Fil's Randoms On The Markets
Fil ZucchiMarkets, Finance & Occasionally Economy
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 19 | Subscribers | Read | filzucchi.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Carvana Reality Check - The "Great Quarter Guys" Sequel
Carvana (CVNA) reported its Q4 and FY 23 results last week, followed by a conference call during which management made it sound like the business is printing money, and sells side analysts made sure to pay the “access fee” to actively parti...
Market Randoms, And Chasing A Bubble
Since cyberspace is packed-full of bearish and bullish views on the markets I feel it is my duty to add a few more disjointed takes, and to bring you to the same level of confusion that is swirling in my head. So, without further blah-blah-...
New Year Charts Check
With the revelries of the new year out of the way (which for some of us translated to “in bed by 11pm instead of 9pm”) here are a few charts that have gotten my attention and could have some meaty moves over the coming months.
Carvana (CVNA) Reality Check
I was going to write this post a while ago, but with Carvana’s (CVNA) stock getting squeezed hard, right now it’s probably an even better time (and besides, I am in New Zealand, my internal clock is still somewhere in the U.S., and writing ...
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