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Jun 22, 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

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

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

Feb 25, 2026

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

IP Interview

Carvana•US•Large CapCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary

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 Discretionary

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

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

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

Netflix Culture & Bela Bajaria Content Leadership Style

Carvana: Reconditioning Cost Reduction & CARLI System Implementation

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

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Amazon DSP: Gaining Share from Google & The Trade Desk in Europe

Carvana: Building a Digital Wholesale Auction from Scratch

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