Podcasts about Carvana

Join us for this special milestone episode as Jeff and Luke celebrate 400 episodes of The Independent Dealer Podcast! After 7 years and never missing a week, they reflect on the biggest lessons learned, what they got wrong, and what's ahead for independent dealers.What You'll Learn:-The biggest lesson: There are countless ways to succeed in the car business - not just one "right way"-What they got wrong: Luke's "transitory" Covid pricing call and the Carvana stock prediction-Why the "golden age" of buy here pay here from 2010 may never return-How leverage and interest costs are taking down successful dealers-The hybrid dealership model: Mixing BHPH with subprime and prime financing-Why building with your own capital is more critical than ever

In this episode, Scott Becker reviews the recent market shifts of stocks we love to watch.

Today on CarEdge Live, Ray and Zach discuss the latest news from Carvana and CarMax. Tune in to learn more! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Crypto pulling back October - one of the toughest months Day traders - some good news Intel's new growth model PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Crypto pulling back - REMINDER - NEW CTP  for Lithium Americas (LAC) stock! - October - one of the toughest months - Day traders - some good news Markets - New Tariffs announced - Drugs, trucks, kitchen cabinets - Intel's new growth model - Quantum stocks rallying - Powell setting the stage RYDER CUP - What a finish! Friday Jobs Report Labor Dept - may - or may not release jobs report Friday - Fearing that a government shutdown will be problematic - Convenient US to take stake in Lithium Americas - Up 29% - Where are we coming up with all of this $ Red October? -9 of the 20 largest single-day drops in the Dow Jones occurred in October. - 1907 Bank Panic - 1929 Crash (Black Tuesday) - 1987 Crash (Black Monday, -22.6% in one day) - 2008 Financial Crisis (S&P 500 fell ~17% in October alone) - Since 1950, the S&P 500 has averaged a gain of ~0.91% in October -Over the past 20 years, October has been relatively favorable, with average gains between 0.8% and 1.5% for the S&P 500, Dow, and Nasdaq. -October is 35% more volatile than the average month. Saudi Arabia for the Win! - Electronic Arts rallied on Friday following a report by the Wall Street Journal that the video game company is nearing a roughly $50 billion deal to go private. - The deal would likely be the largest leverage buyout of all time, according to the Journal. - Investors including Saudi Arabia's Public Investment Fund and Silver Lake could announce the deal as soon as next week, the report said - Also in n the TikTok Deal - what is up with that? - Oh - Jared Kushner's Affinity Partners is another participating investor, according to a source familiar with the matter, who asked not to be named because the discussions are private. On the Other hand - Shares of CarMax fell to an all-time low on Thursday, as investors disposed of positions after disappointing second-quarter earnings results. - This followed surprisingly disappointing financial and operating results, with retail used unit sales declining 5.4 percent, and comparable same-store sales decreasing 6.3 percent. - Net income declined by 28.16 percent to $95.4 million from $132.8 million in the same period last year, while net sales and operating revenues dropped by 6 percent to $6.59 billion from $7.013 billion year-on-year. - Carvana next or reason why KMX doing poorly? Ponzi Accusations - The Securities and Exchange Commission (SEC) is accusing the men who bought bankrupt chains RadioShack, Modell's Sporting Goods, and Pier 1 Imports of running a Ponzi scheme that duped investors out of tens of millions of dollars. - A complaint filed in the U.S. District Court for the Southern District of Florida on Tuesday, alleges the co-founders of Miami-based Retail Ecommerce Ventures, Alex Mehr and Tai Lopez, together with the company's Chief Operating Officer Maya Burkenroad, raised approximately $112 million combined from hundreds of U.S. investors by selling investments in eight companies they created and controlled under Retail Ecommerce Ventures. - Between April 2020 through Nov. 2022, they raised money by selling two types of investments. They sold unsecured notes that promised returns of up to 25% a year, and ownership shares that offered monthly payouts as high as 2%, according to the complaint.| - To pay interest, dividends and maturing note payments, Mehr and Lopez resorted to using a combination of loans from outside lenders, merchant cash advances, money raised from new and existing investors,

Jefferies upgrades Carvana (CVNA) to buy and raised its price target to $475, noting a shift in consumers from in-store purchases to online helping the auto industry. Marley Kayden notes the stock's already astronomical run and weighs merit to the analyst note. Prosper Trading Academy's Scott Bauer offers a bearish take on the stock through an example options trade.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Carvana (CVNA) had a bumpy road that led the stock to more than 125% year-over-year gains. An upgrade from Jefferies calls it a "best-positioned" stock in the used car market as the company drives toward a new all-time high. Rick Ducat shows how Carvana stacks up to peers like Carmax (KMX), which saw steep selling action after earnings. He offers a detailed view of the company's key levels and options activity.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

OK! Say I get a pre-loved auto from Carvana. Do I get to test drive it before I pay for it? How can I take it to a mechanic I trust to have it looked at? What is the downside for doing auto buying online? IS there an UPSIDE? The Music Authority Podcast... download, listen, share, repeat…heard daily on Belter Radio, Podchaser, Deezer, Amazon Music, Audible, Listen Notes, Mixcloud, Player FM, Tune In, Podcast Addict, Cast Box, Radio Public, Pocket Cast, APPLE iTunes, and direct for the source distribution site: *Podcast - https://themusicauthority.transistor.fm/  AND NOW there is a website! TheMusicAuthority.comThe Music Authority Podcast! Special Recorded Network Shows, too! Different than my daily show! Seeing that I'm gone from FB now…Follow me on “X” Jim Prell@TMusicAuthority*The Music Authority on @BelterRadio Monday, Tuesday, Thursday, Friday 7 pm ET & Wednesday 9 pm ET*Radio Candy Radio Monday Wednesday, & Friday 7PM ET, 4PM PT*Rockin' The KOR Tuesday, Wednesday, and Thursday at 7PM UK time, 2PM ET, 11AM PT  www.koradio.rocks*Pop Radio UK Friday, Saturday, & Sunday 6PM UK, 1PM ET, 10AM PT! *The Sole Of Indie https://soleofindie.rocks/ Monday Through Friday 6-7PM EST!*AltPhillie.Rocks Sunday, Thursday, & Saturday At 11:00AM ET!September 30, 2025, Tuesday, hour two…@Marc Platt - Message In A Bottle [Remastered]@Holly Golightly - Time [Looks Like Trouble] (@Damaged Goods Records)@ZZ Ward - Grinnin' In Your Face [Liberation (Deluxe)] (@Sun Records)@Richard Barone - Starman (Live) [JEM Records Celebrates David Bowie] (@Jem Records)@The Lund Brothers - Flying [Across State Lines]@The Grip Weeds - Love Comes In Different Ways [Soul Bender] (@Jem Records)@Ivan Nicolas - Train On Fire [Ivan Nicolas]@Swimming Pools And Movie Stars - Distant Sky [Airspace] (@Subjangle)@James Booth & The Return - Stardeath [Postcards From The New Frontier]@The Rockerati - Shake The Tree [Waterloo Sunrise] (koolkatmusik.com)@Robert Ellis Orrall - Shine On You [Wrong Thing]@Tina And The Total Babes - All About Makin' Out [She's So Tuff] (@Rum Bar Records)@Ape Hangers - Think About Me [Rum Bar Records Shots - September 2025 Audio Jukebox] (@Rum Bar Records)@You're Among Friends – Pockets Of Happiness [As Normalcy Slips Away]@The Cords – Just Don't Know (How To Be You) [The Cords] (@Slumberland Records)@Benny J. Ward – Ups And Downs [Super!] (koolkatmusik.com)

