Beneath the bustle of a used car lot lies a swarm of activity that few of us have ever seen, a thriving ecosystem of wholesalers, rebuilders, parts recyclers, insurers, and intermediators whose trading activities usher some vehicles to dealer lots for resale and others to repair shops or salvage auctions. Roughly 45mn used cars are […]
Category Archives: [KAR] KAR Auction Services
[CSGP] CoStar Group
[CoStar] Homes are different
September 21, 2026
Upcoming posts (in no particular order): Gartner, Tractor Supply, Intuitive Surgical, Rollins, Fortive, and Veralto [...]
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[scuttleslops] Chatbot advertising, AMZN, ROP, China EV’s and Humanoid Robots, APH
September 17, 2026
Upcoming posts (in no particular order): CoStar, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
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[scuttleslops] Amazon grocery, John Deere and AI, picks and pans in P&C Insurance, Copart earnings and the ACV acquisition
September 14, 2026
Upcoming posts (in no particular order): CoStar, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
Continue reading →[TDG] TransDigm
TransDigm is still in it for the money
September 10, 2026
Upcoming posts (in no particular order): CoStar, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
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[scuttleslops] UNP-NSC merger, HEI, NVDA, AVGO, DG, DLTR
September 9, 2026
I will publish a long overdue update on TransDigm tomorrow. Other upcoming posts (in no [...]
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