Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of CPRT | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search CPRT
Shrewd'm.com Merry shrewd investors
Best Of CPRT | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search CPRT


Stocks A to Z / Stocks C / Copart (CPRT)
Unthreaded | Threaded | Whole Thread (4) |
Author: weatherman   😊 😞
Number: of 4 
Subject: Re: Copart Thesis
Date: 03/03/26 5:15 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 0
my purely non-ai subjective view :

- no one can do much regarding the increase in uninsured american drivers; bottom 90% consumers will continue to get decimated by the gop results on affordability
- above slightly offset by increased fragility threshold of $$$ hi-electronics cars (higher totaled status), but # new cars sold also at further decline risk. no mfg wants to lower prices unless chap11 imminent, and even then c-suite incentives will distort actions.
(see 2024-2025 global fire sales on EVs by chinese companies going bust)

some combination of 3 things needed to inflect copart shareprice
- financial engineering (buybacks well below 'true' longterm intrinsic value)
- tech breakthrough (e.g., total automated assessment booth for a basic sedan)
- repeat superior performance for clients in a natural disaster
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (4) |


Announcements
Copart FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of CPRT | Best Of | Favourites & Replies | All Boards | Followed Shrewds