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CARFAX: Vehicle History Data, Dealer Pricing & Competitive Positioning vs AutoCheck

Partner Interview
S&P Global•US•Large CapMobility Global IncManheimExperianNetwork EffectsAuctions & ClassifiedsUnique IP & BrandsFinancialsInformation TechnologyIndustrials
Jul 29, 2026

S&P Global Mobility: Carfax's Dealer Footprint, Data Moat & Competitive Position

Partner Interview
S&P Global•US•Large CapCox AutomotiveManheimCarvanaCarMaxNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerLow Cost OperatorsFinancialsConsumer Discretionary
Jul 27, 2026

Copart: Equipment Strategy & Culture

Partner Interview
Copart•US•Large CapACV AuctionsManheimRitchie Bros AuctioneersIAANetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer Discretionary
Jul 27, 2026

Copart: Jay Adair's Return, Culture Reset & Whole Car Expansion

Partner Interview
Copart•US•Large CapManheimRitchie Bros AuctioneersNetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer Discretionary
Jul 24, 2026

Cars.com & CarGurus: Competitive Dynamics in US Automotive Marketplaces

Partner Interview
Cars.com•US•Small CapCarGurusCox AutomotiveManheimCarvanaCarMaxNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryCommunication Services
Jul 13, 2026

Carvana Wholesale: Inspection Technology, AI Detection & Speed to Market

Partner Interview
Carvana•US•Large CapACV AuctionsManheimCounter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsConsumer DiscretionaryIndustrials
May 12, 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
May 5, 2026

Carvana: Building a Digital Wholesale Auction from Scratch

Partner Interview
Carvana•US•Large CapManheimDriveTimeACV AuctionsCarMaxCounter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsLow Cost OperatorsConsumer DiscretionaryIndustrials
Apr 23, 2026

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
Dec 8, 2025

Carvana: Reconditioning & Selling Off-Lease Vehicles

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IP Interview
Carvana•US•Large CapCarMaxSixtHertz GlobalManheimCounter PositioningNetwork EffectsVertically Integrated RetailerLow Cost OperatorsAuctions & ClassifiedsConsumer DiscretionaryIndustrials
Feb 17, 2025

Lithia, Penske & Remarketing Off-Lease Vehicles

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IP Interview
Lithia Motors•US•Mid CapCarvanaCarMaxPenske Automotive GroupManheimOPENLANEHertz GlobalAvis BudgetSixtEnterprise Rent-A-CarCounter PositioningNetwork EffectsVertically Integrated RetailerLow Cost OperatorsAuctions & ClassifiedsConsumer DiscretionaryIndustrials
Jan 27, 2025

Carvana: ADESA & the Rental Fleet Remarketing Process

Partner Interview
Carvana•US•Large CapHertz GlobalAvis BudgetSixtACV AuctionsCox AutomotiveManheimNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerIndustrialsConsumer Discretionary
Jan 13, 2025

ADESA: Power Dynamics Post-Carvana Acquisition

Partner Interview
CarvanaCarMaxManheimOPENLANEAmerica’s Auto AuctionSonic AutomotiveAutoNationACV AuctionsCounter PositioningNetwork EffectsVertically Integrated RetailerLow Cost OperatorsAuctions & ClassifiedsConsumer DiscretionaryIndustrials
Nov 14, 2024

Carvana: ADESA Integration

Partner Interview
Carvana•US•Large CapCarMaxACV AuctionsOPENLANEManheimCounter PositioningNetwork EffectsVertically Integrated RetailerLow Cost OperatorsAuctions & ClassifiedsConsumer DiscretionaryIndustrials
Aug 12, 2024

Copart: New Market Expansion Process & Challenges

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IP Interview
Copart•US•Large CapCarvanaIAAManheimACV AuctionsCounter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsPhysical Infra & NetworksConsumer DiscretionaryIndustrials
Mar 21, 2024
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Weekly update

Vitec, CSU & Lifco, CACC vs Westlake, GOOG Stadia, DHR & Cytiva Filtration, LGIH, UMG, Gyms, ACV Auctions

Google•US•Mega CapThe GymEvolutionCredit AcceptanceDanaherLennarMicrosoftManheimUniversal MusicRepligenCarvana
Mar 13, 2024

America's Auto Auction, ADESA, Manheim, & US Wholesale Auctions

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IP Interview
ACV Auctions•US•Small CapAmerica’s Auto AuctionManheimCox AutomotiveCarvanaEDGE PipelineSmartAuctionAlly FinancialNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerConsumer DiscretionaryIndustrialsFinancials
Mar 8, 2024
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Weekly update

ACV Auctions Survey, Stevanato, Danaher, FERG, UMG, GoEasy, Miller Industries, GYM

ACV Auctions•US•Small CapFergusongoeasyThe GymDanaherUniversal MusicSpotifyManheimBasic Fit
Mar 4, 2024
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IP Research Survey

ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers

IP ResearchACV Auctions•US•Small CapManheimCarvanaCarMaxCox AutomotiveOPENLANENetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerLow Cost OperatorsIndustrialsConsumer Discretionary
Mar 4, 2024

ACV Auctions: Operating Model

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IP Interview
ACV Auctions•US•Small CapCarvanaManheimCarMaxCox AutomotiveNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerLow Cost OperatorsIndustrialsConsumer Discretionary
Jan 27, 2024

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