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
ABB - ABB
Abbott Laboratories - ABT
AbbVie Inc - ABBV
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
In Practise 2024: Year In Review
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
ADESA: Power Dynamics Post-Carvana Acquisition
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
Carvana: ADESA & the Rental Fleet Remarketing Process
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
Industrial Holdcos: Danaher, Lifco, Perimeter, Diploma, Halma, B&B, Lagercrantz, Addtech, Judges
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
Addtech & Lessons from 25 years at Leading Nordic Serial Acquirers
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
Amazon Logistics, PRM, Vitrolife, Sartorius, Richemont, Rolls-Royce, Addtech, EVO, TSLA, Bonesupport
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
Röko IPO & Swedish Serial Acquirers
Lifco vs Halma: M&A Team Structure & Incentives
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
Adecco Group AG - ADEN
ADESA
Lithia, Penske & Remarketing Off-Lease Vehicles
Copart: New Market Expansion Process & Challenges
ADESA: Power Dynamics Post-Carvana Acquisition
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
Carvana: Reconditioning & Selling Off-Lease Vehicles
ADESA, Manheim, & US Wholesale Auto Auctions
Boeing vs TDG, HEICO, TTD & NFLX Ads, Brookfield, Burford, Instalco, LGIH, KMX & CVNA, Fortinet
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
America's Auto Auction, ADESA, Manheim, & US Wholesale Auctions
adidas AG - ADS
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, Cash App: Commoditization & Switching Costs of Payment Processing Platforms
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
Adyen: Balancing Global Reach with Local Expertise
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
Adyen: Merchant Switching Costs & Price War
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
Adyen, Cash App: Navigating Complex Payment Partnerships
Formula 1, Microsoft Copilot, Netflix, Adyen, Subprime Autos, WIZZ, Veralto
Boeing vs TransDigm, Adyen, Brunello Cucinelli, AMZN, Marlowe
Adyen: Pricing & Competition
Adyen: A Merchant's Perspective
Adyen: Entering New Markets
Aegean Airlines S.A. - AEGN
Aena SME S.A. - AENA
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
CFM56 and Business Jet Maintenance: Fleet Owner Perspective
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
Centene: Medicaid Margins & Provider Network Challenges
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
AGC Biologics
AGCO Corporation - AGCO
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
Agility Robotics
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
Airbnb vs HomeAway: Inventory Quality
From eBay to Airbnb: Marketplace Lessons
Airbnb: Scaling the Supply Side
Airbnb's TAM
Airbnb: Org Structure, Culture, & Growth Challenges
Weekly Update: Airbnb's TAM
Perimeter Solutions, Airbnb, Tesla, HEICO, CMG, Croda, TerraVest, TopBuild, Zscaler
US Flag Carrier Airlines: Culture, Margins, and Business vs Leisure Travel
Airbnb Experiences
Airbus SE - AIR
Airbus: Launching A320neo versus Boeing 737
OHB & European Space Systems
Lufthansa Technik: 30 years of Base & Line Maintenance
Howmet & Precision Castparts: Pricing Power & Negotiating with Rolls-Royce
Designing, Approving, and Selling PMAs
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
Precision Castparts vs Howmet: Airfoil Casting Competition & Pricing
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
Rolls-Royce: History and Outlook of Trent 1000 and UltraFan
Precision Castparts vs Howmet: Culture and Pricing Power
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
Howmet & PCC, Judges Scientific, McKesson, Ryanair, FormFactor & Technoprobe, AMETEK
Spotify, Vitec, IMCD, HelloFresh, AmSafe & HEICO, Michelin, HashiCorp, LTL, AvidExchange
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
Melrose Industries: GKN Aerospace Special Products Group
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
Constellation vs Software PE, CCC, LVMH, CellaVision, Celsius, RH, CVNA, Kinsale, Lithia, Supply Network, CACC, Melrose
TransDigm Group Podcast
Boeing, TransDigm, & a History of Aftermarket Distribution
Air Lease Corporation - AL
Air Products and Chemicals Inc - APD
Airtable
Airwallex
Aker BP - AKRBP
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
Allica Bank
Ally Bank
Ally Financial Inc - ALLY
Capital One vs Bridgecrest: Servicing Carvana and DriveTime Subprime Loans
Credit Acceptance, Capital One, Westlake: Competing for Subprime Auto Loans
FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi
Exeter Finance: Servicing Subprime Auto Loans
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
Capital One Auto Navigator: Defining Credit Policies
Carvana: Selling Loans to Ally Financial
Carvana, Ally, and Prime vs Non-Prime Auto Loan Gross Profit
Santander US: Originating Subprime Auto Loans
Alphabet Inc - GOOG
AWS & Hyperscalers vs Lambda, CoreWeave & Mid Tier GPU Cloud Providers
Cogent Communications: Hyperscalers' Dark Fiber Demand
Google DeepMind: AlphaFold & the Biologic R&D Process
Google Workspace: SMB to Enterprise Sales
The Trade Desk: Risks & Relationships with Large Advertisers
Tesla vs Waymo: Autonomous Driving & Long Tail Data
KX: Data Processing Efficiency
Primary Research Methods: Our Process
Waymo: Cash Breakeven & Software Portability
Spotify, Vitec, IMCD, HelloFresh, AmSafe & HEICO, Michelin, HashiCorp, LTL, AvidExchange
Spotify Podcasting: Original Content Strategy
Spotify Podcast Ads: Monetising a Megaphone Show
Microsoft Copilot, ChatGPT, & LLM Profitability
KX: Growth Challenges Beyond Financial Services
Just Eat Takeaway, Google, Experian, AB InBev, Hermès, FEVR, IDEXX, Belron, Procore, Wayfair, GXO
Google Workspace vs Microsoft 365
The Trade Desk: CTV DSP Competitive Landscape
Tesla: Artificial Intelligence in Autonomous Driving
Spotify: Podcast Advertising Value Chain
Hyperscalers: Cloud TAM
Google Shopping vs European Price Comparison Lawsuit
Alpha Group International plc - ALPH
Alphawave IP Group plc - AWE
Alta Equipment Group Inc - ALTG
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 & Hyperscalers vs Lambda, CoreWeave & Mid Tier GPU Cloud Providers
Amazon Logistics: Regionalization, Cross-Docking & Fulfillment Cost Optimization
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.
The Trade Desk: CTV Take Rates & Competitive Landscape
Shein: Perspective of a Supplier
Amazon vs Temu: Business Model & Logistics
Dollar General: Labor and Strategic Challenges
Burford Capital, Evolution Gaming, Atlassian, Wayfair, R1, Becle, LTL
Tesla: Humanoid Robotics
Snowflake, Synapse, and Redshift: Customer Angle
Netflix, The Trade Desk: CTV Campaign Economics & Publisher Positioning
Top 20 Free In Practise Interviews
Netflix India: Market Overview & Content Strategy
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
Amazon, Carvana, Wayfair, SHEIN & Vertically-Integrated Ecommerce
Douyin, PDD, Taobao, & JD: a Merchant Perspective
Wayfair & Impact of Potential Tariffs - A Supplier’s Perspective
New Relic vs Datadog: Fight for Observability
Netflix, The Trade Desk: Colgate Programmatic CTV Case Study
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
Wayfair: Cost Structure & Culture
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
Netflix: International Originals Ramp Up & Roald Dahl Acquisition
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
Primary Research Methods: Vetting Executives
AWS Series: Hyperscale Data Centers, Physical Moats, & Server Lifetime
The Trade Desk: Risks & Relationships with Large Advertisers
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
Tesla vs Waymo: Autonomous Driving & Long Tail Data
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
Waymo vs Tesla: Perception, Behavior, & End-to-End Machine Learning
Netflix, The Trade Desk: CTV Campaigns Direct vs Biddable Tradeoffs
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Amazon Robotics: Sparrow, Sequoia & Automation Economics
McKesson Corporation: Medline Med-Surg Distribution Economics
KX: Data Processing Efficiency
Burford & Elliott vs Argentina, CACC, SHEIN, Smurfit / WestRock, MaxCyte, Alteryx
Netflix, The Trade Desk, & Linear to CTV Advertising
Primary Research Methods: Our Process
Howmet & PCC, Judges Scientific, McKesson, Ryanair, FormFactor & Technoprobe, AMETEK
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
A History of Amazon Business
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
Amazon Retail: Variable Costs per Unit Efficiencies
Amazon vs Wayfair: EU Heavy & Bulky Market Challenges
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
Fever-Tree / Molson Coors, FTAI Short Report, Tesla, Sartorius, CVNA, Farfetch & China Lux, CCC, Zoetis
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
Amazon Robotics & The Rise of Warehouse Automation
Wayfair: Scaling Asia Partner Solutions & Operational Challenges
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 Logistics, PRM, Vitrolife, Sartorius, Richemont, Rolls-Royce, Addtech, EVO, TSLA, Bonesupport
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
Bergman & Beving, Wayfair, Howmet, Spirits vs Beer Distribution, Netflix, Veralto
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 Business: Healthcare Product Distribution
Amazon Ads & The Retail Media Landscape
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Danaher Business System, Amazon B2B Distribution, Markel, Subprime Autos, Lifco, CVNA
Amazon Retail
Etsy, Amazon Handmade, & Potential Limitations to Scale
Major Record Labels: Business Model Evolution
Investor Dialogue: Amazon Web Services
Wayfair: Market Share & Competitive Intelligence
Wayfair: Marketing Strategy & Challenges
The Trade Desk: Freewheel Ad Server & Publisher Monetization
Formula 1, Microsoft Copilot, Netflix, Adyen, Subprime Autos, WIZZ, Veralto
Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
AWS Graviton’s Process Power
The Trade Desk: Pluto Monetization Journey
Boeing vs TransDigm, Adyen, Brunello Cucinelli, AMZN, Marlowe
Microsoft Copilot, ChatGPT, & LLM Profitability
Dollar General: Supply Chain Challenges
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
KX: Growth Challenges Beyond Financial Services
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
Netflix: International Content Creation & Analysis Process
Weekly Update: IP Forum, Wayfair & CastleGate Logistics Penetration
GXO and Third-Party Logistics
Amazon Robotics & Challenges with Humanoid Robots
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
Dollar General: COVID Hangover & Cultural Challenges
The Trade Desk: CTV DSP Competitive Landscape
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
GE, Safran, FTAI, and CFM56, AMZN B2B Distribution, NFLX, ASML, Farfetch & Cettire
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
Wayfair vs TEMU: Competing for Small Ticket Items
Hyperscalers: Cloud TAM
Amazon Web Services
Wayfair, Amazon, and Building Global Ecommerce Supply Chains
Weekly Update: Naked Wines FY22 Results & Reflections
Wayfair: Marketing Strategy & Brand Building Challenges
Atlassian: Reselling Jira and Confluence
Wayfair Final Mile Delivery: Operations & Economics
Constellation Software Deal Sourcing, Netflix, TTD & CTV, Moody's, PRM, Analog Devices, Waymo
InPost & The Automated Parcel Machine (APM) Industry
Weekly Update: Top 10 Interviews in 2021, Danaher, and IP in 2022
Wayfair: Drayage Process & Economics
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
McKesson Corporation: Medline and US Rebate Pricing System
Ocado Swarm Robotics & The Next Frontier in Warehouse Automation
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
Broadcom: VMWare Acquisition & Cloud Transition
Broadcom: Operating Philosophy & Culture
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
NVIDIA & Generative AI Fundamentals
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
AMETEK: Paragon Medical Acquisition
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
Addtech & Lessons from 25 years at Leading Nordic Serial Acquirers
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
IP Fieldwork Podcast: Lifco vs Halma, M&A Team Structure & Incentives
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 Subsystem Strategy & Software Expertise
Analog Devices & Texas Instruments: Semiconductor Market Dynamics
Rightmove, GEICO & ADAS, Vitec Software, AO, TI & Analog, MNDY, Evotec, Sunbelt / URI, Clarivate
Analog Devices vs Texas Instruments: Competitive Positioning
Weekly Update: Amazon Retail Unit Economics, Databricks vs SNOW, Texas Instruments, Sonova, WANdisco
Analog Devices: Software & Subsystems
Analog Devices: Subsystem Strategy
Angelalign Technology Inc - 6699
Anheuser-Busch InBev SA/NV - BUD
AB InBev & US Beer Distribution
Fever-Tree: Molson Coors Partnership & US Off-Premise Distribution
Fever-Tree and Beer vs Spirits Distribution Networks
Heineken: Footprint Rationalization & Supply Chain Optimization
Molson Coors, Fever-Tree, & US Grocery & C-Store Distribution
Just Eat Takeaway, Google, Experian, AB InBev, Hermès, FEVR, IDEXX, Belron, Procore, Wayfair, GXO
Antech Diagnostics
Anthem Inc - ANTM
Anthony James Partners
A&O Johansen A/S
Aon plc - AON
AO World PLC - AO
APCO
AP Moeller - Maersk A/S - MAERSKB
Apollo Global Management Inc - APO
Apollo Health
Appdynamics
AppFolio Inc - APPF
AppFolio: Selling to 5,000 Unit Property Managers
AppFolio: Value-Added Services
AppFolio: Challenges Winning Enterprise Customers
AppFolio vs Yardi: Market Size & Strategic Positioning
Netflix Ads & The Trade Desk, AppFolio, IDEX, Westlake, Mettler-Toledo, Hermès, AVGO, Lonza, FEVR, BFIT, TKWY
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
Markel Insurance Review, Precision Castparts vs Howmet, AppFolio, DG, John Deere, FEVR
Essentra, AMZN Fresh, AppFolio, West Pharma & Stevanato, Moncler, WINE
Ashtead Survey: Competition w/ Indie Equipment Rental Firms, Ferguson vs Watsco, Appfolio, Vistry
AppFolio: a 5,000 Unit Enterprise Customer on Switching Costs
AppFolio: SMB Customer Sales Process
Burford & Insurance-Backed Funding, Discount Gyms, AppFolio, EVO, ACV Auctions, ODFL
AppFolio
AppFolio: Moat, Retention, & Moving Upmarket
GE, Safran, FTAI, and CFM56, AMZN B2B Distribution, NFLX, ASML, Farfetch & Cettire
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
ASML: Supply Chain Resilience & Supplier Agreements
The Trade Desk: Risks & Relationships with Large Advertisers
Spotify Podcasting: Megaphone, SPAN & Programmatic
Waymo vs Tesla: Perception, Behavior, & End-to-End Machine Learning
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
Netflix: International Content Creation & Analysis Process
HEICO, Keyword Studios, AWS / Azure TAM, SPOT, Fever Tree, Hashicorp, MFT, Trustpilot
Applied Digital Corp - APLD
Applovin Corporation - APP
AptarGroup Inc - ATR
Aptiv Plc - APTV
Arch Capital Group Ltd - ACGL
Arch Insurance Group Inc
Ares Management Corporation - ARES
Argentex Group Plc - AGFX
Argo AI
Arhaus
Wayfair & Impact of Potential Tariffs - A Supplier’s Perspective
Wayfair: Cost Structure & Culture
Arhaus vs Restoration Hardware: Supplier Relationships, Pricing & Collections
Restoration Hardware: Product Philosophy & Vendor Relationships
Amazon vs Wayfair: EU Heavy & Bulky Market Challenges
Wayfair: Scaling Asia Partner Solutions & Operational Challenges
Wayfair: Marketing Strategy & Challenges
Wayfair: Marketing Strategy & Brand Building Challenges
Wayfair Final Mile Delivery: Operations & Economics
Wayfair: Drayage Process & Economics
Aristocrat Leisure Limited - ALL
LVMH, TransDigm, Wise vs SWIFT, Interpump, GXO, LGI Homes, Braze, Boyd Gaming, Ashtead Technology, Metro Bank
Danaher Cytiva & Pall Bundling, First Watch, Vitrolife, Ecolab, L&W, DJCO, Builders FirstSource, Alta Equipment, FTAI, Macfarlane
Light & Wonder: History of Casino Software
Boyd Gaming: Corporate Culture & Unifying the Tech Stack
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
Asahi Group Holdings Ltd - 2502
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
Lithia, Penske & US Franchised Car Dealers: ICE and EV Servicing
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
Belron, Boyd & the Auto Glass Repair Market: Vertical Integration Threat
Asda - WMT
Ashtead Group PLC - AHT
Sunbelt Rentals: Competition with Independent Equipment Rental Firms
In Practise 2024: Year In Review
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
Alta Equipment: End Market Cyclicality, OEM Relationship & Fleet Utilization
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
IP Fieldwork: Podcast on The Art of Primary Research
Ashtead Technology Holdings PLC - AT
LVMH, TransDigm, Wise vs SWIFT, Interpump, GXO, LGI Homes, Braze, Boyd Gaming, Ashtead Technology, Metro Bank
Ashtead Technology: Subsea Equipment Rental
Danaher Downstream Bioprocessing, AWS vs GPUaaS, VEEV, Ecolab, Atlas Engineered, Royal Caribbean, Vitrolife, BLDR, Lifecore, Croda
Ashtead Technology: Leadership History & Sources of Differentiation
ASML Holding N.V. - ASMLa
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
Next Plc: Fashion Risks & Sourcing Agility
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
Aspira Pathlab & Diagnostics Ltd - 540788
Assa Abloy AB - ASSA
Asseco Poland S.A. - ASOZY
Assicurazioni Generali S.p.A. - G
Associated British Foods plc - ABF
AsTech
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
AstraZeneca - AZN
ASUSTeK Computer Inc - 2357
Atea - ATEA
Atlantic Aviation
Atlanticus Holdings Corporation
Atlas Copco Group - ATCO
Atlas Engineered Products Ltd - AEP
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, Trimble & Construction Project Management SaaS
Procore Technologies: Pricing & Customer Pain Points
Nemetschek, Autodesk, & Media & Entertainment Software
Automation Anywhere
AutoNation Inc - AN
Lithia Motors: Servicing Economics
ADESA: Power Dynamics Post-Carvana Acquisition
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
Caliber, Gerber, Service King: Outsourcing US Auto Reconditioning
Topicus, Lithia, Roper, Cogent, Air Products / Linde, Volution, MKL, Belron, Ashtead, BrightSpring
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
AUTOonline
Auto Partner SA - APR
AutoStore Holdings Ltd - AUTO
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, bioMérieux, Dynatrace, TechTarget
MONRO: EV Threat to US Auto Repair Shops
Avalara Inc - AVLR
Avalon Healthcare Solutions
Avantor Inc - AVTR
Avid Bioservices Inc - CDMO
Avid Technology Inc - AVID
AvidXchange Holdings Inc - AVDX
Avis Budget Group Inc - CAR
Avon Protection plc - AVON
AXA SA - CSP
Axis Bank Limited - AXISBANK
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
Badger Meter Inc - BMI
Baidu Inc - BIDU
Bajaj Finance Limited - BAJFINANCE
Bajaj Finserv Ltd - BAJAJFINSV
Baker Hughes Company - BKR
Bally's Corporation - BALY
Balta Group - BALTA
Banco Santander S.A. - SAN
Capital One vs Bridgecrest: Servicing Carvana and DriveTime Subprime Loans
Metro Bank, Shawbrook and the UK Challenger Banking Market
Credit Acceptance, Capital One, Westlake: Competing for Subprime Auto Loans
Metro Bank: UK SME Lending & Competition With Smaller Banks
DriveTime: History of Ugly Duckling & Bridgecrest
Credit Acceptance, Westlake, Carvana, & US Auto Subprime Lending
Carvana, DriveTime, Bridgecrest: Repossessing Subprime Vehicles
Exeter Finance: Servicing Subprime Auto Loans
Metro Bank & UK Specialist Mortgage Market
Santander US: Originating Subprime Auto Loans
Buy-Here-Pay-Here Subprime Auto Dealers: Underwriting & Servicing Loans
Banfield Pet Hospital
Banking Circle Group
Bapcor Limited - BAP
Barclays PLC - BARC
Barratt Developments plc - BDEV
Barry Callebaut AG - BARN
Basf SE - BAS
Basic Fit N.V. - BFIT
Pure Gym vs The Gym Group
Basic-Fit, The Gym Group & Discount Gym Economics
JD Gyms: Disrupting UK Low Cost Gyms
The Gym Group Culture & Bournemouth Clustering Case Study
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
Basic Fit Spain: McFit Acquisition & Growth Opportunity
Discount Gyms, Domino’s, & Hotelling’s Location Model
The Gym Group & Discount Gyms
The Gym Group, JD Gyms, & Discount Gym Competition
Basic Fit Spain: McFIT History & Spanish Gym Market Structure
Loar Group, Align Orthodontists, BFIT France, CPRT International, Casey's, RMV, Storskogen
ènergie Fitness Franchise vs UK Discount Gyms
Technogym: Spanish Market Competition & Equipment Rebates
Pure Gym: Operational KPIs & Post-COVID Customer Behaviour
Basic Fit France: Gym Market Challenges
Pure Gym: Aberdeen Case Study & JD Gyms Competition
The Gym Group, Basic Fit & Discount Gyms
Basic Fit France: Rural Expansion & Clustering Strategy
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
BBB Foods Inc - TBBB
BCA Marketplace
Beam Suntory - STBFY
Bechtle AG - BC8
Beckman Coulter - BEC
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
bioMérieux: The BioFire Platform
Stevanato Group: Pharmaceutical Containers & Delivery Industry Overview
Becton Dickinson: M&A History, Culture & Management
Becton Dickinson: Bard Integration, Leadership, & Strategic Outlook
Just Eat Takeaway, Google, Experian, AB InBev, Hermès, FEVR, IDEXX, Belron, Procore, Wayfair, GXO
Cytek Biosciences: Flow Cytometry Competition
Becton Dickinson: Leadership Style & Organic Growth
Bed Bath & Beyond Inc - BBBY
Beezy
Bellway p.l.c - BWY
Belron
Safelite, Lithia & US Auto Body Shops: In-Housing Glass Repair
Driven Brands: Auto Glass Acquisition Integration
US Auto Collision & Repair: An Insurer's Perspective
Driven Brands & Auto Glass Repair: Competing vs Safelite
Caliber, Gerber, Service King: Outsourcing US Auto Reconditioning
Belron, Safelite, Boyd, & Auto Glass Repair: Commoditisation Risks
Just Eat Takeaway, Google, Experian, AB InBev, Hermès, FEVR, IDEXX, Belron, Procore, Wayfair, GXO
CCC vs Mitchell, Melrose, DHR, LVMH, Kinsale, Belron, Boyd, VEEVA, Wise, BLDR, Westwing, Triveni
Auto Glass & ADAS Suppliers: Switching Cost, ASIL Classification & Self-Calibration Challenges
Halma, Rolex & WOSG, RH, Roper, Belron, Ocado, Daily Journal, Idox, Cogent
Belron, Boyd & the Auto Glass Repair Market: Vertical Integration Threat
Safelite, Fuyao & OEM vs Aftermarket Autoglass : Supply Chain, Quality & Manufacturing
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
Bergman & Beving: The Capital Allocation Model
Lifco vs Halma: Org Structure & Opco Incentives
Constellation Software: M&A Team Structure & Deal Sourcing Process
Serial Acquirers: Purchase Price Accounting
Industrial Holdcos: Danaher, Lifco, Perimeter, Diploma, Halma, B&B, Lagercrantz, Addtech, Judges
Bergman & Beving
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Constellation Software: Deal Sourcing & Funnel Conversion
Bergman & Beving: Lagercrantz 2.0?
