Dec. 11 at 5:42 AM
$OPEN
Eric Jackson is absolutely right that legendary businesses are not made overnight.
From September 2022 to November 2023, more than a year, Carvana didn’t even trade sideways, they traded negatively. A lot of people jumped ship.
Look what happened after. Everything is set in place. Kaz promised profitability within a year. They’re cooking on major growth initiatives.
This is NOT CARRIE WHEELERS incompetent team. This is a new team with a new vision.
The TAM is massive. Rates are going to continue to drop in 2026. Trump will assign a new Fed chairman. The team is working on a revolutionary concept potentially with
$HOOD — tokenization of buildings and homes.
I missed out on Carvana, I am not missing out on this. I think 2026 will be somewhat boring tbh, but EOY and 2027 is when we really start to have some fun once we reach profitability and growth initiatives are implemented and results shown in quarterly calls. LFG!
