PatTheCatdad Posted - 3 days ago

$CVNA ZERO competition? In 2 Years time: Car Gurus has grown 25%, $CARS has stayed the same, $KMX has stayed the same, $AN has grown 100%, and Carvana has grown 10% Also since you've demonstrated that you know how to take screenshots of posts; share a screenshot of your CVNA holdings in your brokerage account. :)

PatTheCatdad Posted - 3 days ago

$CVNA meanwhile Insider Ownership dropped over -30% in the last six months, for a total of over 1.5Bn$ in sales... ...which by the way *checks notes* is 150% of what their fair book value per share is currently listed at... or 2.5 years of future net income before taxes... Amazing. $KMX $CARS $AN $SPY

PatTheCatdad Posted - 3 days ago

$CVNA the permabulls married to the CVNA stock (more than the insiders are) hate it when I share updated insider trading volume... That's a total of ~190M$ in selling in the last 9 trading days since most recent earnings -- which *checks notes* had 147M$ in dilluted net income to shareholders... The more you know... $KMX $CARS $AN $SPY

PatTheCatdad Posted - 4 days ago

$CVNA appears that over 3M$ in ITM 11/15 calls were rolled into 1M$ of ITM 11/15 puts, with a potential net realized gain of 2M$ ...or it could be nothing :) $KMX $DRVN $CARS $AN

PatTheCatdad Posted - 5 days ago

$CVNA New daily MACD all-time-highs, with the current setup continuing to play out exactly like Aug 2020 as I called out last week. Irrational Euphoric Everything Rally. Check. 270 by end of November. Almost check. 25% correction by Dec 20, with an additional 25% haircut by Jan 17. Oh, you know it. $KMX $AN $SPY

PatTheCatdad Posted - 5 days ago

$CVNA Morgan Stanley. Sold 39% of their shares 6+ months ago. Then another 51% in recent Nov 6 filing (one day after their Upgrade from 110 -> 260) -- They now own less shares than they reported in Feb 2022 $KMX $AN $SPY

PatTheCatdad Posted - 5 days ago

$CVNA Day 8 of "organic price discovery", and DEFINITELY NOT a scheme to get insiders out at the top, meanwhile the same bank that's sold 50% (on top of the 50% already sold 6 months ago) have had their analysts raising their price target... $KMX $AN $SPY

PatTheCatdad Posted - 1 week ago

$CVNA Day 7 of the price being artificially propped up... I wonder why that would be... *checks notes* -- *sees 140M$+ in insider selling during that time* $KMX $AN $SPY

PatTheCatdad Posted - 1 week ago

$CVNA whelp, if MMs goal was to drive up more call-buying in the short-term, they achieved that... As of this morning's updated OI, 11/15 flipped from puts outweighing calls, to calls now outweighing... Technically 11/08 max pain (if they choose to maximize premium gains) is 230 -- with 11/15 being 200 If there's a short-term correction to <190, then first two weeks of December will likely be used to drive more call-buying for 12/20 opex before further correction going into Jan 2025 $KMX $AN $SPY

PatTheCatdad Posted - 1 week ago

$CVNA Oh wow! They bought 4,599 shares in Q3-24! That's only 6,153,846 shares less than insiders sold that same quarter! /s $KMX $AN $SPY

PatTheCatdad Posted - 1 week ago

$CVNA Stop sharing incorrect AI slop... Jenkins exercised his options -- and not only turned around and sold them -- but also sold an additional 160,000 shares... Again, absolutely zero critical thinking skills in America... JFC... $KMX $AN $SPY

PatTheCatdad Posted - 1 week ago

$CVNA My brother in Christ... He exercised his options, and not only turned around and sold them, but also sold an additional 160,000 shares... Zero critical thinking skills in America... JFC... $KMX $AN $SPY

PatTheCatdad Posted - 1 week ago

$CVNA Every time there's been a gap-up on ER sending the price outside the 200 day bol band, it's faded about 20% over 30-45 days... This time around the price was already above the 200 day bol band and gapped up to 260 and has been pinned for six trading days... I fully expect a violent correction after Fed speech this afternoon, and rather than a 20% correction, 30%+ to sub 180 by first week of Dec Funny enough, retail's avg cost basis is currently 180 while insiders and banks have been selling in droves... So a correction to 180 could easily turn into a full-on crash to <25 in first half of 2025 $KMX $AN $SPY

PatTheCatdad Posted - 1 week ago

$CVNA daily MACD literally being pinned in place for 6 trading days so insiders can continue to sell 140M$ of shares in that timespan -- and the same banks raising their targets can sell 50% of their shares... If you're part of the 50% of shareholders with an avg cost basis of 180+ as of this morning -- I'm praying for your soul... "organic price discovery" LOL $KMX $AN $SPY $SQQQ

