What are your thoughts on CPRT and RB earnings and the recent hurricanes? Both are major clearing houses for automotive auction sales after total loss events. I've done business with them, but never worked for either. I'm sure both companies are going to do very well in auction fees and volume in the aftermath of these storms. But, is this already priced in? Were they expecting an active hurricane season, thus earnings are going to be in line with expectations – or will they beat on a surge of auction demand? What are your thoughts?
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