Justin Nielsen and Alexis Garcia analyze Monday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Likefolio's Landon Swan looks at CarMax (KMX) ahead of earnings – and prefers Carvana (CVNA). He argues that KMX is fairly priced and they don't see a “huge turnaround” coming this quarter. In fact, he argues that the market expects them to keep losing share. He calls its loan division “a distraction” from being the best used car seller.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Today on CarEdge Live, Ray and Zach discuss the latest news from Carvana and CDJR. The two companies appear to be working together more and more. Tune in to learn more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shoot us a Text.Episode #1153: Carvana expands its dealership experiment in Dallas, Berkshire Hathaway closes the books on its massive BYD bet, and Amazon steps up its AI game with a chat assistant for advertisers.Show Notes with links:Carvana is making another big move into franchised new-car sales, and this time it's happening in Dallas. The company has agreed to acquire Park Cities Chrysler-Dodge-Jeep-Ram-Fiat, marking its second foray into the world of traditional dealerships.This is Carvana's second franchised dealership after buying Jerry Seiner CDJR in Casa Grande, Arizona, earlier this year.Wood Motor Co. owner Chip Johnson, who sold the Dallas store, said it was simply the right time to sell and Carvana's offer made sense for the future of the dealershipThe deal reflects Carvana's ongoing experiment in blending its digital-first model with the in-person dealership experience.A Carvana spokesperson said: “We are in the very early days of testing as a franchise dealer… and we look forward to continuing to learn as we focus on delivering exceptional customer experiences.”Warren Buffett and Berkshire Hathaway have officially cashed out of their wildly successful bet on Chinese EV maker BYD. After holding the stock for 17 years, Berkshire confirmed it no longer owns a single share.This is the end of a $230 million investment made in 2008 at Charlie Munger's urging, which grew to nearly $9 billion at its peak.BYD shares skyrocketed about 3,890% during Berkshire's ownership, making it one of the firm's most lucrative EV-related plays.Buffett hasn't given a detailed reason for the exit but has voiced concern about geopolitical risks tied to China and Taiwan.On BYD, Buffett told CNBC: “It's an extraordinary company run by an extraordinary person, but I think that we'll find things to do with the money that I'll feel better about.”Amazon is stepping deeper into AI for marketers, rolling out a conversational chat assistant designed to act as a “creative partner” for brands advertising on its platform.The tool lives inside Amazon's Creative Studio and is launching in beta at no cost to advertisers.This is Amazon's first conversational AI ad assistant, built to help with research, brainstorming, storyboarding, and producing display and video ads.The assistant uses Amazon's massive shopper data and Bedrock foundation models like Nova and Anthropic Claude to give marketers campaign-ready assets.It's being pitched as a way to level the playing field, especially for smaller brands without big agency budgets.Amazon's VP Jay Richman said: “This is about more than speed — it's about giving every advertiser and agency access to the kind of strategic, high-quality creative support that once only large brands could afford.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Too many dealers still believe profit is made on the sale. The truth is profit is made the moment you acquire the car. If you buy wrong, you're already on a one-way road to margin destruction. While you're sitting at the desk hoping to “retail out of a bad buy,” CarMax and Carvana have been rewriting the sourcing playbook, eating away at your margins, and taking the future of retail automotive right out of your hands.In this episode of Follow The Money, host Frank J. Lopes (President of Strong30 Automotive) sits down with Kevin Kershner of Accu-Trade to break down exactly why profit is not made at the sale, why acquisition-first thinking is the only path forward, and how every dealership needs to start running like a used car powerhouse that also sells new.Kevin and Frank don't hold back. They expose how outdated appraisal strategies, slow processes, and poor sourcing decisions destroy gross before a vehicle even hits the lot. They also reveal how acquisition-first operators win by turning cars quickly, sourcing smart, and making it easy, transparent, and fast for customers to sell their vehicles.You'll learn in this episode:Why profit is won or lost at acquisition, not when the deal is inkedThe biggest mistakes draining dealership gross and how to stop themHow to source smarter and stop buying inventory wrongWhy transparency in appraisals wins both customer trust and long-term retentionHow CarMax and Carvana changed the rules while most local dealers looked the other wayWhy every new car store must be run like a used car operation in order to surviveKey Takeaways for Dealers, GMs, and Sales Leaders:Stop relying on “retail out of it” thinking — it no longer worksProtect your gross by making smart acquisitions up frontBuild staying power by turning inventory quickly and profitablyMeet customers where they are with simple, fast, transparent appraisal processesUse data the way big-box competitors do to identify demand and pay the right money for the right carFrank and Kevin also discuss the mindset shift that separates winners from losers in today's retail automotive world. Dealers who continue to think of themselves as “new car stores that also sell some used” will be left behind. Dealers who embrace acquisition-first thinking, who adopt used car strategies, and who build their culture around sourcing smart will thrive over the next decade.This conversation isn't just theory — it's practical advice from two leaders who live in the trenches of retail automotive. If you're a dealer principal, general manager, GSM, or sales manager, this episode is a wake-up call. The old playbook is dead. The new one starts with acquisition.Follow The Money is the podcast built for retail automotive leaders who are ready to grow, adapt, and dominate. Every Tuesday at 9AM, host Frank J. Lopes brings you straight talk and hard-hitting conversations about dealership growth, leadership, advertising, marketing, sales, and culture. No fluff, no filter, all facts.Retail Automotive, Car Dealership Growth, Automotive Leadership, Dealership Margins, Inventory Acquisition, Car Sales Training, Used Car Dealers, New Car Dealers, CarMax, Carvana, Accu-Trade, Strong30 Automotive, Frank J Lopes, Follow The Money Podcast, Dealership Culture, Sales Management, Automotive Sales Strategy, Gross Profit Protection.

(Airdate: 9.19.25) Today on Who Cares News: Shaquille O'Neal goes full AI with Carvana's new “Shaqbot,” turning car shopping into a slam dunk. Keanu Reeves quietly tied the knot with longtime love Alexandra Grant in a secret European ceremony (the internet is swooning). And Harrison Ford might have walked away from the Emmys for good after losing for Shrinking. Three big stories, one question: who cares? Voted 6th Best Entertainment News Podcast! Because being #1 is soooo overrated. And @HalleBerry Listen to the daily Van Camp and Morgan radio show at: https://vancampandmorgan.com/stations buy us a coffee    

