Filling up on Couche-Tard
Update: 2025-12-02
Description
This week, Barry and Ernest review results for Alimentation Couche-Tard and Copart before breaking down Netflix offer to purchase Warner Brothers Discovery.
0:00- Intro
8:33- Alimentation Couche-Tard's rebound
15:04- Canadian compounder buybacks
24:17- Copart's earnings
30:29- Copart's low-value car problem
36:42- How AVs impact Copart
39:00- Netflix's bid for Warner Brothers Discovery
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