Buy CPRT by Dec 1, 2026.

Recently started a meaningful position on Copart (CPRT). I really like the risk/reward here. It's in a duopoly in the salvage vehicle industry (one of their growth strategies is to also move to whole car industry). This year the stock crashed and management are doing big buybacks. They own 100% of their yards and most of the growth in the upcoming years will be likely from international markets. It has good ROIC, Balance Sheet, healthy margins and plenty of cash. …