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Winner Take All #197 | Automakers Cut Out Dealers, Carvana Goes Into Auctions, Our Curbo Investment🚗
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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.
00:00 - Subscribe and Fight Big Tech
00:29 - Investing in Curbo
05:43 - Carvana Acquires Auction Company ADESA
11:54 - Automakers Go Direct
#Automakers #Carvana #Applico
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