

Carvana Is Worth Zero
$55 billion in market cap built on a business that made $16 million selling cars last quarter, while one family extracted $5.8 billion.
Recent posts

TSCS
Equity analysts with London hedge fund experience delivering institutional-grade research on mispriced opportunities across global markets. Global equity research. Deep fundamentals, clear investment cases, no fluff.
The latest from
Carvana Is Worth Zero

Carvana Is Worth Zero

Sector Research
Newsletters
Our Investment Institutional Quality Sector Deep-Dives.
Our monthly portfolio reflection.
Overview & Highlights
Investment Grade Equity Research, Focusing on Fundamentals.
Easily Digestible Equity Analysis' with our Institutional Grade Research.
Equity Analysis
Recommendations
View all 17Joel Sherwood
Ozeco
1035 Capital Management
Trung Nguyen @SWI
The Credit Strategist























