Copart not compelling enough to force a portfolio sale
The final take was that while Copart is at a cyclical low and is a good business, it does not currently present a compelling enough opportunity to sell an existing holding in their portfolio to buy it.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.