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[KMX – CarMax; CVNA – Carvana] Moat, Growth, and Competition

When I Google “used car salesman”, here are the first images that appear. ‘nuff said. It required an electronics and appliance retailer with no car selling experience to be the change that consumers wanted to see in the car buying experience.  In 1993, the now defunct Circuit City launched the first CarMax store, leveraging its [...]
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[CMPR – Cimpress NV] Scale Economies and Hard Realities, Pt. 3

Posted By scuttleblurb On In [CMPR] Cimpress NV | Comments Disabled
Cimpress is a fine business that has been in search of strategic direction for the last 6-7 years, groping for the right balance between value-added customization and low-cost production.  These two sources of differentiation are often at odds because the scale economies required to claim a cost advantage depend on running lots and lots of [...]
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[SERV – ServiceMaster; ROL – Rollins] Scale Economies and Hard Realities: Part 2

Posted By scuttleblurb On In [ROL] Rollins,[SERV] ServiceMaster | Comments Disabled
Countless termites die every day from natural causes, and that makes them the lucky ones.  Many are poisoned by liquid pesticide sprayed along entry routes into homes.  Still others are duped into ingesting toxic morsules that they share with nest mates, unwittingly wiping out whole colonies, slowly, over months.  More creatively (and less commonly), they [...]
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