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Halligan on a G-String Profile picture
Halligan on a G-String
@PreseidentMusk
@persidentMusk Crusading theocrat, Bible authoritarian Jesus-first cultist, Patriotard bootlicker, Flag-humping nationalist, Radical trad-wife enabler.
Feb 20 • 22 tweets • 3 min read
$CVNA
cc @duncetancapital @MinotaurStocks @GothamResearch @LKPreserve - spread the love if you can.
1/ @Carvana 2025 10‑K is a masterclass in how related‑party deals and tax accounting can reshape “profitability” without equivalent cash economics. 🧵 Image 2/ 2025 net income = $1.9B.
But operating cash flow is only $1.0B. The gap is driven by:
A $2.8B tax benefit (incl. $2.2B valuation allowance release).

A matching $2.2B TRA expense owed mostly to insiders.