Auto1 is a European online used-car marketplace that currently handles only 3% of a massive, fragmented €700 billion market, and with rivals having pulled back, the podcast's guest argues the company's combined data, logistics, and cross-border buying advantages give it a realistic shot at capturing 10%+ of that market — which would mean dramatically more revenue and a much higher stock price.
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Auto1 Group, a Europe-wide used car buying and selling platform, has dramatically improved its profitability over the past few years and trades well below what the podcast host estimates it's actually worth, making it a buy with an expected annual return of around 15%.
Copart's stock is down more than 20% from its peak because investors are worried about short-term pressures and the possibility that self-driving cars reduce accident volumes, but the podcast argues those fears are exaggerated given the company's deeply entrenched competitive position and a 30-year track record of 21% annual returns, making this a good moment to buy in.