TE
科技回声
首页24小时热榜最新最佳问答展示工作
GitHubTwitter
首页

科技回声

基于 Next.js 构建的科技新闻平台,提供全球科技新闻和讨论内容。

GitHubTwitter

首页

首页最新最佳问答展示工作

资源链接

HackerNews API原版 HackerNewsNext.js

© 2025 科技回声. 版权所有。

Carvana: A Father-Son Accounting Grift for the Ages – Hindenburg Research

55 点作者 tortilla4 个月前

5 条评论

mrandish4 个月前
About two years ago my very elderly mother broke her hip in a minor fall and after recovering, is no longer able to drive herself comfortably and safely. So, it was time to sell her car, a low miles Kia sedan she&#x27;d bought used about four years earlier. She only drove it about once a week and only around town, so the car still had low miles. After checking online price guides, calling some car lots, and checking recent asking prices of similar cars - I had a pretty good idea what the car was worth and was about to sell it when a friend mentioned checking Carvana.<p>I did and was quickly given a firm offer from their algorithm which was several thousand dollars higher than the highest amount I&#x27;d thought possible. It was actually substantially more than my Mom had paid for the car used four years earlier. I was wary as this seemed too good to be true but proceeded through the automated process, which was simple and straightforward. This culminated with an appointment the following day where a Carvana rep came to our house and looked over the car. I expected at this point they&#x27;d suddenly &quot;find things wrong&quot; and low ball the estimated price - however, the car really was in exactly the condition I described (which was excellent) - and the rep gave us a check for the offered amount and left with the car.<p>It was fast, easy and substantially more than the &#x27;market price&#x27; range for the car. I just shrugged and chalked it up to Carvana blowing investor money to acquire inventory during the weird post-Covid period when there weren&#x27;t many decent low-miles used cars on the market. While Carvana <i>might</i> have managed to sell it for what they paid my mom, it wouldn&#x27;t have been quick to find a buyer at that price and there was certainly no room for them to make a profit. So... I&#x27;m not surprised to hear claims that Carvana isn&#x27;t financially sound. If true, it&#x27;s unfortunate because buying or selling a used car is inefficient and needlessly painful. I&#x27;m pretty sure a well-run company could sustain a viable business in brokering used cars. The typical new car dealer trade-in offers are awful and used car lots are notorious for low-ball offers, so it shouldn&#x27;t be that hard to do better enough to be attractive.
评论 #42583235 未加载
Terr_4 个月前
On one hand, this is a report from a group that has disclosed it is also shorting the company stock and expects to profit if the value falls.<p>On the other hand, their reasoning for the accompany being risky and overpriced sounds pretty strong, if perhaps in way too many un-grouped bullet points.
评论 #42582734 未加载
评论 #42581362 未加载
评论 #42582722 未加载
评论 #42591229 未加载
blackeyeblitzar4 个月前
Is Hindenburg accurate with their report? I feel like some of the past accusations like against Supermicro are not cut and dry, since accounting firms seem to disagree with their view.
toomuchtodo4 个月前
Dupe: <a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=42575060">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=42575060</a>
ckdarby4 个月前
I don&#x27;t know how this is not market manipulation.<p>Has anyone ever been contacted by these companies when they&#x27;re doing their &quot;research&quot;? They&#x27;re usually upfront negative about the company, &quot;We believe this company to be a fraud. Con. Disrespectful and evil place.&quot;, then they spam every available ex-employee they can scrap from LinkedIn and then the subset that respond are the disgruntled burn the company to the ground kind.<p>I&#x27;ve seen even employees make factually incorrect statements about their employer because they didn&#x27;t understand or they wanted to rumour spread.
评论 #42586760 未加载
评论 #42622978 未加载