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Jul 6, 2026

Carvana: IRC Operations, Post-Sale Repairs & Merchandising Strategy

Partner Interview
Carvana•US•Large CapDriveTimeCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Jul 3, 2026

The Trade Desk vs Amazon DSP: Platform Selection

Partner Interview
The Trade Desk•US•Mid CapMagniteSHEINTemuAmazonNetflixWalt DisneyRokuNetwork EffectsCounter PositioningScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary
Jun 30, 2026

Carvana & Hertz: Fleet Disposal Economics & Direct-to-Consumer Channel

Partner Interview
Carvana•US•Large CapHertz GlobalCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryIndustrials
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Weekly update
Jun 24, 2026

NVIDIA vs Google's TPU, Netflix Culture, Intel, GE & PMAs

Netflix•US•Mega CapNVIDIAGoogleIntelGeneral Electric
Jun 22, 2026

Amazon Autos: Building an Automotive Marketplace & OEM Ad Revenue Model

Partner Interview
Amazon•US•Mega CapCarvanaAutotraderCarMaxLithia MotorsAsbury Automotive GroupPenske Automotive GroupNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsLow Cost OperatorsConsumer DiscretionaryCommunication Services
Jun 22, 2026

Wise: AML Compliance Debt, Regulatory Risk & Business Model Impact

Partner Interview
Wise•GB•Mid CapRevolutN26Scale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation Technology
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IP References
Jun 20, 2026

Netflix Culture & Bela Bajaria Content Leadership Style

IP Reference Checks
Management CheckNetflix•US•Mega CapAmazonParamount GlobalWalt DisneyRokuWarner Bros. DiscoveryCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesConsumer Discretionary
Jun 19, 2026

Carvana: Reconditioning Cost Reduction & CARLI System Implementation

Partner Interview
Carvana•US•Large CapDriveTimeCounter PositioningVertically Integrated RetailerConsumer Discretionary
May 12, 2026

Carvana Wholesale: Inspection Technology, AI Detection & Speed to Market

Partner Interview
Carvana•US•Large CapACV AuctionsManheimCounter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsConsumer DiscretionaryIndustrials
May 12, 2026

The Trade Desk vs Amazon DSP vs DV360: Agency Buying Comparison

Partner Interview
The Trade Desk•US•Mid CapMagniteDentsuAmazonNetflixGooglePubMaticNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
May 9, 2026

Carvana: IRC Operations, CARLI System & Reconditioning Efficiency

Partner Interview
Carvana•US•Large CapCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
May 5, 2026

Carvana ADESA Clear: Digital Auction Strategy & Marketplace Economics

Partner Interview
Carvana•US•Large CapCarMaxManheimACV AuctionsBacklot CarsCounter PositioningNetwork EffectsVertically Integrated RetailerLow Cost OperatorsAuctions & ClassifiedsConsumer DiscretionaryIndustrials
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 Services
Apr 23, 2026

Carvana: Building a Digital Wholesale Auction from Scratch

Partner Interview
Carvana•US•Large CapManheimDriveTimeACV AuctionsCarMaxCounter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsLow Cost OperatorsConsumer DiscretionaryIndustrials
Mar 30, 2026

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

IP Icon
IP Interview
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

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

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

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

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