Pagaya Notes: Pagaya, A Fintech We Want to Believe In — and Finally Might Be Able To 39 min read 24 Oct 2025
Carvana 22 min read 11 Jan 2025 Carvana - Deep Dive & Addressing Hindenburg's Short Claims Summary * We initiate our coverage on Carvana, diving into the long-term thesis while also addressing the concerns highlighted by the recent report published by Hindenburg. * Carvana's differentiation is that it has successfully blended the online marketplace with physical inventory management. Evidently this is really hard to do. * If
