Most Recent Updates in CVNA Research Notes

Austin Swanson
Jun 28, 2023
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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.

For those of you who do not have access yet, upgrade your subscription here:

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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In addition to gaining access to the notes above, upgrading your subscription will give you access to all Research Notes.

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:

Carvana CVNA Qualitative Research Notes Swany407 Research Notes Analysis Austin Swanson, 2018 Analyst Day, Competition, CarMax, Vroom, Shift, AutoNation, GM, Local, Dealers, and more, Disadvantages, selection, delivery, inspection and reconditioning, IRCs, Financing, Vehicle Service Contracts, VSC, Extended Warranties, GAP, Fees, Commission, Site Visits, Footprint, capacity, size, processes, root, insurance, hertz, new cars, drivetime, silverrock, blueshore, short thesis, Twitter, resources, Valuation, Market Penetration, Total Addressable Market, SG&A, Valuation, Intrinsic Value, Advertising, Securitizations, Operating Leverage, Retail Margin, Gross profit per unit, GPU, $CVNA, Austin Swanson, Carvana CVNA Quantitative Research Notes Swany407 Research Notes Analysis Austin Swanson, 2018 Analyst Day, Competition, CarMax, Vroom, Shift, AutoNation, GM, Local, Dealers, and more, Disadvantages, selection, delivery, inspection and reconditioning, IRCs, Financing, Vehicle Service Contracts, VSC, Extended Warranties, GAP, Fees, Commission, Site Visits, Footprint, capacity, size, processes, root, insurance, hertz, new cars, drivetime, silverrock, blueshore, short thesis, Twitter, resources, Valuation, Market Penetration, Total Addressable Market, SG&A, Valuation, Intrinsic Value, Advertising, Securitizations, Operating Leverage, Retail Margin, Gross profit per unit, GPU, $CVNA, Austin Swanson

I frequently send out emails that contain the most recent updates to these notes:

Cardlytics ($CDLX) Research Notes:

Cardlytics CDLX Quantitative Qualitative Research Notes Swany407 Research Notes Austin Swanson, Competitive Advantages, Dosh, Bridg, product-level offers, new ad server, attribution, conference, presentation, partners, affirm, apple pay, google pay, POS Systems, API, insights, google, facebook, visa, mastercard, concentration, advertisers, risks, BofA renewal, self-service, short thesis, differentiation, execution risk, engagement, insider selling, glassdoor reviews, purchase data, twitter, additional resources, earnings, market price, sentiment, valuation, intrinsic value, measurement, incrementality, multi-touch attribution, marketing mix modeling, total marketing modeling, iOS14.5, IDFA, growth, massive scale, loyalty programs, 100 bagger, charlie munger, LTV/CAC, ROAS, total addressable market, TAM, $CDLX

  • Cardlytics ($CDLX) Qualitative Research Notes: #1, #2, #3

  • Cardlytics ($CDLX) Quantitative Research Notes: #1, #2, #3

I frequently send out emails that contain the most recent updates to these 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

@MoneyMetroid

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