The author discloses a short position in Carvana, citing a short-seller report alleging over $1 billion in inflated earnings and his own auto-industry skepticism.
CVNA — SHORT The author is short Carvana and believes its financial results are inflated. He cites a Gotham City Research FOIA report alleging that Carvana affiliates Bridgecrest Capital and Drive Time Automotive bought bad Carvana loans to hide over $1 billion of losses. His own 14 years of auto-industry experience leads him to view Carvana's reported results as too good to be true.
Full disclosure I am short Carvana and have been short Carvana for over a month. As a 14 year representative of the Auto industry, I have been saying that Carvana’s results are too good to be true.
This Reddit post, published January 28, 2026, features u/BFLO-Retail discussing CVNA. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/BFLO-Retail · Tickers: CVNA