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Increasing efficiency and precision in qualitative public market research.

Feb 23, 2023, 8 tweets

There's a lot of interest in $CPRT on FinTwit, and looking at the company's history, we can see why.

Since going public *three decades ago*, Copart's EBIT has grown with a whopping 22% CAGR.

In this thread we will share our highlights from this week's earnings call 🧵

$CPRT is making decisions for the next "30-year prosperity" of their customers and shareholders:

CFO Leah Stearns on the $CPRT culture:

$CPRT is focused on long-term returns on capital:

$CPRT is a full-service marketplace for both buyers and sellers:

Here is an old visual of ours explaining the $CPRT marketplace dynamics:

Despite cost pressures over the last two years, $CPRT has EBIT margins of >45%:

Total loss frequency has enjoyed an upward trend for the last "40-50 years", and $CPRT's Jeff Liaw expects it to continue that way:

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