Carvana: The Stock Has Been a Wild Ride. Buckle Up for a Test Drive. 🚗
In this episode of FOMO Investing, Brian and Mik dive into the volatile world of Carvana, exploring its business model, recent stock performance, and the ongoing debate between short and long theses. Mik shares his personal experience selling cars to Carvana during the pandemic, leading into a discussion about the company's unique approach to the used car market. They analyze Carvana's operational efficiencies, the controversy surrounding related-party transactions, and the potential future of online car sales.
Links Mentioned
Links Mentioned
- Cliff Sosin, Yet Another Value Podcast
- Recurve, Yet Another Value Podcast
- Recurve Rebuttal
- Cliff Sosin, Invest Like The Best
- Hindenburg Short Theses
