Introduction

What better time to replay my 2022 Twitter Spaces on Carvana (CVNA) and its ability to survive a potential bankruptcy than this week?

If you haven't heard, CVNA has ripped over the past two years, rising from a low of ~$4/share to over $100/share.

This is easily one of the most controversial stocks on Twitter. You either LOVE or HATE Carvana. There's no in-between.

Fast-forward to 2024 and my Twitter audience has grown, so a lot of people probably missed this conversation.

It's also a great way of reviewing past priors and seeing how those have changed over time.

I hope you enjoy!

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This week, we’re chatting all things Carvana ($CVNA) from a Twitter Spaces I organized on July 7, 2022. The goal was to figure out the +20 billion dollar question… Will Carvana ($CVNA) survive?

We discussed how much liquidity Carvana has, what could cause a liquidity crunch, and whether the valuation is attractive enough.

Plus, we had amazing guests such as Henry Rearden (@integrity4mkts), @GuyDealership, and Marc Cohodes (@AlderLaneEggs).

• [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

Finally, a big thanks to the following sponsors for making the podcast a reality.

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