Podcasts about Carvana

Online used car dealer based in Arizona

  • 618PODCASTS
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  • Dec 15, 2025LATEST
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Best podcasts about Carvana

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Latest podcast episodes about Carvana

The Best One Yet

The Grinch is now the top-selling IP of the holidays… Because consumers prefer the anti-hero.Zegna's $1,100 sneaker makes $160M/year… because the ultimate luxury is slooooooow.Carvana is officially the craziest stock of the last 3 years… because of 43,000 problems.Forget the Santa Rally, how about the “Dreidel Rally?”... Stocks pop for Hanukkah.$ZGN $CVNA $SPYBuy tickets to The IPO Tour (our In-Person Offering) TODAYAustin, TX (2/25): https://tickets.austintheatre.org/13274/13275 Arlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): https://www.squadup.com/events/the-best-one-yet-liveGet your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Becker Group C-Suite Reports Business of Private Equity
Carvana is in First Gear 12-13-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Dec 13, 2025 2:34


In this episode, Scott Becker explores Carvana's rapid rebound from its near bankruptcy in 2022.

Rabbit Hole Recap
THE PRINTER IS COMING: RABBIT HOLE RECAP #387

Rabbit Hole Recap

Play Episode Listen Later Dec 13, 2025 100:16


- gridless jua kali miners https://x.com/gridlesscompute/status/1996481192376533218 - bitcoin after hours https://x.com/ericbalchunas/status/1998424357232922883 - India | NPCI Confirms CBDC is Live With Spending Controls The National Payments Corporation of India (NPCI) confirmed that India's digital rupee CBDC is live with partner banks and is being used by the state for subsidy payments. At India Blockchain Week, an NPCI consultant shared that the digital rupee can be restricted for specific purposes, approved merchants, and particular locations. For example, recent transfers of the programmable CBDC for farmers and livestock owners limited purchases to “approved inputs” with geographic tagging enabled. The CBDC is compatible with India's state-run payment system, known as Unified Payment Interface (UPI), enabling users to pay with the digital rupee by scanning existing UPI QR codes. FinancialFreedomReport.org - boss challenge https://bosschallenge.xyz - rawbit https://x.com/rawbit_io/status/1996554245412196553 - ZEUS v0.12.0-beta1 https://primal.net/e/nevent1qqst6gxa5elzzkknaj3f30q8f433xypq6d2g6vjmgh8lgfcg383954sqj25yh - Hash-based Signature Schemes for Bitcoin https://eprint.iacr.org/2025/2203.pdf - farcaster pivot https://primal.net/e/nevent1qqspvqykcqmy45gpewyaryuhuw2zf52uvs3k443p7pea4vgvgm5pqtggjzqsq - australia digital id https://primal.net/e/nevent1qqsgerh7qyrnjf7v7c9mkxeeh57480mun5qs447uyal45g9ss33t5cg4zhnef - new us border rules https://primal.net/e/nevent1qqsvscew4zw5hnygmr2tqhgwe8vgv5cjlfelhqx0tgplwypztuq8frq85sqsz + https://public-inspection.federalregister.gov/2025-22461.pdf - ai glasses face recognition https://x.com/pascal_bornet/status/1997215380423495938 - carvana, $cvna https://finance.yahoo.com/quote/CVNA/ 0:00 - Opening riff 7:00 - Dashboard 16:15 - Gridless 21:10 - Bitcoin AfterDark 33:10 - HRF Story of the Week 40:00 - Boosts 49:35 - Aussie surveillance 55:10 - Software updates 1:20:25 - Border rules 1:27:40 - AI glasses 1:31:10 - Carvana 1:32:00 - Bitcoin Products leak Shoutout to our sponsors: Coinkite https://coinkite.com/ Stakwork https://stakwork.ai/ Obscura https://obscura.net/ Salt of the Earth https://drinksote.com/rhr Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/marty Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/ Follow Odell: Nostr https://primal.net/odell Newsletter https://discreetlog.com/ Podcast https://citadeldispatch.com/

Becker Group Business Strategy 15 Minute Podcast
Carvana is in First Gear 12-13-25

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Dec 13, 2025 2:34


In this episode, Scott Becker explores Carvana's rapid rebound from its near bankruptcy in 2022.

Saxo Market Call
Oracle spoils post-FOMC pump, can Broadcom save the day?

