5 Comments

Al, thanks much for elucidating me as well as others. Was aware of some of this but not all!

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You made me laugh my rear end off reading this today

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Laughter is the highest compliment, Yolanda. Thanks so much.

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All good except the last item re: Carvana and Hindenburg. Hindeburg is, in fact, as you note, a short-seller. In fact, also, their 'reports' always come with the caveat: they are opinions. And not always based in fact. In other words: they make sh*t up. All the time. Because as we know, the old adage "buy the rumor, sell the fact" is reversed for short-sellers.

'Initial Disclosure: After extensive research, we have taken a short position in shares of Carvana Co. (NYSE:CVNA). This report represents our opinion, and we encourage every reader to do their own due diligence. Please see our full disclaimer at the bottom of the report.'

IN other words: we hope our 'report' causes you to dump your stock.

Listening to Hindenburg on a stock is like listening to "Roaring Kitty's" recommendations on meme stocks - someone's bound to to follow it. Doesn't mean it's a prudent move.

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I’d be less likely to believe Hindenburg’s report if I hadn’t recalled what a mess Carvana was a couple years ago. Also, auto lending had been rife with folly in past cycles. But we’ll see. I may be writing a “Terin was right” piece.

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