Likefolio’s Landon Swan says the used car business is “not for the faint of heart.” With Carvana (CVNA) only holding 1% of the market, he sees a lot of room to expand. He shares Likefolio’s consumer sentiment data, comparing it favorably to CarMax (KMX). However, he thinks the stock is priced “almost to perfection,” pushing him to the sidelines.