Today's show:Hear why Eric Jackson thinks Opendoor is the new Carvana, and how he's planning to bring Drake on board as an investor (plus Jason's Bestie Chamath).On a brand-new TWiST, Jason and Alex are chatting with Jackson of EMJ Capital about his hunt for elusive 100 baggers (stocks that return 100-to-1).PLUS we're chatting with Weave Robotics' Kaan Doğrusöz about designing practical domestic robots RIGHT NOW, rather than prototypes for 2030. Hear about how they got Isaac to fold laundry like a pro.All that and… how Jason would turn around TechCrunch, why board members should always have skin in the game, that Waymo motorcycle accident, AND Uber and Tesla's first team-up to haul freight!Timestamps:(0:00) Jason is worried about the next generation facing the end of apprenticeship; here's his advice for young workers(10:24) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(11:30) Kaan Doğrusöz of Weave Robotics joins to talk about getting his laundry-folding robot, Isaac, into customer's homes(18:01) Isaac doesn't have hands; here's how Weave makes it work with grippers(20:44) Stripe Startups - Stripe Startups offers early-stage, venture-backed startups access to Stripe fee credits and more. Apply today on stripe.com/startups.(21:48) Show Continues…(24:51) Checking out some of Weave's competitors… how did they settle on Isaac's design?(30:01) Miro - Help your teams get great done with Miro. Check out miro.com to find out how!(31:10) What's going on with TikTok?(36:15) Jason's pitch is “BOYA”: Bring Your Own Algorithm(38:54) Eric Jackson of EMJ Capital stops by to talk up $OPEN and why he wants Drake to invest(40:14) Eric's early YouTube career as an activist Yahoo! Investor(44:42) Lessons Eric learned from Carvana and how that informed his $OPEN bet(01:00:30) Why bringing Keith Rabois back was Eric's ultimate dream for Opendoor(01:03:02) Why board members should always have “skin in the game” and why $OPEN wants Chamath back(01:07:26) Tesla and Uber are finally working together… They said it was impossible!(01:09:31) A look at YouTube's new AI podcasting featuresSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!Stripe Startups - Stripe Startups offers early-stage, venture-backed startups access to Stripe fee credits and more. Apply today on stripe.com/startups.Miro - Help your teams get great done with Miro. Check out miro.com to find out how!Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.The S&P 500 just broke through a major level of resistance, and the big question is what that means for traders right now. In this video, we dive into the market's latest moves, why order blocks matter, and how OVTLYR 4.0 is giving traders an edge with faster, clearer, and smarter signals.When the market crosses an overhead order block, it signals that trapped buyers finally got back to break-even and didn't hammer the market lower. Instead, they're staying in profit, and that's a powerful confirmation of strength. Right now, money is flowing in, and with OVTLYR 4.0 showing multiple buy signals, the data points to opportunity.Here's what you'll discover in this breakdown:➡️ Why the S&P 500's breakout through resistance matters for your portfolio➡️ How order blocks reveal where buyers and sellers are trapped➡️ Why OVTLYR 4.0's trend template and fear & greed signals sharpen timing➡️ The power of the OVTLYR Nine framework for analyzing market, sector, and stock strength all at once➡️ How swing signals differ from active signals and which have higher expectancy➡️ Real examples from stocks like Carvana, Johnson Controls, EOG Resources, and Southwest Airlines➡️ How to quickly spot high-probability setups with instant screening tools➡️ What OVTLYR zones mean for volatility and outcome expectationsOne of the biggest upgrades in OVTLYR 4.0 is speed and clarity. Instead of toggling through multiple charts, traders can now see everything from market breadth to sector crossovers and individual stock setups in one view. The platform highlights whether a stock is in an order block, tracks sector momentum versus SPY, and shows if all nine OVTLYR indicators align. This kind of all-in-one confirmation saves time and builds confidence when pulling the trigger.We also dig into the difference between swing and active signals. Swing signals tend to be fewer but carry stronger expectancy, while active signals are more frequent and catch shorter-term momentum. Depending on your style, you'll learn how to use both approaches to maximize opportunity while keeping risk under control.From order block analysis to sector breadth and fear & greed measures, the OVTLYR 4.0 update represents the next step in data-driven trading. This isn't about guessing or following hype. It's about stacking probabilities in your favor with clear, math-based insights that keep you on the right side of the trend.If you're ready to save time, make money, start winning, and reduce risk, this is a must-watch. Whether you're looking at the S&P 500, screening for strong stocks, or filtering out traps, OVTLYR helps you focus on what matters most: trading smarter, not harder.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

This week, we talk about a billionaire hoarding every Gordon Murray S1 LM supercar, Amazon crashing the used car market, and Cadillac's shocking F1 lineup with the addition of Checo and Bottas. Plus, Infiniti ditches EVs for a manual Q50, Nissan revives the Xterra and Pathfinder as rugged hybrids, and Mercedes might be dropping BMW engines under the hood. Download Cash App Today: https://capl.onelink.me/vFut/5o3sg8dn #CashAppPod. As a Cash App partner, I may earn a commission when you sign up for a Cash App account. Cash App is a financial services platform, not a bank. Banking services provided by Cash App's bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. Visit cash.app/legal/podcast for full disclosures. Learn more about your ad choices. Visit podcastchoices.com/adchoices

This Week in Options Trading with Eric & Brian

Today I'm joined by Alan Haig, President of Haig Partners. We dig into why Stellantis and Nissan are still searching for the bottom, which states are commanding the highest blue sky multiples, the drivers behind Carvana's first brick-and-mortar win and more. This episode is brought to you by: 1. Lotlinx - Get the best possible market advantage on every vehicle transaction. Optimize operations and boost profits using artificial intelligence (AI) and machine learning. Learn more @ https://lotlinx.com 2. BizzyCar – CDG's Recall Tracker powered by BizzyCar monitors 70M+ vehicles with open recalls, packed with insights: timelines, fix status, campaign numbers—everything you need to bring lost customers back. Transform your recall management today @ http://www.cdgrecalls.com 3. CDG Recruiting – Hire top dealership talent, fast. From sales managers to GMs and C-suite execs, we've placed over 1,000 roles across auto retail. Ready to scale without the hassle? Visit https://www.cdgrecruiting.com to get started. Check out Car Dealership Guy's stuff: For dealers: Industry job board ➤ ⁠⁠http://jobs.dealershipguy.com⁠⁠ Dealership recruiting ➤ ⁠⁠http://www.cdgrecruiting.com⁠⁠ Fix your dealership's social media ➤ ⁠⁠http://www.trynomad.co⁠⁠ Request to be a podcast guest ➤ ⁠⁠http://www.cdgguest.com⁠⁠ For industry vendors: Advertise with Car Dealership Guy ➤ ⁠⁠http://www.cdgpartner.com⁠⁠ Industry job board ➤ ⁠⁠http://jobs.dealershipguy.com⁠⁠ Request to be a podcast guest ➤ ⁠⁠http://www.cdgguest.com⁠⁠ Topics: 03:19 Current dealership M&A market outlook? 05:48 Regional market differences? (CA/TX/FL) 11:27 How tariffs impact valuations? 19:40 Will Carvana's new car experiment work? 25:16 Carvana's inventory innovation? 27:36 Public vs private acquisitions? 32:04 Underperforming brand opportunities? 37:12 EVs' impact on dealership values? 41:41 Best consolidation strategies? Car Dealership Guy Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠x.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Shoot us a Text.Episode #1126: Today we're joined by Steve Greenfield and talking about Hertz vehicles showing up on Amazon, VinFast's new San Diego dealership kicking off a coast-to-coast franchise push, and how AI is helping Atlas become a surprisingly capable humanoid robot.Hertz has partnered with Amazon to list its used vehicles on the retail giant's platform, giving customers a new way to shop for former rentals online. The move builds on the roughly one-third of Hertz's vehicle sales that already go directly to consumers.Shoppers can now browse and buy Hertz vehicles on Amazon, then pick them up in Dallas, Houston, L.A., or Seattle—with plans to expand to 45 U.S. locations.Retail sales, add $1,000–$1,500 in value per vehicle for Hertz compared to wholesale channels.Hertz is also expanding its “try before you buy” program to 100 cities and enhancing digital sales through platforms like Carvana and Autotrader.“It is really important as well that we get more net out of what we're selling,” said Hertz CEO Gil West.VinFast's U.S. dealership network is taking shape with the grand opening of its first California franchise location in San Diego.The new store, operated by Sunroad Automotive Group, offers sales, service, and test drives of the VF 8 and VF 9 electric SUVs.The automaker plans to replace all 15 of its former company-owned California stores and now operates nearly 30 authorized dealerships across 14 states, with the company “recognizing the distinct advantages of this distribution channel” to maximize business efficiency.California remains a key focus for the brand, which calls the state a “top priority” for EV growth.The new location includes full support for warranty, repair, and maintenance using genuine VinFast parts.“This event marks a pivotal moment in our strategy,” said Mike Nolte, VinFast's U.S. VP of Sales and Marketing.Boston Dynamics and Toyota Research Institute are working to make humanoid robots useful in real life by teaching them complex, adaptable behaviors through massive AI models.Many of us are familiar with Boston Dynamics, but Toyota Research Institute (TRI), a Toyota subsidiary, focuses on human-centered AI innovations in automated driving, energy, and materials to improve the human condition.The Atlas robot is being trained with Large Behavior Models (LBMs) to handle complex, long tasks using proprioception (a robot's internal sense of position and movement), vision, and language prompts.These AI-driven policies allow Atlas to walk, crouch, grasp, and manipulate objects with surprising dexterity—even reacting intelligently when things go wrong.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Jon gets bad news on his new arrival. Joy Reid and others make horribly racist comments, MSNBC gets a name change and AI expert Daveed Gartenstein-Ross

