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

Partner Interview
S&P Global•US•Large CapCox AutomotiveManheimCarvanaCarMaxNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerLow Cost OperatorsFinancialsConsumer Discretionary
Jul 27, 2026

Wise: AML Compliance Failures & Belgian Prosecution

Partner Interview
Wise•GB•Mid CapRevolutEburyScale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation Technology
Jul 23, 2026

Credit Acceptance: Dealer Economics & Competitive Positioning vs Westlake

Partner Interview
Credit Acceptance•US•Mid CapCarMaxCarvanaWestlake Financial ServicesExeter FinanceCornered ResourceProcess PowerCounter PositioningInsurers & FinancialsLow Cost OperatorsVertically Integrated RetailerFinancialsConsumer Discretionary
Jul 22, 2026
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Weekly update

Wise, Hyperscalers vs Labs, Meta

Microsoft•US•Mega CapOpenAIAnthropicAmazonWiseMeta
Jul 15, 2026

Wise: KYC Operations, AML Compliance & Regulatory Remediation

Partner Interview
Wise•GB•Mid CapScale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation Technology
Jul 14, 2026

Action vs Normal: French Discount Retail Competitive Dynamics

Partner Interview
3i Group•GB•Large CapAldiLidlSHEINCarrefourAction S.A.Scale EconomiesCounter PositioningVertically Integrated RetailerLow Cost OperatorsFinancialsConsumer DiscretionaryConsumer StaplesInformation Technology
Jul 14, 2026

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

Partner Interview
Cars.com•US•Small CapCarGurusCox AutomotiveManheimCarvanaCarMaxNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryCommunication Services
Jul 13, 2026

Netflix & Scanline: VFX Studio Acquisition & Virtual Production Strategy

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

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

Partner Interview
Carvana•US•Large CapDriveTimeCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Jul 6, 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
Jul 3, 2026

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

Partner Interview
Carvana•US•Large CapHertz GlobalCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryIndustrials
Jun 30, 2026
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Weekly update

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

Netflix•US•Mega CapNVIDIAGoogleIntelGE Aerospace
Jun 24, 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
Jun 22, 2026
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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

Carvana: Reconditioning Cost Reduction & CARLI System Implementation

Partner Interview
Carvana•US•Large CapDriveTimeCounter PositioningVertically Integrated RetailerConsumer Discretionary
Jun 19, 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 12, 2026

Carvana: IRC Operations, CARLI System & Reconditioning Efficiency

Partner Interview
Carvana•US•Large CapCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
May 9, 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
May 5, 2026

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