Background/Introduction: For some reason I ran into a “Twitter battle” about Auto1, with the main Bull case being that Auto1 Group SE (ETR:AG1) is the German Carvana. In addition, some good investors that I follow have revealed Carvana Co (NYSE:CVNA) as a position. Q4 2021 hedge fund letters, conferences and more Time to have an “Armchair investor” look into Carvana. The goal here is two fold: 1. Understanding if Carvana as such is a good business (and maybe even interesting as investment)2. Finding out if Auto1 could indeed is or can become the “German Carvana” Full disclosure: the guy who is…