观点

Copart 经营暂时不佳，正趁机建仓

阿克雷说组合里公司的质量和经营基本面依然很强；少数经营表现不佳的公司，如 LVMH 和 Copart，他们认为只是暂时的压力，正在借机建仓，预计整个组合的每股自由现金流仍能保持十几个百分点的增长。

In the rare instances where our companies are not performing well fundamentally (LVMH, Copart) we are building positions under what we see as temporary overhangs.