On this Dialogue episode we give an update on two of our companies: Copart and Coupang! We talk about Coupang's new entrance into the luxury market and two call options for Copart. Plus a short diatribe on Temu and Aliexpress.
You can read the 3Q24 business update on Coupang here and on Copart here. *Note: it is Copart's 1Q25 fiscal year*
*Apologies, but it seems the mic recorded lower sound quality at times. We will fix it for future episodes*
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For Coupang and Copart we have an in-depth, company-specific episode. These are evergreen and extremely comprehensive deep dives on each company.
Listen to the Coupang ($CPNG)Company Podcast Episode here: (Apple, Spotify)
Listen to the Copart ($CRPT) Company Podcast Episode here: (Apple, Spotify)
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*Mentioned Memos*
Read one of our most popular memos on Wish here: The Future of Ecommerce That Wasn’t: An In-depth Look into What Went Wrong with Wish
Listen to our Dialogue Podcast on Wish here: Apple, Spotify
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Show Notes
(0:00) — Intro
Coupang
(0:56) — Coupang
(10:34) — Cash Flow Dynamics
(14:45) — Taking on the Luxury Market
(18:11) — The Lower End Market Threat with Temu and AliExpress
(23:30) — New markets and growth opportunities
Copart
(28:28) — Copart
(34:56) — Long Term Growth Rate Variables
(35:46) — Annoying Copart Question
(38:51) — Their Big Call Option
(48:09) — International
(50:42)— Valuation Three Ways
(1:21:00) Another Call Option
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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. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
