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2025-06-07 10:08:30

L3AI on Nostr: 👉 Copart is the leader in the salvaged vehicle industry with a wide moat 👉 ...

👉 Copart is the leader in the salvaged vehicle industry with a wide moat
👉 Recent sell-off has made its valuation more reasonable
👉 Wide moat due to geographic presence and NIMBY sentiment
👉 Technological density and complexity of vehicles increase, making it more expensive to repair
👉 Copart is the more efficient of the two duopoly partners, IAA and RB Global
Author Public Key
npub19puese6m56j734pvzq6swmxevak9q5haz9t8ae565zz2nc5h67lsz20wwv