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May 9, 2026

Carvana: IRC Operations, CARLI System & Reconditioning Efficiency

Partner Interview
Carvana•US•Large CapCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
May 5, 2026

Carvana ADESA Clear: Digital Auction Strategy & Marketplace Economics

Partner Interview
Carvana•US•Large CapCarMaxManheimACV AuctionsBacklot CarsCounter PositioningNetwork EffectsVertically Integrated RetailerLow Cost OperatorsAuctions & ClassifiedsConsumer DiscretionaryIndustrials
Apr 23, 2026

Carvana: Building a Digital Wholesale Auction from Scratch

Partner Interview
Carvana•US•Large CapManheimDriveTimeACV AuctionsCarMaxCounter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsLow Cost OperatorsConsumer DiscretionaryIndustrials
Mar 10, 2026

America's Car-Mart: Doug Campbell's Fleet Management & Remarketing Experience

Partner Interview
Americas CarMart•US•Small CapCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Mar 9, 2026

America's Car-Mart: Evolution from $10K to $20K Vehicles & Impact on Customer Retention

Partner Interview
Americas CarMart•US•Small CapCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
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Feb 27, 2026

Ernie Garcia II & Carvana Underwriting Practices

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Management CheckCarvana•US•Large CapCarMaxCredit AcceptanceCounter PositioningCornered ResourceProcess PowerVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsConsumer DiscretionaryFinancials
Feb 25, 2026

Carvana: Company Culture, Execution Challenges & Near-Death Experiences

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Carvana•US•Large CapCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Feb 9, 2026

America's Car-Mart: Centralization Strategy, Store Closures & Turnaround Plan

Partner Interview
Americas CarMart•US•Small CapCarvanaDriveTimeCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Jan 9, 2026

CarMax: Inventory Missteps, Omnichannel Friction, and the Carvana Challenge

Partner Interview
CarMax•US•Mid CapCarvanaLithia MotorsAsbury Automotive GroupPenske Automotive GroupACV AuctionsCounter PositioningNetwork EffectsLow Cost OperatorsVertically Integrated RetailerAuctions & ClassifiedsConsumer DiscretionaryIndustrials
Jan 7, 2026

Credit Acceptance, Carvana, and U.S. Subprime Auto: Ancillary Product Economics, Advances, and Dealer Incentives

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Credit Acceptance•US•Mid CapCarMaxCarvanaLithia MotorsAmerican Credit AcceptanceCapital One FinancialCounter PositioningCornered ResourceProcess PowerLow Cost OperatorsVertically Integrated RetailerInsurers & FinancialsConsumer DiscretionaryFinancials
Jan 6, 2026

U.S. Auto Retail M&A: Franchise Buyers, CarMax, and the Limits to Scale

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CarMax•US•Mid CapLithia MotorsCarvanaAsbury Automotive GroupPenske Automotive GroupAutoNationCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Jan 2, 2026

CarMax: Funding Model vs. Carvana’s Forward-Flow Edge

Partner Interview
Carvana•US•Large CapCarMaxCredit AcceptanceCapital One FinancialCounter PositioningCornered ResourceProcess PowerLow Cost OperatorsVertically Integrated RetailerInsurers & FinancialsConsumer DiscretionaryFinancials
Dec 16, 2025

CarMax: Recon Rigidity & Digital Gap vs Carvana

Partner Interview
CarMax•US•Mid CapCarvanaCounter PositioningLow Cost OperatorsVertically Integrated RetailerConsumer Discretionary
Dec 15, 2025

American Credit Acceptance: POS-Driven Subprime Auto Lending & Unit Economics

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Credit Acceptance•US•Mid CapWestlake Financial ServicesCarvanaCarMaxAmericas CarMartCapital One FinancialAmerican Credit AcceptanceCornered ResourceProcess PowerCounter PositioningInsurers & FinancialsVertically Integrated RetailerLow Cost OperatorsFinancialsConsumer Discretionary
Dec 9, 2025

Carvana: Root & Embedded Insurance Moat

Partner Interview
Carvana•US•Large CapRootCarMaxThe ProgressiveState FarmThe AllstateTeslaLemonadeCounter PositioningScale EconomiesProcess PowerBrand EquityVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsFinancialsConsumer Discretionary
Dec 8, 2025

Auto1 Group: European Used Car Retail Economics

Partner Interview
AUTO1•DE•Mid CapCarvanaVroomCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Dec 8, 2025

Carvana: Service Expansion Amid Reconditioning Capacity Limits

Partner Interview
Carvana•US•Large CapCarMaxAmazonLithia MotorsPenske Automotive GroupAutoNationHertz GlobalManheimSonic AutomotiveTricolor AutoCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerLow Cost OperatorsPhysical Infra & NetworksAuctions & ClassifiedsConsumer DiscretionaryIndustrials
Nov 23, 2025

CarMax Inc: Culture & Competing with Carvana

Partner Interview
CarMax•US•Mid CapCarvanaLithia MotorsAsbury Automotive GroupCounter PositioningLow Cost OperatorsVertically Integrated RetailerConsumer Discretionary
Nov 4, 2025

Carma: Throughput Bottlenecks, Inspection Constraints and Tech Enabled Scale Up

Partner Interview
CarmaCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Nov 3, 2025

Copart: International Growth, Dealer-Led Exports, and the ‘Pure Sale’ Advantage

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Copart•US•Large CapIAARitchie Bros AuctioneersCarvanaCarMaxNetwork EffectsCounter PositioningAuctions & ClassifiedsPhysical Infra & NetworksVertically Integrated RetailerLow Cost OperatorsIndustrialsConsumer Discretionary

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