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über Börsen-Non-Event Alaska, eine hoffnungsvolle Softwarestudie mit 6 Top Picks und einen neuen Chart of Doom. Außerdem geht es um CoreWeave, Salesforce, Siemens Energy, Cisco Systems, Palo Alto Networks, ProSiebenSat.1, Novo Nordisk, AstraZeneca, AbbVie, Siemens Healthineers, Sonova, Medtronic, Haleon, iShares Aging Population ETF (WKN: A2ANH1), Boston Scientific, Glaukos, Exelixis, Sarepta, Swisscanto Healthy Longevity Fund (WKN: A40L0T), Eli Lilly, Abbott, UnitedHealth, Microsoft, Amazon, Nvidia, Meta, Netflix, Coreweave, Oracle, Carvana, TSMC, Roblox, Crowdstrike, Opendoor Technologies, Alibaba, PDD, Petroleo Brasileiro, Teva Pharmaceutical, Robinhood, Northrop Grumman, RTX, Lululemon, Mercadolibre, Talen Energy, GE Vernova, Broadcom, Vistra, Micron, Alphabet, Somnigroup International, Flutter Entertainment. Und hier gibt es die Tickets zum Finance Summit am 17. September! https://veranstaltung.businessinsider.de/FinanceSummit Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Esta semana hablamos de qué publican los CEO mexicanos en LinkedIn, de Carvana, de McKinsey y de Strava. En el deep dive discutimos reportes trimestrales de algunas de las empresas de nuestro país, incluyendo ASUR, Liverpool y Bafar.notas del episodio 03:14 - LinkedIn10:33 - Carvana17:08 - McKinsey23:27 - Strava30:40 - deep diveNos vemos en Summit Regias el 5 de septiembre en el nuevo Hotel Intercontinental. Asegura tu entrada aquíPrueba Whitepaper 30 días gratisCompra tu gorra o ilustraciones de Whitepaper aquí

On episode 424 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss: how AI bailed out the stock market and economy, a history of capex bubbles, the Carvana comeback, investors are trading everything, the labor market debate, vibes vs. data, $1 billion job offers, where home prices are falling, Michael buys a new house, condos are crashing, FAFO parenting and more. This episode is sponsored by YCharts and Vanguard. Get 20% off your initial YCharts Professional subscription when you start your free trial through Animal Spirits (new customers only). Sign up at: https://go.ycharts.com/animal-spirits Learn more about Vanguard at: https://vgi.vg/3GbOsYM. Sign up for The Compound newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find complete show notes on our blogs: Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Chit Chat Stocks, Brett speaks with Laks from Unicus Research on data their research firm is tracking in regards to car loans (including Carvana), student loan impact on credit scores, and deteriorating consumer balance sheets. They discuss:(03:45) Exploring the Used Car Lending Market(07:10) Analyzing Ally's Position in the Market(15:26) Understanding Asset-Backed Securities (ABS)(28:18) Carvana: A Battleground Stock(32:35) Shorting Carvana: Risks and Considerations(33:11) Carvana and Ally: A Troubling Relationship(34:47) Fraud Allegations and Market Realities(37:53) The Deteriorating Car Lending Market(38:20) The Impact of Student Loan Resumption(41:56) Consumer Spending and Economic Implications(44:00) The Rise of Buy Now Pay Later (BNPL) Services(48:21) Consumer Financial Health at Risk(55:26) Future Outlook: Can Consumer Spending Recover?Unicus Research website: https://www.unicusresearch.com/Twitter/X: https://x.com/UnicusResearch*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Shoot us a Text.Episode #1112: Carvana's stock hits jaw-dropping highs while negative equity haunts car buyers. At the same time, a new report says Gen X may quietly be the most powerful consumer group of the next decade.Show Notes with links:What once seemed like a dying online used‑car startup has roared back. Carvana's share price hit an all‑time high in late July 2025—up over 10,000% from the December 2022 bottom—while short-sellers suffered nearly $7.42 billion in losses.Q2 2025 sales hit $4.84 billion, up 42% year-over-year. Retail units sold jumped 41% to 143,280; wholesale units rose 44.5% to 72,770.Net income surged to $308 million with record profit margins across the board.Traditional peers have seen modest stock gains by comparison — AutoNation is up about 80% and Lithia around 44% — with CarMax actually down roughly 7% in the same period.CEO Ernie Garcia III called Carvana “the fastest‑growing and most profitable automotive retailer.”“This rally…is one of the most spectacular recoveries in modern market history,” said Dave Mazza, CEO of Roundhill Financial.A growing share of U.S. car buyers are finding themselves stuck in negative equity, with Edmunds reporting the average underwater loan balance at $6,754 in Q2 2025 — one of the highest levels seen in years.26.6% of new‑car trade‑ins were upside down, a four‑year high.Average negative equity climbed to $6,754, up $500 from 2024.Nearly one in three underwater trade‑ins carried $5,000–$10,000 in debt.The average monthly payment for these buyers hit $915 — $159 above the industry average.Edmunds' Ivan Drury warns: “Many are at risk of getting stuck in a cycle of debt that only grows harder to break over time.”While millennials and Gen Z grab headlines, new research shows Gen X — those born between 1965 and 1980 — may be the most influential consumer group of the next decade.Gen X is set to remain the world's highest-spending demographic through 2033.In 2025 alone, they're projected to drive $507B in food and beverage sales, $80B in beauty, and $42B in alcohol.Nearly 40% use AI assistants for shopping recommendations, defying “tech-averse” stereotypes.72% prefer name brands over private label, bucking the store-brand trend.“Gen Xers are the gatekeepers of trillions in spending, effectively serving as the CFOs of three generations,” said Wolfgang Fengler of World Data Lab.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Auto companies saw mixed results in the second quarter related to sales and finance volume, as Carvana's originations surged, Ford Credit's earnings rose and Credit Acceptance Corp. and Penske Automotive faced declines.Carvana's originations soared 51.1% year over year in Q2 to $3.1 billion, while Credit Acceptance Corp.'s originations plummeted 14.6% YoY on a unit basis to 86,486, according to the lenders' earnings reports.Captive Ford Credit saw an 88.1% YoY increase in earnings before taxes to $645 million in Q2, though its finance penetration rate of U.S. Ford Motor sales fell to 33% in Q2, compared with 51% a year earlier, according to its earnings report.Retailers Asbury Automotive and Penske Automotive faced declining finance and insurance profits. Asbury Automotive's F&I revenue fell 5.4% YoY to $182 million, while Penske Automotive's F&I revenue dropped 3.9% YoY to $200.5 million, according to the retailers' earnings reports.Retailers also saw mixed new- and used-vehicle inventory in Q2. Asbury Automotive reported new-vehicle inventory down 13 days YoY at 49 days' supply, while used inventory fell one day YoY at 37 days' supply. Penske's new-vehicle inventory hit 57 days' supply, up YoY from 49, while used vehicles fell YoY to 44 days from 47.Also last week, asset management firms KKR & Co. and Pacific Management Co. agreed to purchase a stake in Harley-Davidson Financial Services and buy more than $5 billion in existing loan receivables, according to a July 30 Harley-Davidson announcement. The announcement came days before Harley-Davidson appointed Artie Starrs, chief executive of Topgolf, to be its new chief executive starting Oct. 1.In this episode of the “Weekly Wrap,” Auto Finance News Editor Amanda Harris, Senior Associate Editor Truth Headlam and Associate Editor Aidan Bush discuss trends across second-quarter bank earnings for the week ended Aug. 1. 

