Andrew Wagner on Copart (CPRT)

1

Introduction

00:00 • 2min

2

The Sleuth Investor

02:04 • 2min

3

What I Learned From Doing This

03:59 • 2min

4

Copart

06:03 • 2min

5

Is Copart's Proxies a Compounder Bro Porn?

07:59 • 2min

6

What's Driving Copart and IAA's Benefits to Scale?

09:50 • 2min

7

Is It a Traditional Marketplace Business?

11:29 • 3min

8

The Network Effect Is Working Like Any Other Network Effect Type of Business

14:12 • 3min

9

Is the Management Team Buying Shares Back?

17:00 • 3min

10

Is It Better to Buy Back the Stock?

20:16 • 2min

11

Is Berkshire Hathaway Not Buying Back Shares?

22:05 • 2min

12

The Difference Between Co-Part and IAA

24:34 • 2min

13

Co-Part Owns the Arts Instead of Leasing Themselves

26:57 • 2min

14

Is There a Second Landfill Nearby?

29:10 • 2min

15

Coparts - How Much Would That Be Covered by the Land?

30:44 • 3min

16

Co Part

33:38 • 3min

17

Is the European Market Not as Profitable as the US Market?

36:29 • 3min

18

Are You Talking About Getting Into Used Cars?

39:43 • 2min

19

Is Rolls Royce Trashed, but I Can Get It at a Discount?

41:14 • 2min

20

Is Your Total Loss Frequency Going Up?

43:29 • 2min

21

Is the Electric Vehicle Scrap Market Going to Get More Profitable Left Struggles?

45:41 • 2min

22

The Electric Car Market Is Still Around 2% Right Now

47:19 • 3min

23

Covid

49:58 • 3min