How to Identify High-Quality Compounders | Copart & Topicus Stock Analysis (TIP549)

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▶️ RELATED EPISODE:

IN THIS EPISODE YOU’LL LEARN:
0:00:00 - Intro
0:02:27 - Clay’s biggest takeaways from reading 100 Baggers by Chris Mayer.
0:06:25 - Chuck Akre’s 3 legged stool approach to compounding wealth.
0:08:02 - Clay’s assessment of Topicus as an individual stock.
0:15:21 - Topicus’s history as a business.
0:16:47 - Why Topicus operating in Europe is potentially a big competitive advantage.
0:34:29 - Why Copart is well-positioned to prevent competition from taking their market share.
0:38:27 - Copart’s insider ownership.
0:43:03 - Potential risks for Topicus and Copart.

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ABOUT OUR SHOW 🎙 
On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market.

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❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
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WeStudyBillionaires
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Topicus (TOI) just released earnings. Revenue increased 30% quarter over quarter. Constellation Software recently spun off Lumine Group (LMN). At about $1B valuation, this one may have a huge run way. Holding both of these for hopefully decades.

davidwilson
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Thanks for this episode. Topicus has gotten frothy and seems not at a good valuation right now. The other, more recent Constellation spin-off Lumine Group seems to be interesting, too. On part of Copart, I have already added the company to my portfolio some weeks ago and will add more. And the other day I made the math to break dowm my portfolio by market cap. Turns out I'm owning almost 3/4 small cap, even some micro cap at under 100m US$. Happy compounding 😁

RolfStumpfRailMedia
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I love your content and style Clay. I read the books too.

magicbus