Saxo Market Call

Play Episode Listen Later Dec 11, 2025 21:35


Today, a look at the S&P 500 attempting a new all-time high and the broader market bulling up strongly on the nominally dovish FOMC meeting, only to be spoiled by the Oracle earnings after the close as investors worry about the company's rate of spending and cloud revenue miss. Can Broadcom earnings today save the day? Also, Carvana is about to be added to the S&P 500, but is it an out-and-out fraud and an eventual zero as many short sellers would maintain? This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

TD Ameritrade Network
Chart of the Day: CVNA's Sharp Rally

TD Ameritrade Network

Play Episode Listen Later Dec 11, 2025 3:52


Carvana's (CVNA) breakout through $400 is something that Charles Schwab's Kevin Horner considers stunning. That said, he urges investors and traders alike to watch for a recent gap that formed in the chart. ======== 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

Know Your Risk Radio with Zach Abraham, Chief Investment Officer, Bulwark Capital Management

December 9, 2025 - Zach discusses the current state of the market, focusing on the performance of various indexes and the opportunities in the metals and value stocks. He emphasizes the importance of understanding risk versus reward in investing, particularly in the context of meme stocks and speculative investments. The conversation also explores the comparison between US and international markets, highlighting the undervaluation of many international assets. Zach critiques companies like Boeing and Carvana, discussing their business models and market positions. He concludes with insights on the future of investing, encouraging listeners to seek out undervalued opportunities.

Market Mondays
MM #288: Comeback Stock of the Year, Is Netflix The New Monopoly? & Stocks Ready to Strike w/ Caleb Silver

Market Mondays

Play Episode Listen Later Dec 9, 2025 119:05


This week on Market Mondays, we kick things off with our Futures Trading Tip of the Week and a breakdown of the biggest investing mistake of the year. We dive into the shocking rebound of Carvana joining the S&P 500 after nearly going bankrupt — debating whether it's a true comeback story or a sign the market is getting reckless again. We also break down the massive bidding war for Warner Bros Discovery, who needs WBD the most to survive the next decade, and what this means for the future of media. Caleb Silver, Editor-in-Chief of Investopedia, joins us with expert data and insight throughout the discussion.We compare Paramount's heavy debt load to Netflix's growth and free cash flow dominance and question whether a Netflix–WBD deal would spark a new era of media consolidation or run into regulatory roadblocks. From there, we shift to AI and corporate strategy, analyzing IBM's $11B acquisition of Confluent and whether M&A is becoming the quiet force powering the next leg of the AI boom. We also cover holiday spending vs weak investor sentiment, whether investors should rotate into safer stocks, and what Wednesday's Fed decision could mean for markets heading into 2026.To wrap up, we go rapid-fire: the most attractive stocks currently dipping for LEAPs and swing trades, which companies are less likely to be corrupt or mismanaged, whether failed AI bets could force bailouts in tech, Bitcoin's next move toward $65K or $70K, Apple's potential talent crisis after losing multiple key executives, and if an oil collapse into the $30s could make the entire energy sector uninvestable. A packed episode with strategy, clarity, and expert perspective. #MarketMondays #EarnYourLeisure #CalebSilver #Investopedia #Investing #StockMarket #Bitcoin #OptionsTrading #AIStocks #MediaMergers #Carvana #Apple #OilPrices #WealthBuilding #FinancePodcast #EYLSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Halftime Report
The Market Pushes to New Highs 12/9/25

Halftime Report

Play Episode Listen Later Dec 9, 2025 46:21


Scott Wapner highlights the Investment Committee's latest moves as the market pushes to new highs. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Carvana in his "Best Stocks in the Market." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alles auf Aktien
Heißer Machtkampf um Warner Bros und 5 deutsche Dividenden-Perlen

Alles auf Aktien

Play Episode Listen Later Dec 9, 2025 22:54


In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über den Magnum-Börsengang, ein Kursfeuerwerk bei Wave Life und das große Warten auf die Fed-Sitzung. Außerdem geht es um Unilever, Klöckner & Co, Worthington Steel, Rheinmetall, Renk, Thyssenkrupp Marine Systems, Bayer, Confluent, IBM, Marvell Technology, Carvana, Nvidia, Warner Bros Discovery, Netflix, Paramount Skydance, RTL Group, Evonik Industries, Freenet, Ströer, BASF, iShares S&P 500 Communication Sector ETF (WKN: A2JQ2H) und Xtrackers MSCI USA Communication Services ETF (WKN: A2QGNF). Folgt ihr uns schon bei Instagram? Wenn nicht, könnt ihr das hier nachholen: www.instagram.com/alles_auf_aktien Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm 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.) [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

Squawk Pod
5 Things to Know Before the Opening Bell 12/8/2025

Squawk Pod

Play Episode Listen Later Dec 8, 2025 1:39


IBM is reportedly in talks to acquire Confluent, CRH, Carvana, and Comfort Systems are being added to the S&P 500, the Trump administration will forgive the remaining $11m civil fine against Southwest Airlines, the Trump administration will unveil its aid package for farmers, and “Five Nights at Freddy's 2” won the box office this weekend. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Scout Goes Heavy on Service, Carvana Into S&P 500, Waymos Get Aggressive

