In this Dialogue episode of The Synopsis, we discuss Constellation Software and Copart's latest quarterly earnings, as well as new risks that are emerging.

Constellation Software 3Q25 Business Update

Copart 1Q26 (Calendar 3Q25) Business Update

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Show Notes

(0:00) — Intro (1:48) — Nvidia & Google Diatribe (5:44) — CSU Update (6:29) — CSU's AI Risk (24:43) — Copart Update (28:06) — IAA Market Share Gain (32:14) — Market Dynamics (34:22) — AV Risk (41:20) — Stock Buybacks? (43:00) — Outro and Announcements

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in CPRT and CSU. Furthermore, accounts one or more contributors advise on may also have a position in CPRT and CSU. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

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