
Romtin
159 posts

Romtin
@Romtin5
Living life with everyone in mind




Copart is now in its largest drawdown in more than 15 years. -50.8% from highs. $CPRT










$ODD down over 40% after guiding Q1 revenue to decline ~30% versus the market expecting ~21% growth. Management blamed algorithm changes that spiked CAC but when a distribution shift can drive this kind of miss… then that’s a structural issue that warrants a pre-announcement.







What’s going on in SAAS per Evercore and why they don’t think it’s an easy buy and a quick turnaround In the last year there have been only 3 insider purchases in large cap software. This is insane. If they thought their stocks were cheap, needless to say they’d start buying. Instead they’re sitting there with everyone else watching the share price bleed out. If the insiders aren’t buying yet when why should you?













