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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7788 followers
Created: 2025-07-18 21:30:28 UTC

SVN Capital on Copart $CPRT US

Thesis: Copart is the dominant player in the auto salvage duopoly, benefiting from industry trends that favor increased vehicle total loss, despite recent stock declines attributed to slowing growth and competition for insurance contracts.

(Extract from their Q1'25 letter)

![](https://pbs.twimg.com/media/GwK5RFJXEAACdRy.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946321697965039970/c:line.svg)

**Related Topics**
[insurance](/topic/insurance)
[$cprt](/topic/$cprt)
[stocks consumer cyclical](/topic/stocks-consumer-cyclical)

[Post Link](https://x.com/StockCompil/status/1946321697965039970)