Substack · Speedwell Memos · Speedwell Research
Copart 4Q26 Business Update
Thesis Shift?
Since publication −1.7% α −2.2 pp vs S&P 500 · USD
US · 10 entries · 9 publications
CPRT
Copart
- Entries
- 10
- Bullish
- 1
- Bearish
- 0
- First
- Sep 8, 2025
- Latest
- Sep 17, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on CPRT at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- September 2026 5 entries
Substack · Watchlist Investing · Adam Mead
Copart Update
What we know so far about the $1.9 billion ACV acquisition and an update on FY 2026 results.
Since publication −5.4% α −7.1 pp vs S&P 500 · USD
Substack · Galician Investor: Empresas de calidad para décadas · Galician Investor
¿Por qué cae Copart?
Estreno formato nuevo. Y empiezo con Copart.
Since publication −5.4% α −7.1 pp vs S&P 500 · USD
Substack · Burn The Index
Is Copart a Buy After the Q4 Results and the Acquisition of ACV Auctions?
Results and thesis check
Since publication CPRT −5.4% α −7.1 pp vs S&P 500 · USD
Substack · Dragon Field Investing · Dragon Field
Jay’s Reality Part 3: Swagger Further Upstream
Copart’s 4Q/FY26 Earnings Call, and ACVA Acquisition
Since publication −6.1% α −7.3 pp vs S&P 500 · USD
- August 2026 2 entries
Substack · Undiscovered Compounders
Copart: a wonderful company at a wonderful price (I bought it, of course)
It's not a small cap, but the opportunity is too asymmetric to ignore.
Since publication −11.6% α −11.5 pp vs S&P 500 · USD
Substack · Dragon Field Investing · Dragon Field
$CPRT Trade Alert: Trimming & Closing
Major Adjustments to Copart Position
Since publication −13.8% α −13.8 pp vs S&P 500 · USD
- July 2026 2 entries
Substack · Summit Stock Research · Lucas | Summit Stock Research
Copart ($CPRT): Revisiting the Investment Thesis
Copart Q2 & Q3 2026 stock update
Since publication +6.9% α +5.5 pp vs S&P 500 · USD
Substack · Hundal Earnings
Copart and the Economics of Salvage Market Coordination
How Copart captures economic value by coordinating a fragmented global salvage vehicle ecosystem.
Since publication −0.3% α −2.2 pp vs S&P 500 · USD
- September 2025 1 entry
Substack · Andvari’s Substack · Douglas Ott
Seeing Beyond Copart's Recent Weakness
Why Unit Volumes Have Declined
Since publication −40.2% α −58.4 pp vs S&P 500 · USD
There are 2 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.