Aaron Chan, Founder and Managing Partner at Recurve Capital LLC, shares his expertise on Carvana, the major player in online used car sales. He discusses the nuances of its disruptive business model, comparing it to Netflix's transformation in entertainment. Chan highlights the company's unique advantages, like operational efficiencies and national presence, while addressing the volatility that attracts short sellers. He also speculates on future growth potential and the significant market dynamics that could shape Carvana's success.