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Oct 26, 2025

Carma & Australian Used Car Market: Dealer Finance Penetration & Sourcing Challenges

Partner Interview
CarmaToyotaCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Oct 19, 2025

Carma & Australia Used Cars: Dealer Constraints & Supply Bottleneck

Partner Interview
CarmaToyotaCarvanaCarMaxAUTO1Counter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Sep 16, 2024

Tesla Repair Network & Vertical Integration

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Tesla•US•Mega CapMonroService KingCaliber CollisionGerber Collision & GlassToyotaAsbury Automotive GroupLithia MotorsBoyd Autobody & GlassProcess PowerBrand EquityConsumer Discretionary
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Sep 4, 2024

FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB

Tesla•US•Mega CapFTAI AviationToyotaGreen Landscaping GroupMongoDBTopicusConstellation SoftwareIntuitive SurgicalComputer ModellingSchlumbergerMedtronicTransDigm GroupOracle
Aug 29, 2024

Tesla vs Toyota: EV vs ICE Repair Process

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Tesla•US•Mega CapMonroService KingCaliber CollisionGerber Collision & GlassToyotaAsbury Automotive GroupLithia MotorsBoyd Autobody & GlassProcess PowerBrand EquityConsumer Discretionary
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Jul 4, 2024

Markel Re, Addtech, Tesla Repairs, Idox, Air Products, Belron, Informa, UnitedHealth

Informa•GB•Large CapElevance HealthAddtechTeslaIDOXMarkelLifcoToyotaThe AllstateTechTargetHalmaLindeUnitedHealth
Jul 2, 2024

Tesla vs Toyota: Servicing & Repair

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Tesla•US•Mega CapToyotaAsbury Automotive GroupLithia MotorsBYDService KingMonroProcess PowerBrand EquityConsumer Discretionary
Jun 24, 2024

Tesla: Servicing & Auto Parts Operations

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Tesla•US•Mega CapVolkswagenAudiLithia MotorsAsbury Automotive GroupService KingGerber Collision & GlassCaliber CollisionLKQBoyd Autobody & GlassAutoZoneAdvance Auto PartsOReilly AutomotiveMercedes-Benz GroupToyotaBYDScale EconomiesProcess PowerBrand EquityB2B MiddlemenConsumer DiscretionaryEnergy
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Feb 14, 2024

Ferguson, Vroom Diagnosis, Inchcape, EVO's APAC Operations, Sunbelt Specialty Equipment

Ferguson•GB•Large CapEvolutionVroomCarvanaInchcapeToyotaCarMaxAshtead Group
Feb 12, 2024

Inchcape: EU Auto Retail Distribution Dynamics

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Inchcape•GB•Mid CapChangan AutomobileBYDGreat Wall MotorNissan MotorToyotaVertu MotorsMotorpointB2B MiddlemenLow Cost OperatorsConsumer Discretionary
Jun 23, 2023

Danaher Business System: Batch to One Piece Flow Manufacturing

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Danaher•US•Large CapToyotaFortiveSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareConsumer DiscretionaryIndustrialsInformation Technology
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May 10, 2023

Berkshire & Markel, Tesla, ServiceNOW, Bergman & Beving

Tesla•US•Mega CapServiceNowLyftToyotaGeneral MotorsFord
May 5, 2023

Tesla: Manufacturing Process Advantage

Partner Interview
Tesla•US•Mega CapRivian AutomotiveVolkswagenToyotaStellantisNIOBYDLucidProcess PowerBrand EquityConsumer DiscretionaryFinancials

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