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ADESA

2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Apr 29, 2025 by Cliff Sosin · said 7 times in 2 episodes since 2025 · across every show →

Mentions by year

brought up most by Patrick O'Shaughnessy (4), Cliff Sosin (2), Neil Mehta (1)

tap a year for its mentions
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0122025episodes it came up in
0021422025episodesmentions per episode
2025 7 mentions in 2 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about ADESA, oldest first

Apr 29, 2025 bearish
Prediction Not checkable as stated
Sosin: In-person car auction business is decaying over time
“The in-person auction business will have a long tail to it, but it's eventually a decaying business over time.”
Cliff Sosin Apr 29, 2025 ▶ 1:10:23 Investor Details Carvana's Wild Ride From -99% To Market Leader | Cliff Sosin Interview · Invest Like The Best
Apr 29, 2025 bullish
Opinion
Sosin: Carvana's ADESA acquisition was a huge home run
“It's been, in retrospect, it's been a huge home run. But, you know, they bought it with all debt. They bought it in February of 22”
Cliff Sosin Apr 29, 2025 ▶ 1:11:24 Investor Details Carvana's Wild Ride From -99% To Market Leader | Cliff Sosin Interview · Invest Like The Best
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