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Found 1000+ results in 9ms
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 DiscretionaryIndustrialsDec 3, 2025
FTAI Aviation: Competitive Advantage & Opportunities
Former Engineering Director, FTAI Aviation
Partner Interview
FTAI Aviation•US•Large CapAARMTU Aero EnginesSafranGE AerospaceStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsDec 1, 2025
Root Inc: Growth Outside the DTC Channel
Former Director of State Management at Root Inc.
Partner Interview
Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeTeslaCounter PositioningScale EconomiesBrand EquityProcess PowerVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryNov 27, 2025
Amazon Autos & Costco's Auto Program
Former Zone Business Consultant at Affinity Auto Group
Partner Interview
Costco Wholesale•US•Mega CapCarvanaGeneral MotorsAmazonLithia MotorsAsbury Automotive GroupScale EconomiesCounter PositioningNetwork EffectsSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer DiscretionaryNov 23, 2025
CarMax Inc: Culture & Competing with Carvana
Former Executive Vice President at CarMax
Partner Interview
CarMax•US•Mid CapCarvanaLithia MotorsAsbury Automotive GroupCounter PositioningLow Cost OperatorsVertically Integrated RetailerConsumer DiscretionaryNov 15, 2025
Root Inc: Carvana Partnership Detailed Analysis
Former Product Manager at Root Inc.
Partner Interview
Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryNov 14, 2025
Root Inc: Embedded Distribution vs D2C
Former Product Manager at Root Inc.
Partner Interview
Root•US•Small CapThe ProgressiveCarvanaBerkshire HathawayLemonadeScale EconomiesCounter PositioningInsurers & FinancialsLow Cost OperatorsVertically Integrated RetailerSerial AcquirerFinancialsConsumer DiscretionaryNov 13, 2025
Flywire Corporation: UK University Customer Perspective
Head of Student Services at UK University
Partner Interview
Flywire•US•Small CapWiseAirwallexPayoneer GlobalWestern UnionEburyScale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation TechnologyNov 10, 2025
Copart vs IAA: Data-Driven Insurers, International Buyers & the Shift to Digital Auctions
Former Director of Global Buyer Business Development at IAA
Nov 4, 2025
Root Inc: Telematics Commoditization & Incumbents Competition
Former Senior Vice President at GEICO
Partner Interview
Root•US•Small CapBerkshire HathawayThe ProgressiveLemonadeScale EconomiesInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsNov 4, 2025
Carma: Throughput Bottlenecks, Inspection Constraints and Tech Enabled Scale Up
Former Production & Reconditioning Operations Lead at Carma
Partner Interview
CarmaCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryNov 3, 2025
Copart: International Growth, Dealer-Led Exports, and the ‘Pure Sale’ Advantage
Former Sales Manager at Lion Trans
Nov 3, 2025
Root Inc: OEM Partnerships & Vehicle Data
Former VP, Insurance at Tesla
Partner Interview
Root•US•Small CapBerkshire HathawayThe ProgressiveLemonadeTeslaScale EconomiesBrand EquityProcess PowerInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsConsumer DiscretionaryOct 28, 2025
FTAI Aviation: Vertical Integration Gains & PMA
Former Director at Korry Electronics
Partner Interview
FTAI Aviation•US•Large CapSafranGE AerospaceTransDigm GroupHEICOChromalloyScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsOct 26, 2025
Carma & Australian Used Car Market: Dealer Finance Penetration & Sourcing Challenges
Former Executive at Dealer Motor Finance Australia
Partner Interview
CarmaToyotaCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryOct 23, 2025
Wise: Competition, B2B & Stablecoins
Currencycloud Co-Founder
Partner Interview
Wise•GB•Mid CapRemitly GlobalVisaMastercardWestern UnionRevolutScale EconomiesCounter PositioningSwitching CostsNetwork EffectsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation TechnologyOct 19, 2025
FTAI: Module Swap Process
Former Sr. Vice President, Aircraft Leasing / Marketing at FTAI Aviation
Partner Interview
FTAI Aviation•US•Large CapHEICOTransDigm GroupMTU Aero EnginesEmbraerAerCapThe BoeingAirbusGE AerospaceScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesSerial AcquirerInsurers & FinancialsOEMs w/ Installed BaseIndustrialsOct 19, 2025
Carma & Australia Used Cars: Dealer Constraints & Supply Bottleneck
Former Vice President at Toyota Finance Australia
Partner Interview
CarmaToyotaCarvanaCarMaxAUTO1Counter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryShowing 20 of 1000 results