Halma: 1998-2005 Case Study
Indutrade: Unsuccessful Acquisition Case Study
Idun Industrier: Fredahl and Rydéns
Lifco: Dental Distribution & Culture
Addtech & Lessons from 25 years at Leading Nordic Serial Acquirers
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
Constellation Software, Vitec, & Röko M&A Sourcing: Proprietary vs Broker Channel
SDI Group: Challenges and Risks in the Acquirer Model
Indutrade: Industrial Deal Sourcing
Lifco vs Halma: M&A Team Structure & Incentives
Bergman & Beving, Luna, & Nordic Tools Distribution
Serial Acquirers
IP Fieldwork: Podcast on The Art of Primary Research
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
IP Fieldwork Podcast: Lifco vs Halma, M&A Team Structure & Incentives
Berkshire Grey Inc - BGRY
Berkshire Hathaway Inc - BRK.B
Berkshire Annual Shareholder Meeting Reflections
Markel Reinsurance: Alterra Capital Case Study
Howmet & Precision Castparts: Pricing Power & Negotiating with Rolls-Royce
Markel Reinsurance, Nephila, & Cat Risk
Markel Specialty Insurance Strategy & Expense Ratio
Precision Castparts vs Howmet: Airfoil Casting Competition & Pricing
GEICO vs Progressive: Competitive History and Outlook under Todd
Precision Castparts vs Howmet: Culture and Pricing Power
Tesla Auto Insurance, Claims, & Repair Costs
Primary Research Methods: Our Process
Auto Insurance Agency / Carrier Pricing Dynamics
Markel Specialty Insurance Culture & Org Structure
Brown & Brown: Acquisition-Led Growth Through Industry Cycles
Rolls-Royce Engine Supply Chain and Procurement Process
Markel Reinsurance: Evolution of Nephila and ILS Competition
Markel Specialty Insurance Portfolio Mix & Positioning
Howmet & Precision Castparts: Single Crystal HPT Blade Investment Casting Process
Röko: Sector-Agnostic vs Sector Focused Acquirers
Mercury General: Balancing Growth & Wildfire Risks
Markel: State National & Program Services
Berkshire Hathaway Specialty Insurance - BHSI
BE Semiconductor Industries N.V. - BESI
Best Buy Co Inc - BBY
Bet365
Beyond Inc - BYON
Amazon: Shipping Bulky Goods Through the FBA Network
Wayfair: Scaling Asia Partner Solutions & Operational Challenges
Wayfair vs Amazon: Supplier Experience, Return on Ad Spend & Discounting
Wayfair: Market Share & Competitive Intelligence
Wayfair: Marketing Strategy & Challenges
Wayfair: Drayage Process & Economics
BGC Group Inc - BGCP
Big Yellow Group Plc - BYG
Bikeleasing-Service GmbH & Co. KG
BILL.com Holdings - BILL
BIM
BioLife Solutions Inc - BLFS
bioMérieux S.A - BIM
BioNTech SE - BNTX
Bio-Rad Laboratories Inc - BIO
BJ’s Wholesale Club Holdings Inc - BJ
Blackstone Inc - BX
Block Inc - SQ
Blossman Propane Gas & Appliance
Blue Prism Group plc - PRSM
Blue Yonder
BM Technologies Inc - BMTX
BOC Aviation Limited - 2588
Boehringer Ingelheim
Boeing Distribution Services
Bolloré SE - BOL
BONESUPPORT HOLDING - BONEX
Bonesupport: US Sales Process & Growth Opportunity
Perimeter Solutions vs Fortress, FTAI, Intuitive Surgical, Capital One, TerraVest, Bonesupport, TDG, Ryerson, Dynatrace
Bonesupport: History, Competition & Market Size
Bonesupport: CERAMENT, Bone Infections & Use Cases
Amazon Logistics, PRM, Vitrolife, Sartorius, Richemont, Rolls-Royce, Addtech, EVO, TSLA, Bonesupport
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
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
Next Plc: Fashion Risks & Sourcing Agility
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
Boot Barn Holdings Inc - BOOT
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
Bossa Nova Robotics
Boston Beer Company Inc - SAM
Boston Dynamics
Boyd Autobody & Glass
Safelite, Lithia & US Auto Body Shops: In-Housing Glass Repair
Belron, Safelite & US Auto Glass Repair: TPA Agreements
Tesla Repair Network & Vertical Integration
Driven Brands & Auto Glass Repair: Competing vs Safelite
Tesla: Culture & Manufacturing-Repair Feedback Loop
Belron, Safelite, Boyd, & Auto Glass Repair: Commoditisation Risks
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
Belron, Boyd & the Auto Glass Repair Market: Vertical Integration Threat
Safelite, Fuyao & OEM vs Aftermarket Autoglass : Supply Chain, Quality & Manufacturing
Boyd Corp
Boyd Gaming Corporation - BYD
Boyd Group Services Inc - BYD
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
Braze Inc - BRZE
LVMH, TransDigm, Wise vs SWIFT, Interpump, GXO, LGI Homes, Braze, Boyd Gaming, Ashtead Technology, Metro Bank
Braze: Sales Org, Consumption Model & Addressing SMB
Fever-Tree, Waymo vs Tesla, Danaher Business System, TSLA Repair Lawsuit, Ecolab, Braze, TVK, Vitrolife, BLDR, RCL
Braze: Shift from Legacy Marketing Cloud
Brenntag SE - BNR
Bridgecrest
Capital One vs Bridgecrest: Servicing Carvana and DriveTime Subprime Loans
Westlake: Subprime Auto Loans Origination Process
DriveTime: History of Ugly Duckling & Bridgecrest
Fever-Tree / Molson Coors, FTAI Short Report, Tesla, Sartorius, CVNA, Farfetch & China Lux, CCC, Zoetis
Credit Acceptance, Westlake, Carvana, & US Auto Subprime Lending
Carvana, DriveTime, Bridgecrest: Repossessing Subprime Vehicles
Exeter Finance: Servicing Subprime Auto Loans
Buy-Here-Pay-Here Subprime Auto Dealers: Underwriting & Servicing Loans
BrightSpring Health Services Inc - BTSG
Bristol-Myers Squibb Company - BMY
British American Tobacco p.l.c. - BATS
Britvic PLC - BVIC
Broadcom Inc - AVGO
Raspberry Pi Architecture & Competitive Landscape
Raspberry Pi Holdings PLC: Beyond Single Board Computers
Broadcom: VMWare Acquisition & Cloud Transition
Broadcom: Operating Philosophy & Culture
Raspberry Pi Holdings: Edge AI Computing & Hailo
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
Raspberry Pi Holdings PLC: Arduino Open Source Monetization
Raspberry Pi: Arduino Customer Acquisition Flow
NVIDIA & Generative AI Fundamentals
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
Brown & Brown & the UK Insurance Brokerage Market
Kinsale Capital: A Wholesale Broker's Perspective
Ryan Specialty & the Wholesale Brokerage Business
Brown & Brown, Orchid Insurance & MGA Economics
Brown & Brown: Acquisition-Led Growth Through Industry Cycles
Brown & Brown: Mid-Market Broking
Ryan Specialty & The Wholesale Insurance Broking Market Structure
Brown & Brown Insurance: Competition & Culture
Brown & Brown: UK Expansion & GRP Acquisition
Brown & Brown: Decentralized Model & Profitability
Brown & Brown: Retail Broking & Producer Compensation
Markel vs Kinsale: Broking E&S Lines
TSLA, Brown & Brown, Rolex & Watches of Switzerland, DJCO, Belron, VEEV, bioMérieux, Dynatrace, TechTarget
Ryan Specialty, All Risks, & Wholesale Casualty Insurance Broking
Brown-Forman Corporation - BF.B
Bruker Corporation - BRKR
Brunello Cucinelli S.p.A. - BC
Cettire: Managing Luxury Marketplace Operations
Chinese Luxury Gray Market Structure
Hermès: Culture & Customer Profile
Hermès Jewelry: Asian Market Consumer Dynamics & Pricing
Moncler, Hermès, & Scaling Luxury Brands
LVMH, Kering, & Luxury Gray Market Distribution
Loro Piana: Ownership Under LVMH & Brunello Cucinelli Comparison
Luxury Gray Market: Italy to China Product Flow
Hermes: New Collections & European vs Asian Customer
Cettire: Boutique Perspective & Brand Restrictions
Hermès: Pricing & Quota Bag System
Farfetch: Chinese Luxury Marketplaces & Gray Market
LVMH: Working with Arnault & Luxury M&A
Hermès: Warehousing & Distribution Evolution
Brunello Cucinelli: Philosophy, Customer Profile & Growth
Cettire: Boutique Inventory Allocation Strategy
Brunello Cucinelli, Loro Piana & Luxury Cashmere
Hermès: Stock Quotas & Beyond the Birkin
Hermès: Beyond Fashion
Builders FirstSource Inc - BLDR
Builders FirstSource and the US Truss Manufacturing Market
Builders FirstSource: US Homebuilding Cyclicality, Pricing, & Vertical Integration
FTAI & Chromalloy CFM56 HPT PMA, Ferrari EVs, HWDN France, CMG, BLDR, Smartsheet, Palo Alto, Macfarlane
Builders FirstSource: BMC Integration, Product-Market Fit & Distributor Relationships
TopBuild, Owens Corning, Installed Building Products & US Building Insulation Market: Supplier Relationships and Pricing Dynamics
Fever-Tree, Waymo vs Tesla, Danaher Business System, TSLA Repair Lawsuit, Ecolab, Braze, TVK, Vitrolife, BLDR, RCL
Louisiana-Pacific: Distributor Relationships & Market Footprint
Danaher Downstream Bioprocessing, AWS vs GPUaaS, VEEV, Ecolab, Atlas Engineered, Royal Caribbean, Vitrolife, BLDR, Lifecore, Croda
Builders FirstSource & US Building Materials Market: Supply Chain, Market Consolidation and Specialty Products
CCC vs Mitchell, Melrose, DHR, LVMH, Kinsale, Belron, Boyd, VEEVA, Wise, BLDR, Westwing, Triveni
Builders FirstSource: Scale Advantage & Capital Allocation
Simpson Manufacturing: Navigating Around Patents & Product-Market Fit
Bunzl plc - BNZL
Bupa
Burberry Group plc - BRBY
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
In Practise 2024: Year In Review
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
Tesla Repair: Part Sales and Right to Repair
Inchcape: Growth Opportunities
Tesla: Gigacasting Manufacturing Fundamentals
Tesla: Manufacturing Process Advantage
Tesla's Vertically Integrated Repair Network
Tesla: Mechanics of a Body Repair
Tesla vs Toyota: Servicing & Repair
Inchcape: Distribution for Chinese OEMs
Safelite & US Auto Glass Repair: Relationships with Insurers
Tesla: Servicing & Auto Parts Operations
Auto Glass & ADAS Suppliers: Switching Cost, ASIL Classification & Self-Calibration Challenges
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
Wayfair vs TEMU: Competing for Small Ticket Items
C
Cable One Inc - CABO
Cadence
Cadre Holdings Inc - CDRE
Caesars Entertainment Inc - CZR
Caffé Nero
CalAmp Corp - CAMP
Caliber Collision
Safelite, Lithia & US Auto Body Shops: In-Housing Glass Repair
Tesla Repair: Part Sales and Right to Repair
Belron, Safelite & US Auto Glass Repair: TPA Agreements
Tesla Repair Network & Vertical Integration
US Auto Collision & Repair: An Insurer's Perspective
Tesla: Culture & Manufacturing-Repair Feedback Loop
Caliber, Gerber, Service King: Outsourcing US Auto Reconditioning
Lithia, Penske & US Franchised Car Dealers: ICE and EV Servicing
Belron, Safelite, Boyd, & Auto Glass Repair: Commoditisation Risks
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
Canaan Creative
Canon Inc - 7751
CAPITAL CITY BANK GROUP - CCBG
Capital One Financial Corporation - COF
Capital One vs Bridgecrest: Servicing Carvana and DriveTime Subprime Loans
DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow
Nubank: Mexico Credit Strategy
Credit Acceptance, Capital One, Westlake: Competing for Subprime Auto Loans
Capital One: Subprime Credit Cards
Carvana, DriveTime, Bridgecrest: Repossessing Subprime Vehicles
Cardlytics: Operational & Tech Stack Challenges
Capital One Auto Navigator: Defining Credit Policies
Carvana: Selling Loans to Ally Financial
Carvana, Ally, and Prime vs Non-Prime Auto Loan Gross Profit
Santander US: Originating Subprime Auto Loans
Credit Acceptance vs Westlake: Loan Origination Process
Capri Holdings Limited - CPRI
car2go
Cardinal Health Inc - CAH
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
Carlsberg Group A/S - CARL
Carl Zeiss Meditec AG - AFX
CarMax Inc - KMX
Capital One vs Bridgecrest: Servicing Carvana and DriveTime Subprime Loans
Carvana: Evolution of the Inspection & Reconditioning Process
Lithia, Penske & Remarketing Off-Lease Vehicles
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
ADESA: Power Dynamics Post-Carvana Acquisition
Credit Acceptance, Capital One, Westlake: Competing for Subprime Auto Loans
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
Caliber, Gerber, Service King: Outsourcing US Auto Reconditioning
Carvana vs CarMax: ABS Ratings
ACV Auctions
HEICO: Wencor Analysis, Carvana's IRCs, SpaceX, Keywords Studios, Mainfreight
Credit Acceptance, Westlake, Carvana, & US Auto Subprime Lending
Amazon Robotics, CVNA Operations, ISRG, FIVE, Burford, HEI, Wayfair, XPEL, Yelp,
Carvana Operations: Vehicle Flow through the Network
Carvana: Culture & Execution
Ferguson, Vroom Diagnosis, Inchcape, EVO's APAC Operations, Sunbelt Specialty Equipment
Boeing's Partnering for Success, TDG, Surgical Science & Intuitive Surgical, CarMax, Atlassian
Carvana: Reconditioning & Selling Off-Lease Vehicles
Formula 1, Microsoft Copilot, Netflix, Adyen, Subprime Autos, WIZZ, Veralto
ADESA, Manheim, & US Wholesale Auto Auctions
CarMax: How a Vehicle Flows through the Network
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
Vroom, Carvana, & Optimising Vertical Integration
Capital One Auto Navigator: Defining Credit Policies
Carvana: Selling Loans to Ally Financial
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, Ally, and Prime vs Non-Prime Auto Loan Gross Profit
Carvana: ADESA Integration
Constellation vs Software PE, CCC, LVMH, CellaVision, Celsius, RH, CVNA, Kinsale, Lithia, Supply Network, CACC, Melrose
Buy-Here-Pay-Here Subprime Auto Dealers: Underwriting & Servicing Loans
Investor Dialogue: Carvana Liquidity & Finance GPU
Carvana, America's Car-Mart, & Auto Subprime Financing
Carvana Operations: Reconditioning, Trade-ins, & Last-Mile Delivery
Carnival Corporation & Plc - CCL
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
CarShield
CARSTAR
CARTV
Carvana Co - CVNA
Capital One vs Bridgecrest: Servicing Carvana and DriveTime Subprime Loans
Intuitive Surgical, Danaher, FTAI & AAR, Carvana, LGI, Smartsheet, LPX, MongoDB, Flutter, Idun, Lifco
Westlake: Subprime Auto Loans Origination Process
Auto1 Group & European Online Auto Retail
Carvana: Evolution of the Inspection & Reconditioning Process
Lithia, Penske & Remarketing Off-Lease Vehicles
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
Amazon, Carvana, Wayfair, SHEIN & Vertically-Integrated Ecommerce
Vroom: Operational Challenges to Scale
Carvana Finance GPU Analysis
Investor Dialogue: Carvana vs CarMax
CarMax: Omni-channel Strategy
ADESA: Power Dynamics Post-Carvana Acquisition
Credit Acceptance, Capital One, Westlake: Competing for Subprime Auto Loans
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
FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi
CarMax: Competing with Carvana
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
Weekly Update: Airbnb's TAM
Carvana: ADESA & the Rental Fleet Remarketing Process
Caliber, Gerber, Service King: Outsourcing US Auto Reconditioning
Carvana vs CarMax: ABS Ratings
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
DriveTime: History of Ugly Duckling & Bridgecrest
Fever-Tree / Molson Coors, FTAI Short Report, Tesla, Sartorius, CVNA, Farfetch & China Lux, CCC, Zoetis
ACV Auctions
HEICO: Wencor Analysis, Carvana's IRCs, SpaceX, Keywords Studios, Mainfreight
Credit Acceptance, Westlake, Carvana, & US Auto Subprime Lending
Amazon Robotics, CVNA Operations, ISRG, FIVE, Burford, HEI, Wayfair, XPEL, Yelp,
Carvana Operations: Vehicle Flow through the Network
Carvana, DriveTime, Bridgecrest: Repossessing Subprime Vehicles
Carvana: Culture & Execution
Weekly Update: Naked Wines Trading Update & New Customer Growth
Ferguson, Vroom Diagnosis, Inchcape, EVO's APAC Operations, Sunbelt Specialty Equipment
Danaher Business System, Amazon B2B Distribution, Markel, Subprime Autos, Lifco, CVNA
Carvana: Reconditioning & Selling Off-Lease Vehicles
Formula 1, Microsoft Copilot, Netflix, Adyen, Subprime Autos, WIZZ, Veralto
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
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
Vroom, Carvana, & Optimising Vertical Integration
Capital One Auto Navigator: Defining Credit Policies
Carvana: Selling Loans to Ally Financial
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
Carvana, Ally, and Prime vs Non-Prime Auto Loan Gross Profit
Technoprobe & Semiconductor Testing, Graco, Danaher, Mettler-Toledo, PAYC, IDEXX, CVNA
Weekly Update: Top 10 Interviews in 2021, Danaher, and IP in 2022
Carvana: ADESA Integration
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
Constellation vs Software PE, CCC, LVMH, CellaVision, Celsius, RH, CVNA, Kinsale, Lithia, Supply Network, CACC, Melrose
America's Auto Auction, ADESA, Manheim, & US Wholesale Auctions
Buy-Here-Pay-Here Subprime Auto Dealers: Underwriting & Servicing Loans
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
Cash App
Casper Sleep Inc - CSPR
Catalent Inc - CTLT
Caterpillar Inc - CAT
Cazoo Group Ltd - CZOO
Cboe Global Markets Inc - CBOE
CCC Intelligent Solutions Holdings Inc - CCCS
CCC, Progressive, & Risks of Customers Switching to Mitchell
Tesla Auto Insurance, Claims, & Repair Costs
CCC Intelligent Solutions: Culture & Net Dollar Retention Opportunity
CCC Intelligent Solutions: Competition from Tractable
CCC: Tractable AI and Straight-Through-Processing
CCC Intelligent Solutions Moat & Competitive Threat
CCC Intelligent Solutions: Appraisal Workflow & CCC One Sales Process
Lithia, Penske & US Franchised Car Dealers: ICE and EV Servicing
CCC Intelligent Solutions vs Mitchell: Estimate Data Quality
CCC & the Evolution of the Auto Claims Process
Just Eat Takeaway, Google, Experian, AB InBev, Hermès, FEVR, IDEXX, Belron, Procore, Wayfair, GXO
CCC vs Mitchell: Collision Repair Estimation Software
CCC vs Mitchell, Melrose, DHR, LVMH, Kinsale, Belron, Boyd, VEEVA, Wise, BLDR, Westwing, Triveni
Constellation vs Software PE, CCC, LVMH, CellaVision, Celsius, RH, CVNA, Kinsale, Lithia, Supply Network, CACC, Melrose
Primary Research Methods: Working with Expert Networks
CDON - CDON
CellaVision - CEVI
CellaVision: Sysmex Relationship History & Key Customer Risk
CellaVision: Hematology Instruments Market
CellaVision: 25 Year of Hematology Market History
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
CellaVision: Sysmex Partnership, DC-1 Instrument & Reagents
Constellation vs Software PE, CCC, LVMH, CellaVision, Celsius, RH, CVNA, Kinsale, Lithia, Supply Network, CACC, Melrose
Celsius Holdings Inc - CELH
Celsius Holdings: Market Positioning & Pepsi Distribution
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
Celsius Holdings: European Energy Drink Market
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
Celsius Holdings: European Beverage Distribution & Value Chain
Constellation vs Software PE, CCC, LVMH, CellaVision, Celsius, RH, CVNA, Kinsale, Lithia, Supply Network, CACC, Melrose
Cencora Inc - COR
Centene Corporation
Centene: Medicaid Margins & Provider Network Challenges
BrightSpring Health Services: Challenges in Leveraging Nursing Assets
Centene, Molina: Navigating Medicaid & Medicare Challenges
Molina Healthcare: Rebuilding Trust & Navigating Medicaid Network Challenges
Molina Healthcare: Care Connections Program
Century Communities Inc - CCS
Centurylink Inc - CTL
CertainTeed
Cettire Limited - CTT
Cettire: Managing Luxury Marketplace Operations
Chinese Luxury Gray Market Structure
Kering, Gucci, & Selling Overstock through the Luxury Gray Market
LVMH, Kering, & Luxury Gray Market Distribution
Luxury Gray Market: Italy to China Product Flow
Cettire & the Luxury Goods Gray Market
Cettire: Boutique Perspective & Brand Restrictions
Fever-Tree / Molson Coors, FTAI Short Report, Tesla, Sartorius, CVNA, Farfetch & China Lux, CCC, Zoetis
Farfetch: Chinese Luxury Marketplaces & Gray Market
LVMH, Kering, & the Luxury Gray Market, Fairfax, Lifco M&A, Raspberry Pi, ODFL
Cettire & Online Luxury Goods: Competition for Boutique Supply
Cettire: Boutique Inventory Allocation Strategy
Farfetch: Post-Mortem
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
CEVA Inc - CEVA
CFAO
CFM International
CHAdeMO
Champion Aerospace Inc
Chanel
Changan Automobile
CHAPTERS Group AG - CHG
Bergman & Beving: The Capital Allocation Model
Constellation Software: M&A Team Structure & Deal Sourcing Process
Constellation Software: Deal Sourcing & Funnel Conversion
Constellation Software vs Private Equity Operating Strategies
Indutrade: Industrial Deal Sourcing
IP Fieldwork Podcast: Lifco vs Halma, M&A Team Structure & Incentives
Chargebee
ChargePoint Holdings Inc - CHPT
Charles River Laboratories International Inc - CRL
Danaher vs Thermo Fisher: Plasmid Manufacturing & Gene Therapy Positioning
Evotec: Business Model, Sales Process & Org Structure
Medpace: Culture, Leadership & Compensation
Evotec: End-to-End Partner to Big Pharma
Medpace, IQVIA, & Benefits of Scale in Biotech CRO
Medpace: CRO Selection Process
Lonza: CDMO Market Capacity
Medpace: Culture, Org Structure & Business Development
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
Chocoladefabriken Lindt & Sprüngli AG - LISN
Christian Dior SE - CDI
C. H. Robinson Worldwide Inc - CHRW
Chromalloy
Precision Castparts vs Howmet: Airfoil Casting Competition & Pricing
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
Precision Castparts vs Howmet: Culture and Pricing Power
FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi
Chromalloy, FTAI, and CFM-56 PMA Parts
Howmet & Precision Castparts: Single Crystal HPT Blade Investment Casting Process
ADSK vs Procore, FTAI & CFM56 MRO, Belron, Topicus, Eurofins, Cogent, UnitedHealth, Ametek, Pets at Home
Chronosphere
Chubb Limited - CB
Markel Specialty Insurance: Underwriting Culture and Philosophy
Markel Specialty Insurance Strategy & Expense Ratio
Fairfax Financial: Allied World Overview
Markel Specialty Insurance Culture & Org Structure
Markel Reinsurance: Evolution of Nephila and ILS Competition
Markel Specialty Insurance Portfolio Mix & Positioning
Brown & Brown: Decentralized Model & Profitability
Cimpress plc - CMPR
Cisco Systems Inc - CSCO
Fortinet: Channel Breakdown, Competition & Bundle vs Point Solution
Broadcom: Operating Philosophy & Culture
Dynatrace: Datadog, User Personas & Switching Costs
Fortinet: Competitive Landscape & SASE Transition
Burford Capital: Law Firm Survey, GYM & Discount Gyms, Hilton, EVO, DDOG & SNOW, Vistry Group, W vs AMZN, Fortinet
Citigroup Inc - C
Citrix Systems Inc - CTXS
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
CNH Industrial N.V. - CNHI
Coca-Cola Europacific Partners PLC - CCEP
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
Colgate-Palmolive Company - CL
Comcast Corporation - CMCSA
Comfort Systems USA Inc - FIX
Compagnie de Saint-Gobain S.A. - SGO
Compagnie Financiere Richemont SA
Hermès: Culture & Customer Profile
The Luxury Watches Grey Market & Asian Imports
LVMH, Kering, & Luxury Gray Market Distribution
Loro Piana: Ownership Under LVMH & Brunello Cucinelli Comparison
Richemont: Buccellati Acquisition & Luxury Jewellery
Watches of Switzerland & the Luxury Watch Market
Salvatore Ferragamo & Luxury Retail Unit Economics
LVMH: Balancing Quality and Growth
Hermès: Pricing & Quota Bag System
LVMH & the North American Luxury Market
Amazon Logistics, PRM, Vitrolife, Sartorius, Richemont, Rolls-Royce, Addtech, EVO, TSLA, Bonesupport
IWC versus Rolex & Cartier: Brand Marketing
LVMH, Kering, & the Luxury Gray Market, Fairfax, Lifco M&A, Raspberry Pi, ODFL
LVMH: Working with Arnault & Luxury M&A
Online Luxury Fashion: Marketplaces vs Retailers
Cettire & Online Luxury Goods: Competition for Boutique Supply
Farfetch: Post-Mortem
Hermès: Stock Quotas & Beyond the Birkin
Hermès: Beyond Fashion
Compagnie Financiere Tradition SA - SWX: CFT
Compagnie Générale des Établissements Michelin Société en commandite par actions - ML
COMPANY BIKE SOLUTIONS GMBH
Compass Minerals International Inc - CMP
Perimeter Solutions: Product Litigation & New Entrants
FortressFire vs Perimeter Solutions: Qualified Wildfire Retardants
Perimeter Solutions: Fire Safety
Perimeter Solutions, Conair, & Aerial Tanker Operations
Perimeter Solutions vs Fortress: Aerial Fire Retardant Competition
Perimeter Solutions: Fighting Wildfires, PHOS-CHEK & Alternative Products
Perimeter Solutions: PHOS-CHEK & US Wildfire Retardants
Computacenter PLC - CCC
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
Perimeter Solutions, Airbnb, Tesla, HEICO, CMG, Croda, TerraVest, TopBuild, Zscaler
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
Connox
Constellation Brands Inc - STZ
Brown-Forman: Distribution & Jack Daniel's Pricing Power
AB InBev & US Beer Distribution
Diageo, Fever Tree, Naked Wines & A History of US Alcohol Distribution
Fever-Tree and Beer vs Spirits Distribution Networks
A History of US Wine & Spirits Distribution
Brown-Forman: Bourbon Oversupply & Craft Competition
Premium Spirits: US On/Off-Premise Distribution
