Carvana: Fortifying Their Business In 2025

Company Overview - The account is managed by Noah's Arc Capital Management, which aims to provide Wall Street-level insights to main street investors [1] - The research focus is primarily on 20th-century stocks (old economy) undergoing a 21st-century transformation, with occasional coverage of companies that facilitate such transformations [1] - The firm seeks innovations in business models that can cause significant stock price changes [1] Research Focus - The research primarily targets companies in the old economy that are undergoing modern transformations [1] - Occasionally, the firm also covers companies that assist in transforming traditional 20th-century firms [1] Authorship and Disclosure - The article is written by Noah Cox, the managing partner of Noah's Arc Capital Management, and his views may not necessarily reflect those of the firm [3] - The article is for informational purposes only and is not intended as investment advice [3]