Brett Winton
@wintonARK · Feb 10, 2022
Average used car sale price:
$27k
Average used car loan:
$23k
Taking on 85% LTV used internal combustion engine risk across the 5+ year life of those loans … is rather brave.
A lot of implicit bets being placed that the supply chain disruption is structural and persists.
Elon Musk
@elonmusk
Looming disaster for sure
12:19 AM · February 11, 2022 · 0 views
293
151
3.4K