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Dec 8, 2025 13:01


Shoot us a Text.Episode #1213: Today we're talking Scout's aggressive service-first launch strategy, Carvana's stunning rise past Detroit's giants as it joins the S&P 500, and Waymo's shift from polite AV to confidently assertive city driver.Show Notes with links:Scout Motors is doubling down on a factory-run service network as it preps for a 2027 U.S. launch, betting that premium, reliable service will become a differentiator in the direct-to-consumer EV space.Scout will open 25 brand-owned rooftops at launch, both “Studios,” where customers shop and interact with a sales adviser, and “Workshops,” where service is performed. 57 rooftops are planned in Year 2.The brand plans 15% more annual service labor capacity than projected need to stay ahead of demand and reduce wait times.Scout aims to staff 1,400 service bays with roughly 900 technicians within five years, backed by VW Group resources but operating independently.“The way we describe our retail operations is a digital-first experience built on a service-first infrastructure.” — Cody Thacker, VP Commercial Operations, ScoutCarvana's comeback is officially Wall Street-certified as the online used-car disruptor joins the S&P 500, marking a stunning rebound from near-bankruptcy to an $87B valuation that now eclipses Ford and GM.Shares have surged more than 8,000% since 2022 and nearly doubled in 2025 as demand rebounded and cost discipline kicked in.Carvana now trades at 57× forward earnings, massively outpacing Detroit's single-digit multiples.The company sold a record 155,941 units in Q3, driving 55% revenue growth and fueling analyst confidence in potential volume leadership over CarMax by 2026.Index inclusion on Dec. 22 is expected to trigger significant buying from funds tracking the S&P.Waymo's once overly-courteous robotaxis are getting a software personality shift in San Francisco—assertive, human-like driving that's raising eyebrows, improving flow, and occasionally bending rules.Riders report more aggressive lane changes, quicker merges, and tighter gaps—closer to how real-world urban drivers operate.The shift follows complaints that overly passive AVs caused congestion, got stuck behind obstacles, and struggled downtown.Recent incidents include an illegal U-turn, a lane-change with no signal, and even a tragic neighborhood cat strike—fueling debate over “too human” behavior.Waymo says more assertiveness is required to scale in busy cities, with updates teaching AVs to make “common-sense decisions” when laws conflict.Thank you to today's sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coverage and texting (SMS) follow-up for sales, service, and reception. Learn more at https://www.mia.inc/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/

TD Ameritrade Network
Ca$htag$: Carvana (CVNA) ‘Clearly' Winning vs CarMax (KMX)

TD Ameritrade Network

Play Episode Listen Later Dec 8, 2025 7:45


Likefolio's Andy Swan says it's “clear that Carvana is the winner,” with data showing strong growth in visits. Meanwhile, CarMax (KMX) is falling; Andy says, “consumers are voting with their clicks, and it's not even close.” While he thinks the stock could be overbought, he also sees substantial market share growth for CVNA ahead.======== 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

Becker Group C-Suite Reports Business of Private Equity
What Do NVIDIA and Carvana Have in Common? 11-26-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Nov 26, 2025 2:48


In this episode, Scott Becker discusses how NVIDIA & Carvana are raising concerns over customer financing practices and whether their growth is truly sustainable.

Becker Group Business Strategy 15 Minute Podcast
What Do NVIDIA and Carvana Have in Common? 11-26-25

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Nov 26, 2025 2:48


In this episode, Scott Becker discusses how NVIDIA & Carvana are raising concerns over customer financing practices and whether their growth is truly sustainable.

TD Ameritrade Network
Can CVNA Reclaim $400? Explaining Carvana's Upgrade & Example Options Trade

TD Ameritrade Network

Play Episode Listen Later Nov 24, 2025 6:13


Wedbush upgraded Carvana (CVNA) to outperform from neutral and raised its price target to $400. The firm sees limited downside risk and improving financials. George Tsilis talks about how Carvana added fuel to its balance sheet which reversed course toward financial ruin. Prosper Trading Academy's Charles Moon takes investors through his example options trade for Carvana. ======== 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

Brandon Boxer
Carvana starts its Columbus 'Vending Machine' plans

Brandon Boxer

Play Episode Listen Later Nov 21, 2025 8:33 Transcription Available


Mark Somerson of Columbus Business First has a look at local business news including Lower.com field to change naming rights

CarDealershipGuy Podcast
The 10-Year Buyout Playbook – Inside the Unicorn-Driven Dealership Model That's Disrupting Auto Retail | Jim Keffer, CEO of Keffer Auto Group

