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Carvana

6 statements across 2 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Mar 18, 2020 by George Arison · said 31 times in 4 episodes since 2017 · across every show →

Mentions by year

brought up most by Nathan Latka (16), George Arison (11), Sean Livermore (3), Scott Wingo (1)

tap a year for its mentions
001523032017201820192020episodesmentions
0232017201820192020episodes it came up in
0051.51032017201820192020episodesmentions per episode
2020 28 mentions in 3 episodes 9 per episode
2017 3 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Carvana, oldest first

Mar 18, 2020 neutral
Assertion Partly supported
Carvana sold 17,000 cars and generated $300M the year before IPO
“Carvana, which is a public company, they've been public for about three years now. They got started out of a larger dealership chain, kind of as a digital play. So they went public in 2017. In 2016, they did about 17,000 cars. And about three hundred million i…”
George Arison Mar 18, 2020 ▶ 11:58 1698 Shift Sells $200m Worth of Cars, Makes $30m, $225m Equity Raised, IPO Next?
Mar 18, 2020 positive
Assertion Not checkable as stated
Arison: Shift's pre-IPO unit economics are much stronger than Carvana's were
“Our unit economics generally have been a lot stronger than theirs were prior to IPO.”
George Arison Mar 18, 2020 ▶ 12:31 1698 Shift Sells $200m Worth of Cars, Makes $30m, $225m Equity Raised, IPO Next?
Mar 18, 2020 neutral
Assertion Partly supported
Arison: Carvana held inventory for 120 days at IPO
“I don't know what Carvana's read right now, but when they went public, I think it were at a 120 days. It was definitely, definitely shorter than their IPO”
George Arison Mar 18, 2020 ▶ 19:07 1698 Shift Sells $200m Worth of Cars, Makes $30m, $225m Equity Raised, IPO Next?
Nov 26, 2020 positive
Assertion Not checkable as stated
Shift's unit economics are much stronger than Carvana's were pre-IPO
“Our unit economics generally have been a lot stronger than theirs were prior to IPO.”
George Arison Nov 26, 2020 ▶ 13:31 Shift Sells $200m Worth of Cars, Makes $30m, $225m Equity Raised, IPO Next?
Nov 26, 2020 neutral
Assertion Partly supported
Carvana sold 17,000 cars and generated roughly $300M in 2016
“In 2016, they did about 17,000 cars. And about three hundred million in revenue.”
George Arison Nov 26, 2020 ▶ 13:10 Shift Sells $200m Worth of Cars, Makes $30m, $225m Equity Raised, IPO Next?
Nov 26, 2020 neutral
Assertion Not publicly verifiable
Arison: Carvana averaged 120 days to sell inventory at IPO
“When they went public, I think it were at a 120 days.”
George Arison Nov 26, 2020 ▶ 20:07 Shift Sells $200m Worth of Cars, Makes $30m, $225m Equity Raised, IPO Next?
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