On this Dialogue episode of The Synopsis, we give an update on CoStar Group and Copart. Check out our written business updates for $CSGP and $CPRT below!

CoStar Group 4Q24 Business Update

Copart: 2Q25 Business Update (Calendar 4Q24)

~Mentioned Memos~

Accounting Memo: Alibaba, JD, and the $330bn Footnote

~*~

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Show Notes

(0:00) Intro

~CoStar Group~

(1:58) — CoStar Overview

(10:55) — Sales Force, Growth, Homes.com

(23:06) — Better Bear Case, Valuation, Andy Florance as a CEO

~Copart~

(31:51) — Copart Overview and Tailwinds

(47:45) — International, Purple Wave, Tariffs, Valuation

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in CSGP and CPRT. Furthermore, accounts one or more contributors advise on may also have a position in CSGP and CPRT. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Dialogue. Copart and CoStar Group 4Q24, Growth Bear Case, Quality Tailwinds, Andy Florance as Plate Spinner

The Synopsis

Dialogue. Copart and CoStar Group 4Q24, Growth Bear Case, Quality Tailwinds, Andy Florance as Plate Spinner