Copart 4Q26 Business Update: Thesis Shift?
Copart’s 4Q26 revenue grew 2.4% as U.S. insurance volumes fell 7.5%, while a customer loss and higher yard costs pressured profits despite international growth.
Wednesday, September 16, 2026
Back to today 
From X
Ian Bezek on X
@dede_eyesan I'm sure $CAAP would bid as well if there is an open process. Ultimately would imagine government is just going to sell to Brookfield though.
SG on X
@schubertperson no idea re 2023 but Dream Finders just announced a transformative acquisition of $BZH, so it seems it will be a very different co in a year
DOMO Capital Management, LLC on X
Farm Bill with year-round #E15 advances out of Senate Ag Committee $ALTO $GPRE
Deep Sail Capital on X
Can Hertz $HTZ Squeeze Again? https://t.co/JGSpzf0sYQ
A Capital on X
Someone risked $37.5k of premium selling itm December $PRKS put spread to bet on a Hill Path take private and the thin float exacerbated the move?
A Capital on X
$FUN vs. $PRKS 👀
Clark Square Capital on X
$LUXE up ~20% after solid q4 results. First ever buyback announced ($50m) which is almost 20% of the free float https://t.co/kutVuiNrGq
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $469MALM $4.2B
- Protean Funds August 2026 BVNKF $2.4B
- Asset Value Investors Ltd July 2026 4549 $498M9301 $3.3B
- PenderFund Capital Management Ltd. July 2026 NEO $1.1BVNP $1.9B
- Lindsell Train Limited July RMVEY $3.5B
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.6B
- Forager Funds Management July 2026 4733 $4B
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Unpolished Thoughts on Stocks #1
Genius Sports aims to turn official sports data into AI-driven, real-time advertising, with media and ads already about 40% of revenue.
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Ron Ferrie 3 clicks
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Sofwave Medical: Lifting Skin While the Beauty Sector Sags
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Arizona Equity Research 
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Shift4 Payments: A Fintech Compounder Trading Like a Melting Ice Cube
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Lands’ End Into Next Week: A Re-Rate Catalyst Hiding Behind Tender Noise
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Hallador Pt. 2 — "Massive" Data Center Incoming in Sullivan, IN? ($HNRG)
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Theravance Biopharma: Failed Phase 3 Trial, Strategic Review
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The Green Dot Breakup: Grocery Money, Not Coffee Money
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Updates: TerraVest, Seaport Entertainment, XPEL (TVK.TO, SEG, XPEL)
Seaport Entertainment sold 250 Water St for $142 million and leased the loss-making Tin Building, while TerraVest’s Q1 cash EBIT margin…
Single Stock Spotlight #3: Alpha Metallurgical Resources (AMR)
Alpha Metallurgical Resources has retired more than 30% of its shares since 2022; higher structural metallurgical-coal costs could support…
Alta Fox XPEL Presentation
XPEL targets 26% EBIT margins by FY28 after its 2022-2025 investment cycle, with Alta Fox projecting roughly doubled EPS from FY25.
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SG
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Investor letters we follow
- 1851 Capital
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