $CPRT and the "Storm of the Century."
The author is bullish on Copart ($CPRT), a vehicle salvage auction company. The recent snowstorm is expected to be a tailwind for the business. Copart's business model of owning its yards is superior to its competitor, RB Global, which rents its yards. This is especially true during extreme weather events. The author bought the stock at around $38/share.
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