Carvana $CVNA: Will It Survive?

<p>Hey Guys! This week, we’re chatting all things Carvana ($CVNA) from a Twitter Spaces I organized on July 7, 2022. The goal was to figure the +20 billion dollar question… Will Carvana ($CVNA) survive? We discussed how much Carvana has in liquidity, what could cause Carvana to have a liquidity crunch, is the valuation attractive enough? Plus, we had amazing guests such as Henry Rearden (<a href="https://twitter.com/Integrity4mkts" target="_blank">@integrity4mkts</a>), <a href="https://twitter.com/GuyDealership" target="_blank">@GuyDealership</a>, and Marc Cohodes (<a href="https://twitter.com/AlderLaneEggs" target="_blank">@AlderLaneEggs</a>).</p> <ul> <li>[0:00] Introduction</li> <li>[2:00]@WolfofMStreet bullish view</li> <li>[12:30] Bull Case: Carvana is not a fraud but falling used car prices are a big danger</li> <li>[21:00] @sixdegreestech take</li> <li>[24:00] How much liquidity does Carvana has?</li> <li>[29:00] What could make Carvana to have a liquidity crunch?</li> <li>[32:00] Valuation is not attractive yet: CVNA is not increasing and Inventory is increasing</li> <li>[43:00] Leverage + Garcia’s Management: Formula for disaster.</li> <li>[57:00] Henry’s Research</li> <li>[1:03:00] @GuyDealership insights</li> </ul> <p>Finally, a big thanks to the following sponsors for making the podcast a reality.</p> <p><strong>Mitimco</strong></p> <p>This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created&nbsp;<a href="https://emergingmanagers.org/" rel="ugc noopener noreferrer" target="_blank">emergingmanagers.org</a>, a website for emerging manager stockpickers.</p> <p>For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays an