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Dec 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 9, 2025
Wayfair: CastleGate 3PL Opportunity & Replatforming
Former Head of Product at Wayfair
Partner Interview
Wayfair•US•Large CapAmazonWilliams-SonomaArhausRHThe Home DepotWestwinghome24Counter PositioningScale EconomiesNetwork EffectsSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer 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 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 25, 2025
Alibaba Group: Culture and AliExpress Growth
Former Head of Marketplace Expansion at Alibaba Group
Partner Interview
Alibaba•CN•Mega CapPDD HoldingsJD.comAmazonCounter PositioningScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer 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 20, 2025
Hemnet, Vend, & The Swedish Used Car Market
Former Director at Blocket Mobility
Partner Interview
Schibsted ASA•NO•Mid CapHemnetAUTO1CarvanaNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerCommunication ServicesConsumer 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 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 4, 2025
The Trade Desk: Strategic Value of Ventura OS
Former Product Lead, Ventura CTV OS at The Trade Desk
Partner Interview
The Trade Desk•US•Large CapRokuMagniteGoogleAmazonNetflixWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryNov 3, 2025
Copart: International Growth, Dealer-Led Exports, and the ‘Pure Sale’ Advantage
Former Sales Manager at Lion Trans
Oct 27, 2025
Wayfair: Multichannel Monetization & Competitive Positioning
Former Senior Operations Executive at Wayfair
Oct 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
Kaspi: Temu Threat & China-KZ Logistics
Executive at KazPost
Partner Interview
Joint Stock Company Kaspi.kz•KZ•Large CapOzonPDD HoldingsHalyk Bank of KazakhstanAmazonCounter PositioningScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryFinancialsShowing 20 of 1000 results