
Investment research, discoveries, and analysis on companies that I find most interesting.
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 352 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||

Updated analysis of Carvana's and CarMax's units and economics over time.
The following Research Note compares and analyzes the units and economics between Carvana and CarMax over time, through their latest earnings.
1Q26 earnings analysis, returning advertisers (including large and attractive), and updated WoW, QoQ, and YoY numbers.
In this week’s report:
Focuses on the latest QoQ and YoY changes, with visuals / metrics / summaries not readily available elsewhere.
The following Research Note analyzes Carvana’s latest results, from their 1Q26 earnings (which were released on April 29, 2026).
New and returning advertisers, and updated WoW, QoQ, and YoY numbers.
In this week’s report:
New and returning advertisers (including large and attractive), and updated WoW, QoQ, and YoY numbers.
In this week’s report:
Subscribers, engagement, traffic and sponsorship for Swanson Investment Research.
| Subscribers | Engagement | 68 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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