Interview date: July 16, 2023Episode Summary:Bobby Amamizu, a seasoned dancer, educator, and choreographer. Bobby shares his inspiring journey from a competitive dancer at Irvine Dance Academy to working with top choreographers and performing in high-profile productions like Dancing with the Stars. He talks about his early years in the dance industry, including the pivotal moments that shaped his career, such as performing in the Fiona Apple music video at just 10 years old and his experiences with Cirque du Soleil's Viva Elvis show in Las Vegas.He reflects on the importance of training in multiple dance styles, including tap, ballet, jazz, and hip-hop, and emphasizes how versatility helped him stand out in a competitive industry. He shares valuable advice for dancers, stressing the need to enjoy the process and cultivate strong relationships within the industry. The episode wraps up with Bobby's heartfelt insights into building lasting connections in the dance world.Show Notes:(1:00) Bobby's early dance journey and transition to competitive dance(5:00) Mentorship from Moni Adamson and his first professional gig at 10(10:00) Training at OC High School of the Arts and landing Viva Elvis with Cirque du Soleil(15:00) Navigating challenges as a young dancer in a competitive industry(20:00) How versatility in ballet, tap, and other styles set him apart(25:00) Moving to LA and diving into TV and film work(30:00) Teaching at major conventions like Tremaine and Hollywood Connection(35:00) Building relationships with top choreographers and mentors(40:00) Balancing live performances, TV shows, and teaching(45:00) Current projects, including The Marvelous Mrs. Maisel and an Amazon ballet show(50:00) Final advice: Keep training, stay humble, enjoy the journey, and never give upBiography:Bobby Amamizu originally from Irvine, CA is a graduate from Orange County High School of the Arts and holds a BFA in Dance Performance from UC Irvine. He is a professional dancer, educator, assistant choreographer, and choreographer who has worked in all varieties of entertainment such as stage, industrials, company, film, commercials, and television.Stage/Industrials/Company credits include: Cirque du Soleil's Viva Elvis (original cast), The Power of Music Evening with Hans Zimmer, Freelusion, Cirque du Soleil Worlds Away Roadshow, Loving The Silent Tears (original musical), International Ballet Festival of Miami, Laguna Dance Festival, National Choreographers Initiative, L'Oreal, Mattel, Morinda, Unity LA (Tessandra Chavez), and Commonality (Adam Parson).Film: A Week Away (Netflix), Valley Girl “Like Totally A Musical”, Fame, A Very Harold and Kumar Christmas, Dear Dumb Diary. Television/Commercials: Young Sheldon, The Marvelous Mrs. Maisel (Season 5), Physical (Season 2 and 3), Roar, The Voice Promo, Carpool Karaoke, Ford, Lip Sync Battle, Hulu's “Door No.1”, Home Joy, Miss Universe, Strictly Come Dancing, Fiona Apple music video “Paper Bag,” Jerry Lewis Telethon.He has taught for different companies, institutions, and conventions including Cirque du Soleil, Houston Met, OCSA, Edge Performing Arts Center, Steps on Broadway, Tremaine Dance Convention, and LA Elite/Elite Dance Convention. He is currently on faculty for Hollywood Connection Dance Convention and an Adjunct Professor at Pace University's Commercial Dance Department.Bobby is an assistant to many choreographers such as Marguerite Derricks, Michael Rooney, Bonnie Story, Lane Napper, Dominique Kelley among others. Some of the past projects he was fortunate to be a part of as an assistant choreographer include Happy Socks, AT&T, Carvana, Flirty Dancing and The Marvelous Mrs. Maisel. At the time of taping The Business of Dance Podcast he was working on a new ballet TV show “Etoile” as an assistant choreographer that was filmed in New York and Paris.Connect on Social Media:https://www.instagram.com/bobbyamamizuhttps://www.facebook.com/bobby.amamizu.9

Carvana's stock is up over 100x from its lows in 2023, but the story behind the surge is more complex than it looks. In this episode, we unpack how the company went from near-bankruptcy to posting record profits. We'll break down its $7,000-per-car gross margins, the $274 million in loan gains, and the real drivers of its rebound. This is the inside look at Carvana's high-risk, high-reward turnaround.This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Public.com/disclosures⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Learn how to stop wasting money per lead on bad CTAs If you're spending thousands of dollars per lead and wondering why your landing pages aren't converting, this episode is for you. The marketing world is obsessed with fancy ads and perfect audiences, but here's what I know - most of the time, your biggest opportunity is sitting right there on your landing page. In this episode, I sat down with Sahil Patel to uncover the shocking truth about why common call-to-action buttons like "Request a Demo" are killing your conversions, and reveal the simple changes that can double your results. We talked about how B2B sales is heading for a massive disruption, just like how Tesla and Carvana completely changed car buying forever. Sahil Patel runs a company called Spiralize and this guy has the proof to back up everything he says. He's tested over 1,500 different websites with millions of visitors, so when he tells you what works and what doesn't, you should pay attention. What I love about Sahil is he doesn't just talk about fancy theories - he breaks down website stuff into simple tips that you can use right now. He shares helpful advice on LinkedIn four times a week, and his superpower is showing businesses exactly why their websites aren't making money and how to fix them today. KEY TAKEAWAYS: "Request a Demo" is the worst-performing call-to-action button because it sounds passive and reminds people they have to talk to a salesperson. "Get Started" and "Get a Demo" are the highest-converting CTAs because they're action-focused and don't feel like you're asking for something. Your landing page headline must match your ad copy exactly - if your ad says "cat food" but your page shows "dog food," people will leave immediately. Younger generations (Gen Z and Millennials) hate phone calls so much that B2B sales will shift toward self-service buying, just like Tesla and Carvana did for cars. You need at least 100 form submissions on each version of your test before you can trust the results and make changes. Shorter, more skimmable landing pages work better than long ones because people spend less than two minutes reading your page. AI can help you write faster first drafts of copy, but humans still need to refine it and create emotional hooks that connect with buyers. Having a therapist before you need one is critical for business leaders because running a company means living through constant ups and downs. Growing your business is hard, but it doesn't have to be. In this podcast, we will be discussing top level strategies for both growing and expanding your business beyond seven figures. The show will feature a mix of pure content and expert interviews to present key concepts and fundamental topics in a variety of different formats. We believe that this format will enable our listeners to learn the most from the show, implement more in their businesses, and get real value out of the podcast. Enjoy the show. Please remember to rate, review and subscribe to the podcast so you don't miss any future episodes. Your support and reviews are important and help us to grow and improve the show. Follow Charles Gaudet and Predictable Profits on Social Media: Facebook: facebook.com/PredictableProfits Instagram: instagram.com/predictableprofits Twitter: twitter.com/charlesgaudet LinkedIn: linkedin.com/in/charlesgaudet Visit Charles Gaudet's Wesbites: www.PredictableProfits.com

