Hey Guys! This week, we’re chatting all things Carvana ($CVNA) from a Twitter Spaces I organized on July 7, 2022. The goal was to figure the +20 billion dollar question… Will Carvana ($CVNA) survive? We discussed how much Carvana has in liquidity, what could cause Carvana to have a liquidity crunch, is the valuation attractive enough? Plus, we had amazing guests such as Henry Rearden (@integrity4mkts), @GuyDealership, and Marc Cohodes (@AlderLaneEggs).
- [0:00] Introduction
- [2:00]@WolfofMStreet bullish view
- [12:30] Bull Case: Carvana is not a fraud but falling used car prices are a big danger
- [21:00] @sixdegreestech take
- [24:00] How much liquidity does Carvana has?
- [29:00] What could make Carvana to have a liquidity crunch?
- [32:00] Valuation is not attractive yet: CVNA is not increasing and Inventory is increasing
- [43:00] Leverage + Garcia’s Management: Formula for disaster.
- [57:00] Henry’s Research
- [1:03:00] @GuyDealership insights
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