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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
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Weekly update

Copart & Progressive's Power, Meta's Culture

Copart•US•Large CapRitchie Bros AuctioneersIAAThe ProgressiveMeta
Jul 29, 2026
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IP Research Analysis

Copart, IAA, & CCC: Progressive’s Power

IP Research
IP ResearchCopart•US•Large CapThe ProgressiveCCC Intelligent SolutionsEnlyte IncRitchie Bros AuctioneersIAAScale EconomiesSwitching CostsNetwork EffectsInsurers & FinancialsLow Cost OperatorsB2B SoftwareAuctions & ClassifiedsPhysical Infra & NetworksFinancialsInformation TechnologyIndustrialsConsumer Discretionary
Jul 28, 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

Baltic Classifieds Group: Aruodas Monopoly, Vulnerabilities & Broker Unit Economics

Partner Interview
Baltic Classifieds Group•LT•Small CapScout24 SESMG Swiss Marketplace GroupNetwork EffectsAuctions & ClassifiedsCommunication ServicesIndustrialsReal Estate
Jun 4, 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

CoStar Group: Residential Market Entry & homes.com Strategy

Partner Interview
CoStar Group•US•Large CapZillowMatterportNetwork EffectsAuctions & ClassifiedsReal EstateCommunication ServicesFinancialsInformation Technology
Apr 17, 2026

Copart vs IAA: A Georgian Buyer's Perspective on Selection, Fees & Platform Quality

Partner Interview
Copart•US•Large CapIAANetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer Discretionary
Apr 17, 2026

Baltics Classifieds Group: Aruodas Lithuanian Market Positioning, Pricing Power & Competitive Threat

Partner Interview
Baltics Classifieds GroupSMG Swiss Marketplace GroupHemnetScout24 SERightmoveNetwork EffectsAuctions & ClassifiedsCommunication ServicesReal EstateIndustrials
Apr 17, 2026

Scout24: Classifieds Moat Erosion, Trust Advantage & LLM Threat

Partner Interview
Scout24 SE•DE•Mid CapBaltics Classifieds GroupHemnetRightmoveSMG Swiss Marketplace GroupNetwork EffectsAuctions & ClassifiedsIndustrialsCommunication ServicesReal Estate
Apr 16, 2026

Baltics Classifieds Group: Underinvestment, Strategic Dominance & AI Interface Shift

Partner Interview
Baltics Classifieds GroupZooplaScout24 SERightmoveHemnetSMG Swiss Marketplace GroupNetwork EffectsAuctions & ClassifiedsConsumer DiscretionaryIndustrialsCommunication ServicesReal Estate
Apr 15, 2026

Baltics Classifieds Group: Dealer Unit Economics, Margin Pressure & Pricing Power

Partner Interview
Baltics Classifieds GroupAutotraderScout24 SESMG Swiss Marketplace GroupHemnetNetwork EffectsMarketplaces & PlatformsAuctions & ClassifiedsCommunication ServicesIndustrialsReal Estate
Apr 13, 2026

Gruppo Moltiply: Rastreator & Building Spain's Leading Insurance Price Comparison Site

Partner Interview
Moltiply•IT•Small CapNetwork EffectsAuctions & ClassifiedsFinancials
Apr 1, 2026

Swiss Marketplace Group: Market Position, Lead Attribution & Transition to "Agentic" Search

Partner Interview
SMG Swiss Marketplace GroupMetaeBayScout24 SENetwork EffectsMarketplaces & PlatformsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryIndustrialsReal Estate
Apr 1, 2026

Copart: Transportation Operations, Fleet Strategy & Catastrophe Response

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IP Interview
Copart•US•Large CapRitchie Bros AuctioneersNetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer Discretionary
Mar 31, 2026

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