The world’s mobility landscape is changing in several different ways. There may be room and reason to own both of…
Tag: Carvana
Carvana Co. (CVNA): A Bull Case Theory
We came across a bullish thesis on Carvana Co. (CVNA) on Investing City’s Substack. In this article, we will summarize the bulls’…
What Makes Carvana Co. (CVNA) an Investment Bet?
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2025 investor letter. A…