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

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Clay does analysis on two high-quality compounders - Topicus.com and Copart. Topicus.com is a spin off of Constellation Software and is at a size similar to what CSI was back in 2010. They provide vertical market software and vertical market platforms in Europe. Copart provides online auctions and vehicle remarketing services in the United States, Canada, and many other countries.
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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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@WeStudyBillionaires Жыл бұрын

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@davidwilson9976 Жыл бұрын

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.

@KamilMauel Жыл бұрын

y/y is +30% (mostly acquisitions - organic: only +8%), q/q is flat. Bad day both for Topicus: -4.7% and Constellation Software: -3.7%.

@sebfox2194 Жыл бұрын

@Kamil Mauel Their business model is based on finding and acquiring other businesses, though. So, a lot of their growth will always come from acquisitions. This makes them different from a typical company that makes less frequent acquisitions and is therefore more reliant on organic growth.

@RolfStumpfRailMedia Жыл бұрын

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 😁