{"data":{"posts":[{"slug":"copart-acv-auctions-acquisition-masterstroke-or-mistake","title":"Is Copart's Acquisition of ACV Auctions a Masterstroke or a Mistake? A Deep Dive into Growth, Supply Constraints, and Valuation","summary":"Copart's growth engine is slowing as collision frequency declines. A look at the math behind the ACV Auctions deal and what it means for the thesis.","date":"2026-09-18T00:22:09.139309+00:00","lang":"en","url":"https://stocksdeepdive.com/blog/copart-acv-auctions-acquisition-masterstroke-or-mistake"},{"slug":"copart-cprt-real-product-jay-adair-return","title":"Copart's (`CPRT`) Real Product Isn't Cars: Jay Adair's Return and the Road Ahead","summary":"Copart (CPRT) held double-digit ROIC through peak inflation and supply shocks. Jay Adair is back as CEO — here's what his return signals for growth.","date":"2026-09-10T23:22:04.453769+00:00","lang":"en","url":"https://stocksdeepdive.com/blog/copart-cprt-real-product-jay-adair-return"},{"slug":"copart-cprt-market-is-wrong","title":"Why I Think the Market Is Wrong About Copart (`CPRT`)","summary":"Why I believe the market is mispricing Copart (CPRT). A look at claims volumes, insurance cycles, and whether the recent slowdown is temporary.","date":"2026-09-04T08:53:52.132109+00:00","lang":"en","url":"https://stocksdeepdive.com/blog/copart-cprt-market-is-wrong"},{"slug":"ocl-ax-investment-strategy-company-valuation","title":"OCL.AX: My Investment Strategy and Company Valuation","summary":"Is OCL.AX undervalued? Explore my 10-year growth model, valuation analysis, Microsoft 365 risks, and the investment thesis behind Objective.","date":"2026-08-28T08:43:55.862398+00:00","lang":"en","url":"https://stocksdeepdive.com/blog/ocl-ax-investment-strategy-company-valuation"},{"slug":"ocl-research-round-2-is-ocl-a-modern-cigar-butt-company","title":"OCL Research Round 2: Is OCL a Modern Cigar Butt Company?","summary":"Deep-dive equity research, capital allocation analysis, and disciplined value investing insights to help long-term investors compound wealth rationally.","date":"2026-08-21T07:53:04.829827+00:00","lang":"en","url":"https://stocksdeepdive.com/blog/ocl-research-round-2-is-ocl-a-modern-cigar-butt-company"},{"slug":"rmd-my-valuation-of-resmed-and-why-i-stopped-my-research","title":"RMD: My Valuation of ResMed and Why I Stopped My Research","summary":"ResMed (RMD) faces headwinds from GLP-1s and Philips, but Medicare reimbursement changes pose the biggest risk to margins and valuation.","date":"2026-08-19T12:25:10.189058+00:00","lang":"en","url":"https://stocksdeepdive.com/blog/rmd-my-valuation-of-resmed-and-why-i-stopped-my-research"}]},"attribution":"Data and computed scores from StocksDeepDive (stocksdeepdive.com). Please attribute and link back when quoting or reproducing.","disclaimer":"Factual information and general commentary only. StocksDeepDive publishes data, model outputs and described calculations from stated inputs. Nothing on this site takes your personal objectives, financial situation or needs into account, and nothing here is financial product advice or a recommendation to buy, hold or sell any security. Model outputs depend entirely on their stated inputs and assumptions. Consider seeking advice from a licensed adviser before acting. Data via Yahoo Finance, Google Trends, StockTwits and NewsAPI; figures may be delayed or revised.","as_of":"2026-09-18T00:22:09.139321+00:00","link":"https://stocksdeepdive.com/blog"}