A long-term runner below the 200-day line.

Is it worth getting in?

$CPRT (+1,16%)

Profit growth expected 22% in 2025

P/E RATIO 2024: 33

P/E RATIO 2025: 32

Free cash flow: 2024: 997

2025: 1424

2026: 1658

EBitT margin: 2024: 38.48%

2025: 40,04%

2026: 39,84%

Book value per share: 2024: 1.446

2025: 1,644

2026: 1,835

Key figures continue to increase.

Can anyone find a fly in the ointment?

Company Profile

Copart, Inc. engages in the provision of online auctions and vehicle remarketing services. It offers vehicle sellers a full range of services to process and sell vehicles primarily over the Internet using Virtual Bidding Third Generation Internet auction-style sales technology. The company sells vehicles primarily to licensed vehicle dismantlers, remanufacturers, repair licensees, used car dealers and exporters and in certain locations, as well as to the general public. The company's services include online seller access, residual value estimating services, appraisal services, salvage vehicle processing, virtual insurance exchange, transportation services, vehicle inspection stations, on-demand reporting, DMV processing, and vehicle processing programs. It operates through the United States and International segments. The company was founded by Willis J. Johnson in 1982 and is headquartered in Dallas, TX.

Hello everyone,

I am more than satisfied with the performance of my portfolio this year!

I was in the discovery phase for a long time as far as my strategy is concerned and I have certainly lost some returns due to some back and forth. The back and forth was mainly due to a steady increase in knowledge. I have learned a lot this year, particularly in the area of share valuation (DCF, fair value, trading comps) (and of course some gambling). With this additional knowledge, I also had to rethink some positions that I would certainly not have included in my portfolio today.

I am pretty sure that my approach of buying absolute quality companies at good prices will work out in the future.

That's why I want to focus my portfolio even more in the future!

For new additions to the portfolio I have $SNPS (+1,89%)
$CDNS (+3,48%)
$ANSS (+2,45%)
$CPRT (+1,16%)
$CTAS (+0,15%) and $RACE (+3,21%) at the top of my watch list. If something happens here that drives the valuation down significantly, I would like to buy it.

What are your top quality companies?

LG

@Kundenservice

Topic: Stock Split

Yesterday there was a 2:1 split at $CPRT (+1,16%) . The price is now also displayed correctly, only the number of shares in my portfolio was not adjusted. Do I have to adjust this manually (increase number + EK /2), or does this happen automatically over the course of the days?

Side info: transactions were added via PDF. 😊

This has been a long marathon, finally the sub-portfolio is complete - at least for now. It took us a little longer than a year to reach the intended number of 10 different stocks! 😄

-

What do you think about the selection? Would you have replaced one stock with another? 🤔

-

At this point, it is worth mentioning that I have already initiated the sale of UFP Industries. The reason for this is not that I am not convinced by the performance, but the "post-treatment" of the return: the income cleaning extremely reduces the return in that case. Lastly, in a Patreon post, I had explained again in detail what you should pay attention to when selecting stocks related to revenue cleansing (note: it is not only the share of impure revenue that matters) 😁

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Do you guys have a replacement candidate for UFP? 🤔

#halal
#investieren

Current tenbagger portfolio:

$FIVE (-2,61%)
$NVDA (+3,67%)
$WCH (+2,46%)
$CPRT (+1,16%)
$TRI (+5,68%)
$BOOT (+3,47%)
$UFPI (+2,96%)
$WSM (+1,32%)
$BILL (+1,36%)
$AMN (-2,38%)

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗡𝗲𝘂𝗲 𝗔𝗺𝗯𝗶𝘁𝗶𝗼𝗻𝗲𝗻 𝘃𝗼𝗻 𝗦𝗶𝗲𝗺𝗲𝗻𝘀 𝗛𝗲𝗮𝗹𝘁𝗵𝗶𝗻𝗲𝗲𝗿𝘀 / 𝗚𝗲𝘀𝘁𝗲𝗶𝗴𝗲𝗿𝘁𝗲𝘀 𝗨𝗺𝘀𝗮𝘁𝘇𝘇𝗶𝗲𝗹 / 𝗟𝗲𝗯𝗲𝗻 𝗶𝗻 𝗱𝗲𝗿 𝗦𝗮𝗻𝗱𝗯𝗼𝘅

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, Chevron Corporation ($CHV (-0,15%)), Microsoft ($MSF (+1,09%)), SBA Communications ($SBJ (-1,07%)), Thomson Reuters ($TOCB) and Valero Energy ($V1L (+0,24%)) are trading ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Baidu ($B1C (+2,23%)), Bath&Body Works ($LTD0 (+0,34%)), Bilibili ($71BA (+5,6%)), Cisco Systems ($CIS (+0,97%)), Copart ($CO6 (+1,16%)), Experian ($EXPGY), Lowe's ($LWE (+0,59%)), Nvidia ($NVD (+3,67%)), SSE plc ($SCT (-1,69%)), Target Corporation ($DYH (+1,37%)), TJX Companies ($TJX (+0,25%)) and ZTO Express ($ZTOA (+3,54%)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Siemens Healthineers ($SHL (-0,12%)) - Following the acquisition of U.S. cancer specialist Varian, Siemens Healthineers aims to grow significantly profitably in the medium term. The "New Ambitions" are to serve as a benchmark for the next three years starting in the next fiscal year 2022/23. For example, sales are to be increased by 6 to 8 percent annually, as well as 12 to 15 percent more adjusted earnings per share in each case. Previously, the forecast was somewhat lower, but with Varian, the radiation therapy provider acquired in the meantime, the targets are now more ambitious. For 2024/25, Varian is targeting an adjusted EBIT margin of over 20 percent.

Auto1Group ($AG1 (+4,75%)) - The parent company of Autohero and wirkaufendeinauto.de Auto1Group has again raised its sales target this year. In the current year, sales are expected to increase to 4.5 to 4.6 billion euros. In 2020, sales were still at 2.8 billion euros. The hard-hit stock of the online used car retailer was driven by strong quarterly figures and the annual sales forecast, which was raised again. After the IPO in February, the stock had fallen sharply from its record high of just under 57 euros to almost 28 euros. The Japanese technology investor Softbank ($SFT (+2,12%)) is currently the largest shareholder with 18 percent of the shares.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Sandbox - After four years of development, the Sandbox Metaverse Alpha launches on November 29. As virtual real estate and gaming company opens up part of its Metaverse to players for the first time via a multi-week play-to-earn (P2E) alpha event. Players can monetize time spent in the Metaverse via a P2E model. They can buy land in-game, create NFTs, and earn the Sandbox Token ($SAND/EUR (+6,18%)). The price of SAND reached a new all-time high of $3.42 today. In 2021, SAND experienced a meteoric rise, gaining 8663.5% in the last 12 months.

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