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TIVP042: Copart (CPRT): The 100-Bagger Junk Yard w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley dive into Copart, the salvage auction company that’s quietly become one of the best-performing stocks of the last three decades. From a single junkyard in California in the 1980s, Copart has grown into a global online marketplace that sells more than three million vehicles a year. With sellers ranging from major insurers and rental fleets to car dealers and finance companies, and buyers spanning over 190 countries, Copart has built a platform that turns totaled cars into a surprisingly durable business.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 Intro
00:01:12 How was Copart founded and what’s so special about the culture?
00:12:19 How does the competitive landscape look?
00:26:10 What are Copart’s competitive advantages?
00:36:48 What risks does Copart face through AVs and EVs?
00:52:48 What makes Copart’s management best in class.
00:58:47 What are the growth drivers and future business opportunities?
01:06:54 Whether Copart is attractively valued at its current levels.
01:11:03 Whether Shawn & Daniel add CPRT to The Intrinsic Value Portfolio.
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
Support our free podcast by supporting our sponsors:
Public.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
View all episodes
By The Investor's Podcast Network
4.6
550550 ratings
Daniel Mahncke and Shawn O’Malley dive into Copart, the salvage auction company that’s quietly become one of the best-performing stocks of the last three decades. From a single junkyard in California in the 1980s, Copart has grown into a global online marketplace that sells more than three million vehicles a year. With sellers ranging from major insurers and rental fleets to car dealers and finance companies, and buyers spanning over 190 countries, Copart has built a platform that turns totaled cars into a surprisingly durable business.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 Intro
00:01:12 How was Copart founded and what’s so special about the culture?
00:12:19 How does the competitive landscape look?
00:26:10 What are Copart’s competitive advantages?
00:36:48 What risks does Copart face through AVs and EVs?
00:52:48 What makes Copart’s management best in class.
00:58:47 What are the growth drivers and future business opportunities?
01:06:54 Whether Copart is attractively valued at its current levels.
01:11:03 Whether Shawn & Daniel add CPRT to The Intrinsic Value Portfolio.
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
Support our free podcast by supporting our sponsors:
Public.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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