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    Alexander Potter

    Managing Director and Senior Research Analyst at Piper Sandler Companies

    Alexander Potter is a Managing Director and Senior Research Analyst at Piper Sandler, specializing in transportation technology with a primary focus on electric vehicles, automotive e-commerce, and mobility platforms. He covers leading companies such as Tesla, Rivian, Carvana, Ford, General Motors, Aptiv, Stellantis, BorgWarner, ACV Auctions, and Mobileye, with a track record that includes an average price target success rate of 68.33% and an average potential upside of 24.64% across 480 ratings. Potter began his financial analyst career after working as a Beijing-based consultant to the World Bank, joined Piper Sandler in 2008, and previously covered Chinese automotive and truck names. He holds a B.A. in Asian Studies from St. Olaf College, an MBA from the University of Minnesota’s Carlson School of Management, is fluent in Mandarin, was a Fulbright Scholar at Peking University, and possesses typical industry regulatory credentials.

    Alexander Potter's questions to ACV Auctions (ACVA) leadership

    Alexander Potter's questions to ACV Auctions (ACVA) leadership • Q2 2025

    Question

    Alexander Potter of Piper Sandler Companies sought confirmation that the slight revenue guidance reduction was due to market conditions, not competitive pressures, and asked about the potential for using pricing increases as a lever to manage performance.

    Answer

    CFO Bill Zarella confirmed the guidance trim was a conservative adjustment based on macro factors like trade retention and tariff uncertainty, not a change in competitive standing. CEO George Chamoun stated that while they constantly evaluate fees, which remain below physical auctions, there is no specific timing for major increases. Zarella noted the current guidance already reflects a 5-6% ARPU increase from a buy-fee adjustment made earlier in the year.

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    Alexander Potter's questions to CARVANA (CVNA) leadership

    Alexander Potter's questions to CARVANA (CVNA) leadership • Q2 2025

    Question

    Alexander Potter of Piper Sandler Companies asked which part of Carvana's system is most likely to 'break' under the strain of a sustained 40% growth rate and whether any part of the operation is currently 'redlining'.

    Answer

    CEO Ernie Garcia responded that it does not feel like they are redlining, as teams are executing well. He identified reconditioning as the most operationally intense area but noted they are proactively investing in future capacity by integrating ADESA sites. He expressed confidence in their plans for logistics and other complex areas.

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    Alexander Potter's questions to CARVANA (CVNA) leadership • Q2 2025

    Question

    Alexander Potter of Piper Sandler Companies asked what part of Carvana's system is most likely to 'break' under the strain of sustaining 40% growth and if any area is currently 'redlining'.

    Answer

    CEO Ernie Garcia responded that it does not feel like the company is redlining, as teams are executing well. He identified reconditioning as the most operationally intense area, but noted they are proactively laying the foundation for future growth by integrating ADESA sites. He also mentioned logistics and customer care as complex areas where the company is making significant efficiency gains.

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