Bullish:

• 🟢 $CVNA - Carvana shows strong growth potential and improving financials, with increased sales capacity, high EBITDA per unit, and improving operational efficiency.
  • “Today, we just announced our q three earnings a little bit ago, and we sold a little less than 110,000 cars. So that's around 440,000 run rate. Now with ADESA, we have real estate capacity to sell about 3,000,000 cars per year.” - Ernie (37:09)
  • “Last quarter, we were extremely excited to be continuing to give our customers an offering that is very competitive compared to our competitive peer set out there and still have last quarter, we had around $39100 of EBITDA per unit, which is an incredible number.” - Ernie (57:48)
  • “1 is the SG and A cost per unit is going down quite nearly. And then just like the profit per car is going up in the direction that you'd hope it would go.” - Patrick (53:26)
• 🟢 $USEDCARS - 🔒

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• 🟢 $ECOMM - 🔒

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