Best Anchor Stocks

1. Talking Investments and Copart (CPRT) with Chris Mayer

Oct 14, 2022
Guest
Chris Mayer
Chris Mayer, author of 100 baggers and portfolio manager at Woodlock House Family Capital Fund, talks about his investment philosophy and discusses Copart (CPRT). Topics include: evolution of the gig economy, diversification and portfolio structure, analyzing historical multiples, the role of dividends in investment decisions, a company with an impregnable moat and limited competitors, and Copart's competitive advantage.
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Episode notes
1
Introduction
00:00 • 3min
2
Evolution of the Gig Economy and Investment Style Shift
03:03 • 17min
3
Understanding Diversification and Portfolio Structure
20:10 • 13min
4
Analyzing Historical Multiples and Business Changes
32:43 • 2min
5
The Role of Dividends in Investment Decisions
34:25 • 3min
6
Discussion on a Company with Impregnable Moat and Limited Competitors
37:05 • 2min
7
Copart's Competitive Advantage
38:37 • 17min