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
In Practise 2024: Year In Review
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
Bergman & Beving: The Capital Allocation Model
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
Constellation Software: M&A Team Structure & Deal Sourcing Process
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
Constellation Software: Deal Sourcing & Funnel Conversion
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
Primary Research Methods: Our Process
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
Constellation Software vs Private Equity Operating Strategies
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
Asseco: M&A Strategy & Pricing Power
Our New Physical Book Release
Constellation Software, Volaris, & M&A Sourcing and Deal Process
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
Röko: Sector-Agnostic vs Sector Focused Acquirers
Visma: Oima Acquisition Case Study
Röko IPO & Swedish Serial Acquirers
Topicus & VMS Value-Based Pricing
Constellation Software, Vitec, & Röko M&A Sourcing: Proprietary vs Broker Channel
Judges Scientific, Geotek, & GDS Instruments
Topicus vs TSS: Culture and Organic Growth
Indutrade: Industrial Deal Sourcing
Lifco vs Halma: M&A Team Structure & Incentives
Constellation Software, Jonas, & Portfolio Management
Investor Dialogue: Constellation Software
Vitec vs Constellation Software, NVIDIA, FTAI, Brown-Forman, F1, IDEX, Analog Devices
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 Deal Sourcing, Netflix, TTD & CTV, Moody's, PRM, Analog Devices, Waymo
Constellation Software: A Competitive Analysis
Weekly Update: Top 10 Interviews in 2021, Danaher, and IP in 2022
Constellation Software, Allscripts, & CSU 2.0
IP Fieldwork: Podcast on The Art of Primary Research
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Constellation Software & VMS Competition
IP Fieldwork Podcast: Lifco vs Halma, M&A Team Structure & Incentives
Primary Research Methods: Working with Expert Networks
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
Core Scientific Inc - CORZ
CoreWeave
AWS & Hyperscalers vs Lambda, CoreWeave & Mid Tier GPU Cloud Providers
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
Core Scientific: from Bitcoin Mining to AI Data Centers
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
Danaher Downstream Bioprocessing, AWS vs GPUaaS, VEEV, Ecolab, Atlas Engineered, Royal Caribbean, Vitrolife, BLDR, Lifecore, Croda
Corning Incorporated - GLW
Corpay Inc - CPAY
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
Our New Physical Book Release
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
Coupang Inc - CPNG
Cox Automotive
CRC Insurance
Credit Acceptance Corporation - CACC
Capital One vs Bridgecrest: Servicing Carvana and DriveTime Subprime Loans
Westlake: Subprime Auto Loans Origination Process
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
Credit Acceptance: CAPS Technology Challenges
CACC & IP Surveys, Nemetschek / Autodesk, HEICO, Mainfreight, Alteryx, Essentra
Credit Acceptance, Capital One, Westlake: Competing for Subprime Auto Loans
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
DriveTime: History of Ugly Duckling & Bridgecrest
Credit Acceptance Corporation: Educating Dealers
Credit Acceptance, Westlake, Carvana, & US Auto Subprime Lending
Carvana, DriveTime, Bridgecrest: Repossessing Subprime Vehicles
Credit Acceptance
Credit Acceptance: CAPS Workflow Challenges
Danaher Business System, Amazon B2B Distribution, Markel, Subprime Autos, Lifco, CVNA
Formula 1, Microsoft Copilot, Netflix, Adyen, Subprime Autos, WIZZ, Veralto
Exeter Finance: Servicing Subprime Auto Loans
Capital One Auto Navigator: Defining Credit Policies
Credit Acceptance vs Westlake Loan Economics
Credit Acceptance, CAPS, & New York Litigation
Santander US: Originating Subprime Auto Loans
Constellation vs Software PE, CCC, LVMH, CellaVision, Celsius, RH, CVNA, Kinsale, Lithia, Supply Network, CACC, Melrose
Credit Acceptance vs Westlake: Loan Origination Process
Buy-Here-Pay-Here Subprime Auto Dealers: Underwriting & Servicing Loans
Credit One
Credo Technology Group Holding Ltd - CRDO
Criteo S.A. - CRTO
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
Molina Healthcare: Care Connections Program
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
Daily Journal vs Tyler Technologies: A Customer's Perspective
Danaher Cytiva & Pall Bundling, First Watch, Vitrolife, Ecolab, L&W, DJCO, Builders FirstSource, Alta Equipment, FTAI, Macfarlane
Daily Journal: US Judiciary & Court Software Market Dynamics
Daily Journal vs Tyler Technologies: US Judiciary & Court Software
Daily Journal: US Market Fragmentation, Court Component Model & AI Impact
TSLA, Brown & Brown, Rolex & Watches of Switzerland, DJCO, Belron, VEEV, bioMérieux, Dynatrace, TechTarget
Daktronics Inc - DAKT
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
Veralto: Hach Municipal Sales Process & Chlorine Analyzers
Lifco vs Halma, LKQ, Brown & Brown, Procore, ALGN, Agilon, MONRO, PETS, MNDY
Top 20 Free In Practise Interviews
In Practise 2024: Year In Review
Pall, Cytiva & the Bioprocessing Manufacturing Process
Danaher: Cytiva & Bioprocessing Moats
CellaVision: Sysmex Relationship History & Key Customer Risk
bioMérieux: The BioFire Platform
Trupanion, Danaher, MSFT Gaming, Warner Music, A&O Johansen
Google DeepMind: AlphaFold & the Biologic R&D Process
Bergman & Beving: The Capital Allocation Model
Danaher Biotechnology: Cytiva & Downstream Bioprocessing
IP Research Roundup: The Danaher Business System
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 vs Thermo Fisher: Plasmid Manufacturing & Gene Therapy Positioning
Danaher's Culture, Pall Industrial, & Deploying DBS
Danaher Cytiva & Pall Bundling, First Watch, Vitrolife, Ecolab, L&W, DJCO, Builders FirstSource, Alta Equipment, FTAI, Macfarlane
Spotify Podcast Ads, Danaher, Yelp, XPEL, IMCD, Atlas Copco, Becle, XPO Logistics
Industrial Holdcos: Danaher, Lifco, Perimeter, Diploma, Halma, B&B, Lagercrantz, Addtech, Judges
Veralto: Hach Industrial Sales Process & Service Density
CellaVision: 25 Year of Hematology Market History
Sartorius Stedim Biotech: Post-Covid Sourcing Strategy & Price Competition
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
IDEX: Health & Science Division History
Primary Research Methods: Our Process
Waters Corporation: Product Innovation, Support Services & Switching Cost
IDEX Corporation: Culture & the 80/20 Principle
Weekly Update: Basic-Fit & Discount Gym Economics
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
Sartorius: Upstream Bioprocessing & Chinese Competition
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
Danaher: Aldevron & DNA Plasmid Manufacturing
The Danaher Business System Mindset
Addtech & Lessons from 25 years at Leading Nordic Serial Acquirers
Danaher: Implementing DBS in the Sales Process
Danaher: DBS Office Structure & Policy Deployment
Röko, Berkshire, & Sector-Agnostic Acquirers, Olo, Spirax Sarco, Ashtead
Amazon Logistics, PRM, Vitrolife, Sartorius, Richemont, Rolls-Royce, Addtech, EVO, TSLA, Bonesupport
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
Fever-Tree, Waymo vs Tesla, Danaher Business System, TSLA Repair Lawsuit, Ecolab, Braze, TVK, Vitrolife, BLDR, RCL
Danaher Business System, Amazon B2B Distribution, Markel, Subprime Autos, Lifco, CVNA
Our New Physical Book Release
Constellation Software: Altera, SHEIN, Dino Polska, DHR, Alteryx, TDG
Becton Dickinson: Bard Integration, Leadership, & Strategic Outlook
Danaher Cytiva: History, Moat, and Bundling Pall Filters
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
Röko: Sector-Agnostic vs Sector Focused Acquirers
Danaher Business System: PSP, Kaizen, & Six Sigma
Just Eat Takeaway, Google, Experian, AB InBev, Hermès, FEVR, IDEXX, Belron, Procore, Wayfair, GXO
Danaher, Sartorius, & an Overview of The Bioprocessing Environment
Costco UK & EU Case Study, DHR & Bioprocessing, Copart Germany, Transdigm, HEICO, TSLA, B&B
Röko IPO & Swedish Serial Acquirers
Danaher Downstream Bioprocessing, AWS vs GPUaaS, VEEV, Ecolab, Atlas Engineered, Royal Caribbean, Vitrolife, BLDR, Lifecore, Croda
Danaher Business System: Kaizen Case Study at Pall
Danaher, Beckman Coulter, & The DBS Machine
Danaher: M&A Runway, Target Evaluation Process & Valuations
CCC vs Mitchell, Melrose, DHR, LVMH, Kinsale, Belron, Boyd, VEEVA, Wise, BLDR, Westwing, Triveni
Danaher Business System: Batch to One Piece Flow Manufacturing
ADSK vs Procore, FTAI & CFM56 MRO, Belron, Topicus, Eurofins, Cogent, UnitedHealth, Ametek, Pets at Home
Maravai LifeSciences: CleanCap, Competition, & mRNA Innovation
Lonza: CDMO Market Capacity
Danaher: Cytiva & the Chromatography Process
Danaher & Sartorius: Promising Yield
Serial Acquirers
M&A and Purchase Price Accounting
Technoprobe & Semiconductor Testing, Graco, Danaher, Mettler-Toledo, PAYC, IDEXX, CVNA
CellaVision: Sysmex Partnership, DC-1 Instrument & Reagents
Weekly Update: Top 10 Interviews in 2021, Danaher, and IP in 2022
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
Danaher: Cytiva, HyClone, & Cell Culture Sales
IP Fieldwork: Podcast on The Art of Primary Research
Sartorius: Cultural Changes & COVID Disruptions
Danaher's Pall: Medical vs Biopharma Segment Quality
Discount Gyms, Domino's, Pall & Bioprocessing, Universal & Warner Music, HashiCorp, Wayfair vs AMZN FBA
Danaher: DBS Office Operational Strategy
IDEX Corporation: M&A strategy & Operating model
Maravai LifeSciences: CleanCap vs. Enzymatic Capping
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
IP Fieldwork Podcast: Lifco vs Halma, M&A Team Structure & Incentives
Primary Research Methods: Working with Expert Networks
Danone S.A. - DN
Dassault Systèmes SE - DSY
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
KX: Data Processing Efficiency
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, bioMérieux, Dynatrace, TechTarget
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Dataproces Group - DATA
Davide Campari-Milano N.V. - CPR
DB Schenker
Debenhams
Deere & Company - DE
Deliveroo plc - ROO
Just Eat Takeaway vs Wolt Germany & Employed Courier Models
Deliveroo, Nando's Exclusivity, and UK Food Delivery
Just Eat & Online Food Delivery in Spain
Scaling Uber EATS in London
Deliveroo & Dark Kitchens
Netflix Ads & The Trade Desk, AppFolio, IDEX, Westlake, Mettler-Toledo, Hermès, AVGO, Lonza, FEVR, BFIT, TKWY
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
Just Eat Takeaway: UK vs EU Courier Models and Delivery Economics
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
DENSO Corporation - 6902
dentalcorp Holdings Ltd - DNTL.TO
DENTSPLY SIRONA Inc - XRAY
Deutsche Lufthansa AG - LHA
Deutsche Post AG - DPW
Deutsche Telekom AG - DTE
Dext
DHL
GXO Logistics: Culture Post-XPO Spin-Off, TAM & Value-Added Services
GXO Logistics: Leveraging Warehouse Robotics
GXO, DHL and Outsourced Logistics: Cost-Plus vs Fixed-Variable Model
Manhattan Associates: WMS Customer Switching Costs
GXO and Third-Party Logistics
GXO Logistics: Conflicts with Customers & Warehouse Management System Issues
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
Diageo plc - DGE
Fever Tree Australia: Positioning & Distribution Strategy
Becle: Agave Price Trends, CRT Inventory & Possible Remedies
Brown-Forman: Distribution & Jack Daniel's Pricing Power
Diageo, Fever Tree, Naked Wines & A History of US Alcohol Distribution
Fever-Tree and Beer vs Spirits Distribution Networks
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
Bergman & Beving, Wayfair, Howmet, Spirits vs Beer Distribution, Netflix, Veralto
Becle: Tequila Agave Pricing, Supply & Demand Dynamics
Brown-Forman: Bourbon Oversupply & Craft Competition
Fever-Tree: A Distribution Moat or Commodity?
Premium Spirits: US On/Off-Premise Distribution
Fever-Tree: Distribution, Spirit Partnerships, & Gross Margin
DiaSorin S.p.A. - DIA
DiDi
D'Ieteren Group SA - DIE
Safelite, Lithia & US Auto Body Shops: In-Housing Glass Repair
Belron, Safelite & US Auto Glass Repair: TPA Agreements
Driven Brands & Auto Glass Repair: Competing vs Safelite
Caliber, Gerber, Service King: Outsourcing US Auto Reconditioning
Belron, Safelite, Boyd, & Auto Glass Repair: Commoditisation Risks
Safelite & US Auto Glass Repair: Relationships with Insurers
Belron: Safelite & US Auto Glass Repair Market Dynamics
Belron: Safelite's Competitive Advantage
Auto Glass & ADAS Suppliers: Switching Cost, ASIL Classification & Self-Calibration Challenges
Belron, Boyd & the Auto Glass Repair Market: Vertical Integration Threat
Safelite, Fuyao & OEM vs Aftermarket Autoglass : Supply Chain, Quality & Manufacturing
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
Industrial Holdcos: Danaher, Lifco, Perimeter, Diploma, Halma, B&B, Lagercrantz, Addtech, Judges
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
Röko IPO & Swedish Serial Acquirers
Trupanion, HEICO / Wencor MRO, Alteryx, SNOW, Essentra, FD Technologies
Indutrade: Industrial Deal Sourcing
Serial Acquirers
M&A and Purchase Price Accounting
Product Ideas, Diploma, Estèe Lauder, TSLA, Surgical Science, Alpha Group
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
Essentra Components History and Business Quality
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
IP Fieldwork Podcast: Lifco vs Halma, M&A Team Structure & Incentives
Discovery Inc - DISCA
Diversey Holdings Ltd - DSEY
DLocal Limited - DLO
Dollarama Inc - DOL
Dollar General Corporation - DG
Dollar Tree Inc - DLTR
Domino's Pizza Enterprises Limited - DMP
Domino's Pizza Poland & the Polish Pizza Delivery Market
Domino's Pizza: Fortressing a Market
In Practise 2024: Year In Review
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
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
Our New Physical Book Release
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
Just Eat Takeaway vs Wolt Germany & Employed Courier Models
Deliveroo, Nando's Exclusivity, and UK Food Delivery
Grubhub and US Online Food Delivery
Domino's Pizza: Managing the US and UK Franchise Network
Nimbus Kitchens, Roberta's Pizza & Ghost Kitchens
Food Delivery Wars and Credit Acceptance's Underwriting Moat
Just Eat Takeaway: UK vs EU Courier Models and Delivery Economics
Bechtle AG, Software Reselling, & White Label Food Delivery
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
Dopper
Double Dutch Drinks
Douglas AG - DOU
Dover Corporation - DOV
DP Poland
DraftKings Inc - DKNG
Dream Finders Homes Inc - DFH
D.R. Horton Inc - DHI
LGI Homes, Lennar, D.R. Horton & US Homebuilding Scale Advantages
LGI Homes: US Homebuilders Market Dynamics
LGI Homes: Underwriting Process & Quality
Builders FirstSource: US Homebuilding Cyclicality, Pricing, & Vertical Integration
LGI Homes, Lennar, D.R. Horton: US Building Material Supplier Relationships
LGI Homes: New Home Sales Process
LGI Homes: Building In Sets & Process-Based Culture
LGI Homes: Forecasting Demand & the Power of a Local Salesforce
LGI Homes, Lennar, D.R Horton: US Homebuilder Market Dynamics
Builders FirstSource & US Building Materials Market: Supply Chain, Market Consolidation and Specialty Products
Builders FirstSource: Scale Advantage & Capital Allocation
Driven Brands Holdings Inc - DRVN
Safelite, Lithia & US Auto Body Shops: In-Housing Glass Repair
Driven Brands: Auto Glass Acquisition Integration
Belron, Safelite & US Auto Glass Repair: TPA Agreements
Driven Brands & Auto Glass Repair: Competing vs Safelite
Caliber, Gerber, Service King: Outsourcing US Auto Reconditioning
Belron, Safelite, Boyd, & Auto Glass Repair: Commoditisation Risks
Safelite & US Auto Glass Repair: Relationships with Insurers
Safelite, Fuyao & OEM vs Aftermarket Autoglass : Supply Chain, Quality & Manufacturing
DriveTime
Capital One vs Bridgecrest: Servicing Carvana and DriveTime Subprime Loans
Westlake: Subprime Auto Loans Origination Process
DriveTime: History of Ugly Duckling & Bridgecrest
Fever-Tree / Molson Coors, FTAI Short Report, Tesla, Sartorius, CVNA, Farfetch & China Lux, CCC, Zoetis
Credit Acceptance, Westlake, Carvana, & US Auto Subprime Lending
Carvana, DriveTime, Bridgecrest: Repossessing Subprime Vehicles
Exeter Finance: Servicing Subprime Auto Loans
Buy-Here-Pay-Here Subprime Auto Dealers: Underwriting & Servicing Loans
Dr Lal PathLabs - LALPATHLAB
Druid
DS Smith Plc - SMDS
DSV - DSV
GXO Logistics: Culture Post-XPO Spin-Off, TAM & Value-Added Services
GXO Logistics: Leveraging Warehouse Robotics
GXO, DHL and Outsourced Logistics: Cost-Plus vs Fixed-Variable Model
Manhattan Associates: WMS Customer Switching Costs
GXO and Third-Party Logistics
GXO Logistics: Conflicts with Customers & Warehouse Management System Issues
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, bioMérieux, Dynatrace, TechTarget
E
Eastman Chemical Company - EMN
easyjet plc - EZJ
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
Ecolab Inc - ECL
Danaher Cytiva & Pall Bundling, First Watch, Vitrolife, Ecolab, L&W, DJCO, Builders FirstSource, Alta Equipment, FTAI, Macfarlane
Ecolab: Nalco & the Water Treatment Industry
Fever-Tree, Waymo vs Tesla, Danaher Business System, TSLA Repair Lawsuit, Ecolab, Braze, TVK, Vitrolife, BLDR, RCL
Ecolab: Exclusive McDonald's Customer Relationship
Danaher Downstream Bioprocessing, AWS vs GPUaaS, VEEV, Ecolab, Atlas Engineered, Royal Caribbean, Vitrolife, BLDR, Lifecore, Croda
Ecolab: Sales Org & Pricing Power
Edelman
Edenred SA - EDEN
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
Centene: Medicaid Margins & Provider Network Challenges
Privia Health: Athena Integration & Payer Rate Negotiations
Centene, Molina: Navigating Medicaid & Medicare Challenges
US Value-Based Healthcare: Physician Incentives
Elevance Health, UnitedHealth, Aetna & the US VBC Market: Payor-Provider Dynamics
Molina Healthcare: Care Connections Program
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
Eli Lilly and Company - LLY
Embrace Pet Insurance
Embracer Group AB - EMBRAC
EMI Group - SNE
e-motion experts GmbH
Endurance
Enghouse Systems Ltd - ENGH
Enlyte Inc
CCC, Progressive, & Risks of Customers Switching to Mitchell
CCC Intelligent Solutions: Culture & Net Dollar Retention Opportunity
CCC Intelligent Solutions: Competition from Tractable
CCC: Tractable AI and Straight-Through-Processing
CCC Intelligent Solutions Moat & Competitive Threat
CCC Intelligent Solutions: Appraisal Workflow & CCC One Sales Process
CCC Intelligent Solutions vs Mitchell: Estimate Data Quality
CCC & the Evolution of the Auto Claims Process
CCC vs Mitchell: Collision Repair Estimation Software
Enphase Energy Inc - ENPH
Entain plc - ENT
Enterprise Rent A Car
enviolo
Envista Holdings Corporation - NVST
EPAM Systems Inc - EPAM
Epic Games
Epiroc - EPI
EQS Group AG - EQS
Equals Group
Equifax Inc - EFX
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
Equivant
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
Eurocell Plc - ECEL
Eurofins Scientific SE - ERF
Eurofins Scientific: Clinical Diagnostics Lab Network
bioMérieux: 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
Eurowag - WPS
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: Japan Online Casino, Payments & Government Policy
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
Amazon Logistics, PRM, Vitrolife, Sartorius, Richemont, Rolls-Royce, Addtech, EVO, TSLA, Bonesupport
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
Exeter Finance
Capital One vs Bridgecrest: Servicing Carvana and DriveTime Subprime Loans
Westlake: Subprime Auto Loans Origination Process
Credit Acceptance, Capital One, Westlake: Competing for Subprime Auto Loans
DriveTime: History of Ugly Duckling & Bridgecrest
Credit Acceptance, Westlake, Carvana, & US Auto Subprime Lending
Carvana, DriveTime, Bridgecrest: Repossessing Subprime Vehicles
Exeter Finance: Servicing Subprime Auto Loans
Santander US: Originating Subprime Auto Loans
Expedia Group Inc - EXPE
Expeditors International of Washington Inc - EXPD
Experian plc - EXPN
eXp World Holdings Inc - EXPI
F
F5 Inc - FFIV
Fairfax Financial Holdings Limited - FFH
Fair Isaac Corporation - FICO
FanDuel - FLTR
Fanuc Corporation - 6954
Farfetch Limited - FTCH
Cettire: Managing Luxury Marketplace Operations
Chinese Luxury Gray Market Structure
LVMH, Kering, & Luxury Gray Market Distribution
Luxury Gray Market: Italy to China Product Flow
Cettire: Boutique Perspective & Brand Restrictions
Fever-Tree / Molson Coors, FTAI Short Report, Tesla, Sartorius, CVNA, Farfetch & China Lux, CCC, Zoetis
YOOX-NET-A-PORTER & Online Luxury Distribution Models
Farfetch: Chinese Luxury Marketplaces & Gray Market
LVMH, Kering, & the Luxury Gray Market, Fairfax, Lifco M&A, Raspberry Pi, ODFL
Online Luxury Fashion: Marketplaces vs Retailers
Cettire & Online Luxury Goods: Competition for Boutique Supply
Cettire: Boutique Inventory Allocation Strategy
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
Farfetch: Post-Mortem
Fastenal Company - FAST
Fastenal: Onsites & FAST Vending Solutions
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
A History of Amazon Business
Essentra, AMZN Fresh, AppFolio, West Pharma & Stevanato, Moncler, WINE
Essentra PLC
Fastenal's Industrial Vending Competitive Advantage
RS Group, Bechtle AG, & B2B Distribution
GE, Safran, FTAI, and CFM56, AMZN B2B Distribution, NFLX, ASML, Farfetch & Cettire
Fastpayhotels
Faurecia - EO
FDM Group (Holdings) plc - FDM
FD Technologies plc - GYQ
FedEx Corporation - FDX
Amazon Logistics: Regionalization, Cross-Docking & Fulfillment Cost Optimization
Fedex Freight, Old Dominion, & US LTL Trucking
Triumph Financial: Evolution of Invoice Factoring for US Trucking
Weekly Update: AMZN US Logistics, Ashtead, Snowflake, NOW, Hearing Aids, Confluent
GXO Logistics: Culture Post-XPO Spin-Off, TAM & Value-Added Services
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, & US Less-Than-Truckload Industry
GXO Logistics: Leveraging Warehouse Robotics
Amazon Logistics, PRM, Vitrolife, Sartorius, Richemont, Rolls-Royce, Addtech, EVO, TSLA, Bonesupport
Heartland Express: Operating Model & Trucking Growth Challenges
LVMH, Kering, & the Luxury Gray Market, Fairfax, Lifco M&A, Raspberry Pi, ODFL
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
GXO, DHL and Outsourced Logistics: Cost-Plus vs Fixed-Variable Model
Manhattan Associates: WMS Customer Switching Costs
GXO and Third-Party Logistics
GXO Logistics: Conflicts with Customers & Warehouse Management System Issues
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
Feedonomics
Feelunique - LVMH
Ferguson plc - FERG
Veeva vs IQVIA, SDI Group, Rightmove, Watsco, FERG, Core & Main, Evotec, Dynatrace, Jamf
In Practise 2024: Year In Review
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, Culture, & Org Structure of a Prestigious Automaker
The Ferrari Way
Formula 1: Measuring Sponsorship Success
Ferrari: Pre-Owned Market & Hybrid Model Demand
Ferrellgas Partners, L.P.
Ferrero
Fetch Pet Insurance
Fetch Robotics, Inc
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: Molson Coors Partnership & US Off-Premise Distribution
Fever Tree: Off-Premise Channel Update
Diageo, Fever Tree, Naked Wines & A History of US Alcohol Distribution
Fever-Tree and Beer vs Spirits Distribution Networks
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
Molson Coors, Fever-Tree, & US Grocery & C-Store Distribution
Double Dutch & UK Premium Mixer Market
Weekly Update: Circle K Norway's EV Experiment Lab
Fever Tree: US History and Opportunity
Primary Research Methods: Submitting Projects to Expert Networks
Fever Tree vs Q-Mixers: On-Premise Battles
Fever-Tree: UK On-Premise Market Share Loss
Fever-Tree / Molson Coors, FTAI Short Report, Tesla, Sartorius, CVNA, Farfetch & China Lux, CCC, Zoetis
Fentimans, Fever Tree, & US Premium Mixer Distribution
Fever Tree US Competition
Fever Tree US vs UK Growth Opportunities
Fever-Tree, Waymo vs Tesla, Danaher Business System, TSLA Repair Lawsuit, Ecolab, Braze, TVK, Vitrolife, BLDR, RCL
Fever-Tree & Molson Coors: a Walmart Buyer's Perspective
Fever Tree: US Distribution
Fever Tree: Gross Margin Outlook
Monster, Fever Tree & Non-Alcoholic Beverage Distribution
Just Eat Takeaway, Google, Experian, AB InBev, Hermès, FEVR, IDEXX, Belron, Procore, Wayfair, GXO
Fever-Tree: A Distribution Moat or Commodity?
