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Mar 10, 2026

America's Car-Mart: Doug Campbell's Fleet Management & Remarketing Experience

Former Vice President at Avis Budget Group

Americas CarMart•US•Small CapCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary

Mar 9, 2026

America's Car-Mart: Evolution from $10K to $20K Vehicles & Impact on Customer Retention

Former General Manager at America's CAR-MART Inc.

Partner Interview

Americas CarMart•US•Small CapCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary

IP References

Feb 27, 2026

Credit Acceptance, Carvana, and U.S. Subprime Auto: Ancillary Product Economics, Advances, and Dealer Incentives

US Auto F&I Advisor

IP Interview

Credit Acceptance•US•Mid CapCarMaxCarvanaLithia MotorsAmerican Credit AcceptanceCapital One FinancialCounter PositioningCornered ResourceProcess PowerLow Cost OperatorsVertically Integrated RetailerInsurers & FinancialsConsumer DiscretionaryFinancials

Jan 6, 2026

U.S. Auto Retail M&A: Franchise Buyers, CarMax, and the Limits to Scale

US Automotive M&A advisor

IP Interview

CarMax•US•Mid CapLithia MotorsCarvanaAsbury Automotive GroupPenske Automotive GroupAutoNationCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary

Jan 2, 2026

CarMax: Funding Model vs. Carvana’s Forward-Flow Edge

Former Executive at Ally Financial

Partner Interview

Carvana•US•Large CapCarMaxCredit AcceptanceCapital One FinancialCounter PositioningCornered ResourceProcess PowerLow Cost OperatorsVertically Integrated RetailerInsurers & FinancialsConsumer DiscretionaryFinancials

Dec 28, 2025

FTAI Aviation: MRO Market Share and PMA Opportunity

Former Director at CFM International and Korry Electronics, Transdigm

Partner Interview

FTAI Aviation•US•Large CapSafranGE AerospaceTransDigm GroupHEICOChromalloyAir France-KLMSouthwest AirlinesStandardAeroMTU Aero EnginesScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials

Dec 16, 2025

CarMax: Recon Rigidity & Digital Gap vs Carvana

Former Digital Merchandising Executive at CarMax

Partner Interview

CarMax•US•Mid CapCarvanaCounter PositioningLow Cost OperatorsVertically Integrated RetailerConsumer Discretionary

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Explore our full content library.

America's Car-Mart: Doug Campbell's Fleet Management & Remarketing Experience

America's Car-Mart: Evolution from $10K to $20K Vehicles & Impact on Customer Retention

Ernie Garcia II & Carvana Underwriting Practices

Carvana: Company Culture, Execution Challenges & Near-Death Experiences

America's Car-Mart: Centralization Strategy, Store Closures & Turnaround Plan

Root Inc: A Potential Data-Driven Advantage

Root Inc: New Partnerships & Quote-and-Bind APIs

FTAI Aviation: Aeroderivative Gas Turbine Competition

FTAI Aviation: CFM56 Aeroderivative Engine Services

Airbus SE: Fuselage Panel Challenges & Production Rates

FTAI Aeroderivative Engines for Data Centers: Opportunity and Challenges

MTU Aero Engines: GTF vs LEAP & Economies of Scale

MTU Aero Engines: Customer's Perspective on LEAP vs GTF Engines

CarMax: Inventory Missteps, Omnichannel Friction, and the Carvana Challenge

Root Inc: Carvana & Building a Scalable Partnerships Platform

Credit Acceptance, Carvana, and U.S. Subprime Auto: Ancillary Product Economics, Advances, and Dealer Incentives

U.S. Auto Retail M&A: Franchise Buyers, CarMax, and the Limits to Scale

CarMax: Funding Model vs. Carvana’s Forward-Flow Edge

FTAI Aviation: MRO Market Share and PMA Opportunity

CarMax: Recon Rigidity & Digital Gap vs Carvana