Carvana's Comeback: Structural Growth, S&P 500 Inclusion, But Pricey Valuation

Core Insights - Carvana (CVNA) has experienced a dramatic increase of over 12,000% from its lows in December 2022, rising from $3.56 to $450, indicating a significant turnaround from near bankruptcy to inclusion in the S&P 500 [1] Group 1: Company Performance - The remarkable rise in Carvana's stock price highlights its recovery and potential for future growth [1] Group 2: Investment Focus - The analysis emphasizes thematic investing, crisis investing, and systematic options trading, showcasing a diverse approach to investment strategies [1]