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 (@integrity4mkts), @GuyDealership, and Marc Cohodes (@AlderLaneEggs).

[0:00] Introduction
[2:00]@WolfofMStreet bullish view
[12:30] Bull Case: Carvana is not a fraud but falling used car prices are a big danger
[21:00] @sixdegreestech take
[24:00] How much liquidity does Carvana has?
[29:00] What could make Carvana to have a liquidity crunch?
[32:00] Valuation is not attractive yet: CVNA is not increasing and Inventory is increasing
[43:00] Leverage + Garcia’s Management: Formula for disaster.
[57:00] Henry’s Research
[1:03:00] @GuyDealership insights

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Carvana $CVNA: Will It Survive?

Value Hive Podcast