PatTheCatdad Posted - 1 week ago

$CVNA literally propped up on monopoly money at this point lol $KMX $AN

PatTheCatdad Posted - 1 week ago

$CVNA aaaand another $70M in insider selling reported this evening… For a total of $150M in insider selling in the four days since Q3-24 earnings — that’s double their diluted net income for the quarter $KMX $AN $SPY

PatTheCatdad Posted - 1 week ago

$CVNA Shall we place bets again lol $KMX $AN

PatTheCatdad Posted - 1 week ago

$CVNA I've been saying this for some time now... MMs are pricing in a collapse, so in the meantime they'll run it up until a crisis hits the news cycle (after the elections), and permabulls will then see the true power of short-selling as soon as MMs are ready to drive it to zero again... If your avg cost basis is above 180 (50% of retail), I pray for your soul... $KMX $AN

PatTheCatdad Posted - 1 week ago

$CVNA Yeah, but just as with $SMCI, analysts (and MMs that left everyone holding the bag at the top) will simply claim they had NO IDEA that anything shady was going on within the company -- or the stock price... Willful ignorance... $KMX $AN $SPY

PatTheCatdad Posted - 1 week ago

$CVNA Time to place your bets once again! How many Form 4 insider sells will we see at 240.xx (in tens of millions) $AN $KMX $SPY

PatTheCatdad Posted - 1 week ago

$CVNA up another 2% on 175 shares bought at the ask lololololol and let me guess, will stay propped up tomorrow while insiders sell another $50M ? $KMX $AN

PatTheCatdad Posted - 1 week ago

$CVNA more Form 4 insider selling rolling in… will track the total sales and volume here in a bit — even though nothing matters… $KMX $AN

jrichardson30 Posted - 1 week ago

$AN $CVNA $DJT $KMX $SPY

PatTheCatdad Posted - 1 week ago

$CVNA can't wait to refresh the SEC archives in 45 minutes while everyone is distracted by the $DJT volatility and election news cycle... Maybe CVNA insiders can beat their previous October insider selling volume record of 370M$ here in November... 1.5Bn in insider selling over the past six months is baby stuff anyways... EG2, don't let Jenkins selling 100% of his shares one-up you, show them how it's done! /s $KMX $AN $SPY

PatTheCatdad Posted - 1 week ago

$CVNA P.S. Bumping this for the people in the back... Wall Street is pricing in a collapse by trapping permabulls at the top, and giving themselves a chance to get the hell out of Dodge (pun intended)... IYKYK -- and as luck would have it -- since this post, yesterday an Officer insider sold 100% of his shares at ~230 for a total of 48M$ (50% of Q3-24 net income to shareholders btw) To anybody with a cost basis above 125 (90% of existing shareholders), I'm praying for your soul lol $KMX $AN $SPY

PatTheCatdad Posted - 1 week ago

$CVNA I'm bearish long-term, but if this ER setup is anything like the similar setup from August 2020, then we should see 270 by the end of November, with an incredibly heavy 25% correction towards Dec 20 opex... I'll still continue to hedge a small amount to the upside in the short-term just in-case there's an irrational euphoric everything rally, but at the end of the day, the macro environment is VASTLY different than the 2nd half of 2020... Also in the bull case that Trump wins, imposes tarrifs (that will get passed on to the consumer), new car prices skyrocket, causing heavy demand in less-expensive used cars, which will cause used car prices to then inflate due to heavy demand... Sounds great on paper for Carvana, but the looming consumer debt crisis and auto loan delinquencies that have surpassed 2019 numbers cannot be overlooked... Banks quietly avoiding car repos so unrealized losses on the books can stay unrealized... The can can't be kicked down the road forever... $KMX $AN $SPY

erevnon Posted - 1 week ago

JP Morgan maintains AutoNation $AN at Neutral and lowers the price target from $190 to https://marketsblock.com/stock-upgrades-and-downgrades/

PatTheCatdad Posted - 1 week ago

$CVNA LOL another Form 4 hit just now for another 47.7M$ insider sale by an Officer... For a total of 76.5M$ in insider sales the last three days since Q3-24 ER... FUN FACT: In just three days, insiders are about to sell MORE than the 85M$ in net income available to shareholders reported in Q3-24 EG2, waiting on yours to hit within the next hour or two, aint no way you're sitting this out... $KMX $AN $SPY

PatTheCatdad Posted - 1 week ago

$CVNA little power hour pump... who wants to place bets on a EG2 Form 4 being filed after hours for another 22.5M$ insider sale? $KMX $AN $SPY

PatTheCatdad Posted - 1 week ago

$CVNA been patiently waiting on the cooked Q3-23 ER to fall off the TTM P/E... haters will say I edited the inspect element... $KMX $AN $SPY