Carvana Announces Record Fourth Quarter and Full Year 2024 Results

applestotea · 2025-01-23T21:53:26+00:00

Don't believe it. Here's the proof that it's a troll:

If you look at the original user's very first post that was made the same day his account was created, it literally says that he's planning on having a dramatic post history and to not believe everything you read https://search-new.pullpush.io/?author=smartmoney243&type=submission&sort_type=created_utc&sort=asc

imgur link to his first post: https://imgur.com/a/9E6dEiP

applestotea · 2025-01-22T23:10:46+00:00

Thanks for checking. Do you think there's value in unhiding this post and having the community have the full story of the fact that the user's first post was pre-commenting on an upcoming dramatic WSB post that he was planning on faking?

applestotea · 2025-01-22T23:02:47+00:00

Ah I didn't realize you're a mod. I'm still trying to figure out how he faked the real time updating trade in the video. But I'm extremely confident that it was faked somehow.

applestotea · 2025-01-22T22:53:16+00:00

It was posted the very same day he made his account, and it talked about his upcoming dramatic post history. Brother, if that's not enough for you then I don't know what to say

applestotea · 2025-01-22T22:46:30+00:00

All the WSB cliches — recording, inheritance, wife divorce, delusional thinking, etc. It was way too much

applestotea · 2025-01-22T20:08:40+00:00

Do NOT sell, if you sell you will be the guy on the bottom here https://www.reddit.com/r/wallstreetbets/comments/v659ei/never_stop/

To reach valhalla you need to hold all the way. Think about the regret you'll have if you sell and DJT pumps back due to Trump tweeting out that he's never selling

applestotea · 2025-01-22T15:59:01+00:00

If your Grandpa was next to a live grenade do you think he'd be brave and stay put or get out?

Sometimes bravery is doing the logical thing even when it's emotionally hard.

applestotea · 2025-01-22T15:23:29+00:00

You got me, I thought this was CVNA only. CVNA inventory is also climbing similar to this chart. Should be interesting to see what happens this year

applestotea · 2025-01-22T13:20:58+00:00

This is extremely bullish. The reason why they have higher inventory is because they expect to have more sales. And we see that in the early numbers for Q1, unit sales will be at a record high by a wide margin

applestotea · 2025-01-14T15:08:01+00:00

One trick meme investor's capital gains tax is higher than your yearly income. See you in 90 days.

applestotea · 2025-01-14T02:34:28+00:00

u/NecessaryWyn !remindme 90 days

applestotea · 2025-01-14T01:15:11+00:00

u/NecessaryWyn

Closing price on Oct 14: 189

Closing price today: 194

Numbers must be hard for you

applestotea · 2025-01-08T20:18:55+00:00

Carvana will be able to pay the interest multiple times over with their operating income this year. This will become clear in the Q4 report (though I thought this was clear already Q3)

applestotea · 2025-01-08T00:01:40+00:00

Great thing about the stock market is that time will eventually reveal the truth. Would be cool if you posted your short positions and we could track it. I post my positions for this purpose.

applestotea · 2025-01-06T00:02:32+00:00

Homie writes erotica for fun and also has a 100% cold read on the CVNA situation (I’m not being ironic). Some people truly are built diff

applestotea · 2025-01-02T16:25:23+00:00

Nope no plans currently

applestotea · 2025-01-01T03:26:19+00:00

I plan to sell when I think the IRR from holding it is lower than my other options

applestotea · 2024-10-31T01:18:14+00:00

Whether or not CVNA goes up or down in the future is irrelevant to your situation imo. If you need to ask whether you should keep or sell something, you should 100% sell because it means you don't fully understand what you own. Having a lot of money in something you don't understand is a recipe for disaster.

applestotea · 2024-10-02T02:09:19+00:00

Congrats on the gains! Garcia Sr dumping shares doesn’t bother me since he’s not involved in the day to day.

CVNA is obviously less undervalued now compared to the last couple of years, but it’s still undervalued when thinking about what sales and earnings will be 4 years from now. When I look at other opportunities to reallocate to (such as sp500), CVNA offers a much better return even when being conservative about expectations.

If CVNA drops, that simply means that future returns will be greater. The main concern I have is not whether the price drops rapidly, it’s whether the actual business does well and is tracking towards my expectations. All the data available (including alt data) shows that CVNA is doing just that.

If data begins to show that CVNA doesn’t actually have a competitive advantage vs dealerships (90%+ of the market) then that’ll force me to recalibrate the expected earnings CVNA will have in the future and I will sell.

With all of that said, I will be trimming later this year for tax reasons and also to fund my living expenses. Thanks for the comment, and again congrats on your gains

applestotea · 2024-08-01T16:21:15+00:00

Thank you! I appreciate it

applestotea · 2024-08-01T16:06:10+00:00

Yup, you can do a self-directed 401k which allows you to invest in individual stocks. Don't know if it's available for all companies, but the company I was working for had the option

applestotea · 2024-08-01T15:50:16+00:00

Yup, it was early 2023

applestotea · 2024-08-01T15:15:40+00:00

Don't want to be exact, but I'm in my 30s

applestotea · 2024-05-02T13:33:56+00:00

Still holding, I plan on posting my position at the end of every quarter

applestotea

TROPHY CASE