Austin Swanson

[Austin Swanson @Swany407]

$CVNA: Dissecting the Gotham Short Report

A detailed review of Gotham's principal claims on DriveTime's results and leverage, Carvana's gain on loan sales and servicing fees, SilverRock's margins, and related-party transactions.

Free to Read: https://t.co/DVN8YOhuL5

[Austin Swanson @Swany407]

$CDLX Report 6.7.2026:

New and returning advertisers (including large & attractive), and updated WoW, QoQ, and YoY numbers.

[Austin Swanson @Swany407]

$CVNA: Quick Thoughts (6.3.2026)

Quick thoughts on Carvana, such as on the recent stock price action, weekly sales and orders, and other related items.

[Austin Swanson @Swany407]

$CDLX Report 5.24.2026:

First insider purchases, new advertisers, and updated WoW, QoQ, and YoY numbers.

[Austin Swanson @Swany407]

$HGV $VAC $TNL: Buybacks & Dividends (1Q26 Update)

Updated analysis on past, current, and future capital returns to shareholders, following 1Q26 earnings.

[Austin Swanson @Swany407]

$CDLX Report 5.17.2026:

New and returning advertisers, and updated WoW, QoQ, and YoY numbers.

[Austin Swanson @Swany407]

$CVNA vs $KMX 1Q26:

Updated analysis of Carvana's and CarMax's units and economics over time.

[Austin Swanson @Swany407]

$CDLX Report 5.10.2026:

1Q26 earnings analysis, returning advertisers (including large and attractive), and updated WoW, QoQ, and YoY numbers.

[Austin Swanson @Swany407]

$CVNA: 1Q26 Post-Earnings Analysis

Focuses on the latest QoQ and YoY changes, with visuals / metrics / summaries not readily available elsewhere.

[Austin Swanson @Swany407]

$CDLX Report 5.3.2026:

New and returning advertisers, and updated WoW, QoQ, and YoY numbers.

[Austin Swanson @Swany407]

$CDLX Report 4.26.2026:

New and returning advertisers (including large and attractive), and updated WoW, QoQ, and YoY numbers.

[Austin Swanson @Swany407]

$CVNA 4Q25 vs $KMX 1Q26 (+1Q26 CVNA Unit & Growth Estimates)

Updated analysis of Carvana's and CarMax's units and economics over time, following KMX's earnings last week (and includes 1Q26 CVNA unit and growth estimates for comparison to KMX's latest results).

[Austin Swanson @Swany407]

$CDLX Report 4.19.2026:

New and returning advertisers (including large and attractive), and updated WoW, QoQ, and YoY numbers.

[Austin Swanson @Swany407]

$CVNA vs $KMX 4Q25 (+1Q26 CVNA Unit & Growth Estimates)

Analysis of Carvana's and CarMax's units and economics over time, through their latest earnings, as well as updated 1Q26 CVNA unit and growth estimates for comparison to KMX's results tomorrow.

[Austin Swanson @Swany407]

$CDLX Report 4.12.2026:

Further changes with Wells Fargo, new CDLX hires, new and returning advertisers, and updated WoW, QoQ, and YoY numbers.

[Austin Swanson @Swany407]

$HGV $VAC $TNL: Buybacks and Dividends

Updated analysis on past, current, and future capital returns to shareholders.

[Austin Swanson @Swany407]

$CDLX Report 4.5.2026:

Changes to start 2Q26 (related to Wells Fargo, total offers, and advertisers), new and returning advertisers, and updated WoW, QoQ, and YoY numbers.

[Austin Swanson @Swany407]

$CDLX Report 3.29.2026:

Completion of the sale of Bridg to PAR, returning advertisers, and updated WoW, QoQ, and YoY numbers.

[Austin Swanson @Swany407]

$CDLX Report 3.22.2026:

Returning advertisers, and updated WoW, QoQ, and YoY numbers.

[Austin Swanson @Swany407]

$CDLX Report 3.15.2026:

PAR’s VWAP for the Bridg deal, new advertisers, and updated WoW, QoQ, and YoY numbers.

[Austin Swanson @Swany407]

$CDLX Report 3.8.2026:

4Q25 earnings notes and thoughts (results, guidance, sequential growth vs Chase restrictions, new partners, UK growth, use of AI, updates on tech debt and product-level offers).

+New and returning advertisers, and updated WoW, QoQ, and YoY numbers.