Dgmcmg

[Dgmcmg @mcdoug93]

@zerohedge $OSCR

[Dgmcmg @mcdoug93]

@aakashgupta Aakash this is fear mongering click bait bro. You cannot predict the weather months in advance.

[Dgmcmg @mcdoug93]

@amitisinvesting What are your latest thoughts on $grab?

[Dgmcmg @mcdoug93]

@jam_croissant @ZeeContrarian1 Not saying you’re wrong but any sources on them supplying weapons in real time?

[Dgmcmg @mcdoug93]

@Ksidiii @Quercus45 @Ksidiii where can we find track record?

[Dgmcmg @mcdoug93]

@Ksidiii @Quercus45 Where can we see your audited track record?

[Dgmcmg @mcdoug93]

@duncetancapital Come on bro. I loaded puts and they are gonna expire worthless.

[Dgmcmg @mcdoug93]

@duncetancapital What time are you releasing?

[Dgmcmg @mcdoug93]

@IndraStocks Why did margin come in lower than Q4 2024? Seasonality argument goes away

[Dgmcmg @mcdoug93]

@RealMattMoney @JamesAsh97 Then why buy now?

[Dgmcmg @mcdoug93]

@_kablaa @GothamResearch Do ABS investors not conduct any diligence on the pool of assets like looking through the individual loans and asking why >720 fico scores would take a >15% APR? Would they not care about the lack of income verification?

[Dgmcmg @mcdoug93]

@RealNickMugalli Their finance $ per unit is $2k higher than $KMX, not 1k. Explain why $CVNA earns this extra $.

[Dgmcmg @mcdoug93]

@IndraStocks https://t.co/VIr0Bvgh7U

[Dgmcmg @mcdoug93]

@IndraStocks So many great companies out there but sure used car sales is the next big innovation.

[Dgmcmg @mcdoug93]

@johnstaff @Vibeship1 @GothamResearch So they increase purchase price which in turn increases their financing operation. And they do this to the riskiest borrowers in the market?

[Dgmcmg @mcdoug93]

@RandolphDuke7 Where does the $2,765 for 2024 finance income come from?

[Dgmcmg @mcdoug93]

@RandolphDuke7 So not only are they growing faster than $KMX and get better customers. Have yet to hear someone explain how they can do this.

[Dgmcmg @mcdoug93]

@TeaBagCapital @RandolphDuke7 What was DTs retail gross profit? Given ownership is same between the two companies one would think DT could also employ $CVNA strategy. Or maybe they realize $CVNA stock gain would more than offset DT losses used to help prop up $CVNA.

[Dgmcmg @mcdoug93]

@RandolphDuke7 Nice work on other sales but retail vehicle gross profit seems off too. How does $CVNA command ~14% retail gross profit while $KMX earnings ~8.6% in 2024? What explains that difference?