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Andrew Wagner on Copart (CPRT)
Yet Another Value Podcast
Copart
I think it's a time horizon thing with this particular company. I wouldn't necessarily say that I see something hugely different than what other people do. It's that I'm thinking about it from a much longer-term perspective and the opportunities that they have maybe over the next 10 years. And you can make an excess return kind of by looking out to years five through 10.
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