Carvana's Comeback: Structural Growth, S&P 500 Inclusion, But Pricey Valuation
Carvana ( CVNA ) is up over 12,000% from its December 2022 lows, from 450 at the time of writing, marking one of the most remarkable turnarounds I've seen from near bankruptcy to now S&P 500 inclusion.I focus on thematic investing, crisis investing, systematic options trading through both premium selling and long-vol positions, and discretionary global macro. I have experience with private M&A along with many years of publicly-traded equities and equity-based derivatives trading experience.Analyst ...