Copart Stock Deep Dive w/ Leandro from Best Anchor Stocks

[@jonas10x]

Back to back great episodes. Dev interview and copart discussion. Imo the best interviews are an hour with unknown investors and stock deep dives.

[@WeStudyBillionaires]

Thanks so much for watching! 💡

[@tonimontana5153]

Thank you for this very good video! Please keep on your good work for this channel!

[@WeStudyBillionaires]

Thank you so much! 🙏

[@clipf1w]

Great in-depth analysis of CPRT! Appreciate the details and really enjoyed Leandro's valuation take. Just fantastic!

[@WeStudyBillionaires]

Glad it was helpful! 💡

[@davorsostaric]

I just finished the book and than this comes out :) Thank you both.

[@WeStudyBillionaires]

Wonderful! 🙌

[@DanSmith-j5q]

Leandro is very professional and provides an extremely detailed analysis. I hope you have him on more. Would love to hear his analysis on Caterpillar. Great episode!

[@WeStudyBillionaires]

Glad you enjoyed the episode! 🎉

[@faronskelton4085]

An excellent interview. Thank you gentleman.

[@WeStudyBillionaires]

Thanks for watching! 🎉

[@LifeLongLearner11]

Another great episode! I really appreciate all the effort you put into creating these episodes. I've learned so much from this channel. Thank you! PS: I have a feeling the Computer Modelling Group episode might be in the works; looking forward to it!

[@WeStudyBillionaires]

Glad you like them! ❤

[@riumudamc4686]

Labor costs are higher at repair shops too, which is another reason that more cars are being totaled out by insurance

[@hihomojo]

Great episode! I'd be interested to hear your take on another risk, that pertains to electric vehicles: a manufacturer can disable key features of an EV when it's totalled, potentially rendering the vehicle unusable. For example, Tesla can disable supercharging, software updates and autopilot for a totalled vehicle, and my understanding is that this is done for safety reasons, as a totalled EV might have structural or electrical damage that could make it unsafe to operate or charge at high power levels. Drew Cohen of Speedwell Research called this out as a risk, but I'm not sure how to quantify it. If it happens at scale, it would seem to me to be a potentially big problem for Copart as EVs become increasingly mainstream. Would appreciate your thoughts!

[@BestAnchorSt0cks]

Thank you for your question! Even if the vehicle is rendered unusable, there might still be an opportunity to recycle the battery (albeit Copart does not disclose this currently). I'd say that the fact that electric vehicles have less parts than ICE vehicles is more of a risk than them being rendered useless, although it's definitely something worth considering