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Jun 17, 2026

Universal Music Group: AI, DSP Negotiations, Revenue Splits & Distributor Leverage

Partner Interview

Universal Music•NL•Large CapSpotifyWarner MusicCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication Services

Apr 30, 2026

T-Mobile to Credit Acceptance: Vinayk Hegde & Steffen Schumann on Digital Transformation & Customer-Centric Operations

Partner Interview

Credit Acceptance•US•Mid CapCornered ResourceProcess PowerInsurers & FinancialsFinancials

Apr 10, 2026

Vistry Group: UK Land & Build Partnership Economics with Housing Associations

Partner Interview

Vistry Group•GB•Small CapBarratt Redrow plcTaylor WimpeyPersimmonCornered ResourceConsumer Discretionary

Mar 31, 2026

Universal Music Group: Lucian Grainge's Leadership & Strategic Missteps

Partner Interview

Universal Music•NL•Large CapPandoraSony Group CorporationSpotifyCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesConsumer 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

IP Research Resource

Feb 2, 2026

Credit Acceptance

IP Company Learning Journey

Credit Acceptance•US•Mid CapCarvanaCapital One FinancialWestlake Financial ServicesSantander Consumer USACornered ResourceProcess PowerCounter PositioningInsurers & FinancialsVertically Integrated RetailerFinancialsConsumer Discretionary

Jan 27, 2026

LGI Homes: Land Acquisition Strategy & Underwriting Culture

Partner Interview

LGI Homes•US•Small CapD.R. HortonLennarCornered ResourceConsumer Discretionary

Jan 23, 2026

LGI Homes: Sales Playbook & Margins

Partner Interview

LGI Homes•US•Small CapD.R. HortonLennarMeritage HomesCornered ResourceConsumer Discretionary

Jan 7, 2026

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

IP Interview

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

Jan 2, 2026

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

Partner Interview

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

Dec 19, 2025

LGI Homes: From Volume Starter Homes to Margin-Driven Upgrades

Partner Interview

LGI Homes•US•Small CapLennarD.R. HortonMeritage HomesCornered ResourceConsumer Discretionary

Dec 15, 2025

American Credit Acceptance: POS-Driven Subprime Auto Lending & Unit Economics

IP Interview

Credit Acceptance•US•Mid CapWestlake Financial ServicesCarvanaCarMaxAmericas CarMartCapital One FinancialAmerican Credit AcceptanceCornered ResourceProcess PowerCounter PositioningInsurers & FinancialsVertically Integrated RetailerLow Cost OperatorsFinancialsConsumer Discretionary

Nov 25, 2025

Builders FirstSource: Vertical Integration, Lead-Time Control, and Cycle-Time Savings

IP Interview

Builders FirstSource•US•Mid CapQXOBeacon Roofing SupplyLGI HomesLennarNVRD.R. HortonMeritage HomesLowesThe Home DepotScale EconomiesCornered ResourceB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyConsumer Discretionary

Nov 20, 2025

OppFi: Unit Economics, Bank Relationships & Business Model

IP Interview

OppFi•US•Small CapCredit AcceptanceCornered ResourceProcess PowerInsurers & FinancialsIndustrialsFinancialsInformation Technology

Sep 19, 2025

Credit Acceptance: Tech Stack Upgrade & Market-Area Manager Incentives

Partner Interview

Credit Acceptance•US•Mid CapWestlake Financial ServicesCapital One FinancialCarvanaCarMaxExeter FinanceCornered ResourceProcess PowerCounter PositioningInsurers & FinancialsVertically Integrated RetailerLow Cost OperatorsFinancialsConsumer Discretionary

Weekly update

Aug 14, 2025

Diageo, RTDs, & Don Julio, NVR Operations, Wise vs Currencycloud, Cartier & WOSG, GEICO

WiseNVRMSCIRolexLennarVisaWatches of Switzerland GroupRichemontWiseNVRMSCIRolexLennarVisaWatches of Switzerland GroupRichemont

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Explore our full content library.

Universal Music Group: Artist Deal Economics & Label Moat

Vistry Group: Project Delays, Cost Overruns & Multi-Year Turnaround

Vistry Group: Partnership Strategy, Margins & Clearing Legacy Sites

Vistry Group: Partnership Business Model, Margins & Risks

Universal Music Group: AI, DSP Negotiations, Revenue Splits & Distributor Leverage

T-Mobile to Credit Acceptance: Vinayk Hegde & Steffen Schumann on Digital Transformation & Customer-Centric Operations

Vistry Group: UK Land & Build Partnership Economics with Housing Associations

Universal Music Group: Lucian Grainge's Leadership & Strategic Missteps

Ernie Garcia II & Carvana Underwriting Practices

Credit Acceptance

LGI Homes: Land Acquisition Strategy & Underwriting Culture

LGI Homes: Sales Playbook & Margins

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

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

LGI Homes: From Volume Starter Homes to Margin-Driven Upgrades

American Credit Acceptance: POS-Driven Subprime Auto Lending & Unit Economics

Builders FirstSource: Vertical Integration, Lead-Time Control, and Cycle-Time Savings

OppFi: Unit Economics, Bank Relationships & Business Model

Credit Acceptance: Tech Stack Upgrade & Market-Area Manager Incentives

Diageo, RTDs, & Don Julio, NVR Operations, Wise vs Currencycloud, Cartier & WOSG, GEICO