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Savers Value Village: New Store Unit Economics & CPC Model Challenges

Partner Interview
Savers Value Village•US•Small CapSHEINTemuDollar GeneralDollar TreeCounter PositioningLow Cost Operators
Aug 24, 2026

Netflix EMEA: Building Out Production & Post-Production Infrastructure

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IP Interview
Netflix•US•Mega CapCounter PositioningMarketplaces & Platforms
Aug 12, 2026

Root Inc: Telematics Advantage, LTV Models & Underwriting Sophistication

Partner Interview
Root•US•Small CapCarvanaGoosehead InsuranceLemonadeThe ProgressiveCounter PositioningInsurers & Financials
Aug 10, 2026
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Weekly update

Danaher: Cytiva Chroma Resins vs Purolite, Wise CEO Reference Check

Danaher•US•Large CapWiseSwitching CostsMission Critical Products & Services
Aug 5, 2026
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IP References
Aug 4, 2026

Wise: Kristo Käärmann

IP Reference Checks
Management CheckWise•GB•Mid CapAirwallexCitigroupMastercardRemitly GlobalRevolutWestern UnionVisaNetwork EffectsLow Cost Operators

Savers Value Village: Canadian Store Economics & New Store Execution

Partner Interview
Savers Value Village•US•Small CapSHEINDollaramaDollar TreePDD HoldingsCounter PositioningVertically Integrated Retailer
Jul 30, 2026

Action vs Pepco & KiK: European Discount Retail Competitive Dynamics

Partner Interview
3i Group•GB•Large CapSHEINPrimarkFamily DollarPDD HoldingsAction S.A.PepcoCounter PositioningVertically Integrated Retailer
Jul 29, 2026

S&P Global Mobility: Carfax's Dealer Footprint, Data Moat & Competitive Position

Partner Interview
S&P Global•US•Large CapCox AutomotiveManheimCarvanaCarMaxCounter PositioningAuctions & Classifieds
Jul 27, 2026

Wise: AML Compliance Failures & Belgian Prosecution

Partner Interview
Wise•GB•Mid CapRevolutEburyCounter PositioningLow Cost Operators
Jul 23, 2026

Credit Acceptance: Dealer Economics & Competitive Positioning vs Westlake

Partner Interview
Credit Acceptance•US•Mid CapCarMaxCarvanaWestlake Financial ServicesExeter FinanceCornered ResourceInsurers & Financials
Jul 22, 2026
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Weekly update

Wise, Hyperscalers vs Labs, Meta

Microsoft•US•Mega CapOpenAIAnthropicAmazonWiseMetaSwitching CostsPhysical Infra & Networks
Jul 15, 2026

Wise: KYC Operations, AML Compliance & Regulatory Remediation

Partner Interview
Wise•GB•Mid CapCounter PositioningLow Cost Operators
Jul 14, 2026

Action vs Normal: French Discount Retail Competitive Dynamics

Partner Interview
3i Group•GB•Large CapAldiLidlSHEINCarrefourAction S.A.Counter PositioningVertically Integrated Retailer
Jul 14, 2026

Cars.com & CarGurus: Competitive Dynamics in US Automotive Marketplaces

Partner Interview
Cars.com•US•Small CapCarGurusCox AutomotiveManheimCarvanaCarMaxCounter PositioningAuctions & Classifieds
Jul 13, 2026

Netflix & Scanline: VFX Studio Acquisition & Virtual Production Strategy

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IP Interview
Netflix•US•Mega CapCounter PositioningMarketplaces & Platforms
Jul 7, 2026

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

Partner Interview
Carvana•US•Large CapDriveTimeCarMaxCounter PositioningLow Cost Operators
Jul 6, 2026

The Trade Desk vs Amazon DSP: Platform Selection

Partner Interview
The Trade Desk•US•Mid CapMagniteSHEINTemuAmazonNetflixWalt DisneyRokuCounter PositioningMarketplaces & Platforms
Jul 3, 2026

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

Partner Interview
Carvana•US•Large CapHertz GlobalCarMaxCounter PositioningLow Cost Operators
Jun 30, 2026
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Weekly update

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

Netflix•US•Mega CapNVIDIAGoogleIntelGE AerospaceProcess PowerMarketplaces & Platforms
Jun 24, 2026

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

Partner Interview
Amazon•US•Mega CapCarvanaAutotraderCarMaxLithia MotorsAsbury Automotive GroupPenske Automotive GroupNetwork EffectsVertically Integrated Retailer
Jun 22, 2026

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