Carvana Hindenburg Research Report: Nothing Burger or Accounting Grift?

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Shared February 5, 2025

0:00 ATI Automotive Ecosystem Show 384: Carvana Hindenburg Research is a Nothing Burger? 4:15 Trump Tariff current status: Mexico, Canada, and China. 8:45 CoPart: Vehicle recoveries are not auto repossessions? 9:55 Tesla plans paid robotaxi service in Austin in June. 10:50 Carvana ADESA Clear: So much transparency! 11:50 What Are You Talking About? Where is your NADA podcast now? 14:40 Provide Instant Accurate Auto Transport Quotes www.transportautoquoter.com/ 15:52 Murphy Auto Transport Dispatching Service murphyautotransportservices.com/ 16:37 Shockingly Fast Nationwide Vehicle Relocation Platform www.draiver.com/ 17:35 Carvana Hindenburg Research Report: Is It Really A Nothing Burger? 25:45 Ernie Garcia, Off Lease, Shift, Vroom, Loans sold to Ally, & CVNA perspective. 29:00 Carvana Research Nothing Burger Panel: Paul, Darrell, Frank, and Jim. 33:45 Over 50 Red Flags in the Carvana Hindenburg report? 42:15 Profit Margin Math: Where is the Carvana accounting transparency? 45:40 What's the next burger (and bun) they can add to continue this stellar trajectory? 51:35 ADESA to Carvana: Are they simply moving cost from one pocket to the other? 1:01:00 Private party vehicle acquisitions and segmenting the auto retail market. 1:11:05 Will car dealers need to get more aggressive in sales or redefine their niche? 1:18:15 What's the real value of so many car loans (and will banks want them)? 1:28:35 Dealers Don't Get It: Why Carvana will succeed. 1:35:30 Thank you, Paul Brobson, Darrell Steed, Frank Knox, Jim Horan, and LinkedIn chat! โญ WHAT'S YOUR OPINION OF THE HINDENBURG RESEARCH? hindenburgresearch.com/carvana/ ๐Ÿ“Š ATI = AUTO BUSINESS INFO 2.0: WHERE DELIVERY MEETS DEMAND #carvana #hindenburgresearch #hindenburgreport โœ… MOVE PARKING LOTS OF CARS QUICKLY WITH DRAIVER OEM, Fleet, Rental, & Dealers Can Face Complicated Moves With Short Notice. When That Happens, You Need A Shockingly Fast Nationwide Vehicle Relocation Platform. VISIT www.draiver.com/ โœ… INSTANT & ACCURATE AUTO TRANSPORT QUOTES Provide Auto Shipping Quotes Online 24/7. Manage New Leads With Great CRM Software. CALL (513) 870-5590 or VISIT www.transportautoquoter.com/ โœ… MURPHY AUTO TRANSPORT SERVICES: CAR SHIPPING EXPERTS Need help staying loaded or moving a car? Get the dispatcher you've always been searching for (she's also a fully licensed broker). CALL(417) 273-0021 or VISIT murphyautotransportservices.com/ โญ HOW CAN ATI HELP YOU? ๐ŸŒ CAN WE TALK CAR SHIPPING? Who is your customer? (Are you the customer)? How do you get customers? How many cars a week are you moving? Where do your customers get their used car inventory? Are you lost in car shipping? We care about the auto transport industry! SUBSCRIBE TO ATI. ย ย ย /ย @atiautobusinessย ย  ๐Ÿ”Š LISTEN TO THE ATI CHANNEL AUDIO VIA PODCAST autotransportintel.podbean.com/ ๐Ÿ’ป READY FOR PRIME TIME? GROW YOUR CAR SHIPPING BUSINESS. If you're a Car Dealer, Auto Auction, Vehicle Logistics Tech Company, or Car Shipping Business ready for a live interview, it's time to promote your company with content and community. VISIT www.atiautobusiness.com/ ๐ŸŽต ATI's Automotive Ecosystem audio credits: Garage by Topher Mohr and Alex Elena (www.audiolibrary.com.co/) and Dirt Road Traveler by Audionautix (audionautix.com/) licensed under a Creative Commons Attribution license creativecommons.org/licenses/... ๐Ÿ‘จโ€๐Ÿ‘จโ€๐Ÿ‘งโ€๐Ÿ‘ง Thank you to all my new Subscribers, Contacts, and Contributors. I appreciate every Email, Comment, Like, and Share. And thank you for making ATI Auto Business an awesome community! Jay, Founder ATI Auto Business "Connecting Retail, Wholesale, Logistics