
Daniel Mahncke and Shawn O’Malley dive into Copart, the salvage auction company that’s quietly become one of the best-performing stocks of the last three decades. What you’ll learn here: 00:00:00 Intro 00:00:42 How was Copart founded and what’s so special about the culture? 00:11:50 How does the competitive landscape look? 00:25:41 What are Copart’s competitive advantages? 00:36:20 What risks does Copart face through AVs and EVs? 00:52:21 What makes Copart’s management best in class. 00:58:19 What are the growth drivers and future business opportunities? 01:06:27 Whether Copart is attractively valued at its current levels. 01:10:35 Whether Shawn & Daniel add CPRT to The Intrinsic Value Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/copart-cprt-the-100-bagger-junk-yard-w-daniel-mahncke-shawn-omalley/ 🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/intrinsic-value-community/ 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getstartedwithstocks. Use the discount code “STOCKS15” at checkout. Our Sponsor: 🌾 Stock your pantry with real, wholesome food that’s always ready when you need it with Harvest Right. https://harvestright.com/ ▶️ Related Episodes: - Berkshire Hathaway Deep Dive: Is Berkshire Stock Still A Buy?: https://youtu.be/AkavjFEQ99Q - A Deep Dive on Uber's Playbook: Cash Burner to Compounder?: https://youtu.be/rVv9GkC68II - Can Benz Reinvent the Car?: https://youtu.be/lFuc2abTn8U Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #Copart #Investing #StockMarket #ValueInvesting #BusinessModel
Peter Strom
“But we all know that old investing adage that the most boring industries and businesses can often come with the best returns. Or at least that's a lesson I learned from Peter Lynch.”
Warren Buffett
“I think that quote could just as easily come from Buffett as well. He said, "Watch your pennies and the dollars will take care of themselves."”

Drew Cohen on Adobe's AI Threat, Constellation Software, Copart's Moat and Shift4

Portfolio Review: Thoughts on Airbnb, Reddit, FICO, and co.

Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel Mahncke (TIP804)

Top Stocks for 2026 w/ Shawn O'Malley, Daniel Mahncke, & Clay Finck

Current Market Opportunities | Mercado Libre, Amazon, & Constellation Software (TIP808)