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[@TeaBagCapital](/creator/twitter/TeaBagCapital)
"Just a friendly reminder that every year $CVNA has to find buyers for $XX billion of its garbage receivables. Won't be getting easier or cheaper"  
[X Link](https://x.com/TeaBagCapital/status/1978937586899972438) [@TeaBagCapital](/creator/x/TeaBagCapital) 2025-10-16T21:34Z 1409 followers, 25.9K engagements


"@ConsensusGurus @HitDaWallAgain @partners_road @BubbleBeta Show me its cash flow statement"  
[X Link](https://x.com/TeaBagCapital/status/1981510238109856164) [@TeaBagCapital](/creator/x/TeaBagCapital) 2025-10-23T23:57Z 1409 followers, XXX engagements


"@ConsensusGurus @HitDaWallAgain @partners_road @BubbleBeta Very rare. I have been doing this for XX years. Yet to see a CF that was cooked. $CVNA CF statement is not. It just doesnt generate free cash"  
[X Link](https://x.com/TeaBagCapital/status/1981527654252642468) [@TeaBagCapital](/creator/x/TeaBagCapital) 2025-10-24T01:06Z 1409 followers, XXX engagements


"@HitDaWallAgain @ConsensusGurus @partners_road @BubbleBeta GPU versus $KMX is somewhat explained by $CVNAs skew to older high mileage cars and low income buyers. $CVNA typically pays $17k for a car it sells for $23k. $6k left for getting car from seller to buyer and make a margin"  
[X Link](https://x.com/TeaBagCapital/status/1981534407576911897) [@TeaBagCapital](/creator/x/TeaBagCapital) 2025-10-24T01:33Z 1409 followers, XXX engagements


"@ConsensusGurus @partners_road @HitDaWallAgain @BubbleBeta $CVNAs CF statement is not cooked but it is garbage"  
[X Link](https://x.com/TeaBagCapital/status/1981535430047662291) [@TeaBagCapital](/creator/x/TeaBagCapital) 2025-10-24T01:37Z 1409 followers, XXX engagements


"Why is $SFM not a buy here"  
[X Link](https://x.com/TeaBagCapital/status/1974132742096052472) [@TeaBagCapital](/creator/x/TeaBagCapital) 2025-10-03T15:21Z 1407 followers, XXX engagements


"Weak traffic trends at $SFM's California stores. Other states holding up"  
[X Link](https://x.com/TeaBagCapital/status/1974195184717222168) [@TeaBagCapital](/creator/x/TeaBagCapital) 2025-10-03T19:29Z 1407 followers, XXX engagements


"@_buddhistinvest @JK73617229 @SilbergleitJr But for working capital swings and PIK $CVNA has yet to generate a penny of free cash flow since inception. The used car market is well trafficked. Excess returns are unlikely. $CVNA has significantly more customer complaints than $KMX but sells fewer cars. I could go on"  
[X Link](https://x.com/TeaBagCapital/status/1977453410598494719) [@TeaBagCapital](/creator/x/TeaBagCapital) 2025-10-12T19:16Z 1408 followers, XXX engagements


"Probably nothing. $CVNA"  
[X Link](https://x.com/TeaBagCapital/status/1979180619423752290) [@TeaBagCapital](/creator/x/TeaBagCapital) 2025-10-17T13:40Z 1409 followers, XXX engagements


"Longs claim that selling the receivables is a positive because it shifts the risks to the buyers. So then why would buyers pay a premium $CVNA"  
[X Link](https://x.com/TeaBagCapital/status/1979207005655945694) [@TeaBagCapital](/creator/x/TeaBagCapital) 2025-10-17T15:24Z 1407 followers, XXX engagements


"Probably nothing. $CVNA"  
[X Link](https://x.com/TeaBagCapital/status/1979304570128908529) [@TeaBagCapital](/creator/x/TeaBagCapital) 2025-10-17T21:52Z 1409 followers, XXX engagements


"@DarioCpx Rookie numbers"  
[X Link](https://x.com/TeaBagCapital/status/1980251829817503840) [@TeaBagCapital](/creator/x/TeaBagCapital) 2025-10-20T12:36Z 1408 followers, XXX engagements


"Total disaster if this is true. $CVNA has a $XX billion enterprise value which implies plenty of coverage and free cash flow to service $X billion in debt. Why would you need credit insurance Always follow the cash flow statement"  
[X Link](https://x.com/TeaBagCapital/status/1980559228755693595) [@TeaBagCapital](/creator/x/TeaBagCapital) 2025-10-21T08:58Z 1409 followers, 1347 engagements


"Gradually then suddenly. $CVNA"  
[X Link](https://x.com/TeaBagCapital/status/1981006087160795474) [@TeaBagCapital](/creator/x/TeaBagCapital) 2025-10-22T14:33Z 1409 followers, 1345 engagements


"Papa Garcia going to have to dip into his stock sale proceeds to buy some auto finance receivables. Sad. $CVNA"  
[X Link](https://x.com/TeaBagCapital/status/1981034784148087093) [@TeaBagCapital](/creator/x/TeaBagCapital) 2025-10-22T16:27Z 1409 followers, XXX engagements


"@HitDaWallAgain @partners_road @BubbleBeta @ConsensusGurus $CVNA but for PIK and working capital changes has generated $X free cash flow since inception"  
[X Link](https://x.com/TeaBagCapital/status/1981509974762082735) [@TeaBagCapital](/creator/x/TeaBagCapital) 2025-10-23T23:56Z 1409 followers, XXX engagements


"@HitDaWallAgain @partners_road @BubbleBeta @ConsensusGurus $CVNA is going back to $0"  
[X Link](https://x.com/TeaBagCapital/status/1981518368512381368) [@TeaBagCapital](/creator/x/TeaBagCapital) 2025-10-24T00:29Z 1409 followers, XXX engagements


"@BubbleBeta @ConsensusGurus @partners_road @HitDaWallAgain Agreed. $CVNA is grossly overpriced does not and will not generate any meaningful cash flow and exists solely to pay fees to DriveTime. It is incentivized to sell as many units as possible make the income statement look good and stay alive"  
[X Link](https://x.com/TeaBagCapital/status/1981541072208613857) [@TeaBagCapital](/creator/x/TeaBagCapital) 2025-10-24T01:59Z 1408 followers, XXX engagements