Inside Baseball with Old Chestnut

[Inside Baseball with Old Chestnut @MarketsWithMB]

One Last Time, For Old Time’s Sake: https://t.co/PlTTCphbRo

[Red on the day @red_on_the_day]

@ConsensusGurus @MarketsWithMB

[George @geo_fed]

@MarketsWithMB still miss the man and this podcast- you we also very good. every once in a while, especially so.

[Worst Contrarian - BACK OFFICE @ LARP CAPITAL @larpcapitalwc]

@MarketsWithMB God we need MB now More than ever

[stack owl @stackowl]

@MarketsWithMB He’s having his chortling chuckle I’m sure. Miss hearing him 😢

[Slothman Prophecies👖 @CTington]

@MarketsWithMB would have love to hear old Chestnut right about now

[kruthy @kruthy]

@MarketsWithMB "10s-2s" 😆. I sure do miss those weekly lessons.

[Inside Baseball with Old Chestnut @MarketsWithMB]

Fuck it, for old times sake:
An Irish wake for my Jewish friend.
https://t.co/EIPnvhnxDb

[Mostlycharts @mostlycharts]

@MarketsWithMB What gift your pod gave the world. I listened every week. There will never be another like him.

[Inside Baseball with Old Chestnut @MarketsWithMB]

I’ve got Lloyd on the microphone, juniors doing centerfolds?
GS is in shambles, get DJ D-Sol on the 1s and 2s IMMEDIATELY

[Samantha LaDuc @SamanthaLaDuc]

When you get Lloyd Blankfein of $GS warning
"I smell a crash coming" and now Point72 David Rosen saying private credit is a fraudulent bubble... all within 24 hrs of each other... I dunno.
Wall Street seems ... nervous.

[Inside Baseball with Old Chestnut @MarketsWithMB]

Where is MB when I need him most?

[New York Post @nypost]

Baby-faced Goldman Sachs bankers could be fired over 'unauthorized' magazine photo shoots: sources https://t.co/BOalApw5uw

[Inside Baseball with Old Chestnut @MarketsWithMB]

🧐

[Red on the day @red_on_the_day]

@SquirrelMacro @MarketsWithMB

[Inside Baseball with Old Chestnut @MarketsWithMB]

I like to think he’s up there somewhere with his forty thousand foot view, turning the map around.
🫡

[BlindSquirrelMacro @SquirrelMacro]

At times like this, I miss @MarketsWithMB

[BlindSquirrelMacro @SquirrelMacro]

At times like this, I miss @MarketsWithMB

[M C @MostlyBitter]

@MarketsWithMB Between this and gold rocketing past $5k you and MB are ringing in my ear holes. Stay warm up there eh.

[Inside Baseball with Old Chestnut @MarketsWithMB]

You don’t say.

[Gotham City Research @GothamResearch]

Carvana: Bridgecrest and the Undisclosed Transactions and Debts
- Last year: both @HindenburgRes and @RealJimChanos lamented at the limited
transparency into $CVNA related parties, DriveTime and Bridgecrest.

- Last week: $CVNA refused to release financial details about DriveTime in a closely watched lawsuit against Carvana and its executives, alleging they carried out a fraudulent “pump and dump scheme”

- TODAY: We are releasing the DriveTime 2024 Annual Report and the GoFI LLC Annual Report we obtained via Freedom of Information Act request, along with our report.

for our full report, DriveTime's 2024 Annual Report, and GoFi LLC Annual Report
visit here: https://t.co/OhCijj2EzG

[Inside Baseball with Old Chestnut @MarketsWithMB]

🧐

[J @Blue_1Trades]

$CVNA

Everyone knows they cook their books.

The CEO of DriveTime is the father of the CEO of $CVNA .

Sooner or later the market will realize this stock is a ponzi.

A 2025 Hindenburg Research report claimed Carvana made a noticeable amount of revenue by selling used cars wholesale to DriveTime, a privately-held used-car dealer owned by Ernest Garcia II — the father of Carvana’s CEO, Ernest Garcia III

Carvana: A Father-Son Accounting Grift For The Ages – Hindenburg Research

https://t.co/rHzVRjoLLK

https://t.co/5zw30Jqmay

[Inside Baseball with Old Chestnut @MarketsWithMB]

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[Negligible Capital @negligible_cap]

Now that $CVNA is finally imploding, everyone should take a look at the sellside price targets for the stock – an absolute joke.

Sellside researchers have continued to pour gasoline on a dumpster fire, month after month, ultimately helping push $CVNA into the S&P500 while the Garcia’s kept selling and selling their shares

JPM even increased their price target today, despite cutting their estimates.

Morgan Stanley recently raised their bull price target to $750 because $CVNA bought a new car dealership location, and the analyst decided to interpret that as Carvana moving into the Robotaxi business.

I look forward to reading the notes they put out in response to this and will share as they drop. At the end of the day, it’s sad that CVNA was pushed this far by the sellside and others, especially now that it’s included in the S&P500 and in pension accounts and 401-Ks everywhere, while the Garcia’s have made a killing dumping thousands of shares. I hope there is justice

[Inside Baseball with Old Chestnut @MarketsWithMB]

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