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Carma & Australian Used Car Market: Dealer Finance Penetration & Sourcing Challenges
Oct 26, 2025
Partner Interview
CarmaToyotaCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryOct 26, 2025
Carma & Australia Used Cars: Dealer Constraints & Supply Bottleneck
Oct 19, 2025
Partner Interview
CarmaToyotaCarvanaCarMaxAUTO1Counter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryOct 19, 2025
Tesla Repair Network & Vertical Integration
Sep 16, 2024
Sep 16, 2024
Weekly update
FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB
Sep 4, 2024
Tesla•US•Mega CapFTAI AviationToyotaGreen Landscaping GroupMongoDBTopicusConstellation SoftwareIntuitive SurgicalComputer ModellingSLBMedtronicTransDigm GroupOracle
Sep 4, 2024
Tesla vs Toyota: EV vs ICE Repair Process
Aug 29, 2024
Aug 29, 2024
Weekly update
Markel Re, Addtech, Tesla Repairs, Idox, Air Products, Belron, Informa, UnitedHealth
Jul 4, 2024
Informa•GB•Large CapElevance HealthAddtechTeslaIDOXMarkelLifcoToyotaThe AllstateTechTargetHalmaLindeUnitedHealth
Jul 4, 2024
Tesla vs Toyota: Servicing & Repair
Jul 2, 2024
Jul 2, 2024
Tesla: Servicing & Auto Parts Operations
Jun 24, 2024
Jun 24, 2024
Weekly update
Ferguson, Vroom Diagnosis, Inchcape, EVO's APAC Operations, Sunbelt Specialty Equipment
Feb 14, 2024
Ferguson•US•Large CapEvolutionVroomCarvanaInchcapeToyotaCarMaxAshtead Group
Feb 14, 2024
Inchcape: EU Auto Retail Distribution Dynamics
Feb 12, 2024
Partner Interview
Inchcape•GB•Mid CapChangan AutomobileBYDGreat Wall MotorNissan MotorToyotaVertu MotorsMotorpointB2B MiddlemenLow Cost OperatorsConsumer DiscretionaryFeb 12, 2024
Danaher Business System: Batch to One Piece Flow Manufacturing
Jun 23, 2023
Jun 23, 2023
Weekly update
Berkshire & Markel, Tesla, ServiceNOW, Bergman & Beving
May 10, 2023
Tesla•US•Mega CapServiceNowLyftToyotaGeneral MotorsFord
May 10, 2023
Tesla: Manufacturing Process Advantage
May 5, 2023
Partner Interview
Tesla•US•Mega CapRivian AutomotiveVolkswagenToyotaStellantisNIOBYDLucidProcess PowerBrand EquityConsumer DiscretionaryFinancialsMay 5, 2023
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