Andrew Wagner on Copart (CPRT)
Yet Another Value Podcast
What's Driving Copart and IAA's Benefits to Scale?
Insurance companies don't necessarily want to be in that business. Copart's earning really nice returns on capital, right? Like one of the lines in the proxy is 30 years of strong share price performance. But here you have a market where it's pretty much Coke part and IAA basically control this market. Nobody competes with these guys.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
