It became clear to me that @Carvana was cooking their books and hiding fraud Enron style back in October. Shorted $390 with a year of theta, added $440 in Jan. CVNA puts are one of my largest portfolio positions bc I believed the fundamentals confirmed my bearish bias and suspicion of fraud thanks to the research of @GothamResearch, @HindenburgRes and many many other citizen analysts. This shit is going to get delisted from the S&P. Their use of Drivetime to hide debt off their own books will get exposed and they will get indicated by DOJ & SEC. Im short. I've been short. Im staying fucking short. 🍌(CryptoCondom)