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@minotaurstocks

@minotaurstocks · Mon, Aug 17

The Minotaur@MinotaurStocks
$CVNA receivables sales exceeded the $ALLY MPSA annualized run rate in Q2 leaving growth to come from fixed pools or public ABS. 2026 P-3 looks to be a sixth straight deterioration in public ABS economics sequentially, we est. near 5% GoS, 200bps+ lower than blended CVNA in Q2
18d agoview on X ↗media on X

tweeted Mon, Aug 17 · counted from Tue, Aug 18 close

Read as

Exit CVNA · Medium confidence

Confidence

Medium0.86

Counted from

Tue, Aug 18 · market close

Rank since this call

#138

Aug 28

#138

Aug 29

#136

Aug 30

#156

Aug 31

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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.