CarDealershipGuy Podcast

Play Episode Listen Later Nov 20, 2025 65:36


Today I'm joined by Jim Keffer, CEO of Keffer Auto Group. We break down his radical 10-year buyout model, why he hunts “unicorn” operators instead of centralizing, and how underperforming rooftops become high-ROI assets. Jim also explains the math behind buying broken stores, the traits that separate true owner-operators, and the coming shakeups he sees from Carvana, CarMax, and digital retailing. It's a candid, transparent look at a model most dealers never get to see up close. This episode is brought to you by: 1. Lotlinx - What if ChatGPT actually spoke dealer? Meet LotGPT — the first AI chatbot built just for car dealers. Fluent in your market, your dealership, and your inventory, LotGPT delivers instant insights to help you merchandise smarter, move inventory faster, and maximize profit. It pulls from your live inventory, CRM, and Google Analytics to give VIN-specific recommendations, helping dealers price vehicles accurately, spot wasted spend, and uncover the hottest opportunities — all in seconds. LotGPT is free for dealers, but invite-only. Join the waitlist now @ Lotlinx.com/LotGPT 2. vAuto - The average car sits 45 days before getting shipped to another store — hoping it'll sell faster somewhere else. But guess what? Once it lands there, it usually sits another 30 days. On paper, that looks fine. In reality, that car's been tying up capital for 75 days — bleeding margin the whole time. The fix? Get the car to the right store on day one — or move it before the clock runs out. Because every day you wait, you're losing gross you'll never get back. Check out vAuto's new guide on centralized inventory management @ ⁠https://www.vauto.com⁠⁠⁠⁠ 3. CDG Circles - A modern peer group for auto dealers. Private dealer chats. Real insights — confidential, compliant, no travel required. Visit @ https://cdgcircles.com/ to learn more. Check out Car Dealership Guy's stuff: For dealers: CDG Circles ➤ https://cdgcircles.com/ 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: 00:08 Biggest challenge in the car business? 00:52 How does the decentralized model work? 03:41 What is the buyout model? 07:08 How to find the right operators? 32:48 How does goodwill depreciation work? 33:15 How to identify and hire talent? 34:01 Biggest used car sales challenge? 37:45 Balancing sales efficiency with customer experience? 58:18 Future of car dealerships? 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

Auto Insider
Carvana & JEEP SHOCK The Auto Industry | Episode 966

Auto Insider

Play Episode Listen Later Nov 20, 2025 28:04


Today on CarEdge Live, Ray and Zach discuss the latest news from Carvana and Chrysler, Dodge, Jeep, and Ram. 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.

TD Ameritrade Network
The Big 3: ORCL, CVNA, WDC

TD Ameritrade Network

Play Episode Listen Later Nov 20, 2025 14:26


As markets grapple with Nvidia's (NVDA) earnings, Prosper Trading Academy's Charles Moon highlights three stocks he believes will be big movers in the coming weeks and months. He highlights Oracle (ORCL) as a stock that can rally significantly if the A.I. picture improves, Carvana's (CVNA) strength where high beta peers showed weakness, and Western Digital's (WDC) "critical" support level. Charles offers example options trades for his Big 3 while Rick Ducat turns to the bearish and bullish trends in the charts. ======== 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

CarDealershipGuy Podcast
Q3 Auto Market Cheat Sheet – The Car Brands Accelerating and Stalling Out in Late 2025 | Alan Haig, President of Haig Partners

CarDealershipGuy Podcast

Play Episode Listen Later Nov 13, 2025 52:58


Today I'm joined by Alan Haig, President of Haig Partners. We dig into why Q4 buy-sell activity is suddenly exploding, which franchises are becoming “must-own” (and which aren't), how rate cuts are reshaping buyer math, and get a sneak peek at the latest Haig Report before its released. This episode is brought to you by: 1. Equifax - Fund More Auto Loans, Faster. Auto loan applicants are 40% more likely to be funded when instantly verified by The Work Number. You can get the data you need to know your borrower better and make fast, smart decisions. Equifax provides instant, secure access to verified borrower identity, address, income, and employment information, helping you move deals forward quickly." Visit @ https://carguymedia.com/3Lplzue to learn more. 2. Amazon Auto - With Amazon Autos, your dealership can reach more buyers, drive more sales, and deliver a modern, more delightful car-buying experience. Learn more @ https://sell.amazon.com/programs/autos⁠⁠⁠⁠ 3. Haig Partners - Since 2014, the Haig Report® has delivered expert analysis on dealership performance, market activity, and franchise valuations, offering a clear view of opportunities and challenges in automotive retail. Learn more in the full Q3 2025 Haig Report® by subscribing to receive it as soon as it's released. Visit @ https://share.hsforms.com/1AEDx2iJDSsibryqbI1HyCgnr2vn 4. CDG Circles - A modern peer group for auto dealers. Private dealer chats. Real insights — confidential, compliant, no travel required. Visit https://cdgcircles.com to learn more. 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: 00:59 What defines the marathon's spirit? 02:53 Why did the CarMax CEO resign? 03:49 How is Carvana influencing the market? 07:14 Current state of the auto market? 11:14 Which brands are performing best? 21:40 Who is buying cars today? 26:51 Biggest opportunity in dealership sales? 29:05 Where are the hottest regional markets? 43:59 Future outlook for dealers? 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

