Editors' Note: This article is the transcript of our podcast discussion with Cliff Banks on Cars.com, published last Tuesday. We hope you find the transcript helpful.
Introduction
Daniel Shvartsman: We return to Cars.com on this week's Behind The Idea. Covering the company with Cliff Banks, an analyst and reporter in the auto retail space over the past two decades as well a commenter on Seeking Alpha. Since CARS is a web company it is levered to the giants, Google and Facebook. But Cliff points out that the company brings value to those companies as well.