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Amazon Autos: Building an Automotive Marketplace & OEM Ad Revenue Model
Jun 22, 2026
Partner Interview
Amazon•US•Mega CapCarvanaAutotraderCarMaxLithia MotorsAsbury Automotive GroupPenske Automotive GroupNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsLow Cost OperatorsConsumer DiscretionaryCommunication ServicesJun 22, 2026
CarMax: Inventory Missteps, Omnichannel Friction, and the Carvana Challenge
Jan 9, 2026
Partner Interview
CarMax•US•Mid CapCarvanaLithia MotorsAsbury Automotive GroupPenske Automotive GroupACV AuctionsCounter PositioningNetwork EffectsLow Cost OperatorsVertically Integrated RetailerAuctions & ClassifiedsConsumer DiscretionaryIndustrialsJan 9, 2026
U.S. Auto Retail M&A: Franchise Buyers, CarMax, and the Limits to Scale
Jan 6, 2026
Jan 6, 2026
Amazon Autos & Costco's Auto Program
Nov 27, 2025
Partner Interview
Costco Wholesale•US•Mega CapCarvanaGeneral MotorsAmazonLithia MotorsAsbury Automotive GroupScale EconomiesCounter PositioningNetwork EffectsSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer DiscretionaryNov 27, 2025
CarMax Inc: Culture & Competing with Carvana
Nov 23, 2025
Partner Interview
CarMax•US•Mid CapCarvanaLithia MotorsAsbury Automotive GroupCounter PositioningLow Cost OperatorsVertically Integrated RetailerConsumer DiscretionaryNov 23, 2025
Lithia, Penske & US Franchised Car Dealers: ICE and EV Servicing
Nov 6, 2024
Nov 6, 2024
Belron, Boyd & the Auto Glass Repair Market: Vertical Integration Threat
Oct 29, 2024
Oct 29, 2024
Tesla Repair Network & Vertical Integration
Sep 16, 2024
Sep 16, 2024
Tesla vs Toyota: EV vs ICE Repair Process
Aug 29, 2024
Aug 29, 2024
Lithia Motors: Servicing Economics
Jul 7, 2024
Jul 7, 2024
Tesla vs Toyota: Servicing & Repair
Jul 2, 2024
Jul 2, 2024
Tesla: Servicing & Auto Parts Operations
Jun 24, 2024
Jun 24, 2024
LKQ & US Auto Recycling: Salvage Operations
Jun 10, 2024
Jun 10, 2024
Lithia, Asbury & Franchise Auto Dealers: Servicing ICE vs Electric Vehicles
May 7, 2024
May 7, 2024
CarMax: How a Vehicle Flows through the Network
Nov 7, 2023
Nov 7, 2023
Carvana: Evolution of the Inspection & Reconditioning Process
Aug 28, 2023
Partner Interview
Carvana•US•Large CapCarMaxAsbury Automotive GroupVroomLithia MotorsCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryAug 28, 2023
Investor Dialogue: Carvana vs CarMax
Mar 18, 2022
IP Dialogue
Carvana•US•Large CapAsbury Automotive GroupCarMaxCounter PositioningLow Cost OperatorsVertically Integrated RetailerConsumer DiscretionaryMar 18, 2022
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