This chapter discusses the latest earnings from Goldman Sachs and a surprise earnings release from Carvan, including the factors that impacted Goldman's earnings.
Carvana is selling “the good silver” to shore up its debt situation, and shareholders are about to get diluted.
(00:21) Bill Mann and Dylan Lewis discuss:
- Why Goldman Sachs is struggling in the consumer space and what its write-downs mean for real estate. - How debt restructuring sent shares of Carvana up 30%. - Why investors might want to adjust their expectations for the car-seller that’s up 10X year-to-date.
(15:08) Just one American carmaker is a top electric vehicle seller in China. Ricky Mulvey caught up with Bill Mann to talk about the landscape of the world's largest car market.
Companies discussed: GS, CVNA, BYDDY, TSLA, NVDA, TSM
Host: Dylan Lewis Guests: Ricky Mulvey, Bill Mann Engineers: Dan Boyd, Rick Engdahl
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