Fever Tree vs Q Mixers: Off-Premise Sales & Distribution
Fever Tree: Southern Glazer's US Distribution Relationship
Fever-Tree vs Q Mixers: On-Premise Competition
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
Q-Mixers vs Fever Tree: On-Premise Channel
Fever-Tree: Distribution, Spirit Partnerships, & Gross Margin
Fever Tree: UK History and Gross Margin Outlook
HEICO, Keyword Studios, AWS / Azure TAM, SPOT, Fever Tree, Hashicorp, MFT, Trustpilot
Fever-Tree and Premium Mixer Shelf Space
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
Fielmann Aktiengesellschaft - FIE
First Brands Group, LLC
First Watch Restaurant Group Inc - FWRG
Fiserv Inc - FI
Fitness Park
Five Below Inc - FIVE
Dollar General: Labor and Strategic Challenges
Five Below: Store Conversion ROI, Stocking & Comparable Sales
Markel Insurance Review, Precision Castparts vs Howmet, AppFolio, DG, John Deere, FEVR
Amazon Robotics, CVNA Operations, ISRG, FIVE, Burford, HEI, Wayfair, XPEL, Yelp,
Dollar General: Supply Chain Challenges
Dollar General: COVID Hangover & Cultural Challenges
Fiverr International Ltd - FVRR
Fix Auto World
Flex Logistics
Fluence Energy Inc - FLNC
Flutter Entertainment plc - FLTR
Flybe
Fomento Económico Mexicano S.A.B. de C.V. - FEMSAUBD
Ford Motor Company - F
FormFactor Inc - FORM
Formula 1
Formula One Group - FWONA
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
Frasers Group plc - FRAS
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
In Practise 2024: Year In Review
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
Danaher Cytiva & Pall Bundling, First Watch, Vitrolife, Ecolab, L&W, DJCO, Builders FirstSource, Alta Equipment, FTAI, Macfarlane
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 & the CFM56 Maintenance Process
FTAI Aviation
FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi
FTAI Aviation: How a Customer Uses Module Swaps
CFM56 Airfoils: Scrap Rates and Repairs
CFM56 and Business Jet Maintenance: Fleet Owner Perspective
Melrose Industries: GKN Aerospace Special Products Group
FTAI Aviation CFM56 Module Swap Offering & Addressable Market
Fever-Tree / Molson Coors, FTAI Short Report, Tesla, Sartorius, CVNA, Farfetch & China Lux, CCC, Zoetis
CFM56 Engine: LLPs and HPT Blades
Chromalloy, FTAI, and CFM-56 PMA Parts
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
Transdigm, Loar, HEICO, FTAI
MTU Aero, FTAI, & Pratt & Whitney: V2500 & CFM56 Overhaul
FTAI Aviation
FTAI Aviation: Customers, LPT Swaps & Core Restoration Risks
Danaher Downstream Bioprocessing, AWS vs GPUaaS, VEEV, Ecolab, Atlas Engineered, Royal Caribbean, Vitrolife, BLDR, Lifecore, Croda
FTAI Aviation: Short Report Review
Melrose Industries: GKN Aerospace Engine MRO
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
FTAI Aviation: CFM56 LLP and USM Parts
ADSK vs Procore, FTAI & CFM56 MRO, Belron, Topicus, Eurofins, Cogent, UnitedHealth, Ametek, Pets at Home
GE, Safran, FTAI, and CFM56, AMZN B2B Distribution, NFLX, ASML, Farfetch & Cettire
GE, Safran, FTAI, and the Modular Design History of the CFM56
IP Fieldwork: Podcast on The Art of Primary Research
FTAI Infrastructure Inc - FIP
FTI Consulting Inc - FCN
Fugro N.V. - FUR
Fursure
Fuyao Group
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
GEICO vs Progressive: Competitive History and Outlook under Todd
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
Rightmove, GEICO & ADAS, Vitec Software, AO, TI & Analog, MNDY, Evotec, Sunbelt / URI, Clarivate
Brown & Brown: Acquisition-Led Growth Through Industry Cycles
Mercury General: Balancing Growth & Wildfire Risks
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
Howmet & Precision Castparts: Pricing Power & Negotiating with Rolls-Royce
Melrose Industries: GKN Aerospace
FTAI Aviation: CFM56 Repair & Module Swap Process
Challenges for Aircraft Lessors
Precision Castparts vs Howmet: Airfoil Casting Competition & Pricing
FTAI & CFM56 MRO Supply vs Demand
FTAI, Chromalloy & the CFM56 HPT Blade PMA
Danaher Cytiva & Pall Bundling, First Watch, Vitrolife, Ecolab, L&W, DJCO, Builders FirstSource, Alta Equipment, FTAI, Macfarlane
FTAI Aviation & the CFM56 Maintenance Process
FTAI Aviation
Rolls-Royce: History and Outlook of Trent 1000 and UltraFan
Precision Castparts vs Howmet: Culture and Pricing Power
FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi
Howmet & PCC, Judges Scientific, McKesson, Ryanair, FormFactor & Technoprobe, AMETEK
FTAI Aviation: How a Customer Uses Module Swaps
CFM56 Airfoils: Scrap Rates and Repairs
Markel Insurance Review, Precision Castparts vs Howmet, AppFolio, DG, John Deere, FEVR
CFM56 and Business Jet Maintenance: Fleet Owner Perspective
Rolls-Royce Engine Supply Chain and Procurement Process
Melrose Industries: GKN Aerospace Special Products Group
FTAI Aviation CFM56 Module Swap Offering & Addressable Market
CFM56 Engine: LLPs and HPT Blades
Chromalloy, FTAI, and CFM-56 PMA Parts
CFM International: 37 Years Selling Aircraft Engines
Howmet & Precision Castparts: Single Crystal HPT Blade Investment Casting Process
Bergman & Beving, Wayfair, Howmet, Spirits vs Beer Distribution, Netflix, Veralto
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
MTU Aero, FTAI, & Pratt & Whitney: V2500 & CFM56 Overhaul
FTAI Aviation
TransDigm: Boeing vs OEM Supplier Bargaining Power
FTAI Aviation: Customers, LPT Swaps & Core Restoration Risks
Danaher Downstream Bioprocessing, AWS vs GPUaaS, VEEV, Ecolab, Atlas Engineered, Royal Caribbean, Vitrolife, BLDR, Lifecore, Croda
FTAI Aviation: Short Report Review
Melrose Industries: GKN Aerospace Engine MRO
FTAI Aviation: CFM56 LLP and USM Parts
GE, Safran, FTAI, and CFM56, AMZN B2B Distribution, NFLX, ASML, Farfetch & Cettire
GE, Safran, FTAI, and the Modular Design History of the CFM56
General Motors Company - GM
Lithia Motors: Servicing Economics
Tesla vs Waymo: Autonomous Driving & Long Tail Data
Waymo vs Tesla: Perception, Behavior, & End-to-End Machine Learning
Tesla's Vertically Integrated Repair Network
Coronavirus: Auto Supply Chain Impact
Topicus, Lithia, Roper, Cogent, Air Products / Linde, Volution, MKL, Belron, Ashtead, BrightSpring
Berkshire & Markel, Tesla, ServiceNOW, Bergman & Beving
Tesla: Artificial Intelligence in Autonomous Driving
Genesis Finance
Genie
Genus plc - GNS
Gerber Collision & Glass
Tesla Repair: Part Sales and Right to Repair
Tesla Repair Network & Vertical Integration
US Auto Collision & Repair: An Insurer's Perspective
Tesla: Culture & Manufacturing-Repair Feedback Loop
Tesla's Vertically Integrated Repair Network
Caliber, Gerber, Service King: Outsourcing US Auto Reconditioning
Lithia, Penske & US Franchised Car Dealers: ICE and EV Servicing
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
Gerresheimer AG - GXI
Getaround
Getir
GET Thailand
GetYourGuide
GFL Environmental Inc - GFL
GitLab Inc - GTLB
Givaudan SA - GIVN
Glass America
GLG - GLG
Global-E Online Ltd - GLBE
Global Fashion Group S.A. - GFG
Global Lending Services
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
AWS & Hyperscalers vs Lambda, CoreWeave & Mid Tier GPU Cloud Providers
Alphawave: Hyperscaler Customer Chip Development
AWS Series: Kubernetes & The Portability Illusion
The History of x86, ARM, & Amazon's Graviton Processor
The Trade Desk: CTV Take Rates & Competitive Landscape
Google AI in Search, YouTube, Assistant vs ChatGPT
Snowflake, Synapse, and Redshift: Customer Angle
Broadcom: VMWare Acquisition & Cloud Transition
Top 20 Free In Practise Interviews
Broadcom: Operating Philosophy & Culture
The Media Planning and Buying Process
Weekly Update: AMZN US Logistics, Ashtead, Snowflake, NOW, Hearing Aids, Confluent
Cogent Communications: Hyperscalers' Dark Fiber Demand
Google DeepMind: AlphaFold & the Biologic R&D Process
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
Primary Research Methods: Vetting Executives
The Trade Desk: Risks & Relationships with Large Advertisers
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
Waymo vs Tesla: Perception, Behavior, & End-to-End Machine Learning
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
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
The Trade Desk: Freewheel Ad Server & Publisher Monetization
Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
AWS Graviton’s Process Power
The Trade Desk: Pluto Monetization Journey
Microsoft Copilot, ChatGPT, & LLM Profitability
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
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
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
Constellation Software Deal Sourcing, Netflix, TTD & CTV, Moody's, PRM, Analog Devices, Waymo
Google Shopping vs European Price Comparison Lawsuit
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
NVIDIA & Generative AI Fundamentals
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
Yelp vs Google: SMB Ad Agency Perspective
Gorillas
Grab Holdings Limited - GRAB
Graco Inc - GGG
Grafana Labs - GRAFANALABS
GRAIL
Grainger plc - GRI
Greatview Aseptic Packaging Company Ltd - HKG0468
Great Wall Motor Company Limited - 2333
Gree Electric
Green Landscaping Group - GREEN
FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB
Green Landscaping Group: Swedish Landscaping Competition
Green Landscaping Group: Contracts Quality, Decentralization & Local Competition
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
Green Mountain Power
Greentech Renewables
Grenke AG - GLJ
Grifols SA - GRF
Grubhub Inc. - GRUB
GSK plc - GSK
Guidewire Software Inc - GWRE
GVS S.p.A - GVS
GXO Logistics Inc - GXO
LVMH, TransDigm, Wise vs SWIFT, Interpump, GXO, LGI Homes, Braze, Boyd Gaming, Ashtead Technology, Metro Bank
GXO Logistics: Culture Post-XPO Spin-Off, TAM & Value-Added Services
GXO Logistics: Leveraging Warehouse Robotics
GXO, DHL and Outsourced Logistics: Cost-Plus vs Fixed-Variable Model
Manhattan Associates: WMS Customer Switching Costs
Just Eat Takeaway, Google, Experian, AB InBev, Hermès, FEVR, IDEXX, Belron, Procore, Wayfair, GXO
GXO and Third-Party Logistics
GXO Logistics: Conflicts with Customers & Warehouse Management System Issues
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
Technoprobe & Semiconductor Testing, Graco, Danaher, Mettler-Toledo, PAYC, IDEXX, CVNA
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
H
Hagerty Inc - HGTY
Hagerty & Classic Car Insurance: Agency Side
Hagerty International: UK Classic Car Insurance
Hagerty vs NSM Insurance Group: Classic Car Insurance
Weekly Update: IKEA, Wayfair, & Omnichannel Furniture Retail
Weekly Update: Berkshire Annual Meeting Reflections
Weekly Update: Judges Scientific, Geotek, & GDS Instruments
Hagerty Marketplace: The Inner Workings of Collector Car Auctions
Hagerty: Agency and Insurance Partnerships
Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
Haibike
Halma plc - HLMA
Diploma PLC, Versace & Capri Holdings, Danaher, Sartorius, Alpha Group
Intuitive Surgical, Danaher, FTAI & AAR, Carvana, LGI, Smartsheet, LPX, MongoDB, Flutter, Idun, Lifco
Lifco vs Halma, Danaher, Eurofins, Waters Corp, PM & BAT, Wayfair vs AMZN, Ocado, MongoDB
Addtech: Managing a BU, M&A Funnel & Incentives
Lifco vs Halma, LKQ, Brown & Brown, Procore, ALGN, Agilon, MONRO, PETS, MNDY
In Practise 2024: Year In Review
Markel Re, Addtech, Tesla Repairs, Idox, Air Products, Belron, Informa, UnitedHealth
Lifco vs Halma: Org Structure & Opco Incentives
AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng
Serial Acquirers: Purchase Price Accounting
Industrial Holdcos: Danaher, Lifco, Perimeter, Diploma, Halma, B&B, Lagercrantz, Addtech, Judges
Halma, Loro Piana vs Brunello Cucinelli, Lithia & Servicing ICE vs EV, Rightmove, Align, Visma, Medpace, Equipment Rental
Constellation Software: Deal Sourcing & Funnel Conversion
Bergman & Beving: Lagercrantz 2.0?
Halma, Danaher, CSU & Serial Acquirer Org Structures
Halma: 1998-2005 Case Study
Halma, Crowcon Detection Instruments, & HLMA Process Safety Sector
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
Halma, Danaher, Constellation Software, & Serial Acquirer Org Structures
Halma, Avire, & History of the Elevator Sensor Market
Röko, Berkshire, & Sector-Agnostic Acquirers, Olo, Spirax Sarco, Ashtead
Lifco vs Halma Org Structure
Halma: Sector M&A Team Incentives
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
Halma: Managing & Scaling Gas & Water Testing Divisions
Top 10 Articles of 2023 & IP Annual Review
LVMH, Kering, & the Luxury Gray Market, Fairfax, Lifco M&A, Raspberry Pi, ODFL
Diploma PLC: Leadership and M&A from Bruce to Johnny
Halma: BEA Sensors Group
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
Röko: Sector-Agnostic vs Sector Focused Acquirers
Röko IPO & Swedish Serial Acquirers
Storskogen Group: M&A Strategy & Challenges
Halma, Kirk Key, & HLMA Organisational Structure
Judges Scientific, Geotek, & GDS Instruments
SDI Group: Challenges and Risks in the Acquirer Model
AMETEK: Culture & M&A Philosophy
Indutrade: Industrial Deal Sourcing
Lifco vs Halma: M&A Team Structure & Incentives
Serial Acquirers
Halma: Driving Organic Growth and Innovation
Halma, Rolex & WOSG, RH, Roper, Belron, Ocado, Daily Journal, Idox, Cogent
Weekly Update: Naked Wines FY22 Results & Reflections
Constellation Software Deal Sourcing, Netflix, TTD & CTV, Moody's, PRM, Analog Devices, Waymo
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
IP Fieldwork: Podcast on The Art of Primary Research
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
IP Fieldwork Podcast: Lifco vs Halma, M&A Team Structure & Incentives
Hamilton Thorne Ltd - HTL
Hannover Rueck SE - HNRGN
HashiCorp Inc - HCP
DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow
HashiCorp: License Change & Leadership
Spotify, Vitec, IMCD, HelloFresh, AmSafe & HEICO, Michelin, HashiCorp, LTL, AvidExchange
Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC
HashiCorp: Sales & Marketing Strategy
HashiCorp: From Open-Source To Enterprise
HEICO, Keyword Studios, AWS / Azure TAM, SPOT, Fever Tree, Hashicorp, MFT, Trustpilot
Discount Gyms, Domino's, Pall & Bioprocessing, Universal & Warner Music, HashiCorp, Wayfair vs AMZN FBA
HashiCorp: Terraform Open-Source to Paid
Havas Media Group
Haverty Furniture Companies Inc - HVT
HCA Healthcare Inc - HCA
McKesson Corporation: Medline Med-Surg Distribution Economics
HCA Healthcare: US Hospital Operations
HCA Healthcare: Staffing & Emergency Dept Operations
AWS Series: Hyperscale Data Centers, Physical Moats, & Server Lifetime
UnitedHealth: Partner Healthcare Providers' VBC Migration Challenges
McKesson Corporation: Medline and US Rebate Pricing System
HDFC Bank Limited - HDFCBANK
Healthy Paws Pet Insurance & Foundation
Heartland Express Inc - HTLD
H&E Equipment Services Inc - HEES
HEICO Corporation - HEI
Loar Group: Portfolio Quality
HEICO: Flight Support Group
Lufthansa Technik: 30 years of Base & Line Maintenance
Designing, Approving, and Selling PMAs
HEICO / Wencor: MRO Synergies
FTAI Aviation: CFM56 Repair & Module Swap Process
Loar Group: Safe Flight Instrument
LVMH, TransDigm, Wise vs SWIFT, Interpump, GXO, LGI Homes, Braze, Boyd Gaming, Ashtead Technology, Metro Bank
Bergman & Beving: The Capital Allocation Model
HEICO, Wencor, Danaher Business System, Loro Piana, Brunello, Mainfreight, Herc
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
Jet Parts Engineering, HEICO, & PMA Growth Opportunity
IP Research Roundup: Transdigm, Loar, HEICO, FTAI
HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)
Weekly Update: Burford Capital & YPF Risk-Reward
Serial Acquirers: Purchase Price Accounting
AmSafe, HEICO, & Aerospace Aftermarket Distribution
Domino's & Fortressing, AppFolio, LiveChat, ISRG, Old Dominion, Proponent / HEI, AMZN & Wayfair
Weekly Update: Electrocomponents, Bechtle AG, & B2B Distribution
FTAI Aviation: CFM56 Lease Contract, Module Swaps, & PMA
Loar Group: Applied Engineering
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
FTAI Aviation
Amazon Ads, ADPma & PMA Parts, Teams vs Slack, Office 365, YouTube, Serial Acquirers, & IP Primary Research Centre
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
HEICO & the Value of Vertical Integration
SHEIN, Temu & Retail Supply Chains, Intuitive Surgical, Litigation Funding, HEICO, Wayfair, Alteryx, CSU, KPG
PMA Parts Competition and Threat to OEMs
ADPma: Manufacturing & Selling PMA Aerospace Parts
Perimeter Solutions, Airbnb, Tesla, HEICO, CMG, Croda, TerraVest, TopBuild, Zscaler
Spotify, Vitec, IMCD, HelloFresh, AmSafe & HEICO, Michelin, HashiCorp, LTL, AvidExchange
CFM56 and Business Jet Maintenance: Fleet Owner Perspective
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
HEICO: Wencor Acquisition
Costco, Kinsale, Transdigm, HEI, Burford Capital, Danaher
Melrose Industries: GKN Aerospace Special Products Group
Chromalloy, FTAI, and CFM-56 PMA Parts
Primary Research Methods: How to Source Executives for Fieldwork
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
Amazon Robotics, CVNA Operations, ISRG, FIVE, Burford, HEI, Wayfair, XPEL, Yelp,
HEICO, PMA History, and Pricing vs OEM
HEICO: Airline MRO Customer Perspective
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
Transdigm, Loar, HEICO, FTAI
TransDigm: Culture & Pricing
Howdens, Intuitive Surgical, Vistry, Evolution Gaming, AMZN vs Wayfair, TransDigm, Palo Alto
Top 10 Articles of 2023 & IP Annual Review
Weekly Update: Judges Scientific, Geotek, & GDS Instruments
FTAI Aviation
Loar Group: Aerospace Parts Quality
TransDigm: Boeing vs OEM Supplier Bargaining Power
HEICO, Transdigm, & PMA Parts
Boeing vs TransDigm, Adyen, Brunello Cucinelli, AMZN, Marlowe
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Safran: CFM56 & LEAP MRO
Adams Rite, AdelWiggins, & TransDigm Competitive Risks
Proponent, HEICO, & Aerospace Distribution
Weekly Update: Costco's Changing Philosophy
Costco UK & EU Case Study, DHR & Bioprocessing, Copart Germany, Transdigm, HEICO, TSLA, B&B
Trupanion, HEICO / Wencor MRO, Alteryx, SNOW, Essentra, FD Technologies
HEICO: PMA vs OEM Power
HEICO PMA and MRO: Airline Customer Perspective
Loar Group: SCHROTH vs AmSafe Seat Belts
Boeing Propulsion: OE and Aftermarket Strategies
Boeing Global Services, TransDigm & Supplier Relationships
Loar Group: Pacific Piston Ring Company
FTAI Aviation: CFM56 LLP and USM Parts
HEICO & PMAs, Waters Corp, CarMax, Evolution Gaming, Cogent & Hyperscalers, Spotify, Wayfair
TransDigm Pricing through COVID, Costco Aus & China, HEICO, Tempur Sealy
Boeing vs TDG, HEICO, TTD & NFLX Ads, Brookfield, Burford, Instalco, LGIH, KMX & CVNA, Fortinet
Serial Acquirers
IP Company Learning Journeys, Update on Our Offering, Instalco, SpaceX, Capital One, KPG, Fortinet
Safran & CFM56 Engine Overhaul
HEICO, Keyword Studios, AWS / Azure TAM, SPOT, Fever Tree, Hashicorp, MFT, Trustpilot
HEICO / Wencor
TransDigm Group Podcast
HEICO vs Wencor: PMA and MRO
IP Fieldwork: Podcast on The Art of Primary Research
Investor Dialogue: HEICO, Transdigm, & Terminal Values
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
IP Fieldwork Podcast: Lifco vs Halma, M&A Team Structure & Incentives
Boeing, TransDigm, & a History of Aftermarket Distribution
Heineken N.V. - HEIA
AB InBev & US Beer Distribution
Fever-Tree and Beer vs Spirits Distribution Networks
Heineken: Footprint Rationalization & Supply Chain Optimization
Formula 1 Group: Sponsorships History & Selling F1
Molson Coors, Fever-Tree, & US Grocery & C-Store Distribution
Fever-Tree & Molson Coors: a Walmart Buyer's Perspective
Vitec vs Constellation Software, NVIDIA, FTAI, Brown-Forman, F1, IDEX, Analog Devices
HelloFresh SE - HFG
Weekly Update: MADE.com, Westwing, & Niche vs Mass E-commerce Models
HelloFresh: Business Model Economics & Strategy
Cook it, Goodfood, & The Canadian Meal Kit Market
Spotify, Vitec, IMCD, HelloFresh, AmSafe & HEICO, Michelin, HashiCorp, LTL, AvidExchange
Weekly Update: Monster, Fever Tree & Non-Alcoholic Beverage Distribution
HelloFresh: US Meal Kit Market Dynamics and Growth Prospects
Goodfood, Meal-Kits, and Gruppo MutuiOnline BPO
HelloFresh Group - US Logistics
Goodfood, MissFresh, & Canadian Meal-Kits
Henry Schein Inc - HSIC
Herc Rentals
Sunbelt Rentals: Competition with Independent Equipment Rental Firms
Alta Equipment: End Market Cyclicality, OEM Relationship & Fleet Utilization
Sunbelt, United and Herc Rentals: Customer Perspective
Ashtead Investor Day 2024
Sunbelt Rentals: Pump & Power Specialty Equipment
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
Sunbelt vs United: the Nature of Equipment Rental Competition
Hermes International SCA - HRMS
Kering, Gucci, & Selling Overstock through the Luxury Gray Market
Hermès: Culture & Customer Profile
Hermès Jewelry: Asian Market Consumer Dynamics & Pricing
In Practise 2024: Year In Review
Rémy Cointreau: Louis XIII - Managing Scarcity
Moncler, Hermès, & Scaling Luxury Brands
Hermès: Culture & Second-Hand Market
Hermes: New Collections & European vs Asian Customer
Cettire & the Luxury Goods Gray Market
LVMH: Balancing Quality and Growth
Hermès: Pricing & Quota Bag System
LVMH & the North American Luxury Market
LVMH: Working with Arnault & Luxury M&A
Hermès: Warehousing & Distribution Evolution
Brunello Cucinelli: Philosophy, Customer Profile & Growth
Just Eat Takeaway, Google, Experian, AB InBev, Hermès, FEVR, IDEXX, Belron, Procore, Wayfair, GXO
Farfetch: Post-Mortem
Hermès: Stock Quotas & Beyond the Birkin
Hermès: Beyond Fashion
Hermes Investment Management
Hertz Global Holdings Inc - HTZ
Hesai Technology
Heska Corporation - HSKA
Hillenbrand Inc - HI
Hilton Grand Vacations Inc - HGV
Hilton Worldwide Holdings Inc - HLT
Hipgnosis Songs Fund Ltd - SONG
Hitachi Ltd - 6501
HIVE Digital Technologies Ltd
H & M Hennes & Mauritz AB - HMB
home24 SE - H24
Wayfair: Cost Structure & Culture
Amazon vs Wayfair: EU Heavy & Bulky Market Challenges
Wayfair: Marketing Strategy & Challenges
Westwing: EU Online Furniture Market Opportunity
Westwing Online Furniture: Shop vs Club, Pricing & Conflicts of Interests
Wayfair: Marketing Strategy & Brand Building Challenges
HomeGoods
Honeywell International Inc - HON
Lufthansa Technik: 30 years of Base & Line Maintenance
Designing, Approving, and Selling PMAs
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)
Loar Group: Applied Engineering
TransDigm: Boeing vs OEM Supplier Bargaining Power, Vitec, Atlassian, Mister Car Wash, Nubank ,Wayfair
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
HEICO: Wencor Acquisition
GVS: RPB Abrasive Blasting Respirators & Regulatory Approval
HEICO: Wencor Analysis, Carvana's IRCs, SpaceX, Keywords Studios, Mainfreight
HEICO: Wencor Acquisition Synergies and Analysis
Loar Holdings
HEICO, PMA History, and Pricing vs OEM
TransDigm: Boeing vs OEM Supplier Bargaining Power
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Adams Rite, AdelWiggins, & TransDigm Competitive Risks
Proponent, HEICO, & Aerospace Distribution
HEICO: PMA vs OEM Power
HEICO PMA and MRO: Airline Customer Perspective
Boeing Propulsion: OE and Aftermarket Strategies
Loar Group: Pacific Piston Ring Company
HEICO & PMAs, Waters Corp, CarMax, Evolution Gaming, Cogent & Hyperscalers, Spotify, Wayfair
TransDigm Group Podcast
LOAR, O'Reilly, IQVIA vs VEEVA, ELV, UNH, Markel & Kinsale, Rightmove, Medpace
Boeing, TransDigm, & a History of Aftermarket Distribution
Howden Joinery Group Plc - HWDN
Howdens Joinery: France History & Growth Opportunity
Howden Joinery: France Market Growth Challenge
Tesla Insurance, Topicus, HWDN France, O'Reilly, UnitedHealth, TechTarget, Dynatrace, CCOI, Brockhaus, Alpha Group
Howden Kitchens, Independent Retailers, & EU Kitchen Market Structure
FTAI & Chromalloy CFM56 HPT PMA, Ferrari EVs, HWDN France, CMG, BLDR, Smartsheet, Palo Alto, Macfarlane
Weekly Update: Howden Joinery, Wren Kitchens, and HWDN in France
Competing with Howdens Joinery
Howdens: UK Kitchen Demand and Supply
Howden Joinery, Wren Kitchens, and HWDN in France
Howden Joinery: Netherlands History & EU Growth Opportunity
Wren Kitchens, Howden Joinery, & the UK Kitchen Market Structure
Howdens, Intuitive Surgical, Vistry, Evolution Gaming, AMZN vs Wayfair, TransDigm, Palo Alto
IP Company Learning Journeys, Update on Our Offering, Instalco, SpaceX, Capital One, KPG, Fortinet
Howden Joinery
Howmet Aerospace Inc - HWM
Howmet & Precision Castparts: Pricing Power & Negotiating with Rolls-Royce
Precision Castparts vs Howmet: Airfoil Casting Competition & Pricing
Precision Castparts vs Howmet: Culture and Pricing Power
Rolls-Royce Engine Supply Chain and Procurement Process
Howmet & Precision Castparts: Single Crystal HPT Blade Investment Casting Process
HSBC Holdings plc - HSBA
HubSpot Inc - HUBS
Humana Inc - HUM
Centene: Medicaid Margins & Provider Network Challenges
BrightSpring Health Services: Challenges in Leveraging Nursing Assets
Centene, Molina: Navigating Medicaid & Medicare Challenges
US Value-Based Healthcare: Physician Incentives
Molina Healthcare: Care Connections Program
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
Hurricane Electric
I
i3 Verticals Inc - IIIV
IAA Inc - IAA
Copart: New Market Expansion Process & Challenges
Copart: Salvage Yard Operations
Copart: Running a Salvage Yard
Top 10 Articles of 2023 & IP Annual Review
Carvana, KAR Auction, & The Used Car Ecosystem
LKQ & US Auto Recycling: Salvage Operations
IAA, Copart, & Salvage Auctions
Copart: UK, Germany, Finland, & India Market Opportunity
Iberostar Group
ICICI Bank Limited - ICICIBANK
ICON Public Limited Company - ICLR
IDEX Corporation - IEX
IDEX: Mott Corporation Acquisition
IDEX: Health & Science Division History
IDEX Corporation: Culture & the 80/20 Principle
Constellation Software, Vitec, & Röko M&A Sourcing: Proprietary vs Broker Channel
Indutrade: Industrial Deal Sourcing
Vitec vs Constellation Software, NVIDIA, FTAI, Brown-Forman, F1, IDEX, Analog Devices
IDEX: KZValve Acquisition Case Study
IDEX Corporation: M&A strategy & Operating model
IDEXX Laboratories Inc - IDXX
IDEXX Laboratories: UK Vet Practices, Diagnostics & Practice Management Software
IDEXX: Reference & In-House Lab Competition
Zoetis, IDEXX Laboratories and Animal Diagnostics Competition
Idexx Laboratories: In-house vs Reference Labs for Independent Practices
Pets At Home: Vet Practice Operations, Medication & Diagnostics
Pets At Home: CMA Investigation & UK Vet Practices
Zoetis: Abaxis Post-Merger Integration Challenges
IDEXX & Global Animal Testing: Competitive Landscape & Pricing Dynamics
IDEXX: Antech / Heska Combination & Threat to IDEXX
IDEXX : Abaxis Competition & Zoetis Integration
Just Eat Takeaway, Google, Experian, AB InBev, Hermès, FEVR, IDEXX, Belron, Procore, Wayfair, GXO
IDOX plc - IDOX
Idun Industrier - IDUN
iFIT
Illinois Tool Works Inc - ITW
Illumina Inc - ILMN
Illumina: Grail Acquisition & Early Cancer Detection
10x Genomics: Visium, NanoString Tech & Future of Single-Cell Analysis
Vitrolife: Genetic Testing Lab Operations
Illumina & The Evolution of Next-Generation Sequencing
Weekly Update: Ashtead & Equipment Rental: A More Resilient Business
Illumina & Gene Sequencing
Illumina: GRAIL's Clinical Trials
IMCD N.V. - IMCD
IMCD: Customer Value-Add
Spotify Podcast Ads, Danaher, Yelp, XPEL, IMCD, Atlas Copco, Becle, XPO Logistics
Croda: Vaccine Adjuvants Business
Croda: Life Sciences Specialty Chemicals
TransDigm: Boeing vs OEM Supplier Bargaining Power, Vitec, Atlassian, Mister Car Wash, Nubank ,Wayfair
Spotify, Vitec, IMCD, HelloFresh, AmSafe & HEICO, Michelin, HashiCorp, LTL, AvidExchange
IMCD: Principal - Distributor Dynamics
IMCD Group: APAC Region, M&A Strategy & Management Changes
Imperial Brands PLC - IMB
Imply
Inchcape plc - INCH
Inchcape: EU Auto Retail Distribution Dynamics
Inchcape: Growth Opportunities
UK Used Car Market Competitive Landscape
CSU, Vitec, Lifco, Teqnion, & M&A Accounting, Danaher Business System, GoEasy, Inchcape, Wayfair, LGI, EVO
Ferguson, Vroom Diagnosis, Inchcape, EVO's APAC Operations, Sunbelt Specialty Equipment
Inchcape: Distribution for Chinese OEMs
Watsco & FERG Customer Survey, Veeva Systems, IQVIA, Lumine, Indutrade, Smartsheet & MNDY, Inchape & Chinese OEMs, PPC
Inchcape: Automotive OEM-Distributor Dynamics
Evolution Gaming's Asia & Crypto Risks, MSFT Gaming, Copart, United Parks, TRUP, LGI, Inchcape
Industria de Diseño Textil S.A. - ITX
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
Zara's Supply Chain
Shein: Disrupting Fast Fashion
Mango and Sustainable Fashion Sourcing Strategies
Zara & SHEIN Supply Chain Analysis
Indutrade - INDT
Diploma PLC, Versace & Capri Holdings, Danaher, Sartorius, Alpha Group
Addtech: Managing a BU, M&A Funnel & Incentives
Bergman & Beving: The Capital Allocation Model
Lifco vs Halma: Org Structure & Opco Incentives
Bergman & Beving
Bergman & Beving: Lagercrantz 2.0?
