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Feb 9, 2026
America's Car-Mart: Centralization Strategy, Store Closures & Turnaround Plan
Former Parts Account Manager at Americas Car-Mart
Partner Interview
Americas CarMart•US•Small CapCarvanaDriveTimeCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryJan 28, 2026
Root Inc: A Potential Data-Driven Advantage
Former Senior Executive at Root
Partner Interview
Root•US•Small CapCarvanaGoosehead InsuranceThe ProgressiveBerkshire HathawayState FarmThe AllstateCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryJan 27, 2026
Root Inc: New Partnerships & Quote-and-Bind APIs
Former Product Manager at Root Inc.
Partner Interview
Root•US•Small CapCarvanaGoosehead InsuranceHyundai MotorThe ProgressiveBerkshire HathawayCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryJan 26, 2026
FTAI Aviation: Aeroderivative Gas Turbine Competition
Director of Business Development at Toshiba Energy Systems
Partner Interview
FTAI Aviation•US•Large CapGE VernovaSiemens EnergyMTU Aero EnginesStandardAeroGE AerospaceSafranScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesOEMs w/ Installed BaseIndustrialsUtilitiesJan 22, 2026
FTAI Aviation: CFM56 Aeroderivative Engine Services
Former Aero Services Director at GE Vernova
Partner Interview
FTAI Aviation•US•Large CapSiemens EnergyMTU Aero EnginesSafranGE AerospaceStandardAeroGE VernovaScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsUtilitiesJan 19, 2026
Airbus SE: Fuselage Panel Challenges & Production Rates
Former Quality Director at Airbus
Partner Interview
Airbus•NL•Large CapThe BoeingHoneywellTransDigm GroupHEICOFTAI AviationProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerPhysical Infra & NetworksLow Cost OperatorsIndustrialsJan 19, 2026
FTAI Aeroderivative Engines for Data Centers: Opportunity and Challenges
Former Vice President, Global Services Aeroderivatives at GE Vernova
Partner Interview
FTAI Aviation•US•Large CapGE VernovaSiemens EnergySafranGE AerospaceMTU Aero EnginesScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsUtilitiesJan 19, 2026
MTU Aero Engines: GTF vs LEAP & Economies of Scale
Former CEO of MTU Maintenance, MTU Aero Engines
Partner Interview
MTU Aero Engines•DE•Large CapFTAI AviationGE AerospaceSafranRolls-RoyceRTXStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJan 13, 2026
MTU Aero Engines: Customer's Perspective on LEAP vs GTF Engines
Maintenance Director of a Large Asian Airline
Partner Interview
MTU Aero Engines•DE•Large CapFTAI AviationGE AerospaceRTXRolls-RoyceSafranStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJan 9, 2026
CarMax: Inventory Missteps, Omnichannel Friction, and the Carvana Challenge
Former Executive Vice President at CarMax
Partner Interview
CarMax•US•Mid CapCarvanaLithia MotorsAsbury Automotive GroupPenske Automotive GroupACV AuctionsCounter PositioningNetwork EffectsLow Cost OperatorsVertically Integrated RetailerAuctions & ClassifiedsConsumer DiscretionaryIndustrialsJan 8, 2026
Root Inc: Carvana & Building a Scalable Partnerships Platform
Former Product Manager at Root Inc.
Partner Interview
Root•US•Small CapCarvanaBerkshire HathawayThe ProgressiveLemonadeCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsConsumer DiscretionaryJan 7, 2026
Credit Acceptance, Carvana, and U.S. Subprime Auto: Ancillary Product Economics, Advances, and Dealer Incentives
US Auto F&I Advisor
Jan 6, 2026
U.S. Auto Retail M&A: Franchise Buyers, CarMax, and the Limits to Scale
US Automotive M&A advisor
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 DiscretionaryFinancialsDec 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 AcquirerIndustrialsDec 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 DiscretionaryDec 15, 2025
American Credit Acceptance: POS-Driven Subprime Auto Lending & Unit Economics
Former Head of a Specialty Finance Division at a U.S. Subprime Auto Lender
Dec 9, 2025
Carvana: Root & Embedded Insurance Moat
Former Senior Executive at Root
Partner Interview
Carvana•US•Large CapRootCarMaxThe ProgressiveState FarmThe AllstateTeslaLemonadeCounter PositioningScale EconomiesBrand EquityProcess PowerVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsFinancialsConsumer DiscretionaryDec 8, 2025
Auto1 Group: European Used Car Retail Economics
Former Managing Director at Auto1
Partner Interview
AUTO1•DE•Mid CapCarvanaVroomCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryDec 8, 2025
Carvana: Service Expansion Amid Reconditioning Capacity Limits
Former Associate Director of Inspection Centers at Carvana
Partner Interview
Carvana•US•Large CapCarMaxAmazonLithia MotorsPenske Automotive GroupAutoNationHertz GlobalManheimSonic AutomotiveTricolor AutoCounter PositioningScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerLow Cost OperatorsPhysical Infra & NetworksAuctions & ClassifiedsConsumer DiscretionaryIndustrialsShowing 20 of 1000 results