Daily Ideas·Bullish·CPRT·2026年1月24日

Cold-Part | $CPRT and the "Storm of the Century."

MARGIN OF SANITY
Substack

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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