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Jul 6, 2026

Carvana: IRC Operations, Post-Sale Repairs & Merchandising Strategy

Partner Interview
Carvana•US•Large CapDriveTimeCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Jul 1, 2026

CFM56 Shop Visit Economics: USM, Module Swaps & Lessor Workscope Decisions

Partner Interview
Safran•FR•Large CapGeneral ElectricFTAI AviationAARRTXProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
Jun 30, 2026

Carvana & Hertz: Fleet Disposal Economics & Direct-to-Consumer Channel

Partner Interview
Carvana•US•Large CapHertz GlobalCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryIndustrials
Jun 30, 2026

Lemonade & Root: Telematics Strategy & Pricing Advantage in Auto Insurance

Partner Interview
Lemonade•US•Mid CapRootThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials
Jun 25, 2026

CFM56 & LEAP: Shop Visit Costs, USM Dynamics, and MRO Economics

Partner Interview
Safran•FR•Large CapGeneral ElectricFTAI AviationAARProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
Jun 22, 2026

Amazon Autos: Building an Automotive Marketplace & OEM Ad Revenue Model

Partner Interview
Amazon•US•Mega CapCarvanaAutotraderCarMaxLithia MotorsAsbury Automotive GroupPenske Automotive GroupNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsLow Cost OperatorsConsumer DiscretionaryCommunication Services
Jun 22, 2026

Wise: AML Compliance Debt, Regulatory Risk & Business Model Impact

Partner Interview
Wise•GB•Mid CapRevolutN26Scale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation Technology
Jun 9, 2026

Ryanair MRO Strategy & CFM56 Shop Visit Turnaround Times

Partner Interview
General Electric•US•Mega CapFTAI AviationChromalloyRyanair Holdings plcSafranRTXAARScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jun 8, 2026

GE Vernova vs Siemens: H-Class Gas Turbine Competition & Service Economics

Partner Interview
GE Vernova•US•Mega CapSiemens EnergyMitsubishi Heavy Industries, Ltd.FTAI AviationScale EconomiesPhysical Infra & NetworksLow Cost OperatorsIndustrialsUtilities
Jun 5, 2026

Siemens Energy & GE Vernova: Power Transformer Economics & Data Center Demand

Partner Interview
Siemens Energy•DE•Large CapGE VernovaMitsubishi Heavy Industries, Ltd.SiemensHitachiFTAI AviationScale EconomiesPhysical Infra & NetworksLow Cost OperatorsIndustrialsUtilities
May 26, 2026

Żabka: Convenience Economics, International Expansion & Management Transition

Partner Interview
Żabka•LU•Large CapLidlJernimo MartinsDino PolskaVertically Integrated RetailerLow Cost OperatorsConsumer Staples
May 20, 2026

Safran: CFM56 Shop Visit Economics & USM Market Dynamics

Partner Interview
Safran•FR•Large CapGeneral ElectricAARFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
May 13, 2026

Siemens Energy vs GE: Gas Turbine Competitive Dynamics & LTSA Strategy

Partner Interview
Siemens Energy•DE•Large CapGE VernovaMitsubishi Heavy Industries, Ltd.General ElectricEquinorRolls-RoyceFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrialsUtilitiesEnergy
May 9, 2026

Carvana: IRC Operations, CARLI System & Reconditioning Efficiency

Partner Interview
Carvana•US•Large CapCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
May 5, 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
Apr 23, 2026

Carvana: Building a Digital Wholesale Auction from Scratch

Partner Interview
Carvana•US•Large CapManheimDriveTimeACV AuctionsCarMaxCounter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsLow Cost OperatorsConsumer DiscretionaryIndustrials
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Apr 21, 2026

Workday, Progressive Insurance, Games Workshop

WorkdayHasbroThe ProgressiveLemonadeOracleSap SeWorkdayHasbroThe ProgressiveLemonadeOracleSap Se
Apr 20, 2026

Auto Trader Group: Dealer Revolt & Impact of Product Changes on Lead Generation

Partner Interview
Autotrader•GB•Mid CapMotorpointCarGurusNetwork EffectsLow Cost OperatorsMarketplaces & PlatformsConsumer DiscretionaryCommunication Services
Apr 20, 2026

Lemonade: Pet & Renters Pricing Models vs Auto Insurance Challenges

Partner Interview
Lemonade•US•Mid CapState FarmUSAAThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials
Apr 9, 2026

GEICO vs Progressive: Market Share, Risk Segmentation, Claims Efficiency & AI

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IP Interview
The Progressive•US•Large CapUSAAState FarmBerkshire HathawayLemonadeScale EconomiesInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancials

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