And Another Thing... (Re: Everything I Love About Carvana)

Just a quick post to follow up on Everything I Love About Carvana.


I looked into the bull thesis on Carvana, but was ultimately left wanting. In all honesty I'm not entirely sure what the bull thesis is. They're growing (losses) fast sure, but other than that? What's the crucial edge that Carvana has?


Just like every other company to come public post 2017 that claims to be revolutionising the [insert industry sector here], Carvana says it is revolutionising the used car buying experience... with an impressive new technology called a website. Oh - and these gimmicky car "vending machines".

"Car vending machines" and an online-onl