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May 26, 2026

Progressive Leadership Transition: Tricia Griffith, Andrew Quigg & CEO Succession

Partner Interview

The Progressive•US•Large CapState FarmBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials

Mar 10, 2026

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

Partner Interview

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

Partner Interview

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

IP References

Feb 27, 2026

Ernie Garcia II & Carvana Underwriting Practices

IP Reference Checks

Management CheckCarvana•US•Large CapCarMaxCredit AcceptanceCounter PositioningCornered ResourceProcess PowerVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsConsumer DiscretionaryFinancials

Feb 25, 2026

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

IP Interview

Carvana•US•Large CapCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary

Feb 9, 2026

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

Partner Interview

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

Jan 28, 2026

Root Inc: A Potential Data-Driven Advantage

Partner Interview

Root•US•Small CapCarvanaGoosehead InsuranceThe ProgressiveBerkshire HathawayState FarmThe AllstateCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary

Jan 27, 2026

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

Partner Interview

Root•US•Small CapCarvanaGoosehead InsuranceHyundai MotorThe ProgressiveBerkshire HathawayCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary

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Żabka: Convenience Economics, International Expansion & Management Transition

Safran: CFM56 Shop Visit Economics & USM Market Dynamics

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

Carvana: IRC Operations, CARLI System & Reconditioning Efficiency

Carvana ADESA Clear: Digital Auction Strategy & Marketplace Economics

Carvana: Building a Digital Wholesale Auction from Scratch

Workday, Progressive Insurance, Games Workshop

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

Lemonade: Pet & Renters Pricing Models vs Auto Insurance Challenges

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

CCC vs Mitchell: Casualty vs Auto Physical Claims Process and Costs

Progressive vs GEICO: Telematics, Pricing Strategy & Customer Retention

Progressive Leadership Transition: Tricia Griffith, Andrew Quigg & CEO Succession

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