Winner Take All #197 | Automakers Cut Out Dealers, Carvana Goes Into Auctions, Our Curbo Investment
I dig into the auto industry with Applico Managing Director Nick Johnson! We start off with a big announcement concerning Applico Capital and the LatAm auto market. Next, Carvana's purchase of ADESA is analyzed as Nick and I breakdown why the digital enabled car retailer might want to own a B2B auction provider. We finish off the episode looking at how some auto manufactures are leaning towards direct to consumer sales.
\n00:00 - Subscribe and Fight Big Tech
\n00:29 - Investing in Curbo
\n05:43 - Carvana Acquires Auction Company ADESA
\n11:54 - Automakers Go Direct
#Automakers #Carvana #Applico