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Hemnet vs Boneo & Booli: Agent Perspective
Sep 16, 2026
Partner Interview
Hemnet•SE•Mid CapNetwork EffectsAuctions & ClassifiedsSep 16, 2026
Homes.com & CoStar: Why the Residential Bet Is Struggling
Sep 11, 2026
Partner Interview
CoStar Group•US•Large CapZillowNetwork EffectsAuctions & ClassifiedsSep 11, 2026
Weekly update
Domino's, Copart, Danaher, Veeva, Disney, POOL
Sep 10, 2026
Dominos Pizza•US•Mid CapVeevaDanaherCopartSap SePoolWalt DisneySwitching CostsB2B Software
Sep 10, 2026
Copart Dealer Services: Whole Car Strategy, Blue Car & Post-Sale Negotiation
Aug 29, 2026
Partner Interview
Copart•US•Large CapIAARitchie Bros AuctioneersManheimCarvanaNetwork EffectsAuctions & ClassifiedsAug 29, 2026
Copart, Progressive & the Structural Shift in Auto Insurance Claims
Aug 27, 2026
Partner Interview
Copart•US•Large CapCox AutomotiveRitchie Bros AuctioneersIAAThe ProgressiveBerkshire HathawayScale EconomiesAuctions & ClassifiedsAug 27, 2026
Copart vs IAA: Competitive Dynamics, Progressive, & Market Share
Aug 18, 2026
Partner Interview
Copart•US•Large CapManheimRitchie Bros AuctioneersIAANetwork EffectsAuctions & ClassifiedsAug 18, 2026
Copart: Jay Adair's Return, Culture & Competitive Moat vs IAA
Aug 12, 2026
Partner Interview
Copart•US•Large CapRitchie Bros AuctioneersIAANetwork EffectsAuctions & ClassifiedsAug 12, 2026
Progressive: Claims Operations, Culture & Pricing Discipline
Aug 6, 2026
Aug 6, 2026
Value Chain
CCC Intelligent Solutions: How an Auto Physical Damage Claim Flows Through Value Chain
Jul 30, 2026
IP Research
IP ResearchCCC Intelligent Solutions•US•Mid CapEnlyte IncThe ProgressiveCopartRitchie Bros AuctioneersIAABerkshire HathawayNetwork EffectsAuctions & Classifieds
Jul 30, 2026
Weekly update
Copart & Progressive's Power, Meta's Culture
Jul 29, 2026
Copart•US•Large CapRitchie Bros AuctioneersIAAThe ProgressiveMetaNetwork EffectsAuctions & Classifieds
Jul 29, 2026
CARFAX: Vehicle History Data, Dealer Pricing & Competitive Positioning vs AutoCheck
Jul 29, 2026
Partner Interview
S&P Global•US•Large CapMobility Global IncManheimExperianNetwork EffectsAuctions & ClassifiedsJul 29, 2026
IP Research Analysis
Copart, IAA, & CCC: Progressive’s Power
Jul 28, 2026
IP Research
IP ResearchCopart•US•Large CapThe ProgressiveCCC Intelligent SolutionsEnlyte IncRitchie Bros AuctioneersIAANetwork EffectsAuctions & Classifieds
Jul 28, 2026
Copart: Equipment Strategy & Culture
Jul 27, 2026
Partner Interview
Copart•US•Large CapACV AuctionsManheimRitchie Bros AuctioneersIAANetwork EffectsAuctions & ClassifiedsJul 27, 2026
S&P Global Mobility: Carfax's Dealer Footprint, Data Moat & Competitive Position
Jul 27, 2026
Partner Interview
S&P Global•US•Large CapCox AutomotiveManheimCarvanaCarMaxCounter PositioningAuctions & ClassifiedsJul 27, 2026
Copart: Jay Adair's Return, Culture Reset & Whole Car Expansion
Jul 24, 2026
Partner Interview
Copart•US•Large CapManheimRitchie Bros AuctioneersNetwork EffectsAuctions & ClassifiedsJul 24, 2026
Cars.com & CarGurus: Competitive Dynamics in US Automotive Marketplaces
Jul 13, 2026
Partner Interview
Cars.com•US•Small CapCarGurusCox AutomotiveManheimCarvanaCarMaxCounter PositioningAuctions & ClassifiedsJul 13, 2026
Baltic Classifieds Group: Aruodas Monopoly, Vulnerabilities & Broker Unit Economics
Jun 4, 2026
Partner Interview
Baltic Classifieds Group•LT•Small CapScout24 SESMG Swiss Marketplace GroupNetwork EffectsAuctions & ClassifiedsJun 4, 2026
Carvana Wholesale: Inspection Technology, AI Detection & Speed to Market
May 12, 2026
Partner Interview
Carvana•US•Large CapACV AuctionsManheimNetwork EffectsAuctions & ClassifiedsMay 12, 2026
Carvana ADESA Clear: Digital Auction Strategy & Marketplace Economics
May 5, 2026
Partner Interview
Carvana•US•Large CapCarMaxManheimACV AuctionsBacklot CarsNetwork EffectsAuctions & ClassifiedsMay 5, 2026
Carvana: Building a Digital Wholesale Auction from Scratch
Apr 23, 2026
Partner Interview
Carvana•US•Large CapManheimDriveTimeACV AuctionsCarMaxNetwork EffectsAuctions & ClassifiedsApr 23, 2026
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