Carvana is selling “the good silver” to shore up its debt situation, and shareholders are about to get diluted.
(00:21) Bill Mann and Dylan Lewis discuss:
- Why Goldman Sachs is struggling in the consumer space and what its write-downs mean for real estate. - How debt restructuring sent shares of Carvana up 30%. - Why investors might want to adjust their expectations for the car-seller that’s up 10X year-to-date.
(15:08) Just one American carmaker is a top electric vehicle seller in China. Ricky Mulvey caught up with Bill Mann to talk about the landscape of the world's largest car market.
Companies discussed: GS, CVNA, BYDDY, TSLA, NVDA, TSM
Host: Dylan Lewis Guests: Ricky Mulvey, Bill Mann Engineers: Dan Boyd, Rick Engdahl
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