Indutrade: Unsuccessful Acquisition Case Study
Lifco: Dental Distribution & Culture
Addtech & Lessons from 25 years at Leading Nordic Serial Acquirers
Röko: Building a Leading Serial Acquirer
Lifco vs Halma Org Structure
Halma: Sector M&A Team Incentives
Bergman & Beving, Wayfair, Howmet, Spirits vs Beer Distribution, Netflix, Veralto
Bergman & Beving: Spin-offs, Value Chain & New Management
Diploma PLC: Leadership and M&A from Bruce to Johnny
Röko: Sector-Agnostic vs Sector Focused Acquirers
Röko IPO & Swedish Serial Acquirers
Storskogen Group: M&A Strategy & Challenges
Lifco vs Halma: M&A Team Structure & Incentives
Watsco & FERG Customer Survey, Veeva Systems, IQVIA, Lumine, Indutrade, Smartsheet & MNDY, Inchape & Chinese OEMs, PPC
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
IP Fieldwork Podcast: Lifco vs Halma, M&A Team Structure & Incentives
Infineon Technologies AG - IFX
Raspberry Pi Architecture & Competitive Landscape
Raspberry Pi Holdings PLC: Beyond Single Board Computers
Analog Devices vs Texas Instruments: Go-To-Market Strategies
Raspberry Pi Holdings: Edge AI Computing & Hailo
Analog Devices vs Texas Instruments: Competitive Positioning
Raspberry Pi Holdings PLC: Low-Cost Microcontroller Disruption
Raspberry Pi: Arduino Customer Acquisition Flow
InfluxDB
Informa plc - INF
Markel Re, Addtech, Tesla Repairs, Idox, Air Products, Belron, Informa, UnitedHealth
Tesla Insurance, Topicus, HWDN France, O'Reilly, UnitedHealth, TechTarget, Dynatrace, CCOI, Brockhaus, Alpha Group
TechTarget & Informa: Potential Synergies & B2B Marketing
TechTarget: BrightTALK Acquisition & Integration
Informa: Industry Dive Acquisition
TSLA, Brown & Brown, Rolex & Watches of Switzerland, DJCO, Belron, VEEV, bioMérieux, Dynatrace, TechTarget
Ingersoll Rand Inc - IR
Init Innovation In Traffic Systems SE - IXX
InPost S.A. - INPST
Instacart
Instalco - INSTAL
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
Installed Building Products Inc - IBP
Instructure Holdings Inc - INST
Integrated Healthcare Association
Intel Corporation - INTC
The History of x86, ARM, & Amazon's Graviton Processor
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
Amazon Web Services: EC2 Graviton Strategy
KX: A Customer's Perspective
ASML: Supply Chain Resilience & Supplier Agreements
Technoprobe: Semiconductor Probe Card Testing Equipment
Wayfair Supplier Survey, ASOS, YELP, Countrywide & UK Housing, Cardlytics, Tecsys
AWS Series: Graviton’s Process Power
AWS Graviton’s Process Power
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
FormFactor vs Technoprobe: Intel's Customer Perspective
Inter IKEA Holding B.V. - IKEA
International Business Machines Corp - IBM
International Game Technology PLC - IGT
International Paper Company - IP
International Programs Group (IPG)
Interpump Group S.p.A. - IPA
Intertek Group plc - ITRK
Intuit Inc - INTU
Intuitive Surgical Inc - ISRG
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
In Practise 2024: Year In Review
Intuitive Surgical: ASC's, Hugo Comparison & Efficiency Gains
Robotic Surgery, Hugo vs Da Vinci & The Role of Simulation
Intuitive Surgical: A Buyer's Perspective
Domino's & Fortressing, AppFolio, LiveChat, ISRG, Old Dominion, Proponent / HEI, AMZN & Wayfair
Intuitive Surgical: Da Vinci Sales & Training Process
SHEIN, Temu & Retail Supply Chains, Intuitive Surgical, Litigation Funding, HEICO, Wayfair, Alteryx, CSU, KPG
Intuitive Surgical: Training Surgeons on the Da Vinci
Intuitive Surgical: Selling $2m da Vinci Robots
Bergman & Beving, Lagercrantz, Robotic Surgery, Mainfreight, Markel, Old Dominion
Intuitive Surgical: General Surgery Penetration
Surgical Science: Relationship with Intuitive Surgical & Robotic OEM's
Amazon Robotics, CVNA Operations, ISRG, FIVE, Burford, HEI, Wayfair, XPEL, Yelp,
Intuitive Surgical: Selling Da Vinci Systems, Simulators & Competition
Howdens, Intuitive Surgical, Vistry, Evolution Gaming, AMZN vs Wayfair, TransDigm, Palo Alto
Intuitive Surgical vs Laparoscopy Cost and Sales Process
IQVIA Holdings Inc - IQV
Veeva vs IQVIA, SDI Group, Rightmove, Watsco, FERG, Core & Main, Evotec, Dynatrace, Jamf
Evotec: Business Model, Sales Process & Org Structure
Veeva Systems, IQVIA, & the Pharma Sales Flow
IQVIA OCE vs VEEVA: a Partner Perspective
Medpace: Culture, Leadership & Compensation
Clarivate: Management, M&A, & the One Clarivate Strategy
Veeva Systems: Customer Perception & Salesforce Relationship
Veeva Align, Link, and OpenData vs IQVIA OneKey
Medpace, IQVIA, & Benefits of Scale in Biotech CRO
Danaher Downstream Bioprocessing, AWS vs GPUaaS, VEEV, Ecolab, Atlas Engineered, Royal Caribbean, Vitrolife, BLDR, Lifecore, Croda
Veeva Compass and OpenData vs IQVIA
Medpace: CRO Selection Process
TSLA, Brown & Brown, Rolex & Watches of Switzerland, DJCO, Belron, VEEV, bioMérieux, Dynatrace, TechTarget
Watsco & FERG Customer Survey, Veeva Systems, IQVIA, Lumine, Indutrade, Smartsheet & MNDY, Inchape & Chinese OEMs, PPC
Medpace: Culture, Org Structure & Business Development
LOAR, O'Reilly, IQVIA vs VEEVA, ELV, UNH, Markel & Kinsale, Rightmove, Medpace
Ituran Location and Control Ltd - ITRN
IVU Traffic Technologies AG - IVU
J
Jaguar Land Rover
James Hardie Industries plc - JHX
James River Group Holdings, Ltd. - JRVR
Kinsale Capital: IT Infrastructure & Technology Culture
Kinsale Capital: Competitive Advantage
Kinsale: Underwriting Process & Unified System Advantage
Kinsale Capital: History and Advantage of Technology
Kinsale Capital: Coverage, Claims & Commissions
Kinsale Capital: Wholesale Partnership & Coverage
Kinsale Capital: Management, Hiring Policy & Expansion
Jamf Holding Corp - JAMF
Japan Tobacco Inc - 2914
J.B. Hunt Transport Services Inc - JBHT
JCB
JD.com Inc - JD
JD Sports Fashion plc - JD
Jerónimo Martins SGPS S.A. - JMT
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
Casey's, Murphy USA, Circle K: US Convenience Retailer Market Dynamics
Dino Polska vs Biedronka: Fresh Meat
Dino Polska: Challenges to Replicate the Model
Jet Parts Engineering
Jiffy Lube
JLG Industries
JobRad
John Deere
Johns Lyng Group Ltd - JLG
Johns Manville
Johnson & Johnson - JNJ
Intuitive Surgical: ASC's, Hugo Comparison & Efficiency Gains
Robotic Surgery, Hugo vs Da Vinci & The Role of Simulation
Croda: Vaccine Adjuvants Business
Bonesupport: US Sales Process & Growth Opportunity
Intuitive Surgical: A Buyer's Perspective
Intuitive Surgical: Da Vinci Sales & Training Process
Bonesupport: History, Competition & Market Size
Becton Dickinson: M&A History, Culture & Management
Bonesupport: CERAMENT, Bone Infections & Use Cases
Intuitive Surgical: Training Surgeons on the Da Vinci
Alcon & Global Contact Lenses Competition
Intuitive Surgical: General Surgery Penetration
Surgical Science: Relationship with Intuitive Surgical & Robotic OEM's
Intuitive Surgical: Selling Da Vinci Systems, Simulators & Competition
Intuitive Surgical vs Laparoscopy Cost and Sales Process
Alcon AG: Competitive Dynamics in Eye Surgery
Becton Dickinson: Leadership Style & Organic Growth
JPMorgan Chase & Co - JPM
J Sainsbury plc - SBRY
Jubilant FoodWorks Limited - JUBLFOOD
Judges Scientific plc - JDG
Judges Scientific PLC: Geotek & Multi Core Scanning Industry
Addtech: Managing a BU, M&A Funnel & Incentives
Bergman & Beving: The Capital Allocation Model
Judges Scientific PLC: Geotek Services & Boxscan
Lifco vs Halma: Org Structure & Opco Incentives
Judges Scientific: GDS Instruments
Industrial Holdcos: Danaher, Lifco, Perimeter, Diploma, Halma, B&B, Lagercrantz, Addtech, Judges
Oxford Cryosystems: Selling to Judges Scientific PLC
New Enterprise Subscription Tier: Constellation Software, AMZN, BUR, JDG, Wix, TSLA
Constellation Software: Deal Sourcing & Funnel Conversion
Bergman & Beving: Lagercrantz 2.0?
Investor Dialogue: Judges Scientific
Halma: 1998-2005 Case Study
Howmet & PCC, Judges Scientific, McKesson, Ryanair, FormFactor & Technoprobe, AMETEK
Indutrade: Unsuccessful Acquisition Case Study
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
Addtech & Lessons from 25 years at Leading Nordic Serial Acquirers
Bergman & Beving, Lagercrantz, Nordic B2B Distribution & M&A
Lifco vs Halma Org Structure
Halma: Sector M&A Team Incentives
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
Halma: Managing & Scaling Gas & Water Testing Divisions
Weekly Update: Judges Scientific, Geotek, & GDS Instruments
Röko: Sector-Agnostic vs Sector Focused Acquirers
Storskogen Group: M&A Strategy & Challenges
Constellation Software, Vitec, & Röko M&A Sourcing: Proprietary vs Broker Channel
Judges Scientific, Geotek, & GDS Instruments
SDI Group: Challenges and Risks in the Acquirer Model
AMETEK: Culture & M&A Philosophy
Indutrade: Industrial Deal Sourcing
Weekly Update: New Weekly Format, AWS Sales Strategies, SNOW, & CVNA
Lifco vs Halma: M&A Team Structure & Incentives
M&A and Purchase Price Accounting
IP Company Learning Journeys, Update on Our Offering, Instalco, SpaceX, Capital One, KPG, Fortinet
Company Profile: Judges Scientific PLC
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Just Eat Takeaway.com N.V. - TKWY
Just Eat Takeaway vs Wolt Germany & Employed Courier Models
Deliveroo, Nando's Exclusivity, and UK Food Delivery
Just Eat & Online Food Delivery in Spain
Scaling Uber EATS in London
Deliveroo & Dark Kitchens
Netflix Ads & The Trade Desk, AppFolio, IDEX, Westlake, Mettler-Toledo, Hermès, AVGO, Lonza, FEVR, BFIT, TKWY
Uber Eats, SkipTheDishes & Food Delivery Business Models
Online Food Delivery in France: Deliveroo, UberEats, & Gorillas
Domino's Pizza: Managing the US and UK Franchise Network
Slerp & UK White Label Restaurant Food Delivery
Nimbus Kitchens, Roberta's Pizza & Ghost Kitchens
Elmenus & Egyptian Food Delivery
Just Eat: Lessons from Scaling an Online Marketplace
Food Delivery Wars and Credit Acceptance's Underwriting Moat
Online Food Delivery: Spain Labor Law & Market Structure Changes
Just Eat Takeaway: UK vs EU Courier Models and Delivery Economics
Burger King UK: Offline to Online Food Delivery
Bechtle AG, Software Reselling, & White Label Food Delivery
Just Eat Takeaway: Protecting the Legacy UK Marketplace
Just Eat Takeaway, Google, Experian, AB InBev, Hermès, FEVR, IDEXX, Belron, Procore, Wayfair, GXO
Online Food Delivery: Marketplaces & Logistics Business Models
Online Food Delivery: A Restaurant's Perspective
Glovo & EU Convenience Delivery
Getir & On-Demand Grocery Delivery
K
Kambi Group - KAMBI
Kam Lung Motor Group
Kantox
Kathy-Kuo-Designs
Kawasaki Heavy Industries Ltd - 7012
KB Home - KBH
Kelly Partners Group Holdings Limited - KPG
Kelly Partners Group: New Ventures, Operating Structure & Management
Kelly Partners Group & Accountancy Roll-Ups
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Kelly Partners Group: UK Expansion & ETL Global
SHEIN, Temu & Retail Supply Chains, Intuitive Surgical, Litigation Funding, HEICO, Wayfair, Alteryx, CSU, KPG
In Practise on Spotify, AMZN Advertising, Kelly Partners Group, United Rentals, 10x Genomics, Grenke
Kelly Partners Group: A Selling Partner's Perspective
UK Accountancy Practice M&A
Constellation Software, Vitec, & Röko M&A Sourcing: Proprietary vs Broker Channel
Kelly Partners Group & Accountancy Practice M&A
IP Company Learning Journeys, Update on Our Offering, Instalco, SpaceX, Capital One, KPG, Fortinet
Kelly Partners Group (KPG) & Accountancy Roll-Ups
William Buck & Australian Accounting Roll-Ups
Kering SA - KER
Cettire: Managing Luxury Marketplace Operations
Chinese Luxury Gray Market Structure
Kering, Gucci, & Selling Overstock through the Luxury Gray Market
Hermès Jewelry: Asian Market Consumer Dynamics & Pricing
Moncler, Hermès, & Scaling Luxury Brands
LVMH, Kering, & Luxury Gray Market Distribution
Loro Piana: Ownership Under LVMH & Brunello Cucinelli Comparison
Luxury Gray Market: Italy to China Product Flow
Hermes: New Collections & European vs Asian Customer
Salvatore Ferragamo & Luxury Retail Unit Economics
Cettire & the Luxury Goods Gray Market
Bottega Veneta: Luxury Brand Building
Cettire: Boutique Perspective & Brand Restrictions
Fever-Tree / Molson Coors, FTAI Short Report, Tesla, Sartorius, CVNA, Farfetch & China Lux, CCC, Zoetis
LVMH & the North American Luxury Market
Farfetch: Chinese Luxury Marketplaces & Gray Market
Versace: Impact of Capri Holdings
LVMH, Kering, & the Luxury Gray Market, Fairfax, Lifco M&A, Raspberry Pi, ODFL
LVMH: Working with Arnault & Luxury M&A
Hermès: Warehousing & Distribution Evolution
Online Luxury Fashion: Marketplaces vs Retailers
Cettire & Online Luxury Goods: Competition for Boutique Supply
Cettire: Boutique Inventory Allocation Strategy
Farfetch: Post-Mortem
Brunello Cucinelli, Loro Piana & Luxury Cashmere
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
Hermès: Beyond Fashion
Keywords Studios plc - KWS
Zara's Supply Chain, Dino Polska, Spotify, Fever Tree, Keywords, CACC, Essentra
Keywords Studios: Cross-selling, M&A, & AI Risks
Keywords Studios: Competitive Analysis
HEICO: Wencor Analysis, Carvana's IRCs, SpaceX, Keywords Studios, Mainfreight
Keywords Studios: Sales Process, Single Service BPO's & Competition
HEICO, Keyword Studios, AWS / Azure TAM, SPOT, Fever Tree, Hashicorp, MFT, Trustpilot
Kingfisher plc - KGF
Kinsale Capital Group Inc - KNSL
Markel Specialty Insurance: Underwriting Culture and Philosophy
Kinsale Capital: IT Infrastructure & Technology Culture
Kinsale Capital: Competitive Advantage
Kinsale: Underwriting Process & Unified System Advantage
Markel Specialty Insurance Strategy & Expense Ratio
Kinsale Capital: A Wholesale Broker's Perspective
Kinsale Capital: History and Advantage of Technology
Brown & Brown, Orchid Insurance & MGA Economics
Kinsale Capital: Coverage, Claims & Commissions
Markel Specialty Insurance Culture & Org Structure
Mercury General: Balancing Growth & Wildfire Risks
Kinsale Capital: Wholesale Partnership & Coverage
Markel vs Kinsale: Broking E&S Lines
Markel: State National & Program Services
Kinsale Capital: Management, Hiring Policy & Expansion
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
Kion Group AG - KGX
Kite Packaging
KKR & Co Inc - KKR
Klarna Bank - BNPL
Klaviyo Inc - KVYO
Kloeckner Metals Corporation
Knauf
Knights plc
Knight-Swift Transportation Holdings Inc - KNX
KOI Auto Parts
Komatsu Ltd - 6301
KONE - KNEBV
Kotak Mahindra Bank Limited - KOTAKBANK
Krsnaa Diagnostics Ltd - KRSNAA
Krystals
Kubota Corporation - 6326
Kuehne + Nagel International AG - KNIN
Amazon's Outsourced Fulfilment Strategy: 3PL Customer Perspective
GXO Logistics: Culture Post-XPO Spin-Off, TAM & Value-Added Services
GXO Logistics: Leveraging Warehouse Robotics
Mainfreight Culture and US Market Challenges
GXO, DHL and Outsourced Logistics: Cost-Plus vs Fixed-Variable Model
Manhattan Associates: WMS Customer Switching Costs
GXO Logistics: Conflicts with Customers & Warehouse Management System Issues
KUKA AG - KU2
KX
L
Laboratory Corporation of America Holdings - LH
ladyinlondon.com
Lagercrantz Group - LAGR
Bergman & Beving: The Original Serial Acquirer
Lifco AB: Dental Division History and Org Structure
Addtech: Managing a BU, M&A Funnel & Incentives
Bergman & Beving: The Capital Allocation Model
Lifco vs Halma: Org Structure & Opco Incentives
Constellation Software: M&A Team Structure & Deal Sourcing Process
Serial Acquirers: Purchase Price Accounting
Industrial Holdcos: Danaher, Lifco, Perimeter, Diploma, Halma, B&B, Lagercrantz, Addtech, Judges
Bergman & Beving
Constellation Software: Deal Sourcing & Funnel Conversion
Bergman & Beving: Lagercrantz 2.0?
Halma: 1998-2005 Case Study
Indutrade: Unsuccessful Acquisition Case Study
Idun Industrier: Fredahl and Rydéns
Lifco: Dental Distribution & Culture
Addtech & Lessons from 25 years at Leading Nordic Serial Acquirers
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
Constellation Software, Vitec, & Röko M&A Sourcing: Proprietary vs Broker Channel
SDI Group: Challenges and Risks in the Acquirer Model
Indutrade: Industrial Deal Sourcing
Lifco vs Halma: M&A Team Structure & Incentives
Serial Acquirers
M&A and Purchase Price Accounting
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
IP Fieldwork Podcast: Lifco vs Halma, M&A Team Structure & Incentives
L'Air Liquide S.A. - AI
Lambda Labs
Landoll
Las Vegas Sands Corp - LVS
LAWSON PRODUCTS INC - LAWS
LCM
Lear Corporation - LEA
Lease a Bike
Lectra SA - LSS
Lemonade Inc - LMND
Lennar Corporation - LEN
Intuitive Surgical, Danaher, FTAI & AAR, Carvana, LGI, Smartsheet, LPX, MongoDB, Flutter, Idun, Lifco
LGI Homes, Lennar, D.R. Horton & US Homebuilding Scale Advantages
LGI Homes: US Homebuilders Market Dynamics
Builders FirstSource and the US Truss Manufacturing Market
LGI Homes: Underwriting Process & Quality
Builders FirstSource: US Homebuilding Cyclicality, Pricing, & Vertical Integration
LVMH, TransDigm, Wise vs SWIFT, Interpump, GXO, LGI Homes, Braze, Boyd Gaming, Ashtead Technology, Metro Bank
LGI Homes, Lennar, D.R. Horton: US Building Material Supplier Relationships
LGI Homes: New Home Sales Process
LGI Homes: Building In Sets & Process-Based Culture
Builders FirstSource: BMC Integration, Product-Market Fit & Distributor Relationships
Vitec, CSU & Lifco, CACC vs Westlake, GOOG Stadia, DHR & Cytiva Filtration, LGIH, UMG, Gyms, ACV Auctions
LGI Homes: Forecasting Demand & the Power of a Local Salesforce
LGI Homes, Lennar, D.R Horton: US Homebuilder Market Dynamics
Builders FirstSource: Scale Advantage & Capital Allocation
Lennox International Inc - LII
Leslie's Inc - LESL
LEVEL 3 COMMUNICATIONS - LVLT
LG
LG Chem Power Inc
LGI Homes Inc - LGHI
LGI Homes, Lennar, D.R. Horton & US Homebuilding Scale Advantages
LGI Homes: US Homebuilders Market Dynamics
Builders FirstSource and the US Truss Manufacturing Market
LGI Homes: Underwriting Process & Quality
LGI Homes: Understanding Land Acquisition
Builders FirstSource: US Homebuilding Cyclicality, Pricing, & Vertical Integration
LGI Homes, Lennar, D.R. Horton: US Building Material Supplier Relationships
LGI Homes: New Home Sales Process
LGI Homes: Building In Sets & Process-Based Culture
Builders FirstSource: BMC Integration, Product-Market Fit & Distributor Relationships
LGI Homes: Forecasting Demand & the Power of a Local Salesforce
LGI Homes, Lennar, D.R Horton: US Homebuilder Market Dynamics
Builders FirstSource & US Building Materials Market: Supply Chain, Market Consolidation and Specialty Products
Builders FirstSource: Scale Advantage & Capital Allocation
Liberty Global plc - LBTYA
Liberty Media Corporation - FWONK
Lidl
Aldi, Ocado, & Online Grocery Business Models
Dino Polska: Growth Runway & Competition
Lidl: Hard Discounter Business Models
Naked Wines & The Online Wine Opportunity
Lidl in Ireland: from 0 to 12% market share in 20 years
Rightmove vs CoStar, AppFolio vs Yardi, Analog & TXN, CDLX, TRUP, Equipment Rental, Dino, CPRT, PRKS, Clarivate
Mercadona and Discount Food Retail
Lidl and Hard Discounter Culture
Aldi: Hard Discounter Business Models
Dino Polska & Polish Grocery: Navigating A Deflationary Environment
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
Lidl: Hard Discounter Private Label Strategy
Leadership Principles: Lessons from 25 Years in Consumer Retail
Dino Polska: Challenges to Replicate the Model
Lifco - LIFCO
Diploma PLC, Versace & Capri Holdings, Danaher, Sartorius, Alpha Group
Intuitive Surgical, Danaher, FTAI & AAR, Carvana, LGI, Smartsheet, LPX, MongoDB, Flutter, Idun, Lifco
Lifco AB: Dental Division History and Org Structure
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
Lifco vs Halma, Danaher, Eurofins, Waters Corp, PM & BAT, Wayfair vs AMZN, Ocado, MongoDB
Veeva vs IQVIA, SDI Group, Rightmove, Watsco, FERG, Core & Main, Evotec, Dynatrace, Jamf
Addtech & B2B Industrial Distribution
Addtech: Managing a BU, M&A Funnel & Incentives
Lifco vs Halma, LKQ, Brown & Brown, Procore, ALGN, Agilon, MONRO, PETS, MNDY
Top 20 Free In Practise Interviews
In Practise 2024: Year In Review
Markel Re, Addtech, Tesla Repairs, Idox, Air Products, Belron, Informa, UnitedHealth
Bergman & Beving: The Capital Allocation Model
Lifco AB: Hultdin Acquisition Case Study
Lifco vs Halma: Org Structure & Opco Incentives
Constellation Software: M&A Team Structure & Deal Sourcing Process
Serial Acquirers: Purchase Price Accounting
Industrial Holdcos: Danaher, Lifco, Perimeter, Diploma, Halma, B&B, Lagercrantz, Addtech, Judges
Bergman & Beving
Halma, Loro Piana vs Brunello Cucinelli, Lithia & Servicing ICE vs EV, Rightmove, Align, Visma, Medpace, Equipment Rental
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
Amazon Ads, ADPma & PMA Parts, Teams vs Slack, Office 365, YouTube, Serial Acquirers, & IP Primary Research Centre
Constellation Software: Deal Sourcing & Funnel Conversion
Bergman & Beving: Lagercrantz 2.0?
