CVNA
4 tracked calls · 4 long · 0 short
first called by Invest Like the Best 1y ago
LONGPOSITION7mo ago
“I love physical real estate. I love Amazon or We're investors in Carvana.”Invest Like the Best
Carvana's hard-to-replicate physical reconditioning centers form a durable moat in used cars.
CVNALONG@ $89.91
$62.81-30.14%
since call Dec 16
LONGPOSITION1y ago
“we ended up flying out to Phoenix as a group and we back and forth... We cut a deal, The stock, and we had bought stock at $4. You know, the stock went from…”Invest Like the Best
Carvana was a coercive restructuring turned win; bonds exchanged at 90 traded to 120 and equity exploded.
CVNALONG@ $67.66
$62.81-7.17%
since call Jun 3
peak +8.9%
LONGPOSITION1y ago
“the economic advantages that allow someone to build a successful distribution company or a successful retailer or a successful lender, all of them have…”Invest Like the Best
Carvana is the most efficient used-car retailer with widening moats, and margins still climbing toward 13-14%.
CVNALONG@ $49.85
$62.81+26.00%
since call Apr 29
peak +48.1%
LONGPOSITION1y ago
“And the stock went from $300 a share, $330, to eventually went down to $5. Which, by the way, how many companies can you name that went from $70 billion…”Invest Like the Best
Carvana avoids bankruptcy and grows units many times over, so the stock recovers from near-zero.
CVNALONG@ $42.07
$62.81+49.31%
since call Apr 15
peak +68.8%