Q1 Earnings Season, ThredUp Inflection, Carvana New Long-Term Guide, Food Delivery M&A | Ep. 2 of The Optimist w/ Jordan McNamee and Brandon Snow | May 15th, 2025

Written By Jordan McNamee

Hi there,

In episode 2 of The Optimist, Brandon and I dive into recent Q1 earnings reports of various companies in the portfolio, including ThredUp, Carvana, HelloFresh, Uber, DoorDash, and Revolve.

Hope you enjoy the conversation!

Jordan McNamee

Founder and Chief Investment Officer

Optimist Fund

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Optimist Fund, Carvana, ThredUp, Market Volatility | Ep. 1 of The Optimist w/ Jordan McNamee and Brandon Snow | April 16th, 2025