CSU, Vitec, Lifco, Teqnion, & M&A Accounting, Danaher Business System, GoEasy, Inchcape, Wayfair, LGI, EVO
Halma: 1998-2005 Case Study
Weekly Update: Airbnb's TAM
Indutrade: Unsuccessful Acquisition Case Study
Bergman & Beving, Lagercrantz, Robotic Surgery, Mainfreight, Markel, Old Dominion
Lifco: Dental Distribution & Culture
Addtech & Lessons from 25 years at Leading Nordic Serial Acquirers
Bergman & Beving, Lagercrantz, Nordic B2B Distribution & M&A
Röko, Berkshire, & Sector-Agnostic Acquirers, Olo, Spirax Sarco, Ashtead
Röko: Building a Leading Serial Acquirer
Lifco vs Halma Org Structure
Halma: Sector M&A Team Incentives
LVMH, Kering, & the Luxury Gray Market, Fairfax, Lifco M&A, Raspberry Pi, ODFL
Bergman & Beving: Spin-offs, Value Chain & New Management
Diploma PLC: Leadership and M&A from Bruce to Johnny
Röko: Sector-Agnostic vs Sector Focused Acquirers
Röko IPO & Swedish Serial Acquirers
Lifco AB and Ahlberg Cameras: Portfolio Company and Post-Acquisition Review
Weekly Update: Bergman & Beving, Lagercrantz, Zoetis, Cogent, ONEW, Addlife, Essensys
Storskogen Group: M&A Strategy & Challenges
Constellation Software, Vitec, & Röko M&A Sourcing: Proprietary vs Broker Channel
SDI Group: Challenges and Risks in the Acquirer Model
Indutrade: Industrial Deal Sourcing
Lifco vs Halma: M&A Team Structure & Incentives
Vitec vs Constellation Software, NVIDIA, FTAI, Brown-Forman, F1, IDEX, Analog Devices
Serial Acquirers
M&A and Purchase Price Accounting
Halma, Rolex & WOSG, RH, Roper, Belron, Ocado, Daily Journal, Idox, Cogent
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
IP Fieldwork: Podcast on The Art of Primary Research
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
IP Fieldwork Podcast: Lifco vs Halma, M&A Team Structure & Incentives
Lifecore Biomedical Inc - LFCR
Light & Wonder Inc - LNW
Linde plc - LIN
Lithia Motors Inc - LAD
Safelite, Lithia & US Auto Body Shops: In-Housing Glass Repair
Lithia Motors: Servicing Economics
Carvana: Evolution of the Inspection & Reconditioning Process
Lithia, Penske & Remarketing Off-Lease Vehicles
Tesla Repair Network & Vertical Integration
Lithia, Asbury & Franchise Auto Dealers: Servicing ICE vs Electric Vehicles
Tesla's Vertically Integrated Repair Network
Caliber, Gerber, Service King: Outsourcing US Auto Reconditioning
Lithia, Penske & US Franchised Car Dealers: ICE and EV Servicing
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
Belron, Boyd & the Auto Glass Repair Market: Vertical Integration Threat
Dent Wizard: Auto Recondition and Dealer Services Consolidation
MONRO: EV Threat to US Auto Repair Shops
LiveChat Software - WSELVC
Livechat Software: Customer Angle
LiveChat Software: Competitor Perspective
LiveChat / Text: Mid-Market Entry & Building A Sales Team
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
LiveChat Software: A Partner Perspective
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
LiveTiles Limited - LVT
Weekly Update: MADE.com, Westwing, & Niche vs Mass E-commerce Models
LiveTiles, Unily and the Intranet-in-a-Box Market
LiveTiles & The Microsoft Sharepoint Ecosystem
LiveTiles: Competitor Perspective
Weekly Update: Wayfair's Pricing Strategy and Mature Gross Margin
LiveTiles and The Intranet-In-A-Box Market: Competitor Perspective
LKQ Corporation - LKQ
Lloyds Banking Group plc - LLOY
Loar Holdings Inc - LOAR
Loar Group: Portfolio Quality
In Practise 2024: Year In Review
Loar Group: Safe Flight Instrument
Perimeter Solutions, ZYN, Computer Modelling Group, MTU Aero, FTAI, RTX, Loar, PM, LX, Becle, Macfarlane, Auto Partner
AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng
IP Research Roundup: Transdigm, Loar, HEICO, FTAI
Loar Group: Applied Engineering
Melrose Industries: GKN Aerospace Special Products Group
Loar Holdings
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
Transdigm, Loar, HEICO, FTAI
TransDigm: Culture & Pricing
Loar Group: Aerospace Parts Quality
Loar Group, Align Orthodontists, BFIT France, CPRT International, Casey's, RMV, Storskogen
Loar Group: SCHROTH vs AmSafe Seat Belts
Loar Group: Pacific Piston Ring Company
IP Fieldwork: Podcast on The Art of Primary Research
LOAR, O'Reilly, IQVIA vs VEEVA, ELV, UNH, Markel & Kinsale, Rightmove, Medpace
Lockheed Martin Corporation - LMT
London Stock Exchange Group Plc - LSEG
Lonza Group AG - LONN
MaxCyte: Electroporation Technology, Cell & Gene Therapy & Competition
Danaher vs Thermo Fisher: Plasmid Manufacturing & Gene Therapy Positioning
Danaher: Aldevron & DNA Plasmid Manufacturing
Danaher Cytiva: History, Moat, and Bundling Pall Filters
Lonza: CDMO Market Capacity
Lifecore Biomedical: Customer Mix, Switching Cost & Power in the CDMO Value Chain
Lonza, WuXi Biologics & CDMO Global Market: Competitive Landscape Evolution
L'Oréal SA - OR
Feelunique, Adore Beauty, & Beauty as an Online Category
Walgreens and The US Mass Beauty Market
LVMH: Working with Arnault & Luxury M&A
Estée Lauder: Branding, Innovation & Management
Product Ideas, Diploma, Estèe Lauder, TSLA, Surgical Science, Alpha Group
Constellation vs Software PE, CCC, LVMH, CellaVision, Celsius, RH, CVNA, Kinsale, Lithia, Supply Network, CACC, Melrose
Loro Piana
Louisiana-Pacific Corporation - LPX
Intuitive Surgical, Danaher, FTAI & AAR, Carvana, LGI, Smartsheet, LPX, MongoDB, Flutter, Idun, Lifco
Perimeter Solutions, ZYN, Computer Modelling Group, MTU Aero, FTAI, RTX, Loar, PM, LX, Becle, Macfarlane, Auto Partner
AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
Louisiana-Pacific: Distributor Relationships & Market Footprint
Louisiana-Pacific: OSB vs Siding Manufacturing
Lousiana-Pacific, James Hardie, & US Building Products Competition
Lowe’s Companies Inc - LOW
Amazon: Shipping Bulky Goods Through the FBA Network
Home Depot Pro vs DIY Customer Behaviour
Danaher Cytiva & Pall Bundling, First Watch, Vitrolife, Ecolab, L&W, DJCO, Builders FirstSource, Alta Equipment, FTAI, Macfarlane
Builders FirstSource: BMC Integration, Product-Market Fit & Distributor Relationships
The Home Depot Pro, Cost Structure, & Growth Opportunities
Lucid Motors
Lululemon Athletica Inc - LULU
LumApps
Lumen Technologies Inc - LUMN
Cogent: Fiber Lifespan, IP Transit Price Deflation & IPv4 Opportunity
Cogent: IP Transit Strategy, Competitive Positioning & Peering
Cogent Communications, Microsoft, & Dark Fiber Networks
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
Luminar Technologies Inc - LAZR
Lumine Group Inc - LMN
Constellation Software
Roper Technologies: iPipeline Acquisition & Insurance VMS
Constellation Software, Allscripts History & Post-Acquisition Strategy
Constellation Software: Altera Analysis
Constellation Software: 5 Key Operational Metrics
Constellation Software vs Private Equity Operating Strategies
Lumine Group: Nokia's Device and Service Management Acquisition
Topicus Healthcare: Organic Growth Case Study
Constellation Software: Operating KPIs
LVMH Moët Hennessy - Louis Vuitton, Société Européenne - MC
Feelunique, Adore Beauty, & Beauty as an Online Category
Cettire: Managing Luxury Marketplace Operations
Chinese Luxury Gray Market Structure
Kering, Gucci, & Selling Overstock through the Luxury Gray Market
Hermès: Culture & Customer Profile
Hermès Jewelry: Asian Market Consumer Dynamics & Pricing
Estee Lauder: Beauty Innovation
The Luxury Watches Grey Market & Asian Imports
Rémy Cointreau: Louis XIII - Managing Scarcity
Moncler, Hermès, & Scaling Luxury Brands
LVMH, TransDigm, Wise vs SWIFT, Interpump, GXO, LGI Homes, Braze, Boyd Gaming, Ashtead Technology, Metro Bank
Belmond: Creating Extraordinary Experiences
LVMH, Kering, & Luxury Gray Market Distribution
Loro Piana: Ownership Under LVMH & Brunello Cucinelli Comparison
Luxury Gray Market: Italy to China Product Flow
Hermès: Culture & Second-Hand Market
Richemont: Buccellati Acquisition & Luxury Jewellery
Halma, Loro Piana vs Brunello Cucinelli, Lithia & Servicing ICE vs EV, Rightmove, Align, Visma, Medpace, Equipment Rental
Hermes: New Collections & European vs Asian Customer
FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi
Salvatore Ferragamo & Luxury Retail Unit Economics
Cettire & the Luxury Goods Gray Market
Formula 1 Group: Sponsorships History & Selling F1
Bottega Veneta: Luxury Brand Building
LVMH: Balancing Quality and Growth
Cettire: Boutique Perspective & Brand Restrictions
Hermès: Pricing & Quota Bag System
LVMH & the North American Luxury Market
YOOX-NET-A-PORTER & Online Luxury Distribution Models
Farfetch: Chinese Luxury Marketplaces & Gray Market
Versace: Impact of Capri Holdings
LVMH, Kering, & the Luxury Gray Market, Fairfax, Lifco M&A, Raspberry Pi, ODFL
Our New Physical Book Release
LVMH: Working with Arnault & Luxury M&A
Hermès: Warehousing & Distribution Evolution
Boeing vs TransDigm, Adyen, Brunello Cucinelli, AMZN, Marlowe
Brunello Cucinelli: Philosophy, Customer Profile & Growth
Online Luxury Fashion: Marketplaces vs Retailers
Cettire & Online Luxury Goods: Competition for Boutique Supply
Cettire: Boutique Inventory Allocation Strategy
CCC vs Mitchell, Melrose, DHR, LVMH, Kinsale, Belron, Boyd, VEEVA, Wise, BLDR, Westwing, Triveni
Farfetch: Post-Mortem
Brunello Cucinelli, Loro Piana & Luxury Cashmere
Vitec vs Constellation Software, NVIDIA, FTAI, Brown-Forman, F1, IDEX, Analog Devices
Watches of Switzerland: Rolex / Bucherer Acquisition & US Expansion
Constellation vs Software PE, CCC, LVMH, CellaVision, Celsius, RH, CVNA, Kinsale, Lithia, Supply Network, CACC, Melrose
Hermès: Stock Quotas & Beyond the Birkin
Hermès: Beyond Fashion
Lyft Inc - LYFT
Top 20 Free In Practise Interviews
Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving
Tesla vs Waymo: Autonomous Driving & Long Tail Data
Fever-Tree / Molson Coors, FTAI Short Report, Tesla, Sartorius, CVNA, Farfetch & China Lux, CCC, Zoetis
DiDi: LATAM Ridesharing Market Opportunity
Uber: Relationship with Drivers
Berkshire & Markel, Tesla, ServiceNOW, Bergman & Beving
Tesla: Artificial Intelligence in Autonomous Driving
M
Macfarlane Group PLC - MACF
Macfarlane Group: UK Packaging Distribution & M&A Strategy
Perimeter Solutions, ZYN, Computer Modelling Group, MTU Aero, FTAI, RTX, Loar, PM, LX, Becle, Macfarlane, Auto Partner
Danaher Cytiva & Pall Bundling, First Watch, Vitrolife, Ecolab, L&W, DJCO, Builders FirstSource, Alta Equipment, FTAI, Macfarlane
FTAI & Chromalloy CFM56 HPT PMA, Ferrari EVs, HWDN France, CMG, BLDR, Smartsheet, Palo Alto, Macfarlane
Macfarlane Group: Online Competition, Pricing Dynamics & Incentives
Macfarlane Group: Key Supplier Risk, Customer Segmentation, & Sales Strategy
Macy’s Inc - M
Made.com - MADE
Weekly Update: MADE.com, Westwing, & Niche vs Mass E-commerce Models
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Made.com, Westwing, & European Online Furniture
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
MADE, Westwing, & Niche vs Mass E-commerce Models
Wayfair, Made.com, & European Online Furniture
Magnite Inc - MGNI
The Trade Desk: CTV Take Rates & Competitive Landscape
Tremor International: SSP & DSP Vertical Integration
Amazon Ads, Google DoubleClick & the Ad Tech Value Chain
The Trade Desk: Publisher Programmatic Strategies
Tremor International Growth Opportunities and Challenges
Boeing vs TDG, HEICO, TTD & NFLX Ads, Brookfield, Burford, Instalco, LGIH, KMX & CVNA, Fortinet
The Trade Desk & The CTV Industry Structure
The Connected TV Advertising Value Chain
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
Mahindra & Mahindra Limited - M&M
Mainfreight Limited - MFT
Mainfreight: Understanding the Air & Ocean Division
Burford Capital, Evolution Gaming, Atlassian, Wayfair, R1, Becle, LTL
XPO Logistics & US LTL: Scaling via M&A
Carvana, Snowflake, Credit Acceptance, Kinsale, Mainfreight, CSI
Triumph Financial: Evolution of Invoice Factoring for US Trucking
HEICO, Wencor, Danaher Business System, Loro Piana, Brunello, Mainfreight, Herc
CACC & IP Surveys, Nemetschek / Autodesk, HEICO, Mainfreight, Alteryx, Essentra
Domino's & Fortressing, AppFolio, LiveChat, ISRG, Old Dominion, Proponent / HEI, AMZN & Wayfair
Choosing LTL Carriers: A Customer's Perspective
Mainfreight Australia History and Turnaround
Mainfreight vs Old Dominion: US LTL Comparison
Less-Than-Truckload US Market: Agency Model
Mainfreight: Warehouse Network Structure and Design
Bergman & Beving, Lagercrantz, Robotic Surgery, Mainfreight, Markel, Old Dominion
Spotify, Vitec, IMCD, HelloFresh, AmSafe & HEICO, Michelin, HashiCorp, LTL, AvidExchange
Old Dominion, XPO, & US Less-Than-Truckload Industry
HEICO: Wencor Analysis, Carvana's IRCs, SpaceX, Keywords Studios, Mainfreight
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
Mainfreight Culture and US Market Challenges
Mainfreight's History & Operational Strategy
US LTL: A Non-Asset-Based Network Structure
HEICO, Keyword Studios, AWS / Azure TAM, SPOT, Fever Tree, Hashicorp, MFT, Trustpilot
Maisons du Monde
Malibu Boats Inc - MBUU
Manchester Tank
Mango
Manhattan Associates Inc - MANH
Manheim
Lithia, Penske & Remarketing Off-Lease Vehicles
ACV Auctions Competitive Advantage & Threats
Copart: New Market Expansion Process & Challenges
ADESA: Power Dynamics Post-Carvana Acquisition
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
Carvana: ADESA & the Rental Fleet Remarketing Process
Vitec, CSU & Lifco, CACC vs Westlake, GOOG Stadia, DHR & Cytiva Filtration, LGIH, UMG, Gyms, ACV Auctions
ACV Auctions
Carvana: Reconditioning & Selling Off-Lease Vehicles
ADESA, Manheim, & US Wholesale Auto Auctions
Boeing vs TDG, HEICO, TTD & NFLX Ads, Brookfield, Burford, Instalco, LGIH, KMX & CVNA, Fortinet
Carvana: ADESA Integration
America's Auto Auction, ADESA, Manheim, & US Wholesale Auctions
Manolete Partners Plc - MANO
ManpowerGroup Inc - MAN
ManyPets
Maravai LifeSciences Holdings Inc - MRVI
MarineMax Inc - HZO
Markel Group Inc - MKL
Markel Specialty Insurance: Underwriting Culture and Philosophy
Markel Reinsurance: Alterra Capital Case Study
Hagerty International: UK Classic Car Insurance
Kinsale Capital: IT Infrastructure & Technology Culture
Kinsale Capital: Competitive Advantage
Markel Re, Addtech, Tesla Repairs, Idox, Air Products, Belron, Informa, UnitedHealth
Kinsale: Underwriting Process & Unified System Advantage
Markel Reinsurance, Nephila, & Cat Risk
Markel Specialty Insurance Strategy & Expense Ratio
Fairfax Financial: Allied World Overview
AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng
Kinsale Capital: A Wholesale Broker's Perspective
Kinsale Capital: History and Advantage of Technology
Brown & Brown, Orchid Insurance & MGA Economics
Fairfax Financial: Brit Insurance & Lloyd's Syndication
Markel Food Group
Markel Insurance Review, Precision Castparts vs Howmet, AppFolio, DG, John Deere, FEVR
Bergman & Beving, Lagercrantz, Robotic Surgery, Mainfreight, Markel, Old Dominion
Markel Specialty Insurance Culture & Org Structure
Markel Reinsurance: Evolution of Nephila and ILS Competition
Markel Specialty Insurance Portfolio Mix & Positioning
Topicus, Lithia, Roper, Cogent, Air Products / Linde, Volution, MKL, Belron, Ashtead, BrightSpring
Danaher Business System, Amazon B2B Distribution, Markel, Subprime Autos, Lifco, CVNA
Mercury General: Balancing Growth & Wildfire Risks
Kinsale Capital: Wholesale Partnership & Coverage
Markel vs Kinsale: Broking E&S Lines
Markel: State National & Program Services
Markel Reinsurance: Public Entity Book
Kinsale Capital: Management, Hiring Policy & Expansion
LOAR, O'Reilly, IQVIA vs VEEVA, ELV, UNH, Markel & Kinsale, Rightmove, Medpace
MarketAxess Holdings Inc - MKTX
Marks & Spencer Group Plc - MKS
Marlowe plc - MRL
Marriott International Inc - MAR
Marriott Vacations Worldwide Corp - VAC
Marsh & McLennan Companies Inc - MMC
Brown & Brown & the UK Insurance Brokerage Market
Brown & Brown, Orchid Insurance & MGA Economics
Brown & Brown: Acquisition-Led Growth Through Industry Cycles
Brown & Brown: UK Expansion & GRP Acquisition
Brown & Brown: Decentralized Model & Profitability
Brown & Brown: Retail Broking & Producer Compensation
Markel vs Kinsale: Broking E&S Lines
Mars Veterinary Health - MARSVETERINARYHEALTH
IDEXX Laboratories: UK Vet Practices, Diagnostics & Practice Management Software
IDEXX: Reference & In-House Lab Competition
Idexx Laboratories: In-house vs Reference Labs for Independent Practices
Pets At Home: Vet Practice Operations, Medication & Diagnostics
Pets At Home: CMA Investigation & UK Vet Practices
IDEXX & Global Animal Testing: Competitive Landscape & Pricing Dynamics
IDEXX: Antech / Heska Combination & Threat to IDEXX
IDEXX : Abaxis Competition & Zoetis Integration
Masimo Corporation - MASI
Mastercard Inc - MA
Adyen, Cash App: Commoditization & Switching Costs of Payment Processing Platforms
Mastercard: Data Analytics & Value-Added Services
Adyen: Pricing, Culture & Talent
Adyen: Balancing Global Reach with Local Expertise
BNPL, Visa & Mastercard
Adyen: Merchant Switching Costs & Price War
Adyen, Cash App: Navigating Complex Payment Partnerships
Weekly Update: GoDaddy Domains, Upselling, and Competing with Shopify
MatchesFashion
Match Group Inc - MTCH
MaxCyte Inc - MXCT
Maxfield Inc.
MaxiParts
Mayo Clinic
McDonald’s Corporation - MCD
McKesson Corporation - MCK
McKesson Corporation: Medline Med-Surg Distribution Economics
Howmet & PCC, Judges Scientific, McKesson, Ryanair, FormFactor & Technoprobe, AMETEK
A History of Amazon Business
Amazon Business: Healthcare Product Distribution
Danaher Business System, Amazon B2B Distribution, Markel, Subprime Autos, Lifco, CVNA
GE, Safran, FTAI, and CFM56, AMZN B2B Distribution, NFLX, ASML, Farfetch & Cettire
McKesson Corporation: Medline and US Rebate Pricing System
MEDIDATA SOLUTIONS INC - MDSO
Medpace Holdings Inc - MEDP
Evotec: Business Model, Sales Process & Org Structure
Halma, Loro Piana vs Brunello Cucinelli, Lithia & Servicing ICE vs EV, Rightmove, Align, Visma, Medpace, Equipment Rental
Medpace: Culture, Leadership & Compensation
Medpace, IQVIA, & Benefits of Scale in Biotech CRO
Medpace: CRO Selection Process
Medpace: Culture, Org Structure & Business Development
LOAR, O'Reilly, IQVIA vs VEEVA, ELV, UNH, Markel & Kinsale, Rightmove, Medpace
Medtronic plc - MDT
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
Intuitive Surgical: ASC's, Hugo Comparison & Efficiency Gains
Robotic Surgery, Hugo vs Da Vinci & The Role of Simulation
Bonesupport: US Sales Process & Growth Opportunity
Intuitive Surgical: A Buyer's Perspective
Domino's & Fortressing, AppFolio, LiveChat, ISRG, Old Dominion, Proponent / HEI, AMZN & Wayfair
Intuitive Surgical: Da Vinci Sales & Training Process
Bonesupport: History, Competition & Market Size
Becton Dickinson: M&A History, Culture & Management
Bonesupport: CERAMENT, Bone Infections & Use Cases
Intuitive Surgical: Training Surgeons on the Da Vinci
Bergman & Beving, Lagercrantz, Robotic Surgery, Mainfreight, Markel, Old Dominion
Intuitive Surgical: General Surgery Penetration
Surgical Science: Relationship with Intuitive Surgical & Robotic OEM's
Amazon Robotics, CVNA Operations, ISRG, FIVE, Burford, HEI, Wayfair, XPEL, Yelp,
Intuitive Surgical: Selling Da Vinci Systems, Simulators & Competition
Masimo & At-Home Continuous Monitoring
Intuitive Surgical vs Laparoscopy Cost and Sales Process
Becton Dickinson: Leadership Style & Organic Growth
Meggitt PLC - MGGT
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
Loar Holdings
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Proponent, HEICO, & Aerospace Distribution
HEICO: PMA vs OEM Power
Boeing Propulsion: OE and Aftermarket Strategies
LOAR, O'Reilly, IQVIA vs VEEVA, ELV, UNH, Markel & Kinsale, Rightmove, Medpace
Melrose Industries PLC - MRO
MercadoLibre Inc - MELI
Mercadona
Mercedes-Benz Group AG - MBG
Mercell - MRCEL
Merck animal healthcare
Merck KGaA - MRK
Pall, Cytiva & the Bioprocessing Manufacturing Process
Danaher Biotechnology: Cytiva & Downstream Bioprocessing
Danaher: Cytiva's Bioprocessing Filtration Portfolio
Vitrolife: US IVF Clinic Group Operations
Vitrolife Group & the IVF Treatment Process
Sartorius Stedim Biotech: Post-Covid Sourcing Strategy & Price Competition
Danaher & the Bioprocessing FDA Approval Process
Sartorius: Upstream Bioprocessing & Chinese Competition
Danaher, Cytiva: Downstream Sales Process
Vitrolife: Product Portfolio & IVF Industry Structure
Vitrolife: Customer Perspective & Custom Embryo Development Algorithms
Danaher Cytiva: History, Moat, and Bundling Pall Filters
Danaher, Sartorius, & an Overview of The Bioprocessing Environment
Danaher: M&A Runway, Target Evaluation Process & Valuations
Mercury General Corporation - MCY
Meritage Homes Corporation - MTH
LGI Homes, Lennar, D.R. Horton & US Homebuilding Scale Advantages
LGI Homes: US Homebuilders Market Dynamics
Builders FirstSource and the US Truss Manufacturing Market
Builders FirstSource: US Homebuilding Cyclicality, Pricing, & Vertical Integration
LGI Homes: New Home Sales Process
LGI Homes: Building In Sets & Process-Based Culture
Builders FirstSource: BMC Integration, Product-Market Fit & Distributor Relationships
LGI Homes: Forecasting Demand & the Power of a Local Salesforce
LGI Homes, Lennar, D.R Horton: US Homebuilder Market Dynamics
Builders FirstSource & US Building Materials Market: Supply Chain, Market Consolidation and Specialty Products
Builders FirstSource: Scale Advantage & Capital Allocation
Meta Platforms Inc - META
AWS & Hyperscalers vs Lambda, CoreWeave & Mid Tier GPU Cloud Providers
Alphawave: Hyperscaler Customer Chip Development
The Media Planning and Buying Process
Tesla vs Waymo: Autonomous Driving & Long Tail Data
Facebook: Personalized Marketing
Pinterest: Middle of the Funnel
Amazon Advertising: Decoupling from GMV
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
Pinterest Positioning, Attribution & IDFA
Google: Selling Display Advertising
Yelp vs Google: SMB Ad Agency Perspective
Metro Bank Holdings PLC - MTRO
Metro Inc - MRU
Metsa Tanks
Mettler-Toledo International Inc - MTD
MGM Resorts International - MGM
MGP Ingredients Inc - MGPI
Michael Kors - CPRI
Microchip Technology Inc - MCHP
Raspberry Pi Architecture & Competitive Landscape
Raspberry Pi Holdings PLC: Beyond Single Board Computers
Analog Devices vs Texas Instruments: Go-To-Market Strategies
Raspberry Pi Holdings: Edge AI Computing & Hailo
Raspberry Pi Holdings PLC: Arduino Open Source Monetization
Raspberry Pi Holdings PLC: Low-Cost Microcontroller Disruption
Microsoft Bing
Microsoft Corporation - MSFT
Selling Microsoft Office 365 Commercial
AWS & Hyperscalers vs Lambda, CoreWeave & Mid Tier GPU Cloud Providers
Alphawave: Hyperscaler Customer Chip Development
AWS Series: Kubernetes & The Portability Illusion
Nintendo: Everlasting Gaming IP
Smartsheet, Atlassian, Microsoft Project & Comparing Work Management Tools: A Client's Perspective
The History of x86, ARM, & Amazon's Graviton Processor
Veeva vs IQVIA, SDI Group, Rightmove, Watsco, FERG, Core & Main, Evotec, Dynatrace, Jamf
Google AI in Search, YouTube, Assistant vs ChatGPT
Snowflake, Synapse, and Redshift: Customer Angle
MongoDB: Atlas vs Self-Hosted, Competition & Postgres
Broadcom: VMWare Acquisition & Cloud Transition
New Relic vs Datadog: Fight for Observability
Tesla Insurance, Topicus, HWDN France, O'Reilly, UnitedHealth, TechTarget, Dynatrace, CCOI, Brockhaus, Alpha Group
Cogent Communications: Hyperscalers' Dark Fiber Demand
Trupanion, Danaher, MSFT Gaming, Warner Music, A&O Johansen
AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
Amazon Web Services: EC2 Graviton Strategy
Weekly Update: MADE.com, Westwing, & Niche vs Mass E-commerce Models
Atlassian: Work Management Positioning & Monetizing Trello
AWS: Culture, EC2, EBIT Margins & Market Share Outlook
KX: A Customer's Perspective
AWS: Long-Run and Normalised FCF Margin Estimates
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
LiveTiles, Unily and the Intranet-in-a-Box Market
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Amazon Ads: 1P and 3P Spend Breakdown
Google Workspace: SMB to Enterprise Sales
SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition
AWS Series: Hyperscale Data Centers, Physical Moats, & Server Lifetime
Atlassian: Confluence Strategy & Competition
Microsoft 365, Google Workspace & Selling through the Channel
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
FTAI & Chromalloy CFM56 HPT PMA, Ferrari EVs, HWDN France, CMG, BLDR, Smartsheet, Palo Alto, Macfarlane
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
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
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
KX: Data Processing Efficiency
Google Search, Bing & The Threat Of Disruption
Snowflake: Pace Of Innovation & Next Growth Vectors
Databricks, Snowflake, GCP, & Public Cloud Competition
Microsoft Gaming: Xbox Cloud & Game Pass
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
LiveTiles & The Microsoft Sharepoint Ecosystem
AWS: Running a Hyperscale Data Center
Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC
Cogent Communications, Microsoft, & Dark Fiber Networks
AWS: Containers, Kubernetes, & EC2 Stickiness
Vitec, CSU & Lifco, CACC vs Westlake, GOOG Stadia, DHR & Cytiva Filtration, LGIH, UMG, Gyms, ACV Auctions
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Bechtle AG & The Microsoft Partner Ecosystem
Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation
Snowflake Positioning vs AWS, GCP, Azure
OKTA, Microsoft E5, & Identity Competition
HashiCorp: Sales & Marketing Strategy
Snowflake: IaaS vs PaaS & Analytics Budgets
Microsoft Teams: Product Evolution, Strategy & Competition
AWS Series: Graviton’s Process Power
Amazon Web Services: Data Center Economics
Alteryx: Competition, Enterprise Sales & Use-Cases
Jamf & Mobile Device Management Software: Partner Channel & Competition
Investor Dialogue: Amazon Web Services
Formula 1, Microsoft Copilot, Netflix, Adyen, Subprime Autos, WIZZ, Veralto
Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
AWS Graviton’s Process Power
Microsoft Copilot, ChatGPT, & LLM Profitability
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
KX: Growth Challenges Beyond Financial Services
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
Azure, GCP, BigQuery, Snowflake & Cloud Competition
Dynatrace: Sales Org & GTM Strategy
HashiCorp: From Open-Source To Enterprise
Google Workspace vs Microsoft 365
Weekly Update: New Weekly Format, AWS Sales Strategies, SNOW, & CVNA
Microsoft Gaming: Xbox vs PlayStation Positioning
Alteryx: Designer Cloud, Trifecta Acquisition & Product Strategy
Snowflake & Databricks: Comparison, AI & Convergence of Offering
Hyperscalers: Cloud TAM
Google Stadia: Challenges Scaling a Cloud Gaming Service
Amazon Web Services
HEICO, Keyword Studios, AWS / Azure TAM, SPOT, Fever Tree, Hashicorp, MFT, Trustpilot
Atlassian: Reselling Jira and Confluence
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
NVIDIA & Generative AI Fundamentals
Evolution Gaming's Asia & Crypto Risks, MSFT Gaming, Copart, United Parks, TRUP, LGI, Inchcape
HashiCorp: Terraform Open-Source to Paid
Midea Group Co. Ltd. - 000333
Midwich Group plc - MIDW
Miller Industries Inc - MLR
MilliporeSigma
Mission Lane
Mister Car Wash Inc - MCW
MiTek Inc.
