Investing in Carvana

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Show Notes:

(00:00:32) Building a Billion-Dollar Investment Fund

(00:03:41) The Investment Philosophy That Drives Outsized Returns

(00:07:23) Defining Excellence in Business Models

(00:12:31) Risk Management: Contained vs. Uncontained

(00:15:30) Mental Models Behind Market Success

(00:30:13) ESG's Critical Role in Modern Investing

(00:34:26) The Remarkable Carvana Investment Story

(00:41:01) Disrupting the Automotive Sales Model

(00:44:12) Building Trust Through Service Excellence

(00:49:40) Navigating Management Challenges Successfully

(00:59:07) Navigating Unprecedented Market Volatility

(01:18:56) Strategic Growth in Challenging Times

(01:23:10) Maximizing Organizational Efficiency

(01:27:19) Financial Restructuring: The Apollo Effect

(01:34:21) Psychological Resilience in a Crisis

(01:45:16) Future Strategies: AI's Investment Impact

(01:49:48) Identifying Tomorrow's Market Winners

(01:54:51) Beyond Business: Cliff’s Personal Journey