Do you think the risk for Copart isn't so much about "losing" accounts to a better-run IAA, but rather that the industry's desire for a stable duopoly will naturally cap Copart's ability to push for higher margins or more aggressive contract terms in the future?
I’ve subscribed and would be happy to support each other. :)
Do you think the risk for Copart isn't so much about "losing" accounts to a better-run IAA, but rather that the industry's desire for a stable duopoly will naturally cap Copart's ability to push for higher margins or more aggressive contract terms in the future?
I’ve subscribed and would be happy to support each other. :)
Jorrit