Mitsubishi Corporation - 8058
MiX Telematics Limited - MIX
Mobileye
Moderna Inc - MRNA
Molina Healthcare Inc - MOH
Molson Coors Beverage Company - TAP
AB InBev & US Beer Distribution
Fever-Tree: Molson Coors Partnership & US Off-Premise Distribution
Fever-Tree and Beer vs Spirits Distribution Networks
Heineken: Footprint Rationalization & Supply Chain Optimization
Molson Coors, Fever-Tree, & US Grocery & C-Store Distribution
Fever-Tree / Molson Coors, FTAI Short Report, Tesla, Sartorius, CVNA, Farfetch & China Lux, CCC, Zoetis
Fever-Tree & Molson Coors: a Walmart Buyer's Perspective
Fever-Tree and Premium Mixer Shelf Space
Moltiply Group S.p.A. - MOL
Momentum Group - MMGR
Addtech: Managing a BU, M&A Funnel & Incentives
Bergman & Beving
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Lifco: Dental Distribution & Culture
Bergman & Beving: Spin-offs, Value Chain & New Management
Bergman & Beving, Luna, & Nordic Tools Distribution
IP Fieldwork Podcast: Lifco vs Halma, M&A Team Structure & Incentives
Moncler S.p.A. - MONC
Cettire: Managing Luxury Marketplace Operations
Chinese Luxury Gray Market Structure
Moncler, Hermès, & Scaling Luxury Brands
LVMH, Kering, & Luxury Gray Market Distribution
Luxury Gray Market: Italy to China Product Flow
Essentra, AMZN Fresh, AppFolio, West Pharma & Stevanato, Moncler, WINE
Cettire: Boutique Perspective & Brand Restrictions
Farfetch: Chinese Luxury Marketplaces & Gray Market
LVMH: Working with Arnault & Luxury M&A
Cettire & Online Luxury Goods: Competition for Boutique Supply
Farfetch: Post-Mortem
monday.com Ltd - MNDY
Smartsheet: Enterprise Footprint, Pricing Changes & Churn Risk
Lifco vs Halma, LKQ, Brown & Brown, Procore, ALGN, Agilon, MONRO, PETS, MNDY
Atlassian: Work Management Positioning & Monetizing Trello
Smartsheet: Sales Strategy & Org Structure
Weekly Update: Amazon, Fedex & Shopify Fulfillment, CSU, Aldi, Alcon, MNDY
Rightmove, GEICO & ADAS, Vitec Software, AO, TI & Analog, MNDY, Evotec, Sunbelt / URI, Clarivate
monday.com: Product-Market Fit Challenges
Microsoft Teams: Product Evolution, Strategy & Competition
Atlassian & Cloud Migration: Partner Perspective
Monday.com: Comparison with Asana, Airtable and Jira
Watsco & FERG Customer Survey, Veeva Systems, IQVIA, Lumine, Indutrade, Smartsheet & MNDY, Inchape & Chinese OEMs, PPC
Monday.com: Partner Channel & Platform Usage Patterns
Mondelez International Inc - MDLZ
Monex Group Inc - 8698
MongoDB Inc - MDB
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
MongoDB: Vector Search, Displacing Postgres & DynamoDB
Lifco vs Halma, Danaher, Eurofins, Waters Corp, PM & BAT, Wayfair vs AMZN, Ocado, MongoDB
MongoDB: Atlas vs Self-Hosted, Competition & Postgres
KX: A Customer's Perspective
Carrier vs Trane HVAC, Roper, O'Reilly, Ryan Specialty, Midwich, Privia, MongoDB, Cogent
MongoDB: Engaging Developers, Cost Optimization & Migrations
MongoDB, Snowflake vs Databricks and the GenAI Tech Stack
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
MongoDB: Sales Org Incentives, Growing Accounts & Consumption Model
Monro Inc - MNRO
Monster Beverage Corporation - MNST
Moody’s Corporation - MCO
Moonpig Group PLC - MOON
Mosyle - MSYL
Motional
Motorpoint Group Plc - MOTR
Inchcape: EU Auto Retail Distribution Dynamics
Cazoo, Cinch, Motorpoint & UK Used Car Market
AerCap, Aircraft Leasing, & Auto Dealer Business Models
UK Used Car Market Competitive Landscape
Vertu Motors & UK Franchise Auto Dealers
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Motorpoint, Cazoo, & Imperial Car Supermarkets
MRO Holdings
MSA Safety Inc - MSA
MSC Industrial Direct Co Inc - MSM
MTU Aero Engines AG - MTX
Lufthansa Technik: 30 years of Base & Line Maintenance
Melrose Industries: GKN Aerospace
FTAI Aviation: CFM56 Repair & Module Swap Process
FTAI & CFM56 MRO Supply vs Demand
FTAI, Chromalloy & the CFM56 HPT Blade PMA
FTAI Aviation: CFM56 Lease Contract, Module Swaps, & PMA
FTAI Aviation & the CFM56 Maintenance Process
FTAI Aviation
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
FTAI Aviation: How a Customer Uses Module Swaps
CFM56 Airfoils: Scrap Rates and Repairs
HEICO: Wencor Acquisition
Melrose Industries: GKN Aerospace Special Products Group
CFM56 Engine: LLPs and HPT Blades
MTU Aero, FTAI, & Pratt & Whitney: V2500 & CFM56 Overhaul
Safran: CFM56 & LEAP MRO
FTAI Aviation: Customers, LPT Swaps & Core Restoration Risks
FTAI Aviation: Short Report Review
Melrose Industries: GKN Aerospace Engine MRO
Boeing Propulsion: OE and Aftermarket Strategies
FTAI Aviation: CFM56 LLP and USM Parts
GE, Safran, FTAI, and the Modular Design History of the CFM56
Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft in München - MUV2
Murphy USA Inc - MUSA
Mutares SE & Co KgaA
Mytheresa
N
N26
Naked Wines plc - WINE
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Naked Wines & The Online Wine Opportunity
Diageo, Fever Tree, Naked Wines & A History of US Alcohol Distribution
Naked Wines: Australia Market Performance
Naked Wines: Trading Update & New Customer Growth
Naked Wines: Inventory Overstock & Turnaround
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Investor Dialogue: Naked Wines
Vivino Wine Marketplace & US DTC Wine
Essentra, AMZN Fresh, AppFolio, West Pharma & Stevanato, Moncler, WINE
Naked Wines & Customer Lifetime Value
Naked Wines: Business Model Economics
Vivino, Naked Wines, & US DTC Wine
A History of US Wine & Spirits Distribution
Weekly Update: Naked Wines Trading Update & New Customer Growth
Naked Wines: Operational Changes & Strategic Opportunities
Naked Wines: Testing to Build
Naked Wines: A Unique Subscription Model
Naked Wines: FY22 Results and Reflections
NanoString Technologies Inc - NSTG
NAPA Auto Parts
Nationwide Pet
NatWest Group plc - NWG
NAUTILUS INC - NLS
Neff Rental, Inc.
Nemetschek SE - NEM
Nestlé S.A. - NESN
Netflix Inc - NFLX
The Trade Desk: CTV Take Rates & Competitive Landscape
Netflix, The Trade Desk: CTV Campaign Economics & Publisher Positioning
Netflix India: Market Overview & Content Strategy
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
Netflix, The Trade Desk: Colgate Programmatic CTV Case Study
Amazon Prime's Sports Rights Strategy
Netflix: International Originals Ramp Up & Roald Dahl Acquisition
Netflix Ads & The Trade Desk, AppFolio, IDEX, Westlake, Mettler-Toledo, Hermès, AVGO, Lonza, FEVR, BFIT, TKWY
The Trade Desk: Risks & Relationships with Large Advertisers
Netflix and Global Video Streaming
Amazon Advertising: Endemic & Non-Endemic Ads
Netflix, The Trade Desk: CTV Campaigns Direct vs Biddable Tradeoffs
Netflix, The Trade Desk, & Linear to CTV Advertising
Netflix Business Model & Economics
Netflix Engineering & AWS Relationship
The Trade Desk: Publisher Programmatic Strategies
The Trade Desk: Freewheel Ad Server & Publisher Monetization
Formula 1, Microsoft Copilot, Netflix, Adyen, Subprime Autos, WIZZ, Veralto
The Trade Desk: Pluto Monetization Journey
AWS Series: Hyperscale Data Centers, Physical Moats, & Server Lifetime
Netflix: International Content Creation & Analysis Process
The Trade Desk: CTV DSP Competitive Landscape
Boeing vs TDG, HEICO, TTD & NFLX Ads, Brookfield, Burford, Instalco, LGIH, KMX & CVNA, Fortinet
GE, Safran, FTAI, and CFM56, AMZN B2B Distribution, NFLX, ASML, Farfetch & Cettire
Constellation Software Deal Sourcing, Netflix, TTD & CTV, Moody's, PRM, Analog Devices, Waymo
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
Netskope
Netto Polska
NeueHealth Inc - NEUE
New Look
New Relic Inc - NEWR
NEXT plc - NXT
Boohoo & UK Fashion Supplier Relationships
Next Plc: Fashion Risks & Sourcing Agility
Next PLC: Sourcing Capabilities & UK Apparel Competition
AWS Series: Hyperscale Data Centers, Physical Moats, & Server Lifetime
Wayfair CastleGate, Atlas Copco, Cardlytics, Boohoo, Becle, BioLife, Dino Polska, Instructure
Nielsen Holdings plc - NLSN
Nike Inc - NKE
Nikola Corporation - NKLA
Nikon Corporation - 7731
Nimbus Kitchens
Nintendo Co. Ltd - 7974
NIO Inc - NIO
Nissan Motor Co. Ltd - 7201
Nobia - NOBI
Nokia Oyj - NOKIA
Nordson Corporation - NDSN
Nordzucker AG
Norwegian Cruise Line Holdings Ltd - NCLH
Novartis AG - NOVN
Novo Nordisk - NOVO
NRC Industries
NSM Insurance Group
Nu Holdings Ltd - NU
Nutanix Inc - NTNX
Nuvei Corp - NVEI
NVIDIA Corporation - NVDA
AWS & Hyperscalers vs Lambda, CoreWeave & Mid Tier GPU Cloud Providers
Raspberry Pi Architecture & Competitive Landscape
Raspberry Pi Holdings: Pi Connect & Industrial Stickiness
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
Broadcom: Operating Philosophy & Culture
ASML: Supply Chain Resilience & Supplier Agreements
Raspberry Pi Holdings PLC: Arduino Software Stack
Tesla vs Waymo: Autonomous Driving & Long Tail Data
Waymo vs Tesla: Perception, Behavior, & End-to-End Machine Learning
Waymo: Cash Breakeven & Software Portability
Fever-Tree / Molson Coors, FTAI Short Report, Tesla, Sartorius, CVNA, Farfetch & China Lux, CCC, Zoetis
Raspberry Pi Holdings: Edge AI Computing & Hailo
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
Danaher Downstream Bioprocessing, AWS vs GPUaaS, VEEV, Ecolab, Atlas Engineered, Royal Caribbean, Vitrolife, BLDR, Lifecore, Croda
NVIDIA & Generative AI Fundamentals
NVR Inc - NVR
Builders FirstSource and the US Truss Manufacturing Market
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
LGI Homes: Underwriting Process & Quality
LGI Homes: Understanding Land Acquisition
Builders FirstSource: US Homebuilding Cyclicality, Pricing, & Vertical Integration
LGI Homes: Forecasting Demand & the Power of a Local Salesforce
NVR Inc & US Land Development
Builders FirstSource: Scale Advantage & Capital Allocation
NXP Semiconductors N.V. - NXPI
Raspberry Pi Architecture & Competitive Landscape
Raspberry Pi Holdings PLC: Beyond Single Board Computers
Raspberry Pi Holdings: Edge AI Computing & Hailo
Analog Devices vs Texas Instruments: Competitive Positioning
Raspberry Pi Holdings PLC: Arduino Open Source Monetization
Raspberry Pi Holdings PLC: Low-Cost Microcontroller Disruption
O
Oak Harbor Freight Lines Inc
Ocado Group plc - OCDO
Aldi, Ocado, & Online Grocery Business Models
UK Online and Offline Grocery Models
Ocado Technology, Kroger & Online Grocery Economics
Ocado & Online Grocery Economics
Ocado Solutions Platform: Powering Global Online Grocery
Sainsbury's, Tesco, & UK Dark Grocery Stores
Ocado Solutions: Customer Painpoints & Sales Process
Amazon Fresh, Whole Foods, & US Online Grocery
Dematic, Ocado, & Centralised vs Decentralised Online Grocery Fulfilment
Ocado Swarm Robotics & The Next Frontier in Warehouse Automation
OHB SE - OHB
Okta Inc - OKTA
Old Dominion Freight Line Inc - ODFL
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
XPO Logistics & US LTL: Scaling via M&A
Old Dominion Freight Lines: LTL Pricing & 3PL Threat
Fedex Freight, Old Dominion, & US LTL Trucking
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Triumph Financial: Evolution of Invoice Factoring for US Trucking
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Choosing LTL Carriers: A Customer's Perspective
Mainfreight vs Old Dominion: US LTL Comparison
Less-Than-Truckload US Market: Agency Model
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
Bergman & Beving, Lagercrantz, Robotic Surgery, Mainfreight, Markel, Old Dominion
Weekly Update; Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL,
Spotify, Vitec, IMCD, HelloFresh, AmSafe & HEICO, Michelin, HashiCorp, LTL, AvidExchange
Old Dominion, XPO, & US Less-Than-Truckload Industry
Old Dominion, Saia, & US LTL Competition
Old Dominion Freight Lines vs Fedex Freight: Competitor Angle
Burford & Insurance-Backed Funding, Discount Gyms, AppFolio, EVO, ACV Auctions, ODFL
LVMH, Kering, & the Luxury Gray Market, Fairfax, Lifco M&A, Raspberry Pi, ODFL
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
Mainfreight Culture and US Market Challenges
Mainfreight's History & Operational Strategy
US LTL Trucking: Old Dominion Freight Lines vs YRC Freight
Old Dominion Freight Line: National Account Management & Expedite Services
US LTL: A Non-Asset-Based Network Structure
HEICO, Keyword Studios, AWS / Azure TAM, SPOT, Fever Tree, Hashicorp, MFT, Trustpilot
Olo Inc - OLO
Omni Bridgeway Limited - OBL
Burford Capital & Litigation Finance
Burford Capital & Litigation Fair Value Accounting
Burford Capital: Law Firm and Funder Relationship
Burford Capital, Elliott Management & Collecting vs Argentina
Burford Capital: Law Firm Survey
Omni Bridgeway: Leading Litigation Finance
Litigation Finance: Judgment Preservation Insurance & Pre-Judgment Insurance-Backed Funding
Investor Dialogue: Burford Capital - Moat, Insurance Risks, Sysco, YPF
Litigation Finance: Portfolio Construction, Case Due Diligence & Future IRR’s
Burford Capital
Litigation Funding: Law Firm Contingency Fees, and WIP & ATE Insurance
Bench Walk, PACCAR Judgment, & Litigation Finance
Litigation Funding: In-House Counsel Perspective
Burford Capital: Risk from Insurance-Backed Financing
Burford Capital & the Risk of Insurance Products: Law Firm Angle
Burford Capital Limited
OneMain Financial
OneWater Marine Inc - ONEW
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
OneWater Marine: TH Marine Acquisition, Marine Parts & Accessories
Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
OneWater & Marine Boat Retailing through the Cycle
Weekly Update: Bergman & Beving, Lagercrantz, Zoetis, Cogent, ONEW, Addlife, Essensys
OneWater Marine & Boat Retailing
OneWater Marine: Boat Manufacturer and Dealer Relationship
ON Semiconductor Corporation - ON
OpenAI
Opendoor Technologies Inc - OPEN
OPENLANE Inc - KAR
Lithia, Penske & Remarketing Off-Lease Vehicles
ACV Auctions Competitive Advantage & Threats
ACV Auctions, Backlot, CarOffer, & US Wholesale Auto Competition
ADESA: Power Dynamics Post-Carvana Acquisition
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
CarMax: Competing with Carvana
ACV Auctions & US Auto Wholesale Market
ACV Auctions
ADESA, Manheim, & US Wholesale Auto Auctions
BacklotCars, ACV Auctions, ADESA, & US Auto Wholesale Auctions
Carvana, KAR Auction, & The Used Car Ecosystem
Carvana, ADESA, & US Auto Wholesale Auction Market
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
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
OpenTable
Optum
Privia Health: Athena Integration & Payer Rate Negotiations
BrightSpring Health Services: Challenges in Leveraging Nursing Assets
Molina Healthcare: Rebuilding Trust & Navigating Medicaid Network Challenges
UnitedHealth: Partner Healthcare Providers' VBC Migration Challenges
Agilon Health: US Physician Enablement Market Dynamics
Oracle Corporation - ORCL
AWS & Hyperscalers vs Lambda, CoreWeave & Mid Tier GPU Cloud Providers
FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB
MongoDB: Vector Search, Displacing Postgres & DynamoDB
MongoDB: Atlas vs Self-Hosted, Competition & Postgres
KX: A Customer's Perspective
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Braze: Sales Org, Consumption Model & Addressing SMB
MongoDB: Engaging Developers, Cost Optimization & Migrations
MongoDB, Snowflake vs Databricks and the GenAI Tech Stack
Netsuite's Early Years In Asia: Taking on Established Incumbents
Fever-Tree, Waymo vs Tesla, Danaher Business System, TSLA Repair Lawsuit, Ecolab, Braze, TVK, Vitrolife, BLDR, RCL
Microsoft Copilot, ChatGPT, & LLM Profitability
MongoDB: Sales Org Incentives, Growing Accounts & Consumption Model
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Weekly Update: New Weekly Format, AWS Sales Strategies, SNOW, & CVNA
Procore, Trimble & Construction Project Management SaaS
Procore Technologies: Pricing & Customer Pain Points
Braze: Shift from Legacy Marketing Cloud
Hyperscalers: Cloud TAM
Amazon Web Services
Tecsys: Warehouse Management Systems, Healthcare & SaaS Transition
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
NVIDIA & Generative AI Fundamentals
O’Reilly Automotive Inc - ORLY
O'Reilly Auto Parts: Distribution Center Operations
Auto Partner SA & Polish Auto Parts Distribution
Tesla Auto Insurance, Claims, & Repair Costs
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, bioMérieux, Dynatrace, TechTarget
MONRO: EV Threat to US Auto Repair Shops
Oshkosh Corporation - OSK
Otis Worldwide Corporation - OTIS
OVERSTOCK COM INC - OSTK
Wayfair
Burford Capital, Evolution Gaming, Atlassian, Wayfair, R1, Becle, LTL
Wayfair CastleGate: Supplier Survey
Amazon: Shipping Bulky Goods Through the FBA Network
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Wayfair: Demand Forecasting
Amazon & Wayfair: Handling Large & Bulky Goods
FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi
Wayfair vs Amazon: A Supplier's Perspective
Wayfair: CastleGate vs Amazon FBA Product-Market Fit
Overstock.com vs Wayfair: Product Flow through the Network
Supplying RH & Wayfair
Wayfair: Scaling Asia Partner Solutions & Operational Challenges
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
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Selling Furniture to Brick & Mortar Retailers: Supplier Perspective
Wayfair: Market Share & Competitive Intelligence
Wayfair, CastleGate, & Damages: A Supplier's Perspective
Wayfair CastleGate Economics: Supplier's Perspective
Wayfair CastleGate: The Value to Suppliers
Wayfair: CastleGate and Last Mile Delivery
Wayfair: CastleGate vs Drop Shipping Unit Flow
Wayfair: Drayage Process & Economics
Owens
Owens Corning - OC
Owens & Minor Inc - OMI
P
Pacific Biosciences of California Inc - PACB
Pacific Gas and Electric Company
Palo Alto Networks Inc - PANW
Fortinet: Channel Breakdown, Competition & Bundle vs Point Solution
Dynatrace: Cybersecurity & Observability Customer Perspective
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
Fortinet: GTM Structure, SD-WAN & SASE
Panasonic Holdings Corporation - 6752
Papa John’s International Inc - PZZA
Paramount Global - PARA
Netflix, The Trade Desk: CTV Campaign Economics & Publisher Positioning
Netflix, The Trade Desk: Colgate Programmatic CTV Case Study
Netflix: International Originals Ramp Up & Roald Dahl Acquisition
Netflix, The Trade Desk: CTV Campaigns Direct vs Biddable Tradeoffs
Netflix, The Trade Desk, & Linear to CTV Advertising
The Trade Desk: Freewheel Ad Server & Publisher Monetization
The Trade Desk: Pluto Monetization Journey
PAREXEL INTERNATIONAL - PRXL
PAR Technology Corporation - PAR
Paycom Software Inc - PAYC
Paylocity Holding Corporation - PCTY
PayPal Holdings Inc - PYPL
PDD Holdings Inc - PDD
Shein: Perspective of a Supplier
Douyin, PDD, Taobao, & JD: a Merchant Perspective
AMZN Retail & IP Company Learning Journeys
SHEIN's Supply Chain: How it Works
AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng
Shein vs Zara vs ASOS: A Supplier's Perspective
Amazon Robotics: Sparrow, Sequoia & Automation Economics
Amazon Retail: Variable Costs per Unit Efficiencies
Amazon Robotics & The Rise of Warehouse Automation
Wayfair: Market Share & Competitive Intelligence
Shein: Disrupting Fast Fashion
Zara & SHEIN Supply Chain Analysis
Wayfair vs TEMU: Competing for Small Ticket Items
Peab - PEAB
Peloton Interactive Inc - PTON
PENN Entertainment Inc - PENN
Penske Automotive Group Inc - PAG
Safelite, Lithia & US Auto Body Shops: In-Housing Glass Repair
Lithia Motors: Servicing Economics
Lithia, Penske & Remarketing Off-Lease Vehicles
Lithia, Asbury & Franchise Auto Dealers: Servicing ICE vs Electric Vehicles
Tesla's Vertically Integrated Repair Network
Caliber, Gerber, Service King: Outsourcing US Auto Reconditioning
Lithia, Penske & US Franchised Car Dealers: ICE and EV Servicing
Dent Wizard: Auto Recondition and Dealer Services Consolidation
US Franchise Auto Dealers: Shifting Omnichannel
PepsiCo Inc - PEP
CPG Sales and Distribution
Celsius Holdings: Market Positioning & Pepsi Distribution
Celsius Holdings: European Energy Drink Market
Celsius Holdings: European Beverage Distribution & Value Chain
Constellation vs Software PE, CCC, LVMH, CellaVision, Celsius, RH, CVNA, Kinsale, Lithia, Supply Network, CACC, Melrose
Perimeter Solutions SA - PRM
TransDigm: SEI Industries & Wildfire Products
In Practise 2024: Year In Review
Perimeter Solutions: Product Litigation & New Entrants
Perimeter Solutions vs Fortress, FTAI, Intuitive Surgical, Capital One, TerraVest, Bonesupport, TDG, Ryerson, Dynatrace
Industrial Holdcos: Danaher, Lifco, Perimeter, Diploma, Halma, B&B, Lagercrantz, Addtech, Judges
FortressFire vs Perimeter Solutions: Qualified Wildfire Retardants
Perimeter Solutions: Fire Safety
Amazon Logistics, PRM, Vitrolife, Sartorius, Richemont, Rolls-Royce, Addtech, EVO, TSLA, Bonesupport
Perimeter Solutions, Conair, & Aerial Tanker Operations
Constellation Software Deal Sourcing, Netflix, TTD & CTV, Moody's, PRM, Analog Devices, Waymo
Perimeter Solutions vs Fortress: Aerial Fire Retardant Competition
Perimeter Solutions: Fighting Wildfires, PHOS-CHEK & Alternative Products
Primary Research Methods: Working with Expert Networks
Perimeter Solutions: PHOS-CHEK & US Wildfire Retardants
Pernod Ricard SA - RI
Fever Tree Australia: Positioning & Distribution Strategy
Brown-Forman: Distribution & Jack Daniel's Pricing Power
Rémy Cointreau: Louis XIII - Managing Scarcity
Diageo, Fever Tree, Naked Wines & A History of US Alcohol Distribution
Fever-Tree and Beer vs Spirits Distribution Networks
Becle: Proximo Spirits Org & US / Mexico Reporting
A History of US Wine & Spirits Distribution
Becle: Tequila Agave Pricing, Supply & Demand Dynamics
Our New Physical Book Release
Brown-Forman: Bourbon Oversupply & Craft Competition
Fever-Tree: A Distribution Moat or Commodity?
