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December 2, 2025 54 mins

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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