Equity Mates Investing Podcast
Australia's fastest growing company, 3 stocks we're watching & Pimp my Portfolio with Matt Ingram

Equity Mates Investing Podcast

Play Episode Listen Later Nov 9, 2025 36:13


One of the world's fastest-growing companies isn't in Silicon Valley - it's right here in Australia. We unpack the rise of IREN, the local success story powering the AI boom, and ask how the ASX fumbled a $30 billion opportunity.Also in this episode:·

The Compound Show with Downtown Josh Brown
Eric Jackson and the Search for the Next 100 Bagger

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Nov 7, 2025 90:30


On episode 216 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Eric Jackson to discuss: searching for 100 baggers, the case for Opendoor, Eric's legendary Carvana call, OpenAI's wild week, and much more! This episode is sponsored by Victory Capital & Apex Fintech Solutions. Learn more about GFLW and get important information at http://www.victoryshares.com/ Learn more about Apex at https://apexfintechsolutions.com/augmented-advice Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 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 Josh Brown 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

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Carmax CEO Fired, Elon's Pay Package Approved, Gas-Powered Scouts

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Nov 7, 2025 10:44


Shoot us a Text.Episode #1190: Today we cover CarMax's executive shakeup amid disappointing guidance, Tesla shareholders' approval of Elon Musk's massive pay package, and how Scout Motors is seeing overwhelming demand for extended-range EVs.Show Notes with links:CarMax shares plunged 24% Thursday after the used car giant issued a grim forecast and announced a surprise leadership shakeup. With profits slipping and competition heating up, the company is betting on new leadership to stabilize its course and unlock its underlying potential.CarMax expects used unit sales to fall 8–12% and earnings to dip sharply to $0.18–$0.36 per share.CarMax stock is down nearly 50% in 2025, while competitors like Carvana are up over 50% year-to-date.CEO Bill Nash is stepping down; retail veteran David McCreight will serve as interim CEO.Former CEO Tom Folliard returns as interim executive chair, citing a need for hands-on guidance.“The company's recent results do not reflect its potential. Change is needed,” said Folliard, referencing CarMax's long-term brand strength and ability to perform at a higher level.Tesla shareholders just gave Elon Musk the green light on a massive pay package, potentially worth $1 trillion, in exchange for hitting big targets over the next decade. It's not a payday just yet, but it's a power move with long-term implications.Over 75% of participating shareholders approved the plan amid loud chants of “Elon! Elon!”The plan is tied to 12 performance-based tranches, each triggered by Tesla meeting specific operational, profit, and market cap goals — including a stretch target of reaching an $8.5 trillion valuation over the next decade.Tesla ran an unprecedented media campaign to secure votes, including TV ads and interviews from its typically quiet board chair.“Tesla is at an inflection point… this last year has been a critical one in our history,” said Chairwoman Robyn Denholm.Turns out, EV truck buyers want a little gas on the side. Over 80% of the 130,000 reservations for the upcoming Scout Terra and Traveler EVs are for versions with a gas-powered generator to boost range.The EREV models offer 150 miles of battery-only range, with a gas engine pushing total range to 500 miles.Customers are clearly favoring the “just in case” option, and CEO Scott Keogh isn't surprised: “The market has spoken.”On the idea of a gas-only Scout, Keogh didn't hesitate: “I don't see it. There's a lot of drama now—people saying the world was all EV, now it's going back to 100% internal combustion. The world is still heading electric.”He added, “The technology is there, the innovation is there… We want to make sure Scout is prepared for the next 100 years. We're not building a two-year brand.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/

The Auto Finance Roadmap
Lenders eye affordability, subprime finance as credit performance weakens

