Quote:
Originally Posted by Hog's Gone Fishin
This little game we're playing here is proof Buffett isn't wrong. And we could be shuffling stocks in and out of this portfolio and the results would be the same if not worse.
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CVNA might be our worst performing stock in the portfolio right now, but I still know that if management executes well, they can reach that 2.5 million cars per year goal rapidly.
And I have done analysis to determine what the resultant cash flow would be, and therefore the value of the company. Note that I didn't say price of the company. Wall Street doesn't know how to do basic math. They are so lost in their short term game.