- Chinese EV Sales Recover in Europe - Commercial Vehicle Sales Tumble in Europe - Commercial EV Sales Soar in U.S.  - Exxon and Chevron Increase Oil Production - Stellantis Names New Head of North American Design - CATL Boosts EV Battery Exports - Honda Introduces Fuel Cell Stationary Storage - BorgWarner Expects Better Second Half - Magna Beats Own Expectations - Aptiv Posts Mixed Results - Autonation Sales Up but Profits Down - Penske Auto Sales Drop - Carvana's Q2 Fantastic

- Chinese EV Sales Recover in Europe - Commercial Vehicle Sales Tumble in Europe - Commercial EV Sales Soar in U.S.  - Exxon and Chevron Increase Oil Production - Stellantis Names New Head of North American Design - CATL Boosts EV Battery Exports - Honda Introduces Fuel Cell Stationary Storage - BorgWarner Expects Better Second Half - Magna Beats Own Expectations - Aptiv Posts Mixed Results - Autonation Sales Up but Profits Down - Penske Auto Sales Drop - Carvana's Q2 Fantastic

Today on CarEdge Live, Ray and Zach discuss the latest news from Carvana. Tune in to learn more!

Allein die Aktien von Microsoft und Meta gewinnen vor dem Opening einen kombinierten Marktwert von rund $500 Mrd.! Die Ergebnisse und Aussichten der beiden Mega-Tech-Aktien sind beachtlich stark. J.P. Morgan geht davon aus, dass heute Abend auch Amazon und Apple die Ziele schlagen werden. Auch außerhalb der Mega-Techs brummt das Business. Die Aktien von Roblox, Ebay und Carvana legen deutlich zu, mit Norwegian Cruise ebenfalls freundlich nach den Zahlen. Bei Robinhood, ARM, Qualcomm und Ford sehen wir nach den Ergebnissen leichte Verluste. Heute steht auch ein Börsengang im Fokus. Figma nimmt an der NYSE den Handel auf, mit einem Zuteilungskurs von $33. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Allein die Aktien von Microsoft und Meta gewinnen vor dem Opening einen kombinierten Marktwert von rund $500 Mrd.! Die Ergebnisse und Aussichten der beiden Mega-Tech-Aktien sind beachtlich stark. J.P. Morgan geht davon aus, dass heute Abend auch Amazon und Apple die Ziele schlagen werden. Auch außerhalb der Mega-Techs brummt das Business. Die Aktien von Roblox, Ebay und Carvana legen deutlich zu, mit Norwegian Cruise ebenfalls freundlich nach den Zahlen. Bei Robinhood, ARM, Qualcomm und Ford sehen wir nach den Ergebnissen leichte Verluste. Heute steht auch ein Börsengang im Fokus. Figma nimmt an der NYSE den Handel auf, mit einem Zuteilungskurs von $33. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

Carvana (CVNA) cruised on earnings while Arm Holdings (ARM) took a leg down after hours. ARM guidance fell between the midpoint of expected guidance range, weighing on shares. Meanwhile, Carvana sees sequential gains in unit sales next quarter. Marley Kayden and George Tsilis takes a closer look at the reports to analyze what's driving the trading action.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

European bourses are mixed amidst a slew of earnings, US futures flat/firmer ahead of a busy data docket and earnings from Meta and Microsoft.USD rally pauses for breath as markets await Q2 flash GDP and FOMC.USTs contained into numerous US events, Bunds were little moved by national and EZ-wide GDP metrics.Crude takes a breather after Tuesday's rally while gold holds around the unchanged mark.Looking ahead, US ADP National Employment, GDP Advance (Q2), PCE (Q2), Fed, BoC, BCB Policy Announcements Speakers including Fed Chair Powell, BoC's Macklem & Rogers. US Quarterly Treasury Refunding Announcement.Earnings from Airbus, Vinci, Microsoft, RobinHood, Carvana, Lam Research, Qualcomm, Ford, Arm, eBay, FMC, Vertiv, Altria, Kraft Heinz, GE Healthcare.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Treasury Secretary Bessent said he will see US President Trump regarding the China tariff pause on Wednesday and some technical details remain on the China tariff pause, while the China tariff extension decision will be up to Trump and if he does not approve tariff pause extension, tariffs on Chinese goods would 'boomerang' back to April 2nd levels, or another level that he chooses.US President Trump said Chinese President Xi wants to meet and he thinks it will happen before the end of the year, while he stated that they will either approve the trade extension or not. Chinese Vice Commerce Minister Li said the US and China have agreed to extend the trade truce; Bessent said China jumped the gun a little on the 90-day pause.Crude futures surged yesterday amid comments from US President Trump who confirmed changing the deadline for Russia to reach a Ukraine ceasefire agreement to 10 days, while there were simultaneous comments from Treasury Secretary Bessent who told Chinese officials that China could face high tariffs if it continues to purchase sanctioned Russian oil due to US secondary tariff legislation.APAC stocks traded mixed following the subdued handover from Wall St; European equity futures indicate a mildly positive cash market open with Euro Stoxx 50 futures up 0.3% after the cash market closed with gains of 0.8% on Tuesday.Looking ahead, highlights include French GDP, Spanish CPI, German GDP & Retail Sales, Italian GDP, ECB Wage Tracker, EZ GDP & Sentiment, US ADP National Employment, GDP Advance (Q2), PCE (Q2), Fed, BoC, BCB Policy Announcements Speakers including Fed Chair Powell, BoC's Macklem & Rogers, Supply from Italy, US Quarterly Treasury Refunding Announcement.Earnings from Hermes, Airbus, Vinci, Danone, Capgemini, HSBC, GSK, Aston Martin, Santander, Caixabank, Telefonica, Intesa Sanpaolo, Leonardo, Mercedes Benz, Siemens Healthineers, BASF, Adidas, Porsche AG, Meta, Microsoft, RobinHood, Carvana, Lam Research, Qualcomm, Ford, Arm, eBay, FMC, Vertiv, Altria, Kraft Heinz, GE Healthcare & VF Corp.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Carvana's (CVNA) stunning recovery from $3.50 a couple years ago to $300 and near all-time highs is one that continues to grab investor and analyst interest. On Friday, Oppenheimer added to bullish optimism with an upgrade. Kevin Horner highlights the bearish and bullish levels investors should watch and describes the scenarios that can lead to significant moves ahead.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Likefolio's Landon Swan sees the strength of Carvana's (CVNA) uptrend beginning to wane. He compares their web visits vs their stock price and says they are doing “really well,” but wonders if market expectations are becoming too high after a strong run up over the last few years.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Carmen invested in a tool to help measure the humidity in a room as she has limits to what is comfortable in our new  building.  The people of New Mexico are being tested by flash flood waters.  Dave's got a new truck that he had delivered from Carvana. He's now got 7 days to put it to the test to make sure that's the vehicle he wants.  Bill is in agreement with an unpopular opinion to put certain limits on social media access.  If you need to put limits on scrolling,...

