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Lithia, Penske & Remarketing Off-Lease Vehicles
Jan 27, 2025
Jan 27, 2025
Weekly update
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
Nov 21, 2024
Tesla•US•Mega CapLifcoAddtechVitrolifeCettireCarvanaDanaherHalmaDiplomaAutoNationWestwingGXO LogisticsKeringBONESUPPORTFevertree DrinksOPENLANEManhattan AssociatesKinsale Capital Group
Nov 21, 2024
ADESA: Power Dynamics Post-Carvana Acquisition
Nov 14, 2024
Partner Interview
CarvanaCarMaxManheimOPENLANEAmerica’s Auto AuctionSonic AutomotiveAutoNationACV AuctionsCounter PositioningNetwork EffectsVertically Integrated RetailerLow Cost OperatorsAuctions & ClassifiedsConsumer DiscretionaryIndustrialsNov 14, 2024
Carvana: ADESA Integration
Aug 12, 2024
Partner Interview
Carvana•US•Large CapCarMaxACV AuctionsOPENLANEManheimCounter PositioningNetwork EffectsVertically Integrated RetailerLow Cost OperatorsAuctions & ClassifiedsConsumer DiscretionaryIndustrialsAug 12, 2024
IP Research Survey
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
Mar 4, 2024
IP ResearchACV Auctions•US•Small CapManheimCarvanaCarMaxCox AutomotiveOPENLANENetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerLow Cost OperatorsIndustrialsConsumer Discretionary
Mar 4, 2024
Company Profile
ACV Auctions
Dec 21, 2023
IP Company Profile
IP ResearchACV Auctions•US•Small CapCarvanaManheimOPENLANECopartCarMaxNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerPhysical Infra & NetworksLow Cost OperatorsIndustrialsConsumer Discretionary
Dec 21, 2023
Weekly update
Boeing vs TDG, HEICO, TTD & NFLX Ads, Brookfield, Burford, Instalco, LGIH, KMX & CVNA, Fortinet
Nov 21, 2023
TransDigm Group•US•Large CapInstalcoBravidaNetflixOPENLANEFortinetManheimCarvanaCarMaxHEICOThe Trade DeskWalt DisneyAmazonMagnite
Nov 21, 2023
ADESA, Manheim, & US Wholesale Auto Auctions
Nov 16, 2023
Partner Interview
CarvanaCarMaxOPENLANEManheimACV AuctionsCounter PositioningNetwork EffectsVertically Integrated RetailerLow Cost OperatorsAuctions & ClassifiedsConsumer DiscretionaryIndustrialsNov 16, 2023
ACV Auctions Competitive Advantage & Threats
Sep 11, 2022
Partner Interview
ACV Auctions•US•Small CapOPENLANEManheimNetwork EffectsAuctions & ClassifiedsIndustrialsConsumer DiscretionarySep 11, 2022
ACV Auctions, Backlot, CarOffer, & US Wholesale Auto Competition
Aug 24, 2022
Partner Interview
ACV Auctions•US•Small CapOPENLANECarvanaNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerIndustrialsConsumer DiscretionaryAug 24, 2022
BacklotCars, ACV Auctions, ADESA, & US Auto Wholesale Auctions
May 6, 2022
May 6, 2022
Carvana, ADESA, & US Auto Wholesale Auction Market
Apr 7, 2022
Apr 7, 2022
Weekly update
Weekly Update: Top 10 Interviews in 2021, Danaher, and IP in 2022
Jan 3, 2022
Danaher•US•Large CapEvolutionTopicusConstellation SoftwareAmazonUberCarvanaOPENLANESpotifyUniversal MusicCostco Wholesale
Jan 3, 2022
ACV Auctions & US Auto Wholesale Market
Dec 2, 2021
Dec 2, 2021
CarMax: Competing with Carvana
Dec 22, 2020
Dec 22, 2020
Carvana, KAR Auction, & The Used Car Ecosystem
Nov 30, 2020
Nov 30, 2020
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