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
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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
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Amplitude Q2 26 - Examining The Moat - Rating, Hold.
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Arizona Equity Research 
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Paxman (PAX.ST)
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GCI Liberty: Cheap, Tax Asset, Malone Fatigue?
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Quiet Compounders, a Hidden Moat and an 18% FCF Yield at Pitney Bowes (PBI)
Pitney Bowes trades at an 18% FCF yield, with 25% operating margins, 30%-plus ROIC and plans to return free cash flow mostly through…
Alta Fox NATL Presentation
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Pt III: A High Quality Tech Provider with an Emerging Event-Angle
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NL Industries
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