Episode 14: Carvana: The Stock Has Been a Wild Ride. Buckle Up for a Test Drive. 🚗

May 27

Written By Brian O'Neill

Pocket Casts (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy)

Castro (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy)

Goodpods (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy)

Metacast (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy)

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

Cliff Sosin, Yet Another Value Podcast
Recurve, Yet Another Value Podcast
Recurve Rebuttal
Cliff Sosin, Invest Like The Best
Hindenburg Short Theses

Get Email Updates

Brian O'Neill

Episode 14: Carvana: The Stock Has Been a Wild Ride. Buckle Up for a Test Drive. 🚗

Episode 15: Thesis Grading a multi-year investment in TG Therapeutics (TGTX)

Episode 13: What is FOMO Investing?