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Carvana: Dissecting the Gotham Short Report
A detailed review of Gotham's principal claims on DriveTime's results and leverage, Carvana's gain on loan sales and servicing fees, SilverRock's…
Feb 12
•
Austin Swanson
7
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CDLX Report: 2.15.2026
Updated WoW, QoQ, and YoY numbers.
21 hrs ago
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Austin Swanson
CDLX Report: 2.8.2026
Updated WoW, QoQ, and YoY numbers.
Feb 8
•
Austin Swanson
1
CDLX Report: 2.1.2026
Updated WoW, QoQ, and YoY numbers.
Feb 2
•
Austin Swanson
4
CDLX Report: 1.25.2026
CDLX sells Bridg to PAR, and updated WoW, QoQ, and YoY numbers.
Jan 26
•
Austin Swanson
3
CDLX Report: 1.18.2026
BofA's new user experience is live, and updated WoW, QoQ, and YoY numbers.
Jan 19
•
Austin Swanson
2
CDLX Report: 1.11.2026
Updated WoW, QoQ, and YoY numbers, plus improvements to the full PDF report.
Jan 12
•
Austin Swanson
2
CDLX Report: 1.4.2026
Significant changes in WoW, QoQ, and YoY numbers.
Jan 5
•
Austin Swanson
2
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