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Apr 24, 2026
Amazon DSP: Gaining Share from Google & The Trade Desk in Europe
Partner Interview
Amazon•US•Mega CapThe Trade DeskGoogleRokuNetflixNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesApr 23, 2026
Carvana: Building a Digital Wholesale Auction from Scratch
Partner Interview
Carvana•US•Large CapManheimDriveTimeACV AuctionsCarMaxCounter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsLow Cost OperatorsConsumer DiscretionaryIndustrialsMar 30, 2026
Dutch Used Car Market: Dealer Advertising Platforms & Online Sales Models
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 DiscretionaryMar 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 DiscretionaryMar 9, 2026
Vinted vs Vestiaire Collective: SHEIN Risk & Moving Upmarket to Designer Resale
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
Amazon DSP: Building Direct Publisher Relationships & SSP Disintermediation
Partner Interview
Amazon•US•Mega CapThe Trade DeskGoogleMagnitePubMaticNetflixRokuNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryFeb 25, 2026
Carvana: Company Culture, Execution Challenges & Near-Death Experiences
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 DiscretionaryIP 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 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 DiscretionaryJan 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 DiscretionaryJan 26, 2026
Ikea: Culture & History
Partner Interview
Inter IKEA•NLNitori Holdings Co., Ltd.WayfairWilliams-SonomaCounter PositioningBrand EquityScale EconomiesVertically Integrated RetailerConsumer DiscretionaryJan 23, 2026
TKO Group Holdings: NFL, UFC, & US Sports Rights Value
Partner Interview
TKO•US•Large CapNetflixAppleAmazonWarner Bros. DiscoveryParamount GlobalLiberty MediaFoxCounter PositioningSwitching CostsBrand EquityNetwork EffectsScale EconomiesMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation TechnologyJan 20, 2026
TKO Group Holdings, Amazon, Netflix, & US Sport Media Rights
Partner Interview
TKO•US•Large CapNetflixWalt DisneyHearstAmazonWarner Bros. DiscoveryParamount GlobalAppleLiberty MediaFoxCounter PositioningBrand EquityNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer StaplesConsumer DiscretionaryInformation TechnologyJan 19, 2026
The Trade Desk: Cost Perception & Independence
Partner Interview
The Trade Desk•US•Large CapAmazonRokuMagniteNetflixGoogleWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJan 18, 2026
Amazon Ads Evolution & DSP Share Gains
Partner Interview
Amazon•US•Mega CapThe Trade DeskRokuMagniteGoogleNetflixWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJan 9, 2026
CarMax: Inventory Missteps, Omnichannel Friction, and the Carvana Challenge
Partner Interview
CarMax•US•Mid CapCarvanaLithia MotorsAsbury Automotive GroupPenske Automotive GroupACV AuctionsCounter PositioningNetwork EffectsLow Cost OperatorsVertically Integrated RetailerAuctions & ClassifiedsConsumer DiscretionaryIndustrialsShowing 20 of 1000 results