Ep. 049  被自己之前节目啪啪打脸,但是关于这家公司我还得再说两句 episode artwork

EPISODE · Aug 10, 2023 · 29 MIN

Ep. 049 被自己之前节目啪啪打脸,但是关于这家公司我还得再说两句

from 谷哥爱跑题 The Low Traction Show

今天又要聊Carvana了。自从去年底分析了Carvana 商业模式和公司运营的种种缺陷之后,人家的股票价格已经涨了10倍!我可真是一盏明灯。该公司最近刚刚发布了Q2财报。在我一顿深入阅读公司在SEC的各种披露文件和悉心收听公司的earnings call之后,想要跟大家再来分析一下Carvana最近的一些动作。内容可能比较单一、比较nerdy,但是通过这家二手车企业,其实我们也可以窥见现今美国汽车市场的一些大趋势,这些信息还是很有价值的。而且为了满足我个人的好奇心,未来可能还会时常来看看Carvana的业绩,不定期做一些跟踪报道、长线分析这家公司未来的走向,相信会是一个很有意思的project。节目不长,望听完。多多留言互动,期待听到大家的想法!(Music: Riff Raff - I Want a Ferrari ft. Wiz Khalifa)

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Ep. 049 被自己之前节目啪啪打脸,但是关于这家公司我还得再说两句

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