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Weekly update
Copart & Progressive's Power, Meta's Culture
Jul 29, 2026
Copart•US•Large CapRitchie Bros AuctioneersIAAThe ProgressiveMeta
Jul 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 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
Jul 27, 2026
Partner Interview
S&P Global•US•Large CapCox AutomotiveManheimCarvanaCarMaxNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerLow Cost OperatorsFinancialsConsumer DiscretionaryJul 27, 2026
CCC vs Mitchell: Auto Claims Software Competition & Progressive's Strategy
Jul 27, 2026
Partner Interview
CCC Intelligent Solutions•US•Mid CapEnlyte IncThe ProgressiveSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareInsurers & FinancialsLow Cost OperatorsInformation TechnologyFinancialsJul 27, 2026
Wise: AML Compliance Failures & Belgian Prosecution
Jul 23, 2026
Partner Interview
Wise•GB•Mid CapRevolutEburyScale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation TechnologyJul 23, 2026
Lemonade, GEICO & the Durability of Incumbent Auto Insurers
Jul 23, 2026
Partner Interview
Lemonade•US•Mid CapRootThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsJul 23, 2026
Credit Acceptance: Dealer Economics & Competitive Positioning vs Westlake
Jul 22, 2026
Partner Interview
Credit Acceptance•US•Mid CapCarMaxCarvanaWestlake Financial ServicesExeter FinanceCornered ResourceProcess PowerCounter PositioningInsurers & FinancialsLow Cost OperatorsVertically Integrated RetailerFinancialsConsumer DiscretionaryJul 22, 2026
Weekly update
Wise, Hyperscalers vs Labs, Meta
Jul 15, 2026
Microsoft•US•Mega CapOpenAIAnthropicAmazonWiseMeta
Jul 15, 2026
Wise: KYC Operations, AML Compliance & Regulatory Remediation
Jul 14, 2026
Partner Interview
Wise•GB•Mid CapScale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation TechnologyJul 14, 2026
Action vs Normal: French Discount Retail Competitive Dynamics
Jul 14, 2026
Partner Interview
3i Group•GB•Large CapAldiLidlSHEINCarrefourAction S.A.Scale EconomiesCounter PositioningVertically Integrated RetailerLow Cost OperatorsFinancialsConsumer DiscretionaryConsumer StaplesInformation TechnologyJul 14, 2026
Cars.com & CarGurus: Competitive Dynamics in US Automotive Marketplaces
Jul 13, 2026
Partner Interview
Cars.com•US•Small CapCarGurusCox AutomotiveManheimCarvanaCarMaxNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryCommunication ServicesJul 13, 2026
Carvana: IRC Operations, Post-Sale Repairs & Merchandising Strategy
Jul 6, 2026
Partner Interview
Carvana•US•Large CapDriveTimeCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryJul 6, 2026
CFM56 Shop Visit Economics: USM, Module Swaps & Lessor Workscope Decisions
Jul 1, 2026
Partner Interview
Safran•FR•Large CapGE AerospaceFTAI AviationAARRTXProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrialsJul 1, 2026
Carvana & Hertz: Fleet Disposal Economics & Direct-to-Consumer Channel
Jun 30, 2026
Partner Interview
Carvana•US•Large CapHertz GlobalCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryIndustrialsJun 30, 2026
Lemonade & Root: Telematics Strategy & Pricing Advantage in Auto Insurance
Jun 30, 2026
Partner Interview
Lemonade•US•Mid CapRootThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsJun 30, 2026
CFM56 & LEAP: Shop Visit Costs, USM Dynamics, and MRO Economics
Jun 25, 2026
Partner Interview
Safran•FR•Large CapGE AerospaceFTAI AviationAARProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrialsJun 25, 2026
Amazon Autos: Building an Automotive Marketplace & OEM Ad Revenue Model
Jun 22, 2026
Partner Interview
Amazon•US•Mega CapCarvanaAutotraderCarMaxLithia MotorsAsbury Automotive GroupPenske Automotive GroupNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsLow Cost OperatorsConsumer DiscretionaryCommunication ServicesJun 22, 2026
Wise: AML Compliance Debt, Regulatory Risk & Business Model Impact
Jun 22, 2026
Partner Interview
Wise•GB•Mid CapRevolutN26Scale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation TechnologyJun 22, 2026
Ryanair MRO Strategy & CFM56 Shop Visit Turnaround Times
Jun 9, 2026
Partner Interview
GE Aerospace•US•Mega CapFTAI AviationChromalloyRyanair Holdings plcSafranRTXAARScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJun 9, 2026
GE Vernova vs Siemens: H-Class Gas Turbine Competition & Service Economics
Jun 8, 2026
Partner Interview
GE Vernova•US•Mega CapSiemens EnergyMitsubishi Heavy Industries, Ltd.FTAI AviationScale EconomiesPhysical Infra & NetworksLow Cost OperatorsIndustrialsUtilitiesJun 8, 2026
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