Pershing Square Tontine Holdings Ltd - PSTH
Persimmon Plc - PSN
Petplan
Pets at Home Group Plc - PETS
Pfizer Inc - PFE
Veeva vs IQVIA, SDI Group, Rightmove, Watsco, FERG, Core & Main, Evotec, Dynatrace, Jamf
Croda: Vaccine Adjuvants Business
Evotec: Business Model, Sales Process & Org Structure
Maravai LifeSciencies: Trilink Biotech
Maravai LifeSciences: CleanCap, Competition, & mRNA Innovation
Lonza, WuXi Biologics & CDMO Global Market: Competitive Landscape Evolution
Maravai LifeSciences: CleanCap vs. Enzymatic Capping
Philip Morris International Inc - PM
Lifco vs Halma, Danaher, Eurofins, Waters Corp, PM & BAT, Wayfair vs AMZN, Ocado, MongoDB
Philip Morris: Reduced Risk Products & Consumer Behavior
Perimeter Solutions, ZYN, Computer Modelling Group, MTU Aero, FTAI, RTX, Loar, PM, LX, Becle, Macfarlane, Auto Partner
Swedish Match, Snus, & Smokefree Tobacco Products
Philip Morris, British American Tobacco & the Global Nicotine Market: Reduced-Risk Products' Hurdles to Growth
Pilkington (NSG Group)
Pinecone
Intuitive Surgical, Danaher, FTAI & AAR, Carvana, LGI, Smartsheet, LPX, MongoDB, Flutter, Idun, Lifco
MongoDB: Vector Search, Displacing Postgres & DynamoDB
MongoDB: Atlas vs Self-Hosted, Competition & Postgres
KX: A Customer's Perspective
MongoDB: Engaging Developers, Cost Optimization & Migrations
MongoDB, Snowflake vs Databricks and the GenAI Tech Stack
MongoDB: Sales Org Incentives, Growing Accounts & Consumption Model
Pinterest Inc - PINS
PITT OHIO
Planet Fitness Inc - PLNT
Pure Gym vs The Gym Group
The Gym Group Culture & Bournemouth Clustering Case Study
Investor Dialogue: Basic Fit, The Gym Group, & Discount Gyms
Weekly Update: Basic-Fit & Discount Gym Economics
The Gym Group: Risk from Anytime Fitness, ènergie, & Franchise Chains
Basic Fit Spain: McFit Acquisition & Growth Opportunity
Discount Gyms, Domino’s, & Hotelling’s Location Model
The Gym Group & Discount Gyms
Basic Fit Spain: McFIT History & Spanish Gym Market Structure
ènergie Fitness Franchise vs UK Discount Gyms
Technogym: Spanish Market Competition & Equipment Rebates
Pure Gym: Operational KPIs & Post-COVID Customer Behaviour
Basic Fit France: Gym Market Challenges
Pure Gym: Aberdeen Case Study & JD Gyms Competition
The Gym Group, Basic Fit & Discount Gyms
Basic Fit France: Rural Expansion & Clustering Strategy
The Gym Group: Clustering Units & Post-Covid Customer Behaviour
Planisware
Playtech plc - PTEC
Evolution Gaming: Aggregator / Operator Relationship
Evolution Gaming: Workings Of A Crypto Casino
Evolution Gaming, Red Tiger, & Online Casino Gaming Regulation
Evolution: Japan Online Casino, Payments & Government Policy
Evolution Gaming: Supplier / Aggregator Relationship
Evolution Gaming's Asia and Crypto Risk
Burford & Insurance-Backed Funding, Discount Gyms, AppFolio, EVO, ACV Auctions, ODFL
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
Building an Online Live Casino Offering
Evolution Gaming: Asia iGaming Value Chain & Crypto Casinos
Ezugi, Evolution Gaming, & LATAM Live Casino
Polarcus
PON Holdings BV
Pool Corporation - POOL
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
POOLCORP: Installations, Competition, & Vertical Integration
Weekly Update: POOLCORP, Heritage, Leslie's, & Pool Distribution
POOLCORP, Heritage, Leslie's, & Swimming Pool Products Distribution
POOLCORP: US Swimming Pool Distribution
Porch Group Inc - PRCH
Porsche AG - P911
Poshmark Inc - POSH
Pottery Barn
PPG Industries Inc - PPG
Prada S.p.A. - 1913
Pragmatic Play
Pratt & Whitney - UTC
Howmet & Precision Castparts: Pricing Power & Negotiating with Rolls-Royce
Melrose Industries: GKN Aerospace
Precision Castparts vs Howmet: Airfoil Casting Competition & Pricing
Rolls-Royce: History and Outlook of Trent 1000 and UltraFan
Precision Castparts vs Howmet: Culture and Pricing Power
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
FTAI Aviation: How a Customer Uses Module Swaps
HEICO: Wencor Acquisition
Pratt & Whitney: Selling Aircraft Engines
PRAXAIR INC - PX
Precia SA - ALPM
Precision Castparts Corporation
Pregis
Premier Inc - PINC
Primark
Princeton Power Systems
Privia Health Group Inc - PRVA
Privia Health: Athena Integration & Payer Rate Negotiations
BrightSpring Health Services: Challenges in Leveraging Nursing Assets
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
Procore Technologies Inc - PCOR
Lifco vs Halma, LKQ, Brown & Brown, Procore, ALGN, Agilon, MONRO, PETS, MNDY
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
Just Eat Takeaway, Google, Experian, AB InBev, Hermès, FEVR, IDEXX, Belron, Procore, Wayfair, GXO
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, Trimble & Construction Project Management SaaS
Procore Technologies: Pricing & Customer Pain Points
Progyny Inc - PGNY
Prologis Inc - PLD
Propane Resources, LLC
Proponent
Prysmian S.p.A. - PRY
Public Policy Holding Company - PD7
PubMatic Inc - PUBM
PulteGroup Inc - PHM
LGI Homes: US Homebuilders Market Dynamics
LGI Homes: Underwriting Process & Quality
LGI Homes: Forecasting Demand & the Power of a Local Salesforce
LGI Homes, Lennar, D.R Horton: US Homebuilder Market Dynamics
Builders FirstSource & US Building Materials Market: Supply Chain, Market Consolidation and Specialty Products
PUMA SE - PUM
Pumpkin Pet Insurance
Pure Gym
The Gym Group Culture & Bournemouth Clustering Case Study
The Gym Group, JD Gyms, & Discount Gym Competition
Technogym: Spanish Market Competition & Equipment Rebates
Pure Gym: Operational KPIs & Post-COVID Customer Behaviour
Pure Gym: Aberdeen Case Study & JD Gyms Competition
Basic Fit France: Rural Expansion & Clustering Strategy
Purplebricks - PURP
Q
Qiagen N.V. - QGEN
Q-Mixers
Qt Group - QTCOM
Raspberry Pi Architecture & Competitive Landscape
Raspberry Pi Holdings PLC: Beyond Single Board Computers
Raspberry Pi Holdings: Pi Connect & Industrial Stickiness
Raspberry Pi Holdings PLC: Arduino Software Stack
Raspberry Pi Holdings: Edge AI Computing & Hailo
Raspberry Pi Holdings PLC: Arduino Industrial Adoption
Raspberry Pi Holdings PLC: Arduino Open Source Monetization
Raspberry Pi Holdings PLC: Low-Cost Microcontroller Disruption
Raspberry Pi: Arduino Customer Acquisition Flow
Quality Assistance
Quality Steel Corporation
Quest Diagnostics Inc - DGX
Quilter plc - QLT
QXO
R
R1 RCM Inc - RCM
Rakuten Group Inc - 4755
Randstad N.V. - RAND
Raspberry Pi - RPI
Raspberry Pi Architecture & Competitive Landscape
Raspberry Pi Holdings PLC: Beyond Single Board Computers
Raspberry Pi Holdings: Pi Connect & Industrial Stickiness
Raspberry Pi Holdings PLC: Arduino Software Stack
Raspberry Pi Holdings: Edge AI Computing & Hailo
Raspberry Pi Holdings PLC: Arduino Industrial Adoption
Raspberry Pi Holdings PLC: Arduino Open Source Monetization
Raspberry Pi Holdings PLC: Low-Cost Microcontroller Disruption
Raspberry Pi: Arduino Customer Acquisition Flow
Reach Subsea - REACH
REALPAGE INC - RP
AppFolio: Challenges Winning Enterprise Customers
AppFolio vs Yardi: Market Size & Strategic Positioning
Netflix Ads & The Trade Desk, AppFolio, IDEX, Westlake, Mettler-Toledo, Hermès, AVGO, Lonza, FEVR, BFIT, TKWY
Domino's & Fortressing, AppFolio, LiveChat, ISRG, Old Dominion, Proponent / HEI, AMZN & Wayfair
AppFolio: a 5,000 Unit Enterprise Customer on Switching Costs
AppFolio: SMB Customer Sales Process
AppFolio
AppFolio: Moat, Retention, & Moving Upmarket
Reconstruction Experts Inc
Redfin Corporation - RDFN
Redrow plc - RDW
Reece Limited - REH
Reliance Inc - RS
Reliance Steel & Aluminum Co.
RELX PLC - REL
RE/MAX Holdings Inc - RMAX
Remitly Global Inc - RELY
Rémy Cointreau SA - RMC
Repligen Corporation - RGEN
Pall, Cytiva & the Bioprocessing Manufacturing Process
Danaher Biotechnology: Cytiva & Downstream Bioprocessing
Danaher: Cytiva's Bioprocessing Filtration Portfolio
Sartorius Stedim Biotech: Post-Covid Sourcing Strategy & Price Competition
Danaher & the Bioprocessing FDA Approval Process
Sartorius: Upstream Bioprocessing & Chinese Competition
Vitec, CSU & Lifco, CACC vs Westlake, GOOG Stadia, DHR & Cytiva Filtration, LGIH, UMG, Gyms, ACV Auctions
Danaher Cytiva: History, Moat, and Bundling Pall Filters
Danaher, Sartorius, & an Overview of The Bioprocessing Environment
Danaher Downstream Bioprocessing, AWS vs GPUaaS, VEEV, Ecolab, Atlas Engineered, Royal Caribbean, Vitrolife, BLDR, Lifecore, Croda
Danaher Business System: Kaizen Case Study at Pall
Danaher: M&A Runway, Target Evaluation Process & Valuations
Danaher & Sartorius: Promising Yield
Danaher's Pall: Medical vs Biopharma Segment Quality
Reply S.p.A. - REY
Reply: Growth Constraints
Reply: International Expansion & Family Ownership
Reply: Go-to-Market Strategy
FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
Reply: Decentralized Culture & The Reply Network
Reply: Internal Competition & Incentive Structure
Restaurant Brands International Inc - QSR
Restoration Hardware
Wayfair & Impact of Potential Tariffs - A Supplier’s Perspective
Wayfair: Cost Structure & Culture
Arhaus vs Restoration Hardware: Supplier Relationships, Pricing & Collections
Restoration Hardware: International Expansion
Restoration Hardware: Product Philosophy & Vendor Relationships
Amazon vs Wayfair: EU Heavy & Bulky Market Challenges
Wayfair: Scaling Asia Partner Solutions & Operational Challenges
Wayfair: Market Share & Competitive Intelligence
Wayfair: Marketing Strategy & Challenges
Wayfair: Marketing Strategy & Brand Building Challenges
Wayfair Final Mile Delivery: Operations & Economics
Wayfair: Drayage Process & Economics
Revolut
Rexel S.A. - RXL
RH - RH
Amazon: Shipping Bulky Goods Through the FBA Network
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Wayfair: Demand Forecasting
Amazon & Wayfair: Handling Large & Bulky Goods
In Practise on Spotify, AMZN Advertising, Kelly Partners Group, United Rentals, 10x Genomics, Grenke
Overstock.com vs Wayfair: Product Flow through the Network
Supplying RH & Wayfair
Wayfair: Dropshipping Unit Flow
Wayfair vs Amazon: Supplier Experience, Return on Ad Spend & Discounting
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Selling Furniture to Brick & Mortar Retailers: Supplier Perspective
Wayfair CastleGate: The Value to Suppliers
Wayfair: CastleGate and Last Mile Delivery
Wayfair: CastleGate vs Drop Shipping Unit Flow
Rightmove plc - RMV
Veeva vs IQVIA, SDI Group, Rightmove, Watsco, FERG, Core & Main, Evotec, Dynatrace, Jamf
Rightmove vs OnTheMarket: Agency Perspective
Rightmove: UK Lettings Market & Tenant Journey
Purplebricks: An Unsustainable Business Model?
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
Rightmove, OnTheMarket, and EweMove: a Hybrid Agent Perspective
Rightmove vs Zoopla Software: Sales & Lettings User Journey
Rightmove, GEICO & ADAS, Vitec Software, AO, TI & Analog, MNDY, Evotec, Sunbelt / URI, Clarivate
Purplebricks: Disrupting UK Real Estate Agencies
Rightmove, Zoopla, vs OnTheMarket: Valuation & Buyer Leads
Loar Group, Align Orthodontists, BFIT France, CPRT International, Casey's, RMV, Storskogen
Zoopla: Competing with Rightmove
LOAR, O'Reilly, IQVIA vs VEEVA, ELV, UNH, Markel & Kinsale, Rightmove, Medpace
Riot Platforms Inc - RIOT
Rivian
Tesla: Gigacasting Manufacturing Fundamentals
Tesla: Manufacturing Process Advantage
Tesla: Megapack, Solar and Microgrids
Tesla Energy Business Model
Belron, Safelite, Boyd, & Auto Glass Repair: Commoditisation Risks
Safelite & US Auto Glass Repair: Relationships with Insurers
Auto Glass & ADAS Suppliers: Switching Cost, ASIL Classification & Self-Calibration Challenges
Rivian Automotive Inc - RIVN
R+L Carriers
RLI Corp - RLI
ROADRUNNER TRNSN SVCS - RRTS
Roadway Corporation
Roche Holding AG - ROG
Rockwell Automation Inc - ROK
Röko - RÖKO
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
Röko M&A Strategy, Transaction Structure, & Returns
Bergman & Beving: Lagercrantz 2.0?
Röko: Building a Leading Serial Acquirer
Röko: Sector-Agnostic vs Sector Focused Acquirers
Constellation Software, Vitec, & Röko M&A Sourcing: Proprietary vs Broker Channel
Roku Inc - ROKU
The Trade Desk: CTV Take Rates & Competitive Landscape
Netflix, The Trade Desk: CTV Campaign Economics & Publisher Positioning
Netflix, The Trade Desk: Colgate Programmatic CTV Case Study
The Trade Desk: Risks & Relationships with Large Advertisers
Netflix, The Trade Desk: CTV Campaigns Direct vs Biddable Tradeoffs
Netflix, The Trade Desk, & Linear to CTV Advertising
The Trade Desk: Publisher Programmatic Strategies
The Trade Desk: Freewheel Ad Server & Publisher Monetization
The Trade Desk: Pluto Monetization Journey
The Trade Desk: CTV DSP Competitive Landscape
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
Roland Assistance GmbH
Rolex
The Luxury Watches Grey Market & Asian Imports
FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi
Formula 1 Group: Sponsorships History & Selling F1
IWC versus Rolex & Cartier: Brand Marketing
Vitec vs Constellation Software, NVIDIA, FTAI, Brown-Forman, F1, IDEX, Analog Devices
Watches of Switzerland: Rolex / Bucherer Acquisition & US Expansion
Halma, Rolex & WOSG, RH, Roper, Belron, Ocado, Daily Journal, Idox, Cogent
Rolls-Royce Holdings plc - RR
Melrose Industries: GKN Aerospace
Precision Castparts vs Howmet: Airfoil Casting Competition & Pricing
Rolls-Royce: History and Outlook of Trent 1000 and UltraFan
Precision Castparts vs Howmet: Culture and Pricing Power
CFM56 Airfoils: Scrap Rates and Repairs
Rolls-Royce Engine Supply Chain and Procurement Process
FTAI Aviation CFM56 Module Swap Offering & Addressable Market
Leading Through Change and Crisis
Howmet & Precision Castparts: Single Crystal HPT Blade Investment Casting Process
Melrose Industries: GKN Aerospace Engine MRO
Roots Corp - ROOT
Roper Technologies Inc - ROP
Roper Technologies: iPipeline Acquisition & Insurance VMS
Constellation Software & VMS Acquirer Research Roundup
Topicus: History, Culture, and Organic Growth Techniques
Constellation Software: M&A Team Structure & Deal Sourcing Process
Serial Acquirers: Purchase Price Accounting
Carrier vs Trane HVAC, Roper, O'Reilly, Ryan Specialty, Midwich, Privia, MongoDB, Cogent
Roper Technologies: Frontline Education Acquisition
Constellation Software: Deal Sourcing & Funnel Conversion
Constellation Software: 5 Key Operational Metrics
Constellation Software vs Private Equity Operating Strategies
Roper Technologies: Procare Solutions, Child Care Centers & Growth Opportunities
Addtech & Lessons from 25 years at Leading Nordic Serial Acquirers
Topicus, Lithia, Roper, Cogent, Air Products / Linde, Volution, MKL, Belron, Ashtead, BrightSpring
Topicus vs TSS: Culture and Organic Growth
AMETEK: Culture & M&A Philosophy
Indutrade: Industrial Deal Sourcing
M&A and Purchase Price Accounting
Constellation Software: Operating KPIs
Halma, Rolex & WOSG, RH, Roper, Belron, Ocado, Daily Journal, Idox, Cogent
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
IP Fieldwork Podcast: Lifco vs Halma, M&A Team Structure & Incentives
Ross Stores Inc - ROST
Royal Caribbean Cruises Ltd - RCL
RS Group plc - RS1
Electrocomponents, RS PRO & B2B Distribution
RS Group: Industrial Procurement & Supplier Development
A History of Amazon Business
Essentra PLC
Essentra PLC: Moss Express and Richco
Diploma PLC: Leadership and M&A from Bruce to Johnny
RS Group, Bechtle AG, & B2B Distribution
Raspberry Pi Holdings PLC: Arduino Open Source Monetization
Essentra Components History and Business Quality
RT specialty
RTX Corporation - RTX
Howmet & Precision Castparts: Pricing Power & Negotiating with Rolls-Royce
Designing, Approving, and Selling PMAs
Perimeter Solutions, ZYN, Computer Modelling Group, MTU Aero, FTAI, RTX, Loar, PM, LX, Becle, Macfarlane, Auto Partner
Precision Castparts vs Howmet: Airfoil Casting Competition & Pricing
Precision Castparts vs Howmet: Culture and Pricing Power
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
FTAI Aviation: How a Customer Uses Module Swaps
PMA Parts Competition and Threat to OEMs
HEICO: Wencor Acquisition
Rolls-Royce Engine Supply Chain and Procurement Process
Loar Holdings
Howmet & Precision Castparts: Single Crystal HPT Blade Investment Casting Process
MTU Aero, FTAI, & Pratt & Whitney: V2500 & CFM56 Overhaul
TransDigm: Boeing vs OEM Supplier Bargaining Power
Adams Rite, AdelWiggins, & TransDigm Competitive Risks
Proponent, HEICO, & Aerospace Distribution
Loar Group: SCHROTH vs AmSafe Seat Belts
Ryanair Holdings Plc - RYA
Ryan Specialty Group Holdings Inc - RYAN
Ryan Specialty Group & CRC Group: Wholesale Broking
Brown & Brown & the UK Insurance Brokerage Market
Kinsale Capital: A Wholesale Broker's Perspective
Ryan Specialty & the Wholesale Brokerage Business
Carrier vs Trane HVAC, Roper, O'Reilly, Ryan Specialty, Midwich, Privia, MongoDB, Cogent
Brown & Brown, Orchid Insurance & MGA Economics
Weekly Update: Monster, Fever Tree & Non-Alcoholic Beverage Distribution
Ryan Specialty & The Wholesale Insurance Broking Market Structure
Brown & Brown: UK Expansion & GRP Acquisition
Markel vs Kinsale: Broking E&S Lines
Weekly Update: GoDaddy Domains, Upselling, and Competing with Shopify
Ryan Specialty, All Risks, & Wholesale Casualty Insurance Broking
Ryerson Holding Corporation - RYI
S
S4 Capital PLC - SFOR
Sabre Corporation - SABR
Safelite
Safelite, Lithia & US Auto Body Shops: In-Housing Glass Repair
Driven Brands: Auto Glass Acquisition Integration
Driven Brands & Auto Glass Repair: Competing vs Safelite
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
Belron, Safelite, Boyd, & Auto Glass Repair: Commoditisation Risks
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
CCC vs Mitchell, Melrose, DHR, LVMH, Kinsale, Belron, Boyd, VEEVA, Wise, BLDR, Westwing, Triveni
Auto Glass & ADAS Suppliers: Switching Cost, ASIL Classification & Self-Calibration Challenges
Belron, Boyd & the Auto Glass Repair Market: Vertical Integration Threat
Safestore Holdings PLC - SAFE
Safran SA - SAF
Howmet & Precision Castparts: Pricing Power & Negotiating with Rolls-Royce
FTAI Aviation: CFM56 Repair & Module Swap Process
Precision Castparts vs Howmet: Airfoil Casting Competition & Pricing
FTAI & CFM56 MRO Supply vs Demand
FTAI, Chromalloy & the CFM56 HPT Blade PMA
IP Research Roundup: Transdigm, Loar, HEICO, FTAI
AmSafe, HEICO, & Aerospace Aftermarket Distribution
FTAI Aviation: CFM56 Lease Contract, Module Swaps, & PMA
FTAI Aviation & the CFM56 Maintenance Process
FTAI Aviation
Rolls-Royce: History and Outlook of Trent 1000 and UltraFan
Precision Castparts vs Howmet: Culture and Pricing Power
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
Howmet & PCC, Judges Scientific, McKesson, Ryanair, FormFactor & Technoprobe, AMETEK
FTAI Aviation: How a Customer Uses Module Swaps
CFM56 Airfoils: Scrap Rates and Repairs
CFM56 and Business Jet Maintenance: Fleet Owner Perspective
Rolls-Royce Engine Supply Chain and Procurement Process
FTAI Aviation CFM56 Module Swap Offering & Addressable Market
CFM56 Engine: LLPs and HPT Blades
Chromalloy, FTAI, and CFM-56 PMA Parts
CFM International: 37 Years Selling Aircraft Engines
Howmet & Precision Castparts: Single Crystal HPT Blade Investment Casting Process
Bergman & Beving, Wayfair, Howmet, Spirits vs Beer Distribution, Netflix, Veralto
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
MTU Aero, FTAI, & Pratt & Whitney: V2500 & CFM56 Overhaul
FTAI Aviation
TransDigm: Boeing vs OEM Supplier Bargaining Power
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Safran: CFM56 & LEAP MRO
FTAI Aviation: Customers, LPT Swaps & Core Restoration Risks
FTAI Aviation: Short Report Review
Loar Group: SCHROTH vs AmSafe Seat Belts
Boeing Propulsion: OE and Aftermarket Strategies
FTAI Aviation: CFM56 LLP and USM Parts
GE, Safran, FTAI, and CFM56, AMZN B2B Distribution, NFLX, ASML, Farfetch & Cettire
Pratt & Whitney: Selling Aircraft Engines
Safran & CFM56 Engine Overhaul
GE, Safran, FTAI, and the Modular Design History of the CFM56
Saia Inc - SAIA
Fedex Freight, Old Dominion, & US LTL Trucking
Triumph Financial: Evolution of Invoice Factoring for US Trucking
Choosing LTL Carriers: A Customer's Perspective
Less-Than-Truckload US Market: Agency Model
Old Dominion, XPO, & US Less-Than-Truckload Industry
Old Dominion, Saia, & US LTL Competition
Heartland Express: Operating Model & Trucking Growth Challenges
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
Old Dominion Freight Line: National Account Management & Expedite Services
Salesforce Inc - CRM
Smartsheet: Sales Strategy & Org Structure
Veeva Systems, IQVIA, & the Pharma Sales Flow
Microsoft 365, Google Workspace & Selling through the Channel
Alteryx: Enterprise Customer Perspective
IQVIA OCE vs VEEVA: a Partner Perspective
Weekly Update: Amazon, Fedex & Shopify Fulfillment, CSU, Aldi, Alcon, MNDY
Burford & Elliott vs Argentina, CACC, SHEIN, Smurfit / WestRock, MaxCyte, Alteryx
