CVNA - Shift: Shifts Gears Fast But Let's Connect The Dots First

• The company's digital and inventory health remain strong, with a large room for improvement. Undoubtedly, growth and operational scale are the catalysts for improving margins and positive cash flow generation.
• Despite the unpredictability of cash flows and the reliance on external parties for financing, the overall market's and company's outlook are optimistic.
• SFT is the cheapest 'vehicle' to profit from the used car market boom. The company maintains attractive valuation metrics, considerably lower than its two leading competitors.

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