
One Up on Wall Street by Peter Lynch | ADI Book Club 1
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
Carvana and Turn Arounds
The risk with turnarounds is what matters the most here is cash and assets. Judging their ability to turn around matters but with something like carvana the stock prices down a lot. Their ability to take market share in this non growing or non high growing industry is going to continue I think because they offer such a better thing. And right now they're pretty much priced for bankruptcy and if they Make it the equity is going to go up a lot.
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