IP InterviewPublished May 18, 2022
Carvana Finance GPU Analysis
inpractise.com/articles/carvana-finance-gpu-analysis
Executive Bio
Executive Profile Hidden
Why is this interview interesting?
- Why Carvana can originate non-prime loans with 2% lower NCL’s vs indirect lenders
- Carvana’s cost structure vs indirect lenders
- How to analyse ABS securitisations of CVNA vs other lenders
- Why KMX’s lower opex and marketing costs could prove to be the real advantage
- How Carvana can reduce servicing costs
- 2023/4 could pose a big challenge for lenders as 2021/22 loan delinquencies flow through book
Interview Transcript
Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.
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