Subject: Re: Cost-plus model: COST, IBKR, KMX - any others?
unsure cost+ has any particular magic.

a. significant survivor bias on names listed here.
b. a lot of profitable companies have no interest in sharing with consumers (and many with other owners\shareholders if they can help it!)....the majority am sure.
c. theoretically, there should be a limit on new entrants entering into a profit-capped niches. however, we have been in a long era of capital funding never profitable enterprises. that is hard to squash near market highs.

based on conversation here, i does not appear even these paragons are very explicit on exactly how much current and future savings will be passed on.