Most Recent Updates in CVNA Research Notes
Below is the list of the most recent updates made within the Carvana ($CVNA) Research Notes. This is an easier way to find new information to read, and keep track of updates.
The links will take you to the corresponding email that was sent out, where the related notes are at the bottom of that post.
I will be updating this as the single location of the most recent updates made in the CVNA Research Notes.
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For more information on Research Notes, see here.
Most Recent Updates within the CVNA Research Notes
Note: I actively discuss Carvana on an ongoing basis within the Portfolio Updates.
#8:
#8 (12.19.2023, $59.80):
Current Thoughts in Q4 2023
#7:
#7 (11.2.2023, $25.99): (and ~45min video)
Thoughts Before Q3 2023 Earnings
How CVNA’s Q3 results could be much higher than the updated outlook (scenarios included and discussed)
Possible Q4 guidance
Returning to growth + leverage on fixed costs + sustainable margins
#6:
#6 (7.8.2023, $29.45):
Catalysts for a Significantly Higher Stock Price in the Near Term
#5:
#5 (7.6.2023, $24.97):
How 23Q2 Could be Better than the Updated Outlook
#4:
#4 (6.29.2023, $25.74):
When to Buy More During the Cancer Surgery Formula
#3:
#3 (2.6.2023, $13.43):
Thoughts Before The Q4 Call
Current Trend of Lower Units
Cost Efficiencies vs Cost Cutting
Liquidity
Short Float %
Equity Raise or Debt-for-Equity Swap
#2:
#2 (10.31.2022, $13.53):
Cancer Surgery Formula
As seen with:
Buffett/Munger & GEICO/Coke
Lynch & Fannie Mae
Miller & Amazon
Sleep & Stagecoach
#1:
#1 (10.31.2022, $13.53):
Thoughts Before 22Q3 Call
Liquidity
Inventory
Real estate
Cost cutting / efficiencies
GPU / SG&A
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Research Notes contain information I have collected while researching, investigating, analyzing, and thinking through businesses, such as CVNA.
This is where I continue to add additional notes, observations, and thoughts.
Some of the notes have never been made, nor will be made, into official posts that are public to read.
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Carvana ($CVNA) Research Notes:
I frequently send out emails that contain the most recent updates to these notes:
List of the the most recent updates in the CVNA Research Notes
Cardlytics ($CDLX) Research Notes:
I frequently send out emails that contain the most recent updates to these notes:
List of the the most recent updates in the CDLX Research Notes
General Research Notes on Businesses, Investments, and CEOs (Historical to Current):
Portfolio Updates:
Current holdings and allocations, and reasons behind recent buy / sell / hold decisions.
Reviews on the Research Notes
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