Why Carvana is Not the Next Amazon

One key to distinguishing the failure of a company that truly has the potential to mimic a younger Amazon is whether or not that company’s business model is easily copied. Carvana’s model is much more capital-intensive than a young Amazon was, and any number of catalysts could break the Carvana stock bubble in the coming weeks. That’s why we are holding a bearish option position in the portfolio.

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Dan Amoss

Dan Amoss, CFA, tracks aggressive accounting and other red flags that markets miss. He’s a student of the Austrian School of economics and Daily Reckoning fan since 2000. Agora Financial relies on Dan for macro market commentary as well as profitable plays like his 2008 call to readers to buy Lehman Bros. puts, which...

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