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Mar 30, 2026

Dutch Used Car Market: Dealer Advertising Platforms & Online Sales Models

Former Chief Executive Officer, Autotrack Easy Buy, owned by AutoScout24

Carvana•US•Large CapScout24 SEAUTO1Counter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsConsumer DiscretionaryIndustrialsCommunication ServicesReal Estate

Mar 10, 2026

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

Former Vice President at Avis Budget Group

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

Former General Manager at America's CAR-MART Inc.

Partner Interview

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

Mar 9, 2026

Vinted vs Vestiaire Collective: SHEIN Risk & Moving Upmarket to Designer Resale

Fashion Stylist and Creative Consultant

Partner Interview

VintedSHEINLVMHKeringCounter PositioningNetwork EffectsBrand EquityVertically Integrated RetailerMarketplaces & PlatformsUnique IP & BrandsConsumer Discretionary

Weekly update

Mar 3, 2026

IP Management Reference Checks: Carvana, Applovin, TransDigm, Airbnb, Judges Scientific

AirbnbCarvanaApplovinConstellation SoftwareAirbnbCarvanaApplovinConstellation Software

Mar 1, 2026

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

US Auto F&I Advisor

IP Interview

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

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Explore our full content library.

Dutch Used Car Market: Dealer Advertising Platforms & Online Sales Models

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

Vinted vs Vestiaire Collective: SHEIN Risk & Moving Upmarket to Designer Resale

IP Management Reference Checks: Carvana, Applovin, TransDigm, Airbnb, Judges Scientific

Amazon DSP: Building Direct Publisher Relationships & SSP Disintermediation

Ernie Garcia II & Carvana Underwriting Practices

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

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

Credit Acceptance

Root Inc: A Potential Data-Driven Advantage

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

Ikea: Culture & History

TKO Group Holdings: NFL, UFC, & US Sports Rights Value

TKO Group Holdings, Amazon, Netflix, & US Sport Media Rights

The Trade Desk: Cost Perception & Independence

Amazon Ads Evolution & DSP Share Gains

CarMax: Inventory Missteps, Omnichannel Friction, and the Carvana Challenge

Root Inc: Carvana & Building a Scalable Partnerships Platform

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