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über die Angst vor Zollbriefen, die Favoriten der YOLO-Community und die Gewinner der One Big Beautiful Bill. Außerdem geht es um Aeva Technologies, Carvana, Avis, Hertz, WisdomTree NASDAQ 100 3x Daily Leveraged (WKN: A3GL7E), Caterpillar, Dow, Amgen, Pfizer, Johnson&Johson, Verizon, UPS, Altria, Tyson Foods, LyondellBasell, Lockheed Martin, General Dynamics, Northrop Grumman, Munich Re (Münchener Rück), Hannover Rück, Rheinmetall, iShares Edge MSCI USA Value Factor ETF (WKN: A2AP35), Nvidia, Apple, Amazon, BYD, Xiaomi, Alphabet, Palantir, D-Wave Quantum, Renk, Hensoldt, Allianz, Deutsche Bank, Siemens Energy, Thyssenkrupp, Deutsche Telekom, Mercedes-Benz, Volkswagen, Strategy, Coinbase, Commerzbank und Aena. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Rob Haworth, senior investment strategist at U.S. Bank Asset Management, says that the volatility and headline risks of the first half of 2025 haven't changed the outlook for the market and economy, which can grind through the rest of the year and into 2026 with modest gains. Haworth acknowledges "a lot of questions still to be answered," but he says that most of the answers will be within degrees of expectations, and a lack of surprises should allow the market to grind higher. That said, Haworth said investors will want to be properly diversified to protect themselves against the volatility and the news risks. David Trainer of New Constructs puts Carvana back in The Danger Zone, noting that the stock — which he first singled out in April of 2019 — has roared back from a low of $4 per share in December 22 to gain more than 50 percent year-to-date and nearly 150 percent in the last year, rising to a stock valuation "that implies that Carvana will sell as many vehicles as General Motors." Plus Greg McBride, chief financial analyst at BankRate.com, on their latest survey research, which showed that 60 percent of Americans are uncomfortable with their current level of emergency savings, and half of Americans don't have enough emergency savings to cover three months' expenses.

Shoot us a Text.Episode #1081: Today's episode sounds the alarm on EV shipping risks after a $560M shipwreck, dives into the dealer-driven defense of EV tax credits with Alex Lawrence at the helm, and bids farewell to Microsoft's iconic Blue Screen of Death.The June sinking of the Morning Midas cargo ship—loaded with Chinese EVs—has sparked serious concern across the shipping and auto industries. Estimated losses are pegged at $560 million, but the implications go far deeper.The ship was carrying 3,048 vehicles, including 750 EVs and hybrids, when it caught fire en route to Mexico.It's the third major EV ship incident in just over three years, bringing total damages from these disasters to nearly $1.8 billion.The fire's cause remains unknown, but experts say EVs increase the chance of thermal runaway turning into catastrophe.“This is a huge cost, and another blaring warning claxon to the industry,” said AEG CEO Patrick Anderson, pointing to the growing frequency of these incidents.Calls are growing for stricter EV shipping protocols—better fire detection, increased vehicle spacing, and limits on how many EVs can be transported per vessel.A coalition of 19 dealers including Carmax, Carvana, and Utah's EV Auto is urging the Senate to reconsider abrupt EV tax credit rollbacks. At the center of the push is Alex Lawrence, who's making a strong case for used EV affordability.Lawrence says converting the credit into a down payment changed everything for middle-class buyers.He argues that without it, many families couldn't qualify for financing or reliable transportation.Though confident in EV Auto's future, he warns a sudden end “would disrupt the used car market,” calling for a multi-year phase-out instead.The letter emphasized the vital role of the used EV rebate as “a bridge” for working-class Americans.At ASOTU Con last month, Alex quipped “I didn't realize when I got into the car business five and a half years ago I was getting into politics. But boy, did I ever.”Microsoft is officially phasing out one of the most recognizable (and dreaded) elements of the Windows experience: the Blue Screen of Death. After four decades, Windows crashes are getting a new look—and a new name.The classic BSOD will now become the “Black Screen of Death” in an upcoming Windows 11 update.The redesign ditches the frowny face and QR code in favor of a cleaner, more focused layout.The new format will show the stop code and faulty driver right on screen, simplifying diagnosis for IT teams.The update is part of broader efforts to boost Windows 11 stability, especially after last year's CrowdStrike-related crash wave.“This is really an attempt on clarity and providing better information so we can fix it faster.” says David Weston, Microsoft's VP of Enterprise and OS SecurJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Mallory Willsea is live from Engage Summit 2025 in Charlotte, NC, chatting with Stella Liu, Lead Data Scientist of AI Acceleration at Arizona State University. The conversation dives into Stella's journey from tech industry roles at Carvana and Shopify to pioneering ethical AI initiatives in higher education. Packed with insights on building responsible AI tools, this episode is a must-listen for enrollment marketers and higher ed leaders navigating the evolving digital landscape. - - - -Connect With Our Host:Mallory Willsea https://www.linkedin.com/in/mallorywillsea/https://twitter.com/mallorywillseaAbout The Enrollify Podcast Network:The Higher Ed Pulse is a part of the Enrollify Podcast Network. If you like this podcast, chances are you'll like other Enrollify shows too!Enrollify is made possible by Element451 — the next-generation AI student engagement platform helping institutions create meaningful and personalized interactions with students. Learn more at element451.com.Attend the 2025 Engage Summit! The Engage Summit is the premier conference for forward-thinking leaders and practitioners dedicated to exploring the transformative power of AI in education. Explore the strategies and tools to step into the next generation of student engagement, supercharged by AI. You'll leave ready to deliver the most personalized digital engagement experience every step of the way.Register now to secure your spot in Charlotte, NC, on June 24-25, 2025! Early bird registration ends February 1st -- https://engage.element451.com/register

In this episode, Scott Becker examines Carvana's stock rebound and the ongoing debate about its legitimacy.

Chanos & Co. founder Jim Chanos discusses the outlook for the US stock market, his views on Tesla and why he is betting against Carvana. Speaking with Scarlet Fu on Bloomberg Television, Chanos also responds to Michael Saylor dismissing his recommendation to short the shares of Strategy and buy Bitcoin.See omnystudio.com/listener for privacy information.

Shoot us a Text.Episode #1054: We're kicking off Tuesday week with a look at surging used car sales and shrinking supply, BYD's aggressive EV price cuts in China, and a Waffle House partnership that brings hash browns and high-speed charging together in the South.Show Notes with links:Automotive News released its top Used Car retailers list showing that the stabilizing of the 2024 market led to some big gains. However, the current complexities and quickly shrinking market day supply is testing even the best players.Used-only dealers like CarMax, Carvana, and DriveTime saw strong 2024 growth as supply chains normalized, with Carvana up 33% year-over-year.Dealers are creatively sourcing inventory—prioritizing trade-ins and direct-from-customer purchases to avoid costly auctions.The current used vehicle supply stands at just a 43-day market supply, the lowest since 2021, with lower-price vehicles hardest to find.Tariff fears have driven consumers to buy quickly, pushing prices for the top 50 used models to an average of nearly $29,000“There isn't a lot of room for error anymore in the post-COVID used-car world,” said Bill Solko, dealer principal of Automotive Avenues.Meanwhile Cox Automotive's Jonathan Smoke warned, 2025 is going to be a roller coaster for this industry,” BYD just launched a fresh round of EV price cuts in China, triggering a market shake-up that's pummeling stocks and ramping pressure on rivals like Tesla.BYD slashed prices across several models, including a 20% cut on the sub-$10,000 Seagull hatchback now priced at an equivalent of $7,780The Chinese EV market is nearing 50% penetration — five times the U.S. rate — largely due to aggressive pricing strategies.EV maker stocks, including BYD, Li Auto, and Geely, fell sharply after the announcement, signaling investor anxiety.BYD's growing profit cushion from 2019–2024 gives it room to undercut less profitable competitors.“This new price war will put even more pressure on Tesla,” Electrek reported, especially as new players like Xiaomi ramp up.In a match made in Southern heaven, bp pulse and Waffle House are joining forces to bring 400kW ultrafast EV charging to your next roadside breakfast stop.Starting in 2026, Waffle House locations across Georgia, Texas, Florida, and beyond will host six-bay charging stations.The chargers will support both CCS and NACS connectors and deliver up to 200 miles of range in about 15 minutes.The 24/7 diner vibe adds much-needed comfort and reliability to the EV charging experience.This builds on bp pulse's growing U.S. network, which includes partnerships with Hertz and 8,000+ retail locations.“Charging up while fueling up on an All-Star Special will be convenient and fast,” said Waffle House Innovation Director David Repp.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Today on CarEdge Live, Ray is joined by CarEdge's own Tricia and Debbie to break down the latest headlines—including Carvana CEO Ernest Garcia III's record-setting $192 million stock sale. What does it mean for the future of Carvana, and what should consumers take away from this move? We'll also dive into the CarEdge Dealer Network, how it's evolving, and what it means for car buyers looking for transparency and trust in today's market. Don't miss this insightful conversation with two of CarEdge's most experienced team members.

My guest today is Cliff Sosin. Cliff is the founder of CAS Investment Partners, a fund he started with $5 million in 2012 and has grown to $1.7 billion as of the last reported numbers at the end of 2024. At the time, CAS had only four positions. This conversation is different to our typical episodes. We start by talking about Cliff's investing philosophy but the bulk of this long discussion is a case study into his remarkable investment in Carvana. Cliff is one of the biggest investors in the business, which had a market cap over $60 billion in 2021, then fell 99%, survived, and now has a market cap approaching $50 billion again. While I hosted Carvana's CEO, Ernie Garcia, last year to get the inside perspective on managing through such turbulence, today we hear the investor's side of this extraordinary story. It is a singular episode and there are so many lessons in this rare opportunity to hear a major investor describe his decision-making process at every stage of the journey. Please enjoy my great conversation with Cliff Sosin. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ridgelineapps.com to learn more about the platform. –  This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:00:32) Early Career and Discovering Investing (00:01:18) Journey Through Financial Firms (00:01:49) Starting the Firm and Initial Challenges (00:03:41) Investment Philosophy and Market Realities (00:05:07) Building the Firm and Investor Relations (00:07:23) Defining a Good Business (00:12:31) Contained vs. Uncontained Businesses (00:15:30) Mental Models and Market Insights (00:30:13) The Role of ESG in Investing (00:34:26) The Carvana Investment Story (00:41:01) The Complexity of Car Transactions (00:41:43) Carvana's Real Estate and Logistics Network (00:44:12) Reconditioning and Selling Cars (00:45:16) Carvana's Financing and Customer Service (00:46:43) Economies of Scale and Trust (00:49:40) Challenges and Management Insights (00:59:07) Operational Issues and Market Challenges (01:18:56) Questioning Carvana's Sales Strategy (01:19:17) The Role of Word of Mouth in Carvana's Growth (01:20:28) Identifying Early Adopters (01:21:00) The Impact of Market Conditions on Carvana (01:22:10) Carvana's Operational Challenges (01:23:10) Cutting Costs and Organizational Efficiency (01:27:19) The Apollo Deal and Debt Restructuring (01:28:23) Personal Reflections on Investment Decisions (01:34:21) The Psychological Toll of Investment (01:45:16) Future Investment Strategies and AI (01:49:48)The US Market and Investment Opportunities (01:54:51) The Kindest Thing Anyone Has Ever Done For Cliff

Today's guest is Neil Mehta, founder of Greenoaks Capital. In 2012, aged 27, Neil left D.E. Shaw to start Greenoaks with his friend Benny Peretz. One of their first investments was in Coupang, a South Korean e-commerce company led by founder Bom Kim. Neil was so convinced of Coupang's potential that he invested 40% of their initial $50 million fund into the company—a bet that eventually returned about $8 billion. Over its first 13 years, Greenoaks has backed legendary companies like Figma, Wiz, Carvana, Stripe, Discord, Rippling, and Toast—generating over $13 billion in gross profits with a 33% net IRR. Henry Kravis, one of Neil's early investors, describes him as "extremely disciplined" with "exceptional timing" who has "gone against the tide many times." Greenoaks operates with remarkable concentration: just 55 core companies across nearly $15 billion in assets, managed by only nine investment professionals. Their approach reflects their singular pursuit: finding companies that will become a meaningful part of the S&P 500. In our wide-ranging conversation, Neil shares this mission along with his framework for identifying exceptional founders, his concept of "jaw-dropping customer experiences," and how his grandfather's gun shop in India shaped his appreciation for builders of all kinds. Please enjoy my excellent conversation with Neil Mehta. Neil Mehta's Profile in Colossus Review. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ridgelineapps.com to learn more about the platform. –  This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:06:32) Connecting Craftsmanship to Career (00:07:45) The Concept of Jaw Dropping Customer Experience (JDCE) (00:09:48) Building a Successful Business: The Coupang Case Study (00:17:26) The Importance of Founders & Business Models (00:30:05) Greenoaks' Unique Approach to Venture Capital (00:37:54) A Memorable Encounter with Henry Kravis (00:40:52) Early Career and Lessons from Hong Kong (00:44:53) The Partnership with Benny (00:50:28) Navigating the Competitive Landscape (00:59:14) High Conviction Investments: TripActions, Rippling, and Carvana (01:07:00) Investment Strategy and Company Evaluation (01:13:23) Adventures in Emerging Markets (01:17:09) Challenges and Lessons Learned (01:26:16) Personal Values and Community Impact (01:32:16) The Kindest Thing Anyone Has Ever Done For Neil