The Auto Finance Roadmap

Play Episode Listen Later Nov 4, 2025 4:24


Auto lenders are homing in on key areas of underwriting to manage risk and grow in 2026 as the subprime market continues to face challenges with credit performance and affordability.Improved loan decisioning, declining interest rates, the use of data and analytics, and responsible growth are top of mind for auto lenders into next year, leaders said at the recent Auto Finance Summit 2025.The Federal Reserve cut its benchmark interest rate by another 25 basis points (bps) on Oct. 29, prompting lenders to prepare for an uptick in refinance opportunities. However, affordability remains a leading concern, especially for subprime consumers.In fact, Irvine, Calif.-based subprime auto lender Bayside Credit stopped originating auto loans against the backdrop of challenging macroeconomic conditions.Subprime credit performance is also a concern in the auto securitization market, with  and lenders that target consumers who may not be legal U.S. citizens experiencing higher-than-expected losses.In other news, subprime lender Credit Acceptance Corp.'s originations fell 16.5% year over year in the third quarter amid competition and worsening loan performance.Carvana, on the other hand, posted a 58.8% YoY jump in originations in Q3 and increased its forward-flow agreement with Ally Financial.In this episode of “Weekly Wrap,” Auto Finance News Associate Editor Aidan Bush discusses trends across underwriting, subprime lending, capital markets and third-quarter earnings for the week ended Oct. 31.

Becker Group C-Suite Reports Business of Private Equity

In this episode, Scott Becker discusses Carvana’s stock performance, exploring why the company fell 13%  despite a record quarter of 150,000 vehicle sales.

Becker Group Business Strategy 15 Minute Podcast

In this episode, Scott Becker discusses Carvana’s stock performance, exploring why the company fell 13%  despite a record quarter of 150,000 vehicle sales.

Alles auf Aktien
KI-Bubble oder Superzyklus? Microsoft & Google geben die Antwort

Alles auf Aktien

Play Episode Listen Later Oct 30, 2025 25:26


In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über ein Drama bei der Fed, KI-Fantasie bei Caterpillar und Nvidias Sprung über die 5-Billionen-Dollar-Marke. Außerdem geht es um Micron Technology, SK Hynix, AMD, Broadcom, Samsung, Seagate Technology, Fiserv, ServiceNow, Carvana, Adidas, Puma, SAP, Deutsche Bank, DWS, Airbus, Boeing, Mercedes-Benz, BMW, BASF, Arista Networks, Nokia. 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.) [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

NY to ZH Täglich: Börse & Wirtschaft aktuell
Sell-the-News | New York to Zürich Täglich

NY to ZH Täglich: Börse & Wirtschaft aktuell

Play Episode Listen Later Oct 30, 2025 11:41


Ein gemischtes, aber noch stabiles Marktumfeld vorbörslich. Die Marktbreite bleibt schwach – selbst starke Zahlen führen kaum zu Kursgewinnen. Roblox, Meta, Microsoft, Ebay und Carvana alle mit Verlusten trotz solider Ergebnisse. Auch Starbucks kann frühe Gewinne nicht halten, Chipotle wird nach kleinen Verfehlungen regelrecht abgestraft. Im Fokus heute Abend: die Tech-Schwergewichte Amazon, Apple und Coinbase. Politisch sehen wir Entspannung zwischen China und den USA – halbierte Fentanyl-Zölle, Aufhebung von Exportrestriktionen Seltener Erden – doch die Märkte haben all das längst gefeiert. Das Motto des Tages: Sell the News. 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

Wall Street mit Markus Koch
Sell-the-News | FED, XI/Trump und Tech-Ergebnisse

Wall Street mit Markus Koch

Play Episode Listen Later Oct 30, 2025 23:22


Ein gemischtes, aber noch stabiles Marktumfeld vorbörslich. Die Marktbreite bleibt schwach – selbst starke Zahlen führen kaum zu Kursgewinnen. Roblox, Meta, Microsoft, Ebay und Carvana alle mit Verlusten trotz solider Ergebnisse. Auch Starbucks kann frühe Gewinne nicht halten, Chipotle wird nach kleinen Verfehlungen regelrecht abgestraft. Im Fokus heute Abend: die Tech-Schwergewichte Amazon, Apple und Coinbase. Politisch sehen wir Entspannung zwischen China und den USA – halbierte Fentanyl-Zölle, Aufhebung von Exportrestriktionen Seltener Erden – doch die Märkte haben all das längst gefeiert. Das Motto des Tages: Sell the News. Ein Podcast - featured by Handelsblatt. +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++ Hinweis zur Werbeplatzierung von Meta: https://backend.ad-alliance.de/fileadmin/Transparency_Notice/Meta_DMAJ_TTPA_Transparency_Notice_-_Ad_Alliance_approved.pdf +++ 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 Impressum: https://www.360wallstreet.de/impressum

The Future of Insurance
The Future of Insurance - Alex Timm, Co-Founder & CEO, Root Insurance

The Future of Insurance

Play Episode Listen Later Oct 21, 2025 28:13


Episode Info With a vision of completely transforming the car insurance industry, Alex founded Root in 2015 on the principle that rates should be based primarily on driving behaviors, not demographics. As Founder and Chief Executive Officer, Alex leads the company in revolutionizing this outdated industry using mobile technology and data science to offer personalized car insurance rates to good drivers. Today, Root Insurance is the largest Property & Casualty InsurTech in the country. Throughout his insurance career, Alex has built expertise in pricing and reserving, finance, and mergers and acquisitions. Before founding Root, Alex worked at Nationwide Insurance as a senior strategy consultant for the Property & Casualty lines of the business. Alex is a Fellow of the Casualty Actuarial Society, a Henry Crown Fellow of the Aspen Institute, and a member of the American Academy of Actuaries. Episode Highlights Alex Timm, leveraging his actuarial background and experience in corporate strategy, co-founded Root Insurance to revolutionize the insurance industry by focusing on customer-centric experiences and technological innovation. Root Insurance integrates big data and machine learning to enhance pricing models and customer experiences, notably through partnerships like the one with Carvana. The company prides itself on controlling its technology stack, enabling a seamless insurance purchase process. Alex highlights the importance of diversity and continuous technological investment to address industry challenges and drive innovation. Root Insurance remains committed to transforming the insurance landscape by embedding insurance solutions and refining its technological capabilities. Introduction and Background: Alex Timm, an actuary by training, co-founded Root Insurance on March 14, 2015. His background in the insurance industry is deeply rooted, with his father being an insurance entrepreneur. Timm's passion for math and his experience in corporate strategy at a large insurance carrier led him to identify gaps in customer expectations and technological advancements within the industry. Vision and Innovation: Root Insurance was founded to address the lack of customer-centric experiences in the insurance industry. Timm was driven by the advent of big data and machine learning, aiming to leverage these technologies to match price to risk more effectively . The company has developed a seamless customer experience by embedding insurance directly into the vehicle purchase process, exemplified by their partnership with Carvana. Technological Advancements: Root Insurance controls its technology stack, allowing for seamless integration and a three-click purchase experience. This technological control is a significant advantage, enabling the company to refine pricing models and algorithms continuously. The use of telematics and other data sources is central to Root's strategy, but the company also emphasizes that telematics is just one aspect of their broader technological and pricing strategy. Challenges and Industry Insights: Timm acknowledges the challenges of underwriting profitably and the need for innovation in the insurance industry. He emphasizes the importance of diversity in thought and background to drive innovation. The interview touches on the broader industry context, including the challenges of going public and the need for continuous investment in technology to deploy advanced algorithms. Conclusion: Alex Timm's leadership at Root Insurance is characterized by a commitment to innovation, customer experience, and leveraging technology to transform the insurance industry. The company continues to evolve, focusing on embedding insurance solutions and refining their technological capabilities. This episode is brought to you by The Future of Insurance book series (future-of-insurance.com) from Bryan Falchuk. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of Hyperbeat Music, available to stream or download on Spotify, Apple Music, and Amazon Music and more.

Auto Remarketing Podcast
Zapmoto Co-Founder & CEO Clint Curtis

Auto Remarketing Podcast

Play Episode Listen Later Oct 21, 2025 28:17


We throw the keys to the valet on this episode. Clint Curtis is the co-founder and CEO of Zapmoto, which provides valet pickup and delivery of vehicles for servicing at car dealerships. He joins the Auto Remarketing Podcast for a conversation about the growth of mobile/remote service offerings in auto retail, the origin story of Zapmoto and how its delivery process works, inspiration from service providers like DoorDash and Carvana, plus much more.

This Week In Location Based Marketing
Location Weekly -Episode 725

This Week In Location Based Marketing

Play Episode Listen Later Oct 17, 2025 18:05


This week's #locationweekly episode features Amazon using Agentic AI to help sellers with inventory, Carvana going AI with Shaq, ActiveCampaign integrating Square Loyalty platform and Rocket teams up with Amazon to support small stores. Check it out!

TD Ameritrade Network
Ca$htag$: Carvana's (CVNA) ‘Wild Story'

TD Ameritrade Network

Play Episode Listen Later Oct 14, 2025 9:28


Likefolio's Landon Swan walks through Carvana's (CVNA) comeback story and compares it to CarMax (KMX). He notes “high consumer happiness” and website visits for CVNA, which he argues is signaling purchase intent. He thinks the pullback in shares is a “very strong buy signal.” Landon also discusses how Carvana uses efficiency to create better margins than their competitors.======== 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

The Independent Dealer Podcast
#400 - 400th Episode Celebration: What We've Learned in 7 Years

The Independent Dealer Podcast

Play Episode Listen Later Oct 9, 2025 36:39


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 Wheel Time - Cartalk Radio
Inside the Texas Muscle Car Club Challenge: Grassroots Racing, Real Community, Safer Than the Streets

In Wheel Time - Cartalk Radio

Play Episode Listen Later Oct 7, 2025 31:15 Transcription Available


A friendly grudge, a lit tree, and a time slip—few things capture real car culture like club-versus-club drag racing. We sit down to explore the Texas Muscle Car Club Challenge and how it turns raw horsepower into community, safety, and bragging rights across eighth-mile tracks statewide. Even when a guest's signal fades, the story stays clear: organize the adrenaline, race where it's safe, and bring home a slip that proves it.From there, we open the hood on the industry's moving parts. Dealers are quietly finding gold in their service lanes, making real-time offers to maintenance customers to replace shrinking lease returns and tight auction supply. We break down the math, the goals, and what it means for anyone weighing a repair bill against positive equity. Then we zoom out to used-car retail's evolving landscape—Carvana's rebound, why some online car buys feel effortless while others come with surprise steps—and the fine print that separates convenience from frustration.The news cycle adds more heat: potential truck tariffs have Detroit's big names angling for advantage, and the EV conversation keeps running on two parallel roads—ambition and practicality. We talk charging costs that hit $50 for a 20-minute session, the gap between ad promises and road-trip reality, and the local conditions where electric shines. It's all wrapped in the heartbeat of the scene: Tailpipes & Tacos returning to Katy, a full slate of cruise-ins, and the kind of Saturday mornings where chrome, coffee, and community collide.If you love honest racing, straight talk on the car market, and the events that bring people together, this one's for you. Hit follow, share it with your track buddy, and drop your take: where do you stand on EV practicality, and what's your best time-slip story?Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.---- ----- Want more In Wheel Time car talk any time? In Wheel Time is now available on Audacy! Just go to Audacy.com/InWheelTime where ever you are.----- -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

Becker Group C-Suite Reports Business of Private Equity
Palantir, Carvana, Amazon, hims & hers, Grindr, & More 10-6-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Oct 6, 2025 2:06


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

Becker Group Business Strategy 15 Minute Podcast
Palantir, Carvana, Amazon, hims & hers, Grindr, & More 10-6-25

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Oct 6, 2025 2:06


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

Auto Insider
Carvana and CarMax AUTO INDUSTRY DISASTER | Episode 937

Auto Insider

Play Episode Listen Later Oct 2, 2025 31:20


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.

DH Unplugged
DHUnplugged #771: Red October?

DH Unplugged

Play Episode Listen Later Oct 1, 2025 62:29


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,

TD Ameritrade Network
Jefferies Upgrades CVNA: Can Digital Consumer Shift Help Carvana?

TD Ameritrade Network

Play Episode Listen Later Oct 1, 2025 6:13


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

TD Ameritrade Network
CVNA Hits Gas on Upgrade as Used Car Market Faces Bumpy Road

TD Ameritrade Network

Play Episode Listen Later Oct 1, 2025 4:39


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

TD Ameritrade Network
Ca$htag$: CarMax (KMX) vs Carvana (CVNA)

TD Ameritrade Network

Play Episode Listen Later Sep 24, 2025 9:26


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

Auto Insider
Carvana Is Selling New Cars Now WTF? | Episode 930

Auto Insider

Play Episode Listen Later Sep 23, 2025 30:03


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.

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Carvana Dealership #2, Buffett Cashes Out BYD, Amazon AI Ad Assist

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Sep 23, 2025 12:17


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/

The Get More Frank Podcast
Profit Is Made at Acquisition: Why Dealers Must Think Like Used Car Operators | Follow The Money

The Get More Frank Podcast

Play Episode Listen Later Sep 23, 2025 28:44


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.

This Week in Startups
Tesla and Uber team up! Plus Weave Robotics' Isaac and $OPEN bull Eric Jackson | E2180

This Week in Startups

Play Episode Listen Later Sep 17, 2025 72:25


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

Stock Market Options Trading
160: This Week in Options Trading: INTC, Broken Wing Butterfly, SPX 0DTE

Stock Market Options Trading

Play Episode Listen Later Aug 25, 2025 47:40


CarDealershipGuy Podcast
Booms, Busts, and Big Sales: Top Trends Steering Today's Dealership Buy/Sells | Alan Haig, President of Haig Partners

CarDealershipGuy Podcast

Play Episode Listen Later Aug 21, 2025 54:12


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

Animal Spirits Podcast
Wall Street Strikes Back (EP. 424)

Animal Spirits Podcast

Play Episode Listen Later Aug 6, 2025 65:26


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