CVNA
Carvana Co.
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 3
- Long / short
- 1 / 2
- Avg. return
- +62.2%
- Verdicts
- Worked 1 Failed 1 Inconclusive 1
position
Fall 2025
Gavin Baker, Atreides Management
short
worked
Newsletter
Carvana was trading at about 53x EV/EBITDA, a significant premium to its peers, and there were undisclosed SEC investigations that the market was unaware of. This created an asymmetrical risk to the d
pitch
Fall 2025
Gavin Baker, Atreides Management
short
+62.2%
failed
Newsletter
Gavin Baker pitched Carvana as a short due to its poor management track record, questionable accounting practices, and a flawed business model that was exacerbating losses. The company's high debt cos
position
Fall 2025
unknown
long
inconclusive
Newsletter
The investor has a reputation for short-selling and uncovering non-consensus long ideas, indicating a belief in Carvana's potential despite market skepticism.