Who mentions $CPRT most on Surfaced?

@invesquotes (Leandro) mentions $CPRT most — 2 mentions in the past 12 months.

When was $CPRT first mentioned on Surfaced?

The earliest tracked mention of $CPRT in the Surfaced archive was on Jan 7, 2026.

How many voices track $CPRT?

2 FinTwit voices have mentioned $CPRT 4 times in the past 12 months.

What kind of voices mention $CPRT most?

$CPRT is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

mentions

voices

$CPRT

Copart

$CPRT

Copart

Past 12mo:4mentions2voices

All voices4 mentions since Jan 2026calls only

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About this stock

$CPRT has received 4 mentions over the past 12 months from 2 distinct FinTwit voices, with the first mention occurring on January 7, 2026, and the most recent on July 6, 2026. @invesquotes and @kaizen_investor each contributed 2 mentions, with activity concentrated in long research content. The discussion centers on operational developments at Copart, including leadership changes and strategic direction outlined during recent earnings communications.

AI-generated from tracked posts · updated Sep 1, 2026

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Recent mentions

4 mentions

@invesquotesJul 6, 2026 · 4:04 PM

Some highlights from Jay Adair's first call as returning CEO to Copart $CPRT (with some of my comments attached): - He is not a transitional CEO, he expects to be at the company for 10+ years - Believes current industry headwinds are cyclical and that insurance premium increases are already normalizing. My comment: bodes well considering it has created "easy" comps - Copart will focus on international expansion, not only growing the existing base but moving into other countries. They can now be more aggressive after "figuring out" international insurance industries (like in Germany) - There will be a focus on M&A: "We will be doing M&A obviously." Imho this is good from a growth standpoint and the fact that the $4.2B in cash likely gets reinvested. He even said that they could lever up to acquire. I do understand that this might make the market a bit nervous (i.e., is the organic growth story over?) - He believes the narrative re. IAA and how it now competes face 2 face with Copart is flawed: "I think they've espoused some rhetoric that's out there in the marketplace. I haven't seen where their products have dramatically changed." - He did admit that there's been share loss with one customer but that it's not representative of the remaining customer relationships and that they'll likely win share back over time: "There is a unit loss. There was an account that was lost in some ways, and in some ways, Copart chose not to do business. I think Copart has the ability to win that business back. I suspect over time, you'll see us winning business." - Believes that the changes that are going to be made won't take years but will take several quarters - There will be Capex leverage: "The last 10 years was just half a billion a year in buying land and developing those locations. That's definitely going to slow down." This is more important than it looks because if growth accelerates on the face on Capex leverage, FCF will most likely go through the roof (Copart is currently trading at an EV/FCF yield of 6%) - On SG&A leverage: "I think we can leverage it, but I'm not going to make a statement like that on a call which stops me from making a good LT decision to invest in the company."

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@invesquotesJun 29, 2026 · 1:25 PM

WOW. Jay Adair returning as Copart's CEO. Was not on my bingo card. $CPRT https://t.co/zn2k6wr3Al

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@kaizen_investorJan 7, 2026 · 9:04 PM

9/10 Copart, $CPRT, is a global leader in online vehicle auctions and remarketing services, specializing in the sale of used, wholesale, and salvage-title vehicles to a diverse base of dismantlers, dealers, and exporters. According to the reverse DCF analysis, investors are expecting the FCF of $CPRT to grow with 12.39% in the upcoming 10-years. Copart has proven to be able to grow the FCF with a 10-year CAGR of 26.6% with a standard deviation of 36%.

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@kaizen_investorJan 7, 2026 · 9:04 PM

The 10 Most Undervalued Quality Companies of 2026 according to the reverse DCF! Each year I run a reverse DCF analysis on around 250 companies. The goal of a reverse DCF is to see how much free cash flow growth the market is pricing in. I compare these to the 10- 5- and 3- Year FCF CAGR to see if investors are expecting the company to do worse or better than the previous years. There are 3 rules: 1. The FCF should be positive in at least 8 of the last 10 years. 2. The FCF should be positive in the last year. 3. The standard deviation of the FCF should be less than 40%. According to this analysis the 10 most undervalued companies of 2026 are: $DTE: Deutsche Telekom $VEEV: Veeva Systems $KSNL: Kinsale Capital $CRM: Salesforce $CDI: Christian Dior $PAYC: Paycom $ADBE: Adobe $PANW: Palo Alto $CPRT: Copart $MA: Mastercard Do you own any of these undervalued companies? If you want to know more, please read the thread 🧵

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