Content Index - Companies
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AAR Corp - AIR.US
Lufthansa Technik: 30 years of Base & Line Maintenance
HEICO / Wencor: MRO Synergies
AmSafe, HEICO, & Aerospace Aftermarket Distribution
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
Proponent, HEICO, & Aerospace Distribution
Trupanion, HEICO / Wencor MRO, Alteryx, SNOW, Essentra, FD Technologies
Abcam plc - ABCM
ABF Freight System
Acast - ACAST
Spotify Podcasting: DSP, Inventory Aggregation & Scaling Programmatic
Acast, Spotify, & Podcast Monetization
Acast: Podcast Advertising Platforms and Growth Opportunity
Spotify Podcasting: An Agency Buyer's Perspective
Spotify Podcasting: Megaphone, SPAN & Programmatic
Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
Weekly Update: Basic-Fit & Discount Gym Economics
Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
Spotify Podcast Advertising
Weekly Update: Berkshire Annual Meeting Reflections
Spotify: Podcast Advertising Value Chain
Acast: Podcast Advertising Formats, Adoption, & Competitive Landscape
Accell Group N.V. - ACCEL
Accenture plc - ACN
Accor SA - AC
Activision Blizzard Inc - ATVI
The Value of Gaming Intellectual Property
Keywords Studios: Cross-selling, M&A, & AI Risks
Keywords Studios: Competitive Analysis
Massive Entertainment: Game Development, Design & Monetization
Microsoft Gaming: Xbox Cloud & Game Pass
Fortnite Gameplay Design & Monetization
Esports & The Overwatch League
Microsoft Gaming: Xbox vs PlayStation Positioning
Unity Technologies: Game Engine Industrial Applications
Keywords Studios: Sales Process, Single Service BPO's & Competition
Google Stadia: Challenges Scaling a Cloud Gaming Service
ACV Auctions Inc - ACVA
ACV Auctions Competitive Advantage & Threats
ACV Auctions, Backlot, CarOffer, & US Wholesale Auto Competition
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
Carvana, ADESA, ACV, & Wholesale Auto Auctions
Copart: New Market Expansion Process & Challenges
ACV Auction, Akerlof's Lemons, & Used Car Adverse Selection
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
ACV Auctions: Operating Model
ACV Auctions Survey, Stevanato, Danaher, FERG, UMG, GoEasy, Miller Industries, GYM
ACV Auctions & US Auto Wholesale Market
ACV Auctions
ADESA, Manheim, & US Wholesale Auto Auctions
BacklotCars, ACV Auctions, ADESA, & US Auto Wholesale Auctions
LKQ & US Auto Recycling: Salvage Operations
Carvana, ADESA, & US Auto Wholesale Auction Market
Carvana: ADESA Integration
America's Auto Auction, ADESA, Manheim, & US Wholesale Auctions
ADAC
AddLife - ALIF
Addtech & B2B Industrial Distribution
Addtech, Addlife, & Nordic Value-added Distribution
AddLife: Vision Ophthalmology Group Acquisition
Addtech and Topicus: Competitively Advantaged Buyers
AddLife: History & Future M&A Opportunities
Addtech: The History of Bergman & Beving
AddLife: Healthcare 21 Acquisition
Bergman & Beving: Spin-offs, Value Chain & New Management
Weekly Update: Bergman & Beving, Lagercrantz, Zoetis, Cogent, ONEW, Addlife, Essensys
Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
Addnode - ANOD
Addtech - ADDT
Addtech & B2B Industrial Distribution
Addtech: Managing a BU, M&A Funnel & Incentives
Markel Re, Addtech, Tesla Repairs, Idox, Air Products, Belron, Informa, UnitedHealth
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Addtech, Addlife, & Nordic Value-added Distribution
Bergman & Beving: Lagercrantz 2.0?
Halma, Danaher, CSU & Serial Acquirer Org Structures
Addtech: M&A Process and Strategy
Addtech and Topicus: Competitively Advantaged Buyers
Indutrade: Unsuccessful Acquisition Case Study
Bergman & Beving, Lagercrantz, Robotic Surgery, Mainfreight, Markel, Old Dominion
Röko, Berkshire, & Sector-Agnostic Acquirers, Olo, Spirax Sarco, Ashtead
Röko: Building a Leading Serial Acquirer
Lifco vs Halma Org Structure
Addtech: The History of Bergman & Beving
Bergman & Beving: Spin-offs, Value Chain & New Management
Diploma PLC: Leadership and M&A from Bruce to Johnny
Costco UK & EU Case Study, DHR & Bioprocessing, Copart Germany, Transdigm, HEICO, TSLA, B&B
Lifco vs Halma: M&A Team Structure & Incentives
Adecco Group AG - ADEN
ADESA
Copart: New Market Expansion Process & Challenges
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
ACV Auctions: Operating Model
Vitec, CSU & Lifco, CACC vs Westlake, GOOG Stadia, DHR & Cytiva Filtration, LGIH, UMG, Gyms, ACV Auctions
ADESA, Manheim, & US Wholesale Auto Auctions
Boeing vs TDG, HEICO, TTD & NFLX Ads, Brookfield, Burford, Instalco, LGIH, KMX & CVNA, Fortinet
America's Auto Auction, ADESA, Manheim, & US Wholesale Auctions
Adobe Inc - ADBE
Adore Beauty Group Limited - ABY
ADPMa
Advance Auto Parts Inc - AAP
O'Reilly Auto Parts: Distribution Center Operations
Auto Partner SA & Polish Auto Parts Distribution
O'Reilly Auto Parts: Customer Segments & Profit per Vehicle Type
First Brands, O’Reilly, Tesla: Power within the US Auto Parts Aftermarket
O'Reilly vs Advance Auto Parts: Supply Chain Comparison
LKQ & US Auto Recycling: Salvage Operations
Tesla: Servicing & Auto Parts Operations
MONRO: EV Threat to US Auto Repair Shops
Advanced Drainage Systems Inc - WMS
Advanced Micro Devices Inc - AMD
Adyen N.V. - ADYEN
Adyen, Stripe, Checkout, & Payment Acquirers
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Adyen: Pricing, Culture & Talent
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
Weekly Update: Constellation Software, Allscripts, & CSU 2.0
Boeing vs TransDigm, Adyen, Brunello Cucinelli, AMZN, Marlowe
Adyen: Pricing & Competition
Adyen: A Merchant's Perspective
Adyen: Entering New Markets
AerCap Holdings N.V. - AER
Challenges for Aircraft Lessors
AerCap & Aircraft Leasing
AerCap, Aircraft Leasing, & Auto Dealer Business Models
FTAI Aviation: CFM56 Lease Contract, Module Swaps, & PMA
AerCap, Air Lease, & A History of Aircraft Leasing
CFM International: 37 Years Selling Aircraft Engines
FTAI Aviation: CFM56 LLP and USM Parts
AETNA INC - AET
Privia Health: Athena Integration & Payer Rate Negotiations
US Value-Based Healthcare: Physician Incentives
Elevance Health, UnitedHealth, Aetna & the US VBC Market: Payor-Provider Dynamics
Agilon Health: US Physician Enablement Market Dynamics
UnitedHealth, Elevance, Cigna & Value-Based Care: Acquiring vs Partnerships with Healthcare Providers
LOAR, O'Reilly, IQVIA vs VEEVA, ELV, UNH, Markel & Kinsale, Rightmove, Medpace
Affirm Holdings Inc - AFRM
Aflac Inc - AFL
Agilent Technologies Inc - A
Lifco vs Halma, Danaher, Eurofins, Waters Corp, PM & BAT, Wayfair vs AMZN, Ocado, MongoDB
Waters Corp, Thermo Fisher, & Analytical Lab Instruments: A Customer's Perspective
Spotify Podcast Ads, Danaher, Yelp, XPEL, IMCD, Atlas Copco, Becle, XPO Logistics
GYM, Danaher Cytiva Consumables, Lifco, Waters Corp, Terravest, Domino's, GoEasy, PRKS, EVO
Waters Corporation: Product Innovation, Support Services & Switching Cost
Danaher: M&A Runway, Target Evaluation Process & Valuations
agilon health inc - AGL
Privia Health: Athena Integration & Payer Rate Negotiations
US Value-Based Healthcare: Physician Incentives
Elevance Health, UnitedHealth, Aetna & the US VBC Market: Payor-Provider Dynamics
UnitedHealth: Partner Healthcare Providers' VBC Migration Challenges
Agilon Health: US Physician Enablement Market Dynamics
UnitedHealth, Elevance, Cigna & Value-Based Care: Acquiring vs Partnerships with Healthcare Providers
Ahern Rentals
Airbnb Inc - ABNB
Airbus SE - AIR
Airbus: Launching A320neo versus Boeing 737
OHB & European Space Systems
Lufthansa Technik: 30 years of Base & Line Maintenance
Designing, Approving, and Selling PMAs
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
CACC & IP Surveys, Nemetschek / Autodesk, HEICO, Mainfreight, Alteryx, Essentra
AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng
IP Research Roundup: Transdigm, Loar, HEICO, FTAI
HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)
AmSafe, HEICO, & Aerospace Aftermarket Distribution
Domino's & Fortressing, AppFolio, LiveChat, ISRG, Old Dominion, Proponent / HEI, AMZN & Wayfair
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
TransDigm: Boeing vs OEM Supplier Bargaining Power, Vitec, Atlassian, Mister Car Wash, Nubank ,Wayfair
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
Spotify, Vitec, IMCD, HelloFresh, AmSafe & HEICO, Michelin, HashiCorp, LTL, AvidExchange
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
HEICO: Wencor Analysis, Carvana's IRCs, SpaceX, Keywords Studios, Mainfreight
HEICO: Wencor Acquisition Synergies and Analysis
TransDigm, HEICO, OEM vs PMA, & Dual vs Sole Source Parts
Loar Holdings
HEICO, PMA History, and Pricing vs OEM
Satair & Aerospace Distribution
Boeing's Partnering for Success, TDG, Surgical Science & Intuitive Surgical, CarMax, Atlassian
TransDigm: Boeing vs OEM Supplier Bargaining Power
Boeing vs TransDigm, Adyen, Brunello Cucinelli, AMZN, Marlowe
Proponent, HEICO, & Aerospace Distribution
Boeing Propulsion: OE and Aftermarket Strategies
Boeing Global Services, TransDigm & Supplier Relationships
Loar Group: Pacific Piston Ring Company
Leading Airbus China: Race Against Boeing
TransDigm Group Podcast
Boeing, TransDigm, & a History of Aftermarket Distribution
Air Lease Corporation - AL
Air Products and Chemicals Inc - APD
Airtable
Alcon Inc - ALC
Aldi
Aldi, Ocado, & Online Grocery Business Models
Dino Polska: Growth Runway & Competition
Top 20 Free In Practise Interviews
Lidl: Hard Discounter Business Models
Lidl in Ireland: from 0 to 12% market share in 20 years
Weekly Update: Amazon, Fedex & Shopify Fulfillment, CSU, Aldi, Alcon, MNDY
Mercadona and Discount Food Retail
The Evolution of Aldi's Operations in The U.S.
Lidl and Hard Discounter Culture
Aldi: Hard Discounter Business Models
Dino Polska & Polish Grocery: Navigating A Deflationary Environment
Aldi: Culture & Operations of a Hard Discounter
Hard Discounter Business Models: Aldi's Disruption of UK Food Retail
ASDA and UK Food Retail
Hard Discounters vs Big Four UK Grocers: Asda Case Study
Leadership Principles: Lessons from 25 Years in Consumer Retail
Alibaba Group Holding Limited - BABA
Alignment Healthcare - ALHC
Align Technology Inc - ALGN
Lifco vs Halma, LKQ, Brown & Brown, Procore, ALGN, Agilon, MONRO, PETS, MNDY
Align Technology: History of Clear Aligners
Halma, Loro Piana vs Brunello Cucinelli, Lithia & Servicing ICE vs EV, Rightmove, Align, Visma, Medpace, Equipment Rental
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Align Technology: Orthodontist Practice Operations
Align Technology: Invisalign Competition
Align Technology: Growth of the DSO Channel
Alimentation Couche-Tard Inc - ATD
Circle K's US Unit Growth and Fuel Margin Outlook
Circle K Norway EV Experiment Lab
EV Penetration & Circle K Norway's EV Experiment Lab
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
Weekly Update: Circle K Norway's EV Experiment Lab
Couche-Tard, C-stores, & The Impact of Electric Vehicles
ARKO & US C-Stores: Merch Margins and EV Risks
Casey's, Murphy USA, Circle K: US Convenience Retailer Market Dynamics
Circle K: US C-Store Asset Quality & Unit Growth
Allegro.eu SA - ALE
Allianz SE - ALV
Allianz Trade
Ally Bank
Ally Financial Inc - ALLY
Alphabet Inc - GOOG
Cogent Communications: Hyperscalers' Dark Fiber Demand
Google Workspace: SMB to Enterprise Sales
Spotify, Vitec, IMCD, HelloFresh, AmSafe & HEICO, Michelin, HashiCorp, LTL, AvidExchange
Spotify Podcasting: Original Content Strategy
Spotify Podcast Ads: Monetising a Megaphone Show
Google Workspace vs Microsoft 365
Tesla: Artificial Intelligence in Autonomous Driving
Spotify: Podcast Advertising Value Chain
Hyperscalers: Cloud TAM
Alpha Group International plc - ALPH
Alphawave IP Group plc - AWE
Alteryx Inc - AYX
CACC & IP Surveys, Nemetschek / Autodesk, HEICO, Mainfreight, Alteryx, Essentra
Alteryx: Enterprise Customer Perspective
Burford & Elliott vs Argentina, CACC, SHEIN, Smurfit / WestRock, MaxCyte, Alteryx
SHEIN, Temu & Retail Supply Chains, Intuitive Surgical, Litigation Funding, HEICO, Wayfair, Alteryx, CSU, KPG
Alteryx: Land and Expand
Alteryx: Customer Profiles, GTM Strategy & Product Roadmap
Alteryx: Competition, Enterprise Sales & Use-Cases
Constellation Software: Altera, SHEIN, Dino Polska, DHR, Alteryx, TDG
Alteryx: Selling to EU Enterprise Accounts
Trupanion, HEICO / Wencor MRO, Alteryx, SNOW, Essentra, FD Technologies
Alteryx: Designer Cloud, Trifecta Acquisition & Product Strategy
Altria Group Inc - MO
Amazon.com Inc - AMZN
AWS Series: Kubernetes & The Portability Illusion
The History of x86, ARM, & Amazon's Graviton Processor
Lifco vs Halma, Danaher, Eurofins, Waters Corp, PM & BAT, Wayfair vs AMZN, Ocado, MongoDB
Lessons from Eight Years at Amazon, Inc.
Shein: Perspective of a Supplier
Amazon vs Temu: Business Model & Logistics
Burford Capital, Evolution Gaming, Atlassian, Wayfair, R1, Becle, LTL
Snowflake, Synapse, and Redshift: Customer Angle
Top 20 Free In Practise Interviews
Weekly Update: Expert Networks & Commoditised 1-1s: Misaligned Incentives
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
Amazon: Shipping Bulky Goods Through the FBA Network
Amazon Fulfilment Process
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Douyin, PDD, Taobao, & JD: a Merchant Perspective
New Relic vs Datadog: Fight for Observability
Amazon Prime's Sports Rights Strategy
Weekly Update: AMZN US Logistics, Ashtead, Snowflake, NOW, Hearing Aids, Confluent
AMZN Retail & IP Company Learning Journeys
Cogent Communications: Hyperscalers' Dark Fiber Demand
AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Amazon Web Services: EC2 Graviton Strategy
AWS: Culture, EC2, EBIT Margins & Market Share Outlook
AWS: Long-Run and Normalised FCF Margin Estimates
SHEIN's Supply Chain: How it Works
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Wayfair: Demand Forecasting
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Amazon Ads: 1P and 3P Spend Breakdown
AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng
Wayfair: German Market Challenges
Spotify Podcast Ads, Danaher, Yelp, XPEL, IMCD, Atlas Copco, Becle, XPO Logistics
Amazon's Outsourced Fulfilment Strategy: 3PL Customer Perspective
Weekly Update: AWS Long-Run & Normalised FCF Margins, Datadog, ASOS, Maravai, HCA, FEVR
SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition
AWS Series: Hyperscale Data Centers, Physical Moats, & Server Lifetime
Amazon Retail EMEA Strategy and Profitability
Domino's & Fortressing, AppFolio, LiveChat, ISRG, Old Dominion, Proponent / HEI, AMZN & Wayfair
Wayfair CastleGate, Amazon, & FBA vs FBW
Shein vs Zara vs ASOS: A Supplier's Perspective
Amazon Europe: Logistics, Hiring and Leadership Principles
Amazon & Wayfair: Handling Large & Bulky Goods
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Amazon FBA & 3P Sales: A Seller's Perspective
New Enterprise Subscription Tier: Constellation Software, AMZN, BUR, JDG, Wix, TSLA
Amazon Robotics: Sparrow & Warehouse Cost Efficiencies
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Amazon Advertising: Endemic & Non-Endemic Ads
Weekly Update: Amazon, Fedex & Shopify Fulfillment, CSU, Aldi, Alcon, MNDY
Amazon Retail: A Valuation Approach
Amazon Ads, ADPma & PMA Parts, Teams vs Slack, Office 365, YouTube, Serial Acquirers, & IP Primary Research Centre
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Burford & Elliott vs Argentina, CACC, SHEIN, Smurfit / WestRock, MaxCyte, Alteryx
Databricks, Snowflake, GCP, & Public Cloud Competition
SHEIN, Temu & Retail Supply Chains, Intuitive Surgical, Litigation Funding, HEICO, Wayfair, Alteryx, CSU, KPG
Wayfair vs Amazon: A Supplier's Perspective
AMZN, ServiceNow, Atlassian, DDOG, Masimo, CACC, 10x, FDM, Alphawave
Rightmove, GEICO & ADAS, Vitec Software, AO, TI & Analog, MNDY, Evotec, Sunbelt / URI, Clarivate
Wayfair: CastleGate & Online Furniture Logistics
Amazon Advertising: Decoupling from GMV
Amazon Logistics: US Network Buildout & Rationalization
AWS: Running a Hyperscale Data Center
In Practise on Spotify, AMZN Advertising, Kelly Partners Group, United Rentals, 10x Genomics, Grenke
Essentra, AMZN Fresh, AppFolio, West Pharma & Stevanato, Moncler, WINE
AWS Series: Kubernetes & The Portability Illusion
Amazon Retail: 1P vs 3P Economics
Amazon Retail Unit Economics
Netflix Engineering & AWS Relationship
Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC
AWS: Containers, Kubernetes, & EC2 Stickiness
Wayfair: CastleGate vs Amazon FBA Product-Market Fit
YouTube, Twitch, & Live-Video Monetisation
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
MongoDB, Snowflake vs Databricks and the GenAI Tech Stack
Confluent, Amazon MSK, & Apache Kafka
Alteryx: Land and Expand
Overstock.com vs Wayfair: Product Flow through the Network
Amazon Ads, Google DoubleClick & the Ad Tech Value Chain
Snowflake Positioning vs AWS, GCP, Azure
Spotify Podcasting: Original Content Strategy
Amazon European Logistics Buildout
Spotify Podcast Ads: Monetising a Megaphone Show
HashiCorp: Sales & Marketing Strategy
Wayfair: Dropshipping Unit Flow
Amazon Robotics, CVNA Operations, ISRG, FIVE, Burford, HEI, Wayfair, XPEL, Yelp,
Wayfair vs Amazon: Supplier Experience, Return on Ad Spend & Discounting
Amazon: Deconstructing the Retail P&L
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
AWS Series: Graviton’s Process Power
AO World, Amazon & UK Online White Goods Competition
Howdens, Intuitive Surgical, Vistry, Evolution Gaming, AMZN vs Wayfair, TransDigm, Palo Alto
The Trade Desk: Publisher Programmatic Strategies
Amazon Web Services: Data Center Economics
Amazon Ads & The Retail Media Landscape
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Amazon Retail
Etsy, Amazon Handmade, & Potential Limitations to Scale
Major Record Labels: Business Model Evolution
Investor Dialogue: Amazon Web Services
Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
AWS Graviton’s Process Power
Boeing vs TransDigm, Adyen, Brunello Cucinelli, AMZN, Marlowe
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
SpaceX: Understanding Starlink
Amazon Fresh, Whole Foods, & US Online Grocery
Amazon.com Structural Advantages vs Traditional Retail
Weekly Update: Amazon Retail Unit Economics, Databricks vs SNOW, Texas Instruments, Sonova, WANdisco
Weekly Update: Bergman & Beving, Lagercrantz, Zoetis, Cogent, ONEW, Addlife, Essensys
AWS Series: Hyperscale Data Centers, Physical Moats, & Server Lifetime
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Weekly Update: IP Forum, Wayfair & CastleGate Logistics Penetration
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
Amazon Retail: The Rails of E-commerce
Azure, GCP, BigQuery, Snowflake & Cloud Competition
Shein: Disrupting Fast Fashion
Burford Capital: Law Firm Survey, GYM & Discount Gyms, Hilton, EVO, DDOG & SNOW, Vistry Group, W vs AMZN, Fortinet
Wayfair CastleGate Economics: Supplier's Perspective
Amazon Advertising
Weekly Update: New Weekly Format, AWS Sales Strategies, SNOW, & CVNA
Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch
Boeing vs TDG, HEICO, TTD & NFLX Ads, Brookfield, Burford, Instalco, LGIH, KMX & CVNA, Fortinet
Amazon's Culture
Wayfair: CastleGate and Last Mile Delivery
Tesla: Artificial Intelligence in Autonomous Driving
Wayfair CastleGate, Atlas Copco, Cardlytics, Boohoo, Becle, BioLife, Dino Polska, Instructure
Fedex Express: The Design & Evolution of a Delivery Network
Wayfair: CastleGate vs Drop Shipping Unit Flow
Amazon: How a Unit Flows through the Network & Unit Costs
IP Company Learning Journeys, Update on Our Offering, Instalco, SpaceX, Capital One, KPG, Fortinet
Snowflake, Redshift, & AWS Partner Program
Hyperscalers: Cloud TAM
Amazon Web Services
Wayfair, Amazon, and Building Global Ecommerce Supply Chains
Weekly Update: Naked Wines FY22 Results & Reflections
Atlassian: Reselling Jira and Confluence
InPost & The Automated Parcel Machine (APM) Industry
Weekly Update: Top 10 Interviews in 2021, Danaher, and IP in 2022
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Databricks: Melting the SNOW
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
Discount Gyms, Domino's, Pall & Bioprocessing, Universal & Warner Music, HashiCorp, Wayfair vs AMZN FBA
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
Amazon vs CDON, Allegro, & Bol.com
Amazon Web Services - AWS
MongoDB: Vector Search, Displacing Postgres & DynamoDB
Alphawave: Hyperscaler Customer Chip Development
MongoDB: Atlas vs Self-Hosted, Competition & Postgres
Cogent Communications: Hyperscalers' Dark Fiber Demand
KX: A Customer's Perspective
Microsoft 365, Google Workspace & Selling through the Channel
Snowflake: Investment Trends & Cost Optimization
Snowflake: Pace Of Innovation & Next Growth Vectors
MongoDB: Engaging Developers, Cost Optimization & Migrations
MongoDB, Snowflake vs Databricks and the GenAI Tech Stack
Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation
Snowflake: IaaS vs PaaS & Analytics Budgets
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
Trupanion, HEICO / Wencor MRO, Alteryx, SNOW, Essentra, FD Technologies
MongoDB: Sales Org Incentives, Growing Accounts & Consumption Model
Dynatrace: Sales Org & GTM Strategy
Snowflake & Databricks: Comparison, AI & Convergence of Offering
American Express Company - AXP
America’s Auto Auction
America’s Car-Mart Inc - CRMT
AmeriGas
AMETEK Inc - AME
Addtech: Managing a BU, M&A Funnel & Incentives
AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng
Serial Acquirers: Purchase Price Accounting
AMETEK: Post-Acquisition Operations & Kaizen
Lifco vs Halma Org Structure
AMETEK: Culture & M&A Philosophy
ADSK vs Procore, FTAI & CFM56 MRO, Belron, Topicus, Eurofins, Cogent, UnitedHealth, Ametek, Pets at Home
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Amplifon S.p.A. - AMP
AmWINS Group
Analog Devices Inc - ADI
Analog Devices vs Texas Instruments: Go-To-Market Strategies
Rightmove vs CoStar, AppFolio vs Yardi, Analog & TXN, CDLX, TRUP, Equipment Rental, Dino, CPRT, PRKS, Clarivate
Analog Devices vs Texas Instruments Positioning
Analog Devices & Texas Instruments: Semiconductor Market Dynamics
Rightmove, GEICO & ADAS, Vitec Software, AO, TI & Analog, MNDY, Evotec, Sunbelt / URI, Clarivate
Weekly Update: Amazon Retail Unit Economics, Databricks vs SNOW, Texas Instruments, Sonova, WANdisco
Angelalign Technology Inc - 6699
Antech Diagnostics
Anthem Inc - ANTM
A&O Johansen A/S
Aon plc - AON
AO World PLC - AO
AP Moeller - Maersk A/S - MAERSKB
Apollo Health
Appdynamics
AppFolio Inc - APPF
AppFolio: Selling to 5,000 Unit Property Managers
AppFolio: Value-Added Services
AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng
Rightmove vs CoStar, AppFolio vs Yardi, Analog & TXN, CDLX, TRUP, Equipment Rental, Dino, CPRT, PRKS, Clarivate
Domino's & Fortressing, AppFolio, LiveChat, ISRG, Old Dominion, Proponent / HEI, AMZN & Wayfair
Essentra, AMZN Fresh, AppFolio, West Pharma & Stevanato, Moncler, WINE
Ashtead Survey: Competition w/ Indie Equipment Rental Firms, Ferguson vs Watsco, Appfolio, Vistry
AppFolio: SMB Customer Sales Process
Burford & Insurance-Backed Funding, Discount Gyms, AppFolio, EVO, ACV Auctions, ODFL
AppFolio
AppFolio: Moat, Retention, & Moving Upmarket
AppFolio vs Yardi Voyager: Enterprise Customer Perspective
Apple Inc - AAPL
Alphawave: Hyperscaler Customer Chip Development
Veeva vs IQVIA, SDI Group, Rightmove, Watsco, FERG, Core & Main, Evotec, Dynatrace, Jamf
Spotify Podcasting: DSP, Inventory Aggregation & Scaling Programmatic
Amazon Prime's Sports Rights Strategy
Spotify Podcasting: Megaphone, SPAN & Programmatic
Spotify, Vitec, IMCD, HelloFresh, AmSafe & HEICO, Michelin, HashiCorp, LTL, AvidExchange
Spotify Podcasting: Original Content Strategy
Jamf & Mobile Device Management Software: Partner Channel & Competition
Tesla, Cruise, Waymo: The Race Towards Autonomous Vehicles
HEICO, Keyword Studios, AWS / Azure TAM, SPOT, Fever Tree, Hashicorp, MFT, Trustpilot
Applovin Corporation - APP
AptarGroup Inc - ATR
Aptiv Plc - APTV
Arch Capital Group Ltd - ACGL
Arch Insurance Group Inc
Argentex Group Plc - AGFX
Argo AI
Arhaus
Arko Corp - ARKO
Arrow Electronics Inc - ARW
Arthur J. Gallagher & Co. - AJG
Articore Group Limited - RBL
Investor Dialogue: Redbubble
Redbubble: A Perspective from a Top Selling Artist
Redbubble: Product Categories, Supplier Relationships, & Growth Opportunities
Redbubble, SEEK, Etsy, & Scaling a Three-Sided Marketplace
Redbubble: A Three-Sided Marketplace
From SEEK to Redbubble: Scaling Two & Three-Sided Marketplaces
Redbubble: Market Size, Product Quality and Customer Acquisition
Asana Inc - ASAN
Smartsheet: Enterprise Footprint, Pricing Changes & Churn Risk
Weekly Update: Amazon, Fedex & Shopify Fulfillment, CSU, Aldi, Alcon, MNDY
monday.com: Product-Market Fit Challenges
Atlassian & Cloud Migration: Partner Perspective
Monday.com: Comparison with Asana, Airtable and Jira
Monday.com: Partner Channel & Platform Usage Patterns
Asbury Automotive Group Inc - ABG
Lithia Motors: Servicing Economics
Carvana: Evolution of the Inspection & Reconditioning Process
Tesla Repair Network & Vertical Integration
Investor Dialogue: Carvana vs CarMax
Lithia, Asbury & Franchise Auto Dealers: Servicing ICE vs Electric Vehicles
Tesla vs Toyota: Servicing & Repair
CarMax: How a Vehicle Flows through the Network
LKQ & US Auto Recycling: Salvage Operations
Tesla: Servicing & Auto Parts Operations
Tesla vs Toyota: EV vs ICE Repair Process
Asda - WMT
Ashtead Group PLC - AHT
Sunbelt Rentals: Competition with Independent Equipment Rental Firms
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
Weekly Update: AMZN US Logistics, Ashtead, Snowflake, NOW, Hearing Aids, Confluent
Investor Dialogue: Ashtead, United Rentals, & US Equipment Rental
Sunbelt, United and Herc Rentals: Customer Perspective
Ashtead Investor Day 2024
Halma, Loro Piana vs Brunello Cucinelli, Lithia & Servicing ICE vs EV, Rightmove, Align, Visma, Medpace, Equipment Rental
Sunbelt Rentals: Pump & Power Specialty Equipment
Weekly Update: Tesla vs Cruise, IDEXX, URI / AHT & Herc Rentals, Alpha Group
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
H&E Equipment, Ashtead, & US Equipment Rental Demand & Rates
United Rentals: Specialty Division Growth & M&A Strategy
Ashtead & Equipment Rental: A More Resilient Business
Ashtead & Equipment Rental
In Practise on Spotify, AMZN Advertising, Kelly Partners Group, United Rentals, 10x Genomics, Grenke
Ashtead Survey: Competition w/ Indie Equipment Rental Firms, Ferguson vs Watsco, Appfolio, Vistry
EquipmentShare: Competing with Sunbelt and United Rentals
Herc Rentals, Sunbelt, & United Rentals Competition
Ferguson, Vroom Diagnosis, Inchcape, EVO's APAC Operations, Sunbelt Specialty Equipment
Ashtead, Herc, & United Rentals: Equipment Rental Market Growth Prospects
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
EquipmentShare: T3 Platform & Branch Operations
United Rentals, Ahern, & Equipment Rental M&A
Weekly Update: Ashtead & Equipment Rental: A More Resilient Business
Sunbelt vs United: the Nature of Equipment Rental Competition
ASOS plc - ASC
ASOS, Zalando, & EU Fast Fashion
On-Demand Fast Fashion Supply Chain in Turkey
Zara's Supply Chain, Dino Polska, Spotify, Fever Tree, Keywords, CACC, Essentra
Shein: Perspective of a Supplier
Zara Buying & Merchandising Strategies
The Evolution of Buying and Merchandising Functions in Mid-Market Fashion Retail
SHEIN's Supply Chain: How it Works
ASOS, Boohoo, & Online Fashion Retail Business Models
Shein vs Zara vs ASOS: A Supplier's Perspective
Weekly Update: Howden Joinery, Wren Kitchens, and HWDN in France
Burford & Elliott vs Argentina, CACC, SHEIN, Smurfit / WestRock, MaxCyte, Alteryx
SHEIN, Temu & Retail Supply Chains, Intuitive Surgical, Litigation Funding, HEICO, Wayfair, Alteryx, CSU, KPG
Wayfair Supplier Survey, ASOS, YELP, Countrywide & UK Housing, Cardlytics, Tecsys
Boohoo & UK Fashion Supplier Relationships
Zara's Supply Chain
ASOS & UK Fast Fashion Manufacturing and Supplier Operations
ASOS Marketplace: Third-Party Brand Perspective
Shein: Disrupting Fast Fashion
Boohoo & UK Online Fashion
Zara & SHEIN Supply Chain Analysis
Assa Abloy AB - ASSA
Assicurazioni Generali S.p.A. - G
Associated British Foods plc - ABF
Aston Martin Lagonda Global Holdings plc - AML
Astrana Health Inc - ASTH
Privia Health: Athena Integration & Payer Rate Negotiations
BrightSpring Health Services: Challenges in Leveraging Nursing Assets
US Value-Based Healthcare: Physician Incentives
UnitedHealth: Partner Healthcare Providers' VBC Migration Challenges
UnitedHealth, Elevance, Cigna & Value-Based Care: Acquiring vs Partnerships with Healthcare Providers
Atlantic Aviation
Atlanticus Holdings Corporation
Atlas Copco Group - ATCO
Atlassian Corporation Plc - TEAM
Smartsheet, Atlassian, Microsoft Project & Comparing Work Management Tools: A Client's Perspective
Smartsheet: Enterprise Footprint, Pricing Changes & Churn Risk
Burford Capital, Evolution Gaming, Atlassian, Wayfair, R1, Becle, LTL
Lifco vs Halma, LKQ, Brown & Brown, Procore, ALGN, Agilon, MONRO, PETS, MNDY
Atlassian: Work Management Positioning & Monetizing Trello
Atlassian: Confluence Strategy & Competition
Smartsheet: Sales Strategy & Org Structure
FTAI & Chromalloy CFM56 HPT PMA, Ferrari EVs, HWDN France, CMG, BLDR, Smartsheet, Palo Alto, Macfarlane
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
TransDigm: Boeing vs OEM Supplier Bargaining Power, Vitec, Atlassian, Mister Car Wash, Nubank ,Wayfair
ServiceNow: Competing with Jira & Datadog
AMZN, ServiceNow, Atlassian, DDOG, Masimo, CACC, 10x, FDM, Alphawave
Rightmove, GEICO & ADAS, Vitec Software, AO, TI & Analog, MNDY, Evotec, Sunbelt / URI, Clarivate
monday.com: Product-Market Fit Challenges
Atlassian & Cloud Migration: Partner Perspective
Boeing's Partnering for Success, TDG, Surgical Science & Intuitive Surgical, CarMax, Atlassian
Monday.com: Comparison with Asana, Airtable and Jira
Atlassian: Reselling Jira and Confluence
Watsco & FERG Customer Survey, Veeva Systems, IQVIA, Lumine, Indutrade, Smartsheet & MNDY, Inchape & Chinese OEMs, PPC
Atlassian: Partner Ecosystem, Server Migration & ITSM
Monday.com: Partner Channel & Platform Usage Patterns
AT&T Inc - T
Tesla Insurance, Topicus, HWDN France, O'Reilly, UnitedHealth, TechTarget, Dynatrace, CCOI, Brockhaus, Alpha Group
Carrier vs Trane HVAC, Roper, O'Reilly, Ryan Specialty, Midwich, Privia, MongoDB, Cogent
Cogent: Fiber Lifespan, IP Transit Price Deflation & IPv4 Opportunity
Cogent: IP Transit Strategy, Competitive Positioning & Peering
Cogent, Lumen, Level 3: Internet Service Provider - Hyperscaler Relationship Dynamics
Cogent: Sprint Wireline Network Acquisition Analysis
ADSK vs Procore, FTAI & CFM56 MRO, Belron, Topicus, Eurofins, Cogent, UnitedHealth, Ametek, Pets at Home
Halma, Rolex & WOSG, RH, Roper, Belron, Ocado, Daily Journal, Idox, Cogent
Audi AG - AUDI
Aurora
AUTO1 GROUP SE - AG1
Autodesk Inc - ADSK
CACC & IP Surveys, Nemetschek / Autodesk, HEICO, Mainfreight, Alteryx, Essentra
Procore Technologies: Owner Opportunity
ADSK vs Procore, FTAI & CFM56 MRO, Belron, Topicus, Eurofins, Cogent, UnitedHealth, Ametek, Pets at Home
Autodesk Construction vs Procore: Project Management Software
Procore Technologies: Pricing & Customer Pain Points
Nemetschek, Autodesk, & Media & Entertainment Software
Automation Anywhere
AutoNation Inc - AN
Lithia Motors: Servicing Economics
Halma, Loro Piana vs Brunello Cucinelli, Lithia & Servicing ICE vs EV, Rightmove, Align, Visma, Medpace, Equipment Rental
Lithia, Asbury & Franchise Auto Dealers: Servicing ICE vs Electric Vehicles
Topicus, Lithia, Roper, Cogent, Air Products / Linde, Volution, MKL, Belron, Ashtead, BrightSpring
AUTOonline
Auto Partner SA - APR
Auto Trader Group plc - AUTO
AutoZone Inc - AZO
O'Reilly Auto Parts: Distribution Center Operations
Carrier vs Trane HVAC, Roper, O'Reilly, Ryan Specialty, Midwich, Privia, MongoDB, Cogent
O'Reilly Auto Parts: Customer Segments & Profit per Vehicle Type
First Brands, O’Reilly, Tesla: Power within the US Auto Parts Aftermarket
O'Reilly vs Advance Auto Parts: Supply Chain Comparison
LKQ & US Auto Recycling: Salvage Operations
Tesla: Servicing & Auto Parts Operations
TSLA, Brown & Brown, Rolex & Watches of Switzerland, DJCO, Belron, VEEV, bioMĂ©rieux, Dynatrace, TechTarget
MONRO: EV Threat to US Auto Repair Shops
Avalara Inc - AVLR
Avalon Healthcare Solutions
Avid Technology Inc - AVID
AvidXchange Holdings Inc - AVDX
AXA SA - CSP
Ayla Networks
Azelis Group NV - AZE
Azenta Inc - AZTA
10x Genomics & Single Cell Sequencing
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
In Practise on Spotify, AMZN Advertising, Kelly Partners Group, United Rentals, 10x Genomics, Grenke
BioLife Solutions: Stirling Ultracold, Cold Storage & Strategic Review
10x Genomics, Azenta & Next-Gen Sequencing
Azenta Life Sciences, Biostorage, & Medical Lab Equipment
B
Bacardi
Baker Hughes Company - BKR
Balta Group - BALTA
Banking Circle Group
Barratt Developments plc - BDEV
Basf SE - BAS
Basic Fit N.V. - BFIT
Pure Gym vs The Gym Group
Basic-Fit, The Gym Group & Discount Gym Economics
Investor Dialogue: Basic Fit, The Gym Group, & Discount Gyms
ACV Auctions Survey, Stevanato, Danaher, FERG, UMG, GoEasy, Miller Industries, GYM
Weekly Update: Basic-Fit & Discount Gym Economics
The Gym Group: Risk from Anytime Fitness, ènergie, & Franchise Chains
Discount Gyms, Domino’s, & Hotelling’s Location Model
The Gym Group & Discount Gyms
Loar Group, Align Orthodontists, BFIT France, CPRT International, Casey's, RMV, Storskogen
ènergie Fitness Franchise vs UK Discount Gyms
Basic Fit France: Gym Market Challenges
The Gym Group, Basic Fit & Discount Gyms
The Gym Group: Clustering Units & Post-Covid Customer Behaviour
Discount Gyms, Domino's, Pall & Bioprocessing, Universal & Warner Music, HashiCorp, Wayfair vs AMZN FBA
Bausch Health Companies Inc - BHC
Bayerische Motoren Werke AG - BMW
BayWa Aktiengesellschaft - BYW
BCA Marketplace
Beam Suntory - STBFY
Bechtle AG - BC8
Becle S.A.B. de C.V. - CUERVO
Fever Tree Australia: Positioning & Distribution Strategy
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
Becle: Agave Price Trends, CRT Inventory & Possible Remedies
Burford Capital, Evolution Gaming, Atlassian, Wayfair, R1, Becle, LTL
Becle: Agave Market Dynamics
Perimeter Solutions, ZYN, Computer Modelling Group, MTU Aero, FTAI, RTX, Loar, PM, LX, Becle, Macfarlane, Auto Partner
Spotify Podcast Ads, Danaher, Yelp, XPEL, IMCD, Atlas Copco, Becle, XPO Logistics
Becle: Proximo Spirits Org & US / Mexico Reporting
Becle: CRT Inventory Accuracy, Pricing Dynamics & Local Ecosystem
Becle: Tequila Agave Pricing, Supply & Demand Dynamics
Wayfair CastleGate, Atlas Copco, Cardlytics, Boohoo, Becle, BioLife, Dino Polska, Instructure
Becton, Dickinson and Company - BDX
Bed Bath & Beyond Inc - BBBY
Beezy
Bellway p.l.c - BWY
Belron
Bergman & Beving - BERG
Bergman & Beving: The Original Serial Acquirer
Lifco AB: Dental Division History and Org Structure
Addtech: Managing a BU, M&A Funnel & Incentives
Lifco vs Halma: Org Structure & Opco Incentives
Serial Acquirers: Purchase Price Accounting
Bergman & Beving
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Bergman & Beving: Lagercrantz 2.0?
Halma: 1998-2005 Case Study
Indutrade: Unsuccessful Acquisition Case Study
Idun Industrier: Fredahl and Rydéns
Bergman & Beving, Lagercrantz, Nordic B2B Distribution & M&A
Röko: Building a Leading Serial Acquirer
Lifco vs Halma Org Structure
Halma: Sector M&A Team Incentives
Halma: Managing & Scaling Gas & Water Testing Divisions
Bergman & Beving: Spin-offs, Value Chain & New Management
Diploma PLC: Leadership and M&A from Bruce to Johnny
Storskogen Group: M&A Strategy & Challenges
SDI Group: Challenges and Risks in the Acquirer Model
Lifco vs Halma: M&A Team Structure & Incentives
Bergman & Beving, Luna, & Nordic Tools Distribution
Serial Acquirers
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Berkshire Hathaway Inc - BRK.B
Berkshire Hathaway Specialty Insurance - BHSI
Bet365
Beyond Inc - BYON
Big Yellow Group Plc - BYG
Bikeleasing-Service GmbH & Co. KG
BILL.com Holdings - BILL
BioLife Solutions Inc - BLFS
bioMĂ©rieux S.A - BIM
Bio-Rad Laboratories Inc - BIO
BJ’s Wholesale Club Holdings Inc - BJ
Blossman Propane Gas & Appliance
Blue Prism Group plc - PRSM
BM Technologies Inc - BMTX
BOC Aviation Limited - 2588
Boehringer Ingelheim
Boeing Distribution Services
Bolloré SE - BOL
BONESUPPORT HOLDING - BONEX
boohoo group plc - BOO
ASOS, Zalando, & EU Fast Fashion
On-Demand Fast Fashion Supply Chain in Turkey
Zara's Supply Chain, Dino Polska, Spotify, Fever Tree, Keywords, CACC, Essentra
Shein: Perspective of a Supplier
Zara Buying & Merchandising Strategies
The Evolution of Buying and Merchandising Functions in Mid-Market Fashion Retail
Weekly Update: Expert Networks & Commoditised 1-1s: Misaligned Incentives
SHEIN's Supply Chain: How it Works
ASOS, Boohoo, & Online Fashion Retail Business Models
Shein vs Zara vs ASOS: A Supplier's Perspective
Weekly Update: Howden Joinery, Wren Kitchens, and HWDN in France
Burford & Elliott vs Argentina, CACC, SHEIN, Smurfit / WestRock, MaxCyte, Alteryx
Boohoo & UK Fashion Supplier Relationships
Zara's Supply Chain
ASOS & UK Fast Fashion Manufacturing and Supplier Operations
Shein: Disrupting Fast Fashion
Boohoo & UK Online Fashion
Wayfair CastleGate, Atlas Copco, Cardlytics, Boohoo, Becle, BioLife, Dino Polska, Instructure
Zara & SHEIN Supply Chain Analysis
Booking Holdings Inc - BKNG
Boozt - BOOZT
On-Demand Fast Fashion Supply Chain in Turkey
Shein: Perspective of a Supplier
Zara Buying & Merchandising Strategies
SHEIN's Supply Chain: How it Works
Shein vs Zara vs ASOS: A Supplier's Perspective
Boozt, Zalando, & Nordic Online Fashion
AWS Series: Kubernetes & The Portability Illusion
Boozt Assortment and Strategic Positioning
Zara's Supply Chain
Shein: Disrupting Fast Fashion
Bosch Limited - BOSCHLTD
Bose Corporation
Boyd Autobody & Glass
Belron, Safelite & US Auto Glass Repair: TPA Agreements
Tesla Repair Network & Vertical Integration
Safelite & US Auto Glass Repair: Relationships with Insurers
Belron: Safelite & US Auto Glass Repair Market Dynamics
Belron: Safelite's Competitive Advantage
Tesla: Servicing & Auto Parts Operations
Tesla vs Toyota: EV vs ICE Repair Process
Boyd Corp
Bravida Holding AB - BRAV
Instalco: Post-Merger Integration - A Seller's Perspective
Boeing vs TDG, HEICO, TTD & NFLX Ads, Brookfield, Burford, Instalco, LGIH, KMX & CVNA, Fortinet
IP Company Learning Journeys, Update on Our Offering, Instalco, SpaceX, Capital One, KPG, Fortinet
Instalco, Bravida & Nordic Installation M&A
Instalco: Finnish Installation Market, Selling to Instalco & Incentives
Brenntag SE - BNR
BrightSpring Health Services Inc - BTSG
Bristol-Myers Squibb Company - BMY
British American Tobacco p.l.c. - BATS
Brockhaus Technologies AG
Brookfield Asset Management Ltd - BAM
Brookfield Renewable Partners L.P. - BEP
Brown & Brown Inc - BRO
Lifco vs Halma, LKQ, Brown & Brown, Procore, ALGN, Agilon, MONRO, PETS, MNDY
Kinsale: Underwriting Process & Unified System Advantage
Kinsale Capital: A Wholesale Broker's Perspective
Ryan Specialty & the Wholesale Brokerage Business
Brown & Brown, Orchid Insurance & MGA Economics
Brown & Brown: Mid-Market Broking
Ryan Specialty & The Wholesale Insurance Broking Market Structure
Brown & Brown Insurance: Competition & Culture
Brown & Brown: Retail Broking & Producer Compensation
Markel vs Kinsale: Broking E&S Lines
TSLA, Brown & Brown, Rolex & Watches of Switzerland, DJCO, Belron, VEEV, bioMĂ©rieux, Dynatrace, TechTarget
Ryan Specialty, All Risks, & Wholesale Casualty Insurance Broking
Brown-Forman Corporation - BF.B
Bruker Corporation - BRKR
Brunello Cucinelli S.p.A. - BC
Builders FirstSource Inc - BLDR
FTAI & Chromalloy CFM56 HPT PMA, Ferrari EVs, HWDN France, CMG, BLDR, Smartsheet, Palo Alto, Macfarlane
TopBuild, Owens Corning, Installed Building Products & US Building Insulation Market: Supplier Relationships and Pricing Dynamics
Louisiana-Pacific: Distributor Relationships & Market Footprint
Builders FirstSource & US Building Materials Market: Supply Chain, Market Consolidation and Specialty Products
Bunzl plc - BNZL
Bupa
Bureau Veritas SA - BVI
Burford Capital Limited - BUR
Burford Capital & Litigation Finance
Burford Capital Valuation Framework
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
Top 20 Free In Practise Interviews
Investor Dialogue: Burford Capital
Burford Capital & Litigation Fair Value Accounting
Burford Capital Management Team, Capital Allocation, and Liquidation Value
Burford Capital, Harbour Litigation, IRR's, & Asset Recovery
IP Investor Dialogue: Burford Capital - YPF, Book Value, & Valuation
Weekly Update: Burford Capital & YPF Risk-Reward
Burford Capital: Law Firm and Funder Relationship
Burford Capital: Pioneering Litigation Finance
New Enterprise Subscription Tier: Constellation Software, AMZN, BUR, JDG, Wix, TSLA
Burford Capital, Elliott Management & Collecting vs Argentina
Manolete Partners & Insolvency Litigation Finance
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Burford Capital: Law Firm Survey
Burford & Elliott vs Argentina, CACC, SHEIN, Smurfit / WestRock, MaxCyte, Alteryx
Omni Bridgeway: Leading Litigation Finance
Weekly Update; Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL,
Litigation Finance: Judgment Preservation Insurance & Pre-Judgment Insurance-Backed Funding
Investor Dialogue: Burford Capital - Moat, Insurance Risks, Sysco, YPF
Costco, Kinsale, Transdigm, HEI, Burford Capital, Danaher
Litigation Finance: Portfolio Construction, Case Due Diligence & Future IRR’s
Burford & Insurance-Backed Funding, Discount Gyms, AppFolio, EVO, ACV Auctions, ODFL
Burford Capital & Litigation Case Origination
Burford Capital
Litigation Funding: Law Firm Contingency Fees, and WIP & ATE Insurance
Burford Capital & YPF Risk-Reward
Burford Capital: Law Firm Survey, GYM & Discount Gyms, Hilton, EVO, DDOG & SNOW, Vistry Group, W vs AMZN, Fortinet
Burford Capital: A History of Petersen & the YPF-related Assets
Bench Walk, PACCAR Judgment, & Litigation Finance
IP Company Learning Journeys, Update on Our Offering, Instalco, SpaceX, Capital One, KPG, Fortinet
Burford H1 22 Results: Duration and Cash Income Reconciliation
Litigation Funding: In-House Counsel Perspective
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Burford Capital: Risk from Insurance-Backed Financing
Burford Capital & the Risk of Insurance Products: Law Firm Angle
Burford Capital Limited
BusinessBike GmbH
BYD Company Limited - 1211
Inchcape: EU Auto Retail Distribution Dynamics
Inchcape: Growth Opportunities
Tesla: Manufacturing Process Advantage
Tesla vs Toyota: Servicing & Repair
Inchcape: Distribution for Chinese OEMs
Safelite & US Auto Glass Repair: Relationships with Insurers
Tesla: Servicing & Auto Parts Operations
Watsco & FERG Customer Survey, Veeva Systems, IQVIA, Lumine, Indutrade, Smartsheet & MNDY, Inchape & Chinese OEMs, PPC
Inchcape: Automotive OEM-Distributor Dynamics
ByteDance
Douyin, PDD, Taobao, & JD: a Merchant Perspective
AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng
Amazon Ads, ADPma & PMA Parts, Teams vs Slack, Office 365, YouTube, Serial Acquirers, & IP Primary Research Centre
YouTube, Twitch, & Live-Video Monetisation
C
Cable One Inc - CABO
Cadence
Caffé Nero
CalAmp Corp - CAMP
Caliber Collision
Belron, Safelite & US Auto Glass Repair: TPA Agreements
Tesla Repair Network & Vertical Integration
US Auto Collision & Repair: An Insurer's Perspective
Safelite & US Auto Glass Repair: Relationships with Insurers
Tesla: Servicing & Auto Parts Operations
Tesla vs Toyota: EV vs ICE Repair Process
MONRO: EV Threat to US Auto Repair Shops
Campbell Soup Company - CPB
Capital One Financial Corporation - COF
Capri Holdings Limited - CPRI
car2go
Cardlytics Inc - CDLX
Rightmove vs CoStar, AppFolio vs Yardi, Analog & TXN, CDLX, TRUP, Equipment Rental, Dino, CPRT, PRKS, Clarivate
Cardlytics: Scaling the Advertiser Side of the Network
Cardlytics: Barriers to Advertiser Adoption
Wayfair Supplier Survey, ASOS, YELP, Countrywide & UK Housing, Cardlytics, Tecsys
Cardlytics: Santander, Lloyds, & The Bank Side
Cardlytics: Billings Growth Opportunity
Cardlytics & American Express: A Card-linked Offers Comparison
Cardlytics: Operational & Tech Stack Challenges
Wayfair CastleGate, Atlas Copco, Cardlytics, Boohoo, Becle, BioLife, Dino Polska, Instructure
Care England
Carl Zeiss Meditec AG - AFX
CarMax Inc - KMX
Carvana: Evolution of the Inspection & Reconditioning Process
Weekly Update: Carvana, ADESA, ACV, & Wholesale Auto Auctions
Weekly Update: Carvana's Finance GPU
Carvana, Snowflake, Credit Acceptance, Kinsale, Mainfreight, CSI
Carvana, ADESA, ACV, & Wholesale Auto Auctions
Copart: Accident Rates & Auto Repair Diagnostics
Vroom: Operational Challenges to Scale
Carvana Finance GPU Analysis
Investor Dialogue: Carvana vs CarMax
CarMax: Omni-channel Strategy
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
ACV Auctions: Operating Model
Carvana vs CarMax: Comparing Operating Models
Lithia, Asbury & Franchise Auto Dealers: Servicing ICE vs Electric Vehicles
AerCap, Aircraft Leasing, & Auto Dealer Business Models
CarMax: Competing with Carvana
ACV Auctions
HEICO: Wencor Analysis, Carvana's IRCs, SpaceX, Keywords Studios, Mainfreight
Amazon Robotics, CVNA Operations, ISRG, FIVE, Burford, HEI, Wayfair, XPEL, Yelp,
Carvana Operations: Vehicle Flow through the Network
Ferguson, Vroom Diagnosis, Inchcape, EVO's APAC Operations, Sunbelt Specialty Equipment
Boeing's Partnering for Success, TDG, Surgical Science & Intuitive Surgical, CarMax, Atlassian
ADESA, Manheim, & US Wholesale Auto Auctions
CarMax: How a Vehicle Flows through the Network
Vroom, Carvana, & Optimising Vertical Integration
Capital One Auto Navigator: Defining Credit Policies
HEICO & PMAs, Waters Corp, CarMax, Evolution Gaming, Cogent & Hyperscalers, Spotify, Wayfair
Carvana: Post-COVID Challenges
Boeing vs TDG, HEICO, TTD & NFLX Ads, Brookfield, Burford, Instalco, LGIH, KMX & CVNA, Fortinet
Carvana: ADESA Integration
Investor Dialogue: Carvana Liquidity & Finance GPU
Carvana, America's Car-Mart, & Auto Subprime Financing
Carvana Operations: Reconditioning, Trade-ins, & Last-Mile Delivery
Carrier
Watsco, Ferguson: HVAC OEM-Distributor-Contractor Relationship Dynamics
Carrier vs Trane HVAC, Roper, O'Reilly, Ryan Specialty, Midwich, Privia, MongoDB, Cogent
US HVAC OEMs: Competitive Landscape & Distributor Relationship
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
Carrier, Trane, Lennox & HVAC OEMs Landscape
Carrier Global Corporation - CARR
CARTV
Carvana Co - CVNA
Intuitive Surgical, Danaher, FTAI & AAR, Carvana, LGI, Smartsheet, LPX, MongoDB, Flutter, Idun, Lifco
Auto1 Group & European Online Auto Retail
Carvana: Evolution of the Inspection & Reconditioning Process
Weekly Update: Carvana, ADESA, ACV, & Wholesale Auto Auctions
ACV Auctions, Backlot, CarOffer, & US Wholesale Auto Competition
Weekly Update: Carvana's Finance GPU
Carvana: Finance GPU Challenges and Potential Solutions
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
Carvana, Snowflake, Credit Acceptance, Kinsale, Mainfreight, CSI
Carvana, ADESA, ACV, & Wholesale Auto Auctions
Vroom: Operational Challenges to Scale
Carvana Finance GPU Analysis
Investor Dialogue: Carvana vs CarMax
CarMax: Omni-channel Strategy
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
Wayfair CastleGate, Amazon, & FBA vs FBW
ACV Auctions: Operating Model
Carvana vs CarMax: Comparing Operating Models
Lithia, Asbury & Franchise Auto Dealers: Servicing ICE vs Electric Vehicles
AerCap, Aircraft Leasing, & Auto Dealer Business Models
CarMax: Competing with Carvana
Weekly Update: Airbnb's TAM
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
ACV Auctions
HEICO: Wencor Analysis, Carvana's IRCs, SpaceX, Keywords Studios, Mainfreight
Amazon Robotics, CVNA Operations, ISRG, FIVE, Burford, HEI, Wayfair, XPEL, Yelp,
Carvana Operations: Vehicle Flow through the Network
Weekly Update: Naked Wines Trading Update & New Customer Growth
Ferguson, Vroom Diagnosis, Inchcape, EVO's APAC Operations, Sunbelt Specialty Equipment
ADESA, Manheim, & US Wholesale Auto Auctions
BacklotCars, ACV Auctions, ADESA, & US Auto Wholesale Auctions
Carvana, KAR Auction, & The Used Car Ecosystem
CarMax: How a Vehicle Flows through the Network
Vroom, Carvana, & Optimising Vertical Integration
Capital One Auto Navigator: Defining Credit Policies
Weekly Update: New Weekly Format, AWS Sales Strategies, SNOW, & CVNA
Motorpoint, Cazoo, & Imperial Car Supermarkets
HEICO & PMAs, Waters Corp, CarMax, Evolution Gaming, Cogent & Hyperscalers, Spotify, Wayfair
Carvana, ADESA, & US Auto Wholesale Auction Market
Carvana: Post-COVID Challenges
Carvana's Finance GPU and Gain-on-Loan Sale
Boeing vs TDG, HEICO, TTD & NFLX Ads, Brookfield, Burford, Instalco, LGIH, KMX & CVNA, Fortinet
Weekly Update: Top 10 Interviews in 2021, Danaher, and IP in 2022
Carvana: ADESA Integration
America's Auto Auction, ADESA, Manheim, & US Wholesale Auctions
Investor Dialogue: Carvana Liquidity & Finance GPU
Carvana, America's Car-Mart, & Auto Subprime Financing
Carvana Operations: Reconditioning, Trade-ins, & Last-Mile Delivery
CASE Construction Equipment
Casella Waste Systems Inc - CWST
Casey's
Casey's General Stores Inc - CASY
Casper Sleep Inc - CSPR
Caterpillar Inc - CAT
Cazoo Group Ltd - CZOO
CCC Intelligent Solutions Holdings Inc - CCCS
CDON - CDON
Centene Corporation
Century Communities Inc - CCS
Centurylink Inc - CTL
CertainTeed
CFAO
CHAdeMO
Champion Aerospace Inc
Changan Automobile
ChargePoint Holdings Inc - CHPT
Charles River Laboratories International Inc - CRL
Charter Communications Inc - CHTR
Checkout.com
Check Point Software Technologies Ltd - CHKP
Fortinet: Channel Breakdown, Competition & Bundle vs Point Solution
Zscaler: Sales Org & Competition in SASE
Palo Alto Networks: Sales Process for SASE
Palo Alto, Zscaler & SASE Market: Pricing Dynamics and Competition
Fortinet: Competitive Landscape & SASE Transition
Fortinet: GTM Structure, SD-WAN & SASE
Chewy Inc - CHWY
Chime
Chipotle Mexican Grill Inc - CMG
C. H. Robinson Worldwide Inc - CHRW
Chromalloy
FTAI, Chromalloy & the CFM56 HPT Blade PMA
FTAI & Chromalloy CFM56 HPT PMA, Ferrari EVs, HWDN France, CMG, BLDR, Smartsheet, Palo Alto, Macfarlane
FTAI Aviation: CFM56 Lease Contract, Module Swaps, & PMA
ADSK vs Procore, FTAI & CFM56 MRO, Belron, Topicus, Eurofins, Cogent, UnitedHealth, Ametek, Pets at Home
Chronosphere
Cimpress plc - CMPR
Cisco Systems Inc - CSCO
Clarivate Plc - CLVT
Rightmove vs CoStar, AppFolio vs Yardi, Analog & TXN, CDLX, TRUP, Equipment Rental, Dino, CPRT, PRKS, Clarivate
Rightmove, GEICO & ADAS, Vitec Software, AO, TI & Analog, MNDY, Evotec, Sunbelt / URI, Clarivate
Clarivate: Management, M&A, & the One Clarivate Strategy
Clarivate: CPA Global Acquisition & Integration
Clear Lane Freight Systems - CLFS
ClickHouse
ClickUp
Cogent Communications Holdings Inc - CCOI
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
Tesla Insurance, Topicus, HWDN France, O'Reilly, UnitedHealth, TechTarget, Dynatrace, CCOI, Brockhaus, Alpha Group
Cogent Communications: Hyperscalers' Dark Fiber Demand
Cogent's Sprint Fiber Deal
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
Cogent: Fiber Lifespan, IP Transit Price Deflation & IPv4 Opportunity
Cogent: IP Transit Strategy, Competitive Positioning & Peering
Weekly Update; Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL,
Cogent Communications, Microsoft, & Dark Fiber Networks
Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation
Cogent Communications & Global ISP Competition
Cogent, Lumen, Level 3: Internet Service Provider - Hyperscaler Relationship Dynamics
Cogent, Lumen & Global ISP Networks: A Customer's Perspective
Cogent: Sprint Wireline Network Acquisition Analysis
Cogent Communications: Architecting A Cable Network
Cognizant Technology Solutions Corporation - CTSH
Comcast Corporation - CMCSA
Comfort Systems USA Inc - FIX
Compagnie Financiere Richemont SA
Compagnie Générale des Établissements Michelin Société en commandite par actions - ML
COMPANY BIKE SOLUTIONS GMBH
Compass Minerals International Inc - CMP
Computer Modelling Group Ltd - CMG
FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB
Perimeter Solutions, ZYN, Computer Modelling Group, MTU Aero, FTAI, RTX, Loar, PM, LX, Becle, Macfarlane, Auto Partner
FTAI & Chromalloy CFM56 HPT PMA, Ferrari EVs, HWDN France, CMG, BLDR, Smartsheet, Palo Alto, Macfarlane
Computer Modelling Group: Customer Perspective
Computer Modelling Group: Customer Retention & Pricing Strategy
Computer Modelling Group: Reservoir Simulation Software & Competition
Computer Modelling Group: Geographic Expansion & Sales
Comstock Resources Inc - CRK
Confluent Inc - CFLT
Constellation Brands Inc - STZ
Constellation Software Inc - CSU
Topicus: M&A Strategy & Growth Runway
FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB
Lifco vs Halma, LKQ, Brown & Brown, Procore, ALGN, Agilon, MONRO, PETS, MNDY
Carvana, Snowflake, Credit Acceptance, Kinsale, Mainfreight, CSI
Constellation Software
Roper Technologies: iPipeline Acquisition & Insurance VMS
Constellation Software & VMS Acquirer Research Roundup
Visma Software: History, Operating Philosophy, & Retail Divestment
Investor Dialogue: Valuing Constellation Software & Lumine Spin
AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
Topicus: History, Culture, and Organic Growth Techniques
Lifco vs Halma: Org Structure & Opco Incentives
Top 10 Interviews in 2021, Danaher, and In Practise in 2022
Constellation Software Competitive Risks
IP Research Roundup: Transdigm, Loar, HEICO, FTAI
Serial Acquirers: Purchase Price Accounting
Constellation Software: Competition, Hurdle Rates & Deal Flow
Constellation Software: M&A Best Practices
Constellation Software, Allscripts History & Post-Acquisition Strategy
Constellation Software: Altera Acquisition Analysis
Halma, Loro Piana vs Brunello Cucinelli, Lithia & Servicing ICE vs EV, Rightmove, Align, Visma, Medpace, Equipment Rental
Constellation Software: Altera Analysis
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Carrier vs Trane HVAC, Roper, O'Reilly, Ryan Specialty, Midwich, Privia, MongoDB, Cogent
Weekly Update: Amazon, Fedex & Shopify Fulfillment, CSU, Aldi, Alcon, MNDY
Amazon Ads, ADPma & PMA Parts, Teams vs Slack, Office 365, YouTube, Serial Acquirers, & IP Primary Research Centre
Roper Technologies: Frontline Education Acquisition
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
CSU, Vitec, Lifco, Teqnion, & M&A Accounting, Danaher Business System, GoEasy, Inchcape, Wayfair, LGI, EVO
Vitec Software: History, Culture, & Operating Strategy
Halma, Danaher, CSU & Serial Acquirer Org Structures
Constellation Software: 5 Key Operational Metrics
SHEIN, Temu & Retail Supply Chains, Intuitive Surgical, Litigation Funding, HEICO, Wayfair, Alteryx, CSU, KPG
Computer Modelling Group: Customer Perspective
Topicus, TSS, & Dutch Notary Software
Rightmove, GEICO & ADAS, Vitec Software, AO, TI & Analog, MNDY, Evotec, Sunbelt / URI, Clarivate
Addtech and Topicus: Competitively Advantaged Buyers
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
Vitec Software: ABS Laundry Acquisition
Weekly Update: Constellation Software, Allscripts, & CSU 2.0
Roper Technologies: Procare Solutions, Child Care Centers & Growth Opportunities
Lumine Group: Nokia's Device and Service Management Acquisition
Constellation Software: Culture & M&A
Röko, Berkshire, & Sector-Agnostic Acquirers, Olo, Spirax Sarco, Ashtead
Lifco vs Halma Org Structure
Topicus, Transdigm and Value-Based Pricing
Top 10 Articles of 2023 & IP Annual Review
Topicus Healthcare: Organic Growth Case Study
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
Röko: Sector-Agnostic vs Sector Focused Acquirers
Visma: Oima Acquisition Case Study
Topicus, PharmaPartners, & VMS Value-Based Pricing
Judges Scientific, Geotek, & GDS Instruments
Topicus vs TSS: Culture and Organic Growth
Lifco vs Halma: M&A Team Structure & Incentives
Constellation Software, Jonas, & Portfolio Management
Investor Dialogue: Constellation Software
Serial Acquirers
M&A and Purchase Price Accounting
IP Company Learning Journeys, Update on Our Offering, Instalco, SpaceX, Capital One, KPG, Fortinet
Constellation Software: Operating KPIs
Constellation Software: A Competitive Analysis
Weekly Update: Top 10 Interviews in 2021, Danaher, and IP in 2022
Constellation Software, Allscripts, & CSU 2.0
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Constellation Software & VMS Competition
Weekly Update: AppLovin: King of the Bid
Contemporary Amperex Technology Co Limited - 300750
Continental AG - CON
ControlExpert GmbH
ConvenientMD Urgent Care & Walk-In Clinic
Cooper Equipment Rentals
Copart Inc - CPRT
Weekly Update: Carvana's Finance GPU
Top 20 Free In Practise Interviews
Copart: Accident Rates & Auto Repair Diagnostics
Copart: New Market Expansion Process & Challenges
Pricing Auto Insurance Policies
Copart: Salvage Yard Operations
Rightmove vs CoStar, AppFolio vs Yardi, Analog & TXN, CDLX, TRUP, Equipment Rental, Dino, CPRT, PRKS, Clarivate
Copart Germany: A New Salvage Auction Model
The Auto Insurance Claims Process
Copart: Running a Salvage Yard
Halma, Danaher, Constellation Software, & Serial Acquirer Org Structures
Weekly Update: IKEA, Wayfair, & Omnichannel Furniture Retail
ACV Auctions
Top 10 Articles of 2023 & IP Annual Review
Copart: International Growth Opportunities
Loar Group, Align Orthodontists, BFIT France, CPRT International, Casey's, RMV, Storskogen
Costco UK & EU Case Study, DHR & Bioprocessing, Copart Germany, Transdigm, HEICO, TSLA, B&B
Carvana, KAR Auction, & The Used Car Ecosystem
LKQ & US Auto Recycling: Salvage Operations
IAA, Copart, & Salvage Auctions
Copart: Dynamics of the German Market
Investor Dialogue: Copart
US Auto Insurance: ADAS Impact on Pricing
Evolution Gaming's Asia & Crypto Risks, MSFT Gaming, Copart, United Parks, TRUP, LGI, Inchcape
US Franchise Auto Dealers: Shifting Omnichannel
Copart: UK, Germany, Finland, & India Market Opportunity
Core & Main Inc - CNM
CoreWeave
CoStar Group Inc - CSGP
Costco Wholesale Corporation - COST
Costco UK & Europe: History, Economics, and Store Opportunity
Costco's Cultural DNA: Working with Jim Sinegal
Costco Wholesale vs Sam's Club
Aldi, Ocado, & Online Grocery Business Models
Costco & Buying Scale per SKU
26 years at Costco Canada
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Costco Taiwan & Korea Market & Growth Opportunity
Costco's International Growth Opportunity
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Costco International: 650+ Store Opportunity
Costco: APAC & China Store Growth Potential
Costco, Kinsale, Transdigm, HEI, Burford Capital, Danaher
Costco Buying Strategies & Supplier Relationships
Costco Wholesale: Management, Philosophy, & Culture
Costco UK & Europe Store Opportunity
Costco Wholesale
Boeing vs TransDigm, Adyen, Brunello Cucinelli, AMZN, Marlowe
Amazon.com Structural Advantages vs Traditional Retail
Costco Australia & China Growth
Weekly Update: Costco's Changing Philosophy
Costco UK & EU Case Study, DHR & Bioprocessing, Copart Germany, Transdigm, HEICO, TSLA, B&B
Costco: The Executive Membership, Gas Stations, & Selling Popchips into Costco
Costco: Culture & Operating Principles at Costco Canada
Costco's Changing Philosophy
TransDigm Pricing through COVID, Costco Aus & China, HEICO, Tempur Sealy
IP Company Learning Journeys, Update on Our Offering, Instalco, SpaceX, Capital One, KPG, Fortinet
Costco: Multi-Vendor Mailers & Merchandise Margins
Weekly Update: Top 10 Interviews in 2021, Danaher, and IP in 2022
Coty Inc - COTY
Countryside Partnerships PLC - CSP
Countryside Properties PLC - CSPC
Cox Automotive
CRC Insurance
Credit Acceptance Corporation - CACC
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
Zara's Supply Chain, Dino Polska, Spotify, Fever Tree, Keywords, CACC, Essentra
Credit Acceptance: Loan Volume Growth
Credit Acceptance: CAPS vs DealerCenter Loan Application Workflow
Carvana, Snowflake, Credit Acceptance, Kinsale, Mainfreight, CSI
CACC & IP Surveys, Nemetschek / Autodesk, HEICO, Mainfreight, Alteryx, Essentra
Credit Acceptance: Hurdles to Loan Volume Growth
Burford & Elliott vs Argentina, CACC, SHEIN, Smurfit / WestRock, MaxCyte, Alteryx
Credit Acceptance: Dealer Survey
Vitec, CSU & Lifco, CACC vs Westlake, GOOG Stadia, DHR & Cytiva Filtration, LGIH, UMG, Gyms, ACV Auctions
Food Delivery Wars and Credit Acceptance's Underwriting Moat
Credit Acceptance Corporation: Educating Dealers
Credit Acceptance
Credit Acceptance: CAPS Workflow Challenges
Capital One Auto Navigator: Defining Credit Policies
Credit Acceptance vs Westlake Loan Economics
Credit Acceptance, CAPS, & New York Litigation
CACC vs Westlake: Loan Origination Process
Credit One
Croda International Plc - CRDA
Cruise
CSL Limited - CSL
Cullen/Frost Bankers Inc - CFR
CVS Group plc - CVSG
CVS Health Corporation - CVS
Privia Health: Athena Integration & Payer Rate Negotiations
BrightSpring Health Services: Challenges in Leveraging Nursing Assets
US Value-Based Healthcare: Physician Incentives
UnitedHealth: Partner Healthcare Providers' VBC Migration Challenges
Agilon Health: US Physician Enablement Market Dynamics
UnitedHealth, Elevance, Cigna & Value-Based Care: Acquiring vs Partnerships with Healthcare Providers
Cytek Biosciences Inc - CTKB
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Cytek Biosciences: A Distributor Perspective
Maxcyte's Technology, Pricing, & Growth Outlook
Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
Cytek Biosciences: Flow Cytometry Competition
Cytek Biosciences: Full Spectrum Flow Cytometry
D
D2L Inc - DTOL
Daikin
Daily Journal Corporation - DJCO
Danaher Corporation - DHR
Diploma PLC, Versace & Capri Holdings, Danaher, Sartorius, Alpha Group
Intuitive Surgical, Danaher, FTAI & AAR, Carvana, LGI, Smartsheet, LPX, MongoDB, Flutter, Idun, Lifco
Danaher Business System: Hach Sales Team Case Study
Lifco vs Halma, Danaher, Eurofins, Waters Corp, PM & BAT, Wayfair vs AMZN, Ocado, MongoDB
Lifco vs Halma, LKQ, Brown & Brown, Procore, ALGN, Agilon, MONRO, PETS, MNDY
Top 20 Free In Practise Interviews
Pall, Cytiva & the Bioprocessing Manufacturing Process
bioMĂ©rieux: The BioFire Platform
Trupanion, Danaher, MSFT Gaming, Warner Music, A&O Johansen
Danaher: Cytiva's Bioprocessing Filtration Portfolio
HEICO, Wencor, Danaher Business System, Loro Piana, Brunello, Mainfreight, Herc
Lifco vs Halma: Org Structure & Opco Incentives
Top 10 Interviews in 2021, Danaher, and In Practise in 2022
Danaher's Culture, Pall Industrial, & Deploying DBS
Spotify Podcast Ads, Danaher, Yelp, XPEL, IMCD, Atlas Copco, Becle, XPO Logistics
GYM, Danaher Cytiva Consumables, Lifco, Waters Corp, Terravest, Domino's, GoEasy, PRKS, EVO
Carrier vs Trane HVAC, Roper, O'Reilly, Ryan Specialty, Midwich, Privia, MongoDB, Cogent
AMETEK: Post-Acquisition Operations & Kaizen
Amazon Ads, ADPma & PMA Parts, Teams vs Slack, Office 365, YouTube, Serial Acquirers, & IP Primary Research Centre
Danaher & the Bioprocessing FDA Approval Process
CSU, Vitec, Lifco, Teqnion, & M&A Accounting, Danaher Business System, GoEasy, Inchcape, Wayfair, LGI, EVO
ACV Auctions Survey, Stevanato, Danaher, FERG, UMG, GoEasy, Miller Industries, GYM
Halma, Danaher, CSU & Serial Acquirer Org Structures
Waters Corporation: Product Innovation, Support Services & Switching Cost
Weekly Update: Basic-Fit & Discount Gym Economics
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
Costco, Kinsale, Transdigm, HEI, Burford Capital, Danaher
Vitec, CSU & Lifco, CACC vs Westlake, GOOG Stadia, DHR & Cytiva Filtration, LGIH, UMG, Gyms, ACV Auctions
Danaher, Cytiva: Downstream Sales Process
The Danaher Business System Mindset
Danaher: Implementing DBS in the Sales Process
Röko, Berkshire, & Sector-Agnostic Acquirers, Olo, Spirax Sarco, Ashtead
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
Top 10 Articles of 2023 & IP Annual Review
Constellation Software: Altera, SHEIN, Dino Polska, DHR, Alteryx, TDG
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
Röko: Sector-Agnostic vs Sector Focused Acquirers
Danaher, Sartorius, & an Overview of The Bioprocessing Environment
Costco UK & EU Case Study, DHR & Bioprocessing, Copart Germany, Transdigm, HEICO, TSLA, B&B
Danaher Business System: Kaizen Case Study at Pall
Danaher, Beckman Coulter, & The DBS Machine
Danaher: M&A Runway, Target Evaluation Process & Valuations
Danaher Business System: Batch to One Piece Flow Manufacturing
ADSK vs Procore, FTAI & CFM56 MRO, Belron, Topicus, Eurofins, Cogent, UnitedHealth, Ametek, Pets at Home
Danaher: Cytiva & the Chromatography Process
Danaher & Sartorius: Promising Yield
Serial Acquirers
M&A and Purchase Price Accounting
Weekly Update: Top 10 Interviews in 2021, Danaher, and IP in 2022
Danaher: Cytiva, HyClone, & Cell Culture Sales
Danaher's Pall: Medical vs Biopharma Segment Quality
Discount Gyms, Domino's, Pall & Bioprocessing, Universal & Warner Music, HashiCorp, Wayfair vs AMZN FBA
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Danone S.A. - DN
Databricks
DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow
Carvana, Snowflake, Credit Acceptance, Kinsale, Mainfreight, CSI
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Snowflake: Pace Of Innovation & Next Growth Vectors
Databricks, Snowflake, GCP, & Public Cloud Competition
MongoDB, Snowflake vs Databricks and the GenAI Tech Stack
Snowflake: IaaS vs PaaS & Analytics Budgets
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
Trupanion, HEICO / Wencor MRO, Alteryx, SNOW, Essentra, FD Technologies
Weekly Update: Amazon Retail Unit Economics, Databricks vs SNOW, Texas Instruments, Sonova, WANdisco
Burford Capital: Law Firm Survey, GYM & Discount Gyms, Hilton, EVO, DDOG & SNOW, Vistry Group, W vs AMZN, Fortinet
Snowflake & Databricks: Comparison, AI & Convergence of Offering
Databricks: Melting the SNOW
Datadog Inc - DDOG
Selling Microsoft Office 365 Commercial
Veeva vs IQVIA, SDI Group, Rightmove, Watsco, FERG, Core & Main, Evotec, Dynatrace, Jamf
DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow
Top 20 Free In Practise Interviews
Dynatrace: Cybersecurity & Observability Customer Perspective
New Relic vs Datadog: Fight for Observability
Datadog, AppDynamics, & Observability Products
ServiceNow: Customer Maturity, New Products & Value Realization
Datadog, Open Telemetry, & A History of Observability
ServiceNow: Competing with Jira & Datadog
Elastic Positioning & Growth Strategies
Chronosphere: Datadog, Prometheus, & Centralizing Observability
Dynatrace: Datadog, User Personas & Switching Costs
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
Dynatrace: Sales Org & GTM Strategy
Burford Capital: Law Firm Survey, GYM & Discount Gyms, Hilton, EVO, DDOG & SNOW, Vistry Group, W vs AMZN, Fortinet
Weekly Update: New Weekly Format, AWS Sales Strategies, SNOW, & CVNA
Dynatrace: APAC Observability SaaS Market Dynamics
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
TSLA, Brown & Brown, Rolex & Watches of Switzerland, DJCO, Belron, VEEV, bioMĂ©rieux, Dynatrace, TechTarget
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Dataproces Group - DATA
DB Schenker
Debenhams
Deliveroo plc - ROO
Just Eat & Online Food Delivery in Spain
Scaling Uber EATS in London
Deliveroo & Dark Kitchens
Online Food Delivery in France: Deliveroo, UberEats, & Gorillas
Slerp & UK White Label Restaurant Food Delivery
Elmenus & Egyptian Food Delivery
Online Food Delivery: Spain Labor Law & Market Structure Changes
Weekly Update: Berkshire Annual Meeting Reflections
Burger King UK: Offline to Online Food Delivery
Just Eat Takeaway: Protecting the Legacy UK Marketplace
Online Food Delivery: Marketplaces & Logistics Business Models
Online Food Delivery: A Restaurant's Perspective
Glovo & EU Convenience Delivery
Getir & On-Demand Grocery Delivery
Delivery Hero SE - DHER
Delphi Technologies - DLPHI
Delta Air Lines Inc - DAL
Demant - DEMANT
dentalcorp Holdings Ltd - DNTL.TO
Deutsche Lufthansa AG - LHA
Deutsche Post AG - DPW
Deutsche Telekom AG - DTE
Dext
Diageo plc - DGE
Fever Tree Australia: Positioning & Distribution Strategy
Becle: Agave Price Trends, CRT Inventory & Possible Remedies
Diageo, Fever Tree, Naked Wines & A History of US Alcohol Distribution
Becle: Proximo Spirits Org & US / Mexico Reporting
A History of US Wine & Spirits Distribution
Becle: CRT Inventory Accuracy, Pricing Dynamics & Local Ecosystem
Diageo & Brand Innovation
Becle: Tequila Agave Pricing, Supply & Demand Dynamics
Premium Spirits: US On/Off-Premise Distribution
DiaSorin S.p.A. - DIA
DiDi
D'Ieteren Group SA - DIE
Digimarc Corporation - DMRC
Dino Polska S.A. - DNP
Dino Polska: Growth Runway & Competition
Dino Polska, Tesco, and Polish Food Retail
Dino Polska & the Polish Grocery Market
Dino Polska & Polish Grocery: Navigating A Deflationary Environment
Dino Polska: Evolution of the Polish Competitive Landscape
Dino Polska vs Biedronka: Fresh Meat
Dino Polska: Challenges to Replicate the Model
Diploma PLC - DPLM
Diploma PLC, Versace & Capri Holdings, Danaher, Sartorius, Alpha Group
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
IP Podcast: Diploma PLC
Spotify, Constellation Software, Snowflake, Dino Polska, Trupanion, Diploma PLC
Serial Acquirers: Purchase Price Accounting
Carrier vs Trane HVAC, Roper, O'Reilly, Ryan Specialty, Midwich, Privia, MongoDB, Cogent
Amazon Ads, ADPma & PMA Parts, Teams vs Slack, Office 365, YouTube, Serial Acquirers, & IP Primary Research Centre
Diploma PLC: Windy City Wire
Essentra, AMZN Fresh, AppFolio, West Pharma & Stevanato, Moncler, WINE
Diploma PLC & Value-Added Distribution
Röko, Berkshire, & Sector-Agnostic Acquirers, Olo, Spirax Sarco, Ashtead
Essentra PLC
Diploma PLC: Leadership and M&A from Bruce to Johnny
Röko: Sector-Agnostic vs Sector Focused Acquirers
Trupanion, HEICO / Wencor MRO, Alteryx, SNOW, Essentra, FD Technologies
Serial Acquirers
M&A and Purchase Price Accounting
Product Ideas, Diploma, Estèe Lauder, TSLA, Surgical Science, Alpha Group
Essentra Components History and Business Quality
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Discovery Inc - DISCA
Diversey Holdings Ltd - DSEY
Dollar Tree Inc - DLTR
Domino's Pizza Enterprises Limited - DMP
Domino’s Pizza Inc - DPZ
Domino's Pizza Poland & the Polish Pizza Delivery Market
Domino's Pizza: Fortressing a Market
Yum! Brands: Scaling Pizza Hut in China
Restaurant vs Hotel Distribution & FDM Group
Domino's & Fortressing, AppFolio, LiveChat, ISRG, Old Dominion, Proponent / HEI, AMZN & Wayfair
Domino's Pizza Group: Master Franchising
Domino's Pizza Enterprises: Running a Domino's Store
Domino's Pizza: Managing the US and UK Franchise Network
Discount Gyms, Domino’s, & Hotelling’s Location Model
Domino's Pizza: US vs UK Franchising
Pizza Hut & The Indian Pizza Market
Domino's Pizza: 5,000+ Store Opportunity in China
Online Food Delivery: A Restaurant's Perspective
Discount Gyms, Domino's, Pall & Bioprocessing, Universal & Warner Music, HashiCorp, Wayfair vs AMZN FBA
DoorDash Inc - DASH
Dopper
Double Dutch Drinks
Douglas AG - DOU
DP Poland
DraftKings Inc - DKNG
D.R. Horton Inc - DHI
LGI Homes: US Homebuilders Market Dynamics
LGI Homes: Underwriting Process & Quality
LGI Homes, Lennar, D.R. Horton: US Building Material Supplier Relationships
LGI Homes: New Home Sales Process
LGI Homes, Lennar, D.R Horton: US Homebuilder Market Dynamics
Builders FirstSource & US Building Materials Market: Supply Chain, Market Consolidation and Specialty Products
Driven Brands Holdings Inc - DRVN
Druid
DS Smith Plc - SMDS
Duck Creek Technologies Inc - DCT
DXC Technology Company - DXC
Dynapower Company, LLC
Dynatrace Inc - DT
Veeva vs IQVIA, SDI Group, Rightmove, Watsco, FERG, Core & Main, Evotec, Dynatrace, Jamf
Dynatrace: Cybersecurity & Observability Customer Perspective
Tesla Insurance, Topicus, HWDN France, O'Reilly, UnitedHealth, TechTarget, Dynatrace, CCOI, Brockhaus, Alpha Group
Datadog, AppDynamics, & Observability Products
ServiceNow: Customer Maturity, New Products & Value Realization
Datadog, Open Telemetry, & A History of Observability
Perimeter Solutions vs Fortress, FTAI, Intuitive Surgical, Capital One, TerraVest, Bonesupport, TDG, Ryerson, Dynatrace
Chronosphere: Datadog, Prometheus, & Centralizing Observability
Dynatrace: Datadog, User Personas & Switching Costs
Dynatrace: Sales Org & GTM Strategy
Dynatrace: APAC Observability SaaS Market Dynamics
TSLA, Brown & Brown, Rolex & Watches of Switzerland, DJCO, Belron, VEEV, bioMĂ©rieux, Dynatrace, TechTarget
E
Eastman Chemical Company - EMN
Eaton Corporation plc - ETN
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Proponent, HEICO, & Aerospace Distribution
HEICO: PMA vs OEM Power
Boeing Propulsion: OE and Aftermarket Strategies
HEICO & PMAs, Waters Corp, CarMax, Evolution Gaming, Cogent & Hyperscalers, Spotify, Wayfair
TransDigm Group Podcast
eBay Inc - EBAY
Ebgo Electric Bikes
Ebury
EDGE Pipeline
Elanders - ELAN
Elastic N.V. - ESTC
MongoDB: Vector Search, Displacing Postgres & DynamoDB
MongoDB: Atlas vs Self-Hosted, Competition & Postgres
Elastic: Customer Perspective
Elastic Positioning & Growth Strategies
MongoDB: Engaging Developers, Cost Optimization & Migrations
Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC
MongoDB, Snowflake vs Databricks and the GenAI Tech Stack
MongoDB: Sales Org Incentives, Growing Accounts & Consumption Model
Weekly Update: New Weekly Format, AWS Sales Strategies, SNOW, & CVNA
Dynatrace: APAC Observability SaaS Market Dynamics
Electrify America
Electronic Arts Inc - EA
Keywords Studios: Cross-selling, M&A, & AI Risks
Keywords Studios: Competitive Analysis
Microsoft Gaming: Xbox Cloud & Game Pass
HEICO: Wencor Analysis, Carvana's IRCs, SpaceX, Keywords Studios, Mainfreight
Microsoft Gaming: Xbox vs PlayStation Positioning
Keywords Studios: Sales Process, Single Service BPO's & Competition
Google Stadia: Challenges Scaling a Cloud Gaming Service
Elevance Health Inc - ELV
Privia Health: Athena Integration & Payer Rate Negotiations
US Value-Based Healthcare: Physician Incentives
Elevance Health, UnitedHealth, Aetna & the US VBC Market: Payor-Provider Dynamics
UnitedHealth: Partner Healthcare Providers' VBC Migration Challenges
Agilon Health: US Physician Enablement Market Dynamics
UnitedHealth, Elevance, Cigna & Value-Based Care: Acquiring vs Partnerships with Healthcare Providers
LOAR, O'Reilly, IQVIA vs VEEVA, ELV, UNH, Markel & Kinsale, Rightmove, Medpace
Embrace Pet Insurance
Embracer Group AB - EMBRAC
EMI Group - SNE
e-motion experts GmbH
Enghouse Systems Ltd - ENGH
Enphase Energy Inc - ENPH
Entain plc - ENT
enviolo
Envista Holdings Corporation - NVST
EPAM Systems Inc - EPAM
Epic Games
Epiroc - EPI
EQS Group AG - EQS
Equals Group
Equinix Inc - EQIX
EquipmentShare
Sunbelt, United and Herc Rentals: Customer Perspective
Rightmove vs CoStar, AppFolio vs Yardi, Analog & TXN, CDLX, TRUP, Equipment Rental, Dino, CPRT, PRKS, Clarivate
Halma, Loro Piana vs Brunello Cucinelli, Lithia & Servicing ICE vs EV, Rightmove, Align, Visma, Medpace, Equipment Rental
Herc, Sunbelt, United Rentals: Equipment Rental Buying & Pricing
EquipmentShare: Competing with Sunbelt and United Rentals
Herc Rentals, Sunbelt, & United Rentals Competition
Ashtead, Herc, & United Rentals: Equipment Rental Market Growth Prospects
EquipmentShare: T3 Platform & Branch Operations
Essensys
Essentra plc - ESNT
Zara's Supply Chain, Dino Polska, Spotify, Fever Tree, Keywords, CACC, Essentra
Essentra Business Model, Product Mix, & Pricing Power
CACC & IP Surveys, Nemetschek / Autodesk, HEICO, Mainfreight, Alteryx, Essentra
Essentra, AMZN Fresh, AppFolio, West Pharma & Stevanato, Moncler, WINE
Essentra PLC
Essentra PLC: Moss Express and Richco
Trupanion, HEICO / Wencor MRO, Alteryx, SNOW, Essentra, FD Technologies
Essentra Components History and Business Quality
EssilorLuxottica Société anonyme - EL
ESTERLINE TECHNOLOGIES - ESL
Etihad Airways
ETL Global
Etsy Inc - ETSY
Eurocash S.A. - EUR
Eurofins Scientific SE - ERF
Eurofins Scientific: Clinical Diagnostics Lab Network
bioMĂ©rieux: The BioFire Platform
Eurofins Scientific: A Food Testing Customer Perspective
Eurofins Scientific: Lab Network Structure & Scale
Eurofins Scientific: Food Division, Real Estate Contracts & Org Structure
ADSK vs Procore, FTAI & CFM56 MRO, Belron, Topicus, Eurofins, Cogent, UnitedHealth, Ametek, Pets at Home
Eurofins Food & Microbiology Lab Economics
European Central Bank - ECB
EVgo Inc - EVGO
EVI Industries Inc - EVI
Evolent Health Inc - EVH
Evolution - EVO
Investor Dialogue: Evolution Gaming Short Report
Burford Capital, Evolution Gaming, Atlassian, Wayfair, R1, Becle, LTL
Weekly Update: Carvana, ADESA, ACV, & Wholesale Auto Auctions
Weekly Update: The Trade Desk & CTV Value Chain Power Dynamics
Evolution Gaming: Aggregator / Operator Relationship
Evolution Gaming & Unregulated Asian Gaming Markets
Weekly Update: Burford Capital & YPF Risk-Reward
Weekly Update: Electrocomponents, Bechtle AG, & B2B Distribution
Evolution Gaming: Workings Of A Crypto Casino
GYM, Danaher Cytiva Consumables, Lifco, Waters Corp, Terravest, Domino's, GoEasy, PRKS, EVO
Evolution Gaming, Red Tiger, & Online Casino Gaming Regulation
Evolution Gaming: A SE Asia Operator Perspective
CSU, Vitec, Lifco, Teqnion, & M&A Accounting, Danaher Business System, GoEasy, Inchcape, Wayfair, LGI, EVO
Evolution Gaming, Kambi, & US Gaming Regulation
Evolution Gaming vs Pragmatic Play
Weekly Update: Airbnb's TAM
Evolution Gaming: B2B Aggregators and Regulatory Outlook
Vitec, CSU & Lifco, CACC vs Westlake, GOOG Stadia, DHR & Cytiva Filtration, LGIH, UMG, Gyms, ACV Auctions
Evolution Gaming: Supplier / Aggregator Relationship
Evolution Gaming's Asia and Crypto Risk
Evolution Gaming: US Competition
Evolution Gaming: Game Development Process
Burford & Insurance-Backed Funding, Discount Gyms, AppFolio, EVO, ACV Auctions, ODFL
Howdens, Intuitive Surgical, Vistry, Evolution Gaming, AMZN vs Wayfair, TransDigm, Palo Alto
Top 10 Articles of 2023 & IP Annual Review
Ferguson, Vroom Diagnosis, Inchcape, EVO's APAC Operations, Sunbelt Specialty Equipment
Evolution Gaming: Crypto Player Behaviour & Payments Flow
Evolution Gaming: Europe vs Asian Live Casino Distribution
Evolution Gaming: US Regulatory Environment
Evolution Gaming: APAC GGR by Country & Crypto Casinos
Evolution Gaming: Asian B2B Landscape
Investor Dialogue: Evolution Gaming & Live Casino Competition
Burford Capital: Law Firm Survey, GYM & Discount Gyms, Hilton, EVO, DDOG & SNOW, Vistry Group, W vs AMZN, Fortinet
Building an Online Live Casino Offering
HEICO & PMAs, Waters Corp, CarMax, Evolution Gaming, Cogent & Hyperscalers, Spotify, Wayfair
Evolution Gaming: Asia iGaming Value Chain & Crypto Casinos
Ezugi, Evolution Gaming, & LATAM Live Casino
Weekly Update: Top 10 Interviews in 2021, Danaher, and IP in 2022
Evolution Gaming, NetEnt, & Online Gaming Regulation & Tax Outlook
Evolution Gaming's Asia & Crypto Risks, MSFT Gaming, Copart, United Parks, TRUP, LGI, Inchcape
Evotec SE - EVT
Expedia Group Inc - EXPE
Expeditors International of Washington Inc - EXPD
eXp World Holdings Inc - EXPI
F
F5 Inc - FFIV
FanDuel - FLTR
Farfetch Limited - FTCH
Fastenal Company - FAST
Fastpayhotels
Faurecia - EO
FDM Group (Holdings) plc - FDM
FD Technologies plc - GYQ
FedEx Corporation - FDX
Fedex Freight, Old Dominion, & US LTL Trucking
Weekly Update: AMZN US Logistics, Ashtead, Snowflake, NOW, Hearing Aids, Confluent
Choosing LTL Carriers: A Customer's Perspective
Weekly Update: Amazon, Fedex & Shopify Fulfillment, CSU, Aldi, Alcon, MNDY
Amazon Logistics: US Network Buildout & Rationalization
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
Old Dominion Freight Line: National Account Management & Expedite Services
Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch
Fedex Express: The Design & Evolution of a Delivery Network
Amazon: How a Unit Flows through the Network & Unit Costs
Feelunique - LVMH
Ferguson plc - FERG
Veeva vs IQVIA, SDI Group, Rightmove, Watsco, FERG, Core & Main, Evotec, Dynatrace, Jamf
Core & Main & Waterworks Distribution: A Supplier's Perspective
Watsco, Ferguson: HVAC OEM-Distributor-Contractor Relationship Dynamics
ACV Auctions Survey, Stevanato, Danaher, FERG, UMG, GoEasy, Miller Industries, GYM
Ashtead Survey: Competition w/ Indie Equipment Rental Firms, Ferguson vs Watsco, Appfolio, Vistry
Ferguson PLC: Plumbing, Waterworks, & HVAC Business Quality
Ferguson, Vroom Diagnosis, Inchcape, EVO's APAC Operations, Sunbelt Specialty Equipment
Ferguson vs Watsco: HVAC Distribution
Watsco Customer Survey: Service Quality, SEER, and Replacement Demand
Ferguson: Waterworks and Plumbing Distribution
Watsco & FERG Customer Survey, Veeva Systems, IQVIA, Lumine, Indutrade, Smartsheet & MNDY, Inchape & Chinese OEMs, PPC
Ferrari N.V - RACE
Top 20 Free In Practise Interviews
Aston Martin, Ferrari, & Luxury Auto Dealer Networks
Aston Martin: Wholesale to Retail-led Distribution
FTAI & Chromalloy CFM56 HPT PMA, Ferrari EVs, HWDN France, CMG, BLDR, Smartsheet, Palo Alto, Macfarlane
Ferrari: Values and Culture of a Prestigious Automaker
The Ferrari Way
Ferrari: Pre-Owned Market & Hybrid Model Demand
Ferrellgas Partners, L.P.
Fetch Pet Insurance
Fevertree Drinks PLC - FEVR
Fever Tree: Sourcing, Bottling, & Demand Planning
Fever Tree Australia: Positioning & Distribution Strategy
Zara's Supply Chain, Dino Polska, Spotify, Fever Tree, Keywords, CACC, Essentra
Investor Dialogue: Fever Tree
Fever Tree: Off-Premise Channel Update
Diageo, Fever Tree, Naked Wines & A History of US Alcohol Distribution
Fever Tree vs Monster Beverage Distribution Strategy
Weekly Update: Fever Tree US vs UK Growth Opportunities
Q Mixers: US Distribution
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
Double Dutch & UK Premium Mixer Market
Weekly Update: Circle K Norway's EV Experiment Lab
Fever Tree: US History and Opportunity
Fever Tree vs Q-Mixers: On-Premise Battles
Fentimans, Fever Tree, & US Premium Mixer Distribution
Fever Tree US Competition
Fever Tree US vs UK Growth Opportunities
Fever Tree: US Distribution
Fever Tree: Gross Margin Outlook
Monster, Fever Tree & Non-Alcoholic Beverage Distribution
Fever Tree: Southern Glazer's US Distribution Relationship
Q-Mixers vs Fever Tree: On-Premise Channel
Fever Tree: UK History and Gross Margin Outlook
HEICO, Keyword Studios, AWS / Azure TAM, SPOT, Fever Tree, Hashicorp, MFT, Trustpilot
Fielmann Aktiengesellschaft - FIE
First Brands Group, LLC
Fitness Park
Five Below Inc - FIVE
Fiverr International Ltd - FVRR
Fix Auto World
Fluence Energy Inc - FLNC
Flutter Entertainment plc - FLTR
Flybe
Ford Motor Company - F
Fortinet Inc - FTNT
Fortinet: Channel Breakdown, Competition & Bundle vs Point Solution
Zscaler: Sales Org & Competition in SASE
Palo Alto Networks: Sales Process for SASE
Howdens, Intuitive Surgical, Vistry, Evolution Gaming, AMZN vs Wayfair, TransDigm, Palo Alto
Palo Alto, Zscaler & SASE Market: Pricing Dynamics and Competition
Fortinet: Competitive Landscape & SASE Transition
Burford Capital: Law Firm Survey, GYM & Discount Gyms, Hilton, EVO, DDOG & SNOW, Vistry Group, W vs AMZN, Fortinet
Boeing vs TDG, HEICO, TTD & NFLX Ads, Brookfield, Burford, Instalco, LGIH, KMX & CVNA, Fortinet
Fortinet: GTM Structure, SD-WAN & SASE
IP Company Learning Journeys, Update on Our Offering, Instalco, SpaceX, Capital One, KPG, Fortinet
Fortive Corporation - FTV
Four Seasons Health Care
Foxtons Group plc - FOXT
FranklinWH
Frontdoor Inc - FTDR
FTAI Aviation Ltd - FTAI
Intuitive Surgical, Danaher, FTAI & AAR, Carvana, LGI, Smartsheet, LPX, MongoDB, Flutter, Idun, Lifco
FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB
FTAI Aviation: CFM56 Repair & Module Swap Process
Perimeter Solutions, ZYN, Computer Modelling Group, MTU Aero, FTAI, RTX, Loar, PM, LX, Becle, Macfarlane, Auto Partner
FTAI & CFM56 MRO Supply vs Demand
FTAI, Chromalloy & the CFM56 HPT Blade PMA
Perimeter Solutions vs Fortress, FTAI, Intuitive Surgical, Capital One, TerraVest, Bonesupport, TDG, Ryerson, Dynatrace
FTAI & Chromalloy CFM56 HPT PMA, Ferrari EVs, HWDN France, CMG, BLDR, Smartsheet, Palo Alto, Macfarlane
FTAI Aviation: CFM56 Lease Contract, Module Swaps, & PMA
FTAI Aviation
CFM56 Airfoils: Scrap Rates and Repairs
FTAI Aviation CFM56 Module Swap Offering & Addressable Market
CFM56 Engine: LLPs and HPT Blades
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
IP Research Roundup: Transdigm, Loar, HEICO, FTAI
MTU Aero, FTAI, & Pratt & Whitney: V2500 & CFM56 Overhaul
FTAI Aviation: Customers, LPT Swaps & Core Restoration Risks
FTAI Aviation: CFM56 LLP and USM Parts
ADSK vs Procore, FTAI & CFM56 MRO, Belron, Topicus, Eurofins, Cogent, UnitedHealth, Ametek, Pets at Home
FTAI Infrastructure Inc - FIP
Fursure
G
GameStop Corp - GME
Games Workshop Group PLC - GAW
GAN Limited - GAN
Gartner Inc - IT
Geely
GEICO
US Auto Collision & Repair: An Insurer's Perspective
Rightmove, GEICO & ADAS, Vitec Software, AO, TI & Analog, MNDY, Evotec, Sunbelt / URI, Clarivate
Safelite & US Auto Glass Repair: Relationships with Insurers
Halma, Rolex & WOSG, RH, Roper, Belron, Ocado, Daily Journal, Idox, Cogent
US Auto Insurance: ADAS Impact on Pricing
Generac Holdings Inc - GNRC
General Electric Company - GE
Intuitive Surgical, Danaher, FTAI & AAR, Carvana, LGI, Smartsheet, LPX, MongoDB, Flutter, Idun, Lifco
FTAI Aviation: CFM56 Repair & Module Swap Process
Challenges for Aircraft Lessors
FTAI & CFM56 MRO Supply vs Demand
FTAI, Chromalloy & the CFM56 HPT Blade PMA
FTAI Aviation
CFM56 Airfoils: Scrap Rates and Repairs
FTAI Aviation CFM56 Module Swap Offering & Addressable Market
CFM56 Engine: LLPs and HPT Blades
CFM International: 37 Years Selling Aircraft Engines
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
MTU Aero, FTAI, & Pratt & Whitney: V2500 & CFM56 Overhaul
TransDigm: Boeing vs OEM Supplier Bargaining Power
FTAI Aviation: Customers, LPT Swaps & Core Restoration Risks
FTAI Aviation: CFM56 LLP and USM Parts
General Motors Company - GM
Genesis Finance
Genie
Gerber Collision & Glass
Gerresheimer AG - GXI
Getaround
Getir
GET Thailand
GetYourGuide
GFL Environmental Inc - GFL
GitLab Inc - GTLB
Givaudan SA - GIVN
GLG - GLG
Global-E Online Ltd - GLBE
Global Fashion Group S.A. - GFG
Global Payments Inc - GPN
Glovo
GN Store Nord - GN
GoDaddy Inc - GDDY
goeasy Ltd - GSY
GoEasy: Subprime Lending Data Advantage
GYM, Danaher Cytiva Consumables, Lifco, Waters Corp, Terravest, Domino's, GoEasy, PRKS, EVO
CSU, Vitec, Lifco, Teqnion, & M&A Accounting, Danaher Business System, GoEasy, Inchcape, Wayfair, LGI, EVO
ACV Auctions Survey, Stevanato, Danaher, FERG, UMG, GoEasy, Miller Industries, GYM
GoEasy: Loan Underwriting Quality
GoEasy: Store Operations
Go-Jek
Goodfood Market Corp - FOOD
Goodman Jones
Google - GOOG
Selling Microsoft Office 365 Commercial
Alphawave: Hyperscaler Customer Chip Development
AWS Series: Kubernetes & The Portability Illusion
The History of x86, ARM, & Amazon's Graviton Processor
Google AI in Search, YouTube, Assistant vs ChatGPT
Snowflake, Synapse, and Redshift: Customer Angle
Top 20 Free In Practise Interviews
The Media Planning and Buying Process
Weekly Update: AMZN US Logistics, Ashtead, Snowflake, NOW, Hearing Aids, Confluent
Cogent Communications: Hyperscalers' Dark Fiber Demand
AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
Amazon Web Services: EC2 Graviton Strategy
AWS: Culture, EC2, EBIT Margins & Market Share Outlook
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Restaurant vs Hotel Distribution & FDM Group
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Amazon Ads: 1P and 3P Spend Breakdown
Google Workspace: SMB to Enterprise Sales
Spotify Podcast Ads, Danaher, Yelp, XPEL, IMCD, Atlas Copco, Becle, XPO Logistics
SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition
Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving
Microsoft 365, Google Workspace & Selling through the Channel
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
New Enterprise Subscription Tier: Constellation Software, AMZN, BUR, JDG, Wix, TSLA
KAYAK: History and Future of Travel Search
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Amazon Advertising: Endemic & Non-Endemic Ads
Weekly Update: Amazon, Fedex & Shopify Fulfillment, CSU, Aldi, Alcon, MNDY
Amazon Ads, ADPma & PMA Parts, Teams vs Slack, Office 365, YouTube, Serial Acquirers, & IP Primary Research Centre
Snowflake: Investment Trends & Cost Optimization
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Google Search, Bing & The Threat Of Disruption
Airbnb: Org Structure, Culture, & Growth Challenges
Pinterest: Middle of the Funnel
Amazon Advertising: Decoupling from GMV
AWS: Running a Hyperscale Data Center
In Practise on Spotify, AMZN Advertising, Kelly Partners Group, United Rentals, 10x Genomics, Grenke
AWS Series: Kubernetes & The Portability Illusion
Spotify, Vitec, IMCD, HelloFresh, AmSafe & HEICO, Michelin, HashiCorp, LTL, AvidExchange
Just Eat: Lessons from Scaling an Online Marketplace
AWS: Containers, Kubernetes, & EC2 Stickiness
Wayfair Supplier Survey, ASOS, YELP, Countrywide & UK Housing, Cardlytics, Tecsys
Vitec, CSU & Lifco, CACC vs Westlake, GOOG Stadia, DHR & Cytiva Filtration, LGIH, UMG, Gyms, ACV Auctions
YouTube, Twitch, & Live-Video Monetisation
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation
Amazon Ads, Google DoubleClick & the Ad Tech Value Chain
Snowflake Positioning vs AWS, GCP, Azure
Yelp: Local SMB Model
Spotify Podcasting: Original Content Strategy
Spotify Podcast Ads: Monetising a Megaphone Show
Snowflake: IaaS vs PaaS & Analytics Budgets
Microsoft Teams: Product Evolution, Strategy & Competition
AWS Series: Graviton’s Process Power
Google & Travel Value Chain Structure
Google Travel: Debating Potential Abuse of Market Power
Amazon Web Services: Data Center Economics
Amazon Ads & The Retail Media Landscape
Investor Dialogue: Amazon Web Services
Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
AWS Graviton’s Process Power
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
Weekly Update: Bergman & Beving, Lagercrantz, Zoetis, Cogent, ONEW, Addlife, Essensys
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
Azure, GCP, BigQuery, Snowflake & Cloud Competition
Tremor International Growth Opportunities and Challenges
Yelp: From SMB to Enterprise Clients
Pinterest Positioning, Attribution & IDFA
Amazon Advertising
Booking Holdings: Travel SEO and SEM Travel
Google Workspace vs Microsoft 365
Weekly Update: New Weekly Format, AWS Sales Strategies, SNOW, & CVNA
Snowflake & Databricks: Comparison, AI & Convergence of Offering
Spotify: Podcast Advertising Value Chain
Google: Selling Display Advertising
Hyperscalers: Cloud TAM
Google Stadia: Challenges Scaling a Cloud Gaming Service
Amazon Web Services
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
Yelp vs Google: SMB Ad Agency Perspective
Gorillas
Goyard
Grab Holdings Limited - GRAB
Grafana Labs - GRAFANALABS
GRAIL
Grainger plc - GRI
Greatview Aseptic Packaging Company Ltd - HKG0468
Great Wall Motor Company Limited - 2333
Gree Electric