Substack · Indra's Thoughts · Indra
$CVNA Earnings Prep
More testing of the good old AI MCP skills and tools for CVNA.
Since publication −14.6% α −19.6 pp vs S&P 500 · USD
US · 5 entries · 3 publications
CVNA
Carvana
- Entries
- 5
- Bullish
- 1
- Bearish
- 1
- First
- Feb 27, 2025
- Latest
- Jul 29, 2026
As many bullish as bearish among those that state a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on CVNA at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- July 2026 1 entry
- December 2025 1 entry
X · X @investingluc · Luc
It's been 1 year since @HindenburgRes shut down. Their final short report was on $CVNA. The stock is up roughly 150% sin
It's been 1 year since @HindenburgRes shut down. Their final short report was on $CVNA. The stock is up roughly 150% since then. Moral of the story? The market can stay irrational wayyy longer than your short thesis can…
Since publication +37.8% α +50.7 pp vs S&P 500 · USD
- October 2025 1 entry
Substack · Indra's Thoughts · Indra
$CVNA and $GOOGL Earnings Brief
Not a whole lot of time for this one so let’s emphasize the brief in brief.
Since publication CVNA −20.0% α −31.4 pp vs S&P 500 · USD
- May 2025 1 entry
Substack · Indra's Thoughts · Indra
Carvana Coverage - 5/12/2025 - 5/18/2025
Intro: I'm trying out a new weekly format to bring you the latest on Carvana.
Since publication −11.5% α −41.3 pp vs S&P 500 · USD
- February 2025 1 entry
Substack · Implied Expectations
Carvana: Still Cheap
It has been a while since my last Carvana post.
Since publication +26.8% α −4.2 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.