Austin Swanson

$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: swany407.substack.com/p/cvna…

$CVNA 2Q26 vs $KMX 3Q26: Updated analysis of Carvana’s and CarMax’s units and economics over time, following KMX's latest earnings, and before CVNA’s upcoming results.

$CVNA vs $KMX 2Q26: Updated analysis of Carvana’s and CarMax’s units and economics over time, following CVNA's last earnings, and before KMX’s upcoming results.

$HGV: Too Attractive? HGV is once again trading at a very attractive price. In the research note I just sent out, I discuss why it’s likely too cheap.

$CVNA 2Q26 Post-Earnings Analysis: Focuses on the latest QoQ and YoY changes, with visuals / metrics / summaries not readily available elsewhere.

$CVNA + Slate: Details around the recent news of Carvana's ties with Slate Auto, and the potential partnership.

$CVNA 1Q26 vs $KMX 2Q26 Updated analysis of Carvana’s and CarMax’s units and economics over time, following KMX’s recent earnings (and includes CVNA's 2Q26 unit and growth estimates for comparison to KMX’s latest results).

$CDLX Report 6.7.2026: New and returning advertisers (including large & attractive), and updated WoW, QoQ, and YoY numbers.

$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.

$CDLX Report 5.24.2026: First insider purchases, new advertisers, and updated WoW, QoQ, and YoY numbers.

$HGV $VAC $TNL: Buybacks & Dividends (1Q26 Update) Updated analysis on past, current, and future capital returns to shareholders, following 1Q26 earnings.

$CDLX Report 5.17.2026: New and returning advertisers, and updated WoW, QoQ, and YoY numbers.

$CVNA vs $KMX 1Q26: Updated analysis of Carvana's and CarMax's units and economics over time.

$CDLX Report 5.10.2026: 1Q26 earnings analysis, returning advertisers (including large and attractive), and updated WoW, QoQ, and YoY numbers.

$CVNA: 1Q26 Post-Earnings Analysis Focuses on the latest QoQ and YoY changes, with visuals / metrics / summaries not readily available elsewhere.

$CDLX Report 5.3.2026: New and returning advertisers, and updated WoW, QoQ, and YoY numbers.

$CDLX Report 4.26.2026: New and returning advertisers (including large and attractive), and updated WoW, QoQ, and YoY numbers.

$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).

$CDLX Report 4.19.2026: New and returning advertisers (including large and attractive), and updated WoW, QoQ, and YoY numbers.

$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.