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
[CRL] Charles River
[CRL] Charles River
April 7, 2025
A few announcements:1) I’ll be in Omaha this year, hanging out on the 2nd floor [...]
Continue reading →[FOUR] Shift4
Shift4’s M&A Alchemy
March 17, 2025
It’s been just over two years since I first wrote up Shift4. With founder/CEO Jared [...]
Continue reading →[TECH] Bio-Techne
[TECH] Bio-Techne: part 2
February 25, 2025
Hi everyone, some things:1) Episode 3 of the Never Sell podcast (a monthly investment conversation [...]
Continue reading →[TECH] Bio-Techne
[TECH] Bio-Techne: part 1
February 12, 2025
This is the first part of a two-part post. I wanted to better understand the [...]
Continue reading →[MRVI] Maravai
[MRVI] Maravai Lifesciences
January 27, 2025
Hi everyone,My friend @LibertyRPF, who writes the eclectic newsletter, Liberty’s Highlights) recently interviewed me. Check [...]
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