1 deck published between 2019-03-01 and 2019-03-01 — 98 pages, 98 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
Carvana is a CCC+-rated subprime used-car dealer masquerading as a tech disruptor; Spruce Point sees 56-83% downside to $7.50-$19.60, with a credible path to zero.