Bullish:

• 🟢 $CVNA - Carvana shows strong growth potential, operational efficiency, and profitability. The company has significantly increased its sales capacity through the ADESA acquisition, improved logistics and car movement efficiency, and demonstrated high EBITDA per unit.
  • “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. And that's certainly inside of our aspirations over time.” - Ernie (37:51)
  • “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 (58:01)
  • “We're much more efficient moving cars from one place to another. We're much better with our scheduler to make sure that we have higher utilization of any given route on our network. We're much smarter about where we move cars, so we minimize the total miles that are moved.” - Ernie (50:28)
• 🟢 $USEDCARS - 🔒

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Bearish:

• 🔻 $AUTORETAIL - 🔒

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