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Summary Copart has a best-in-class business model with vast competitive advantages. The company will benefit from solid tailwinds that will increase the rate of totalled cars. Its secondary source of revenue is pretty unseen but can be a significant source of revenue growth. The...
Summary I like Copart, Inc.'s business but currently, I see too many headwinds continuing to affect the stock: Used car market pricing should fall further. Non-retail used car volumes are de-growing faster. There is a risk of continued margin misses. I am keen to hear manage...
Summary Three companies have been removed from my watchlist and added to the active portfolio. I added four new companies to my watchlist. I list the companies I'm most closely following over the next few months. While I have typically done my watchlist article bi-monthly,...
Summary Merion Road Capital Management LLC is a registered investment adviser. We focus on value-oriented investing through rigorous fundamental analysis of a company's operations. The long only portfolio ended the year down 35%. The Small Cap Fund lost 17% in 2022. Over the pas...
Summary Andvari Associates manages a concentrated investment strategy designed with the goal of outperforming the market. Since the firm's launch in 2013, our consolidated 'Andvari Core' strategy has meaningfully outperformed the market, net of all fees. In its 4th quarter letter, Andva...
If you've shopped for a used car in the past three years, you've undoubtedly noticed that prices are elevated. While it's true prices are up, the good news for would-be buyers is that they are starting to fall. And this price drop may also be good news for vehicle auction leader Copart (NAS...
Summary I significantly pruned my watchlist, removing a number of companies and adding in some high quality companies. I discuss my strategy of focusing on high quality companies and the mistakes I made including some cheap companies on previous watchlists. I name the top companies ...
Summary Copart is insulated from the short-term negative headlines in the automotive sector with long-term tailwinds in the insurance salvage business. Domestic dominance will be translated internationally as demonstrated by the insurer receptiveness and growth in Germany and the UK. ...
Summary Wedgewood Partners' 13F portfolio value decreased from $579M to $532M this quarter. They decreased Taiwan Semi and Starbucks during the quarter. Their top five positions are at 36% of the overall portfolio. This article is part of a series that provides an ongoing ...
Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This report optimizes tradi...
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2024-06-18 18:28:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...