CJ3

[CJ3 @cjzebra132]

@PrezWisdom Joe Biden's debate performance was the single most consequential presidential campaign event I've ever witnessed

[CJ3 @cjzebra132]

@JohnHuber72 @TSOH_Investing @BillBrewsterTBB Complacency damages moats. Agree with your take here.

[leveredturtle @leveredturtle]

$CPRT is too interesting after a 50% drawdown and Jay coming back to not give some attention to…

https://t.co/fZqMEAqGSt

[CJ3 @cjzebra132]

@ValleyFallsRI Thanks

[CJ3 @cjzebra132]

@govro12 I think it's a good deal also. Strong competitive position. Left for dead.

[CJ3 @cjzebra132]

@valuedontlie Cprt

[CJ3 @cjzebra132]

@CoreySeidman @AntSanPhilly @FranzkeLA

[CJ3 @cjzebra132]

@Invesquotes I liked the call. Felt like he was honest and motivated.

[CJ3 @cjzebra132]

@Invesquotes I'm excited to hear Jay's conference call on Monday. A good signal that he wants to dialogue with investors.

[CJ3 @cjzebra132]

@ValueStockGeek When are you going to do another podcast?

[CJ3 @cjzebra132]

@ohcapideas @DurableCreators I've done very well buying things like HTLD and DG when they were left for dead. And I think cprt is a much better business than those two.

[CJ3 @cjzebra132]

@ohcapideas @DurableCreators Thoughtful commentary, thank you. I tend to agree. I bought more today. Perhaps a 10 ev/ebitda would be better to hold out for. Oh well. I love the buybacks. Pile up the cash and buy back stock when no one wants it

[CJ3 @cjzebra132]

@ohcapideas @DurableCreators Ohio, are you interested in cprt at this point? How are you thinking about the company per this news

[CJ3 @cjzebra132]

@Invesquotes Net cash position is a buffer. I bought more today. Still concerned, will see what happens

[CJ3 @cjzebra132]

@tristanwaine Yeah, I feel the same way. Bought a bit yesterday. Don't see total disruption for them. Think they regroup and are ok.

[CJ3 @cjzebra132]

@tristanwaine How about now

[CJ3 @cjzebra132]

@FreightAlley Time on X doesn't count 😂

[CJ3 @cjzebra132]

@JackFritzWIP eh, data is probably a bit skewed due to Marchan catching Painter/Walker/Nola more frequently??

[CJ3 @cjzebra132]

@JackFritzWIP Only 5/6 on the year. Stott has 5. Harper has 7. This is not ideal, but it's not egregious Jack. Get a grip.