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Jun 22, 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

IP References

Feb 27, 2026

Ernie Garcia II & Carvana Underwriting Practices

IP Reference Checks

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

IP Interview

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

IP Interview

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

IP Interview

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

IP Interview

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

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Explore our full content library.

Amazon Autos: Building an Automotive Marketplace & OEM Ad Revenue Model

Carvana: IRC Operations, CARLI System & Reconditioning Efficiency

Carvana ADESA Clear: Digital Auction Strategy & Marketplace Economics

Carvana: Building a Digital Wholesale Auction from Scratch

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

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

Ernie Garcia II & Carvana Underwriting Practices

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

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

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

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

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

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

CarMax: Recon Rigidity & Digital Gap vs Carvana

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

Carvana: Root & Embedded Insurance Moat

Auto1 Group: European Used Car Retail Economics

Carvana: Service Expansion Amid Reconditioning Capacity Limits

CarMax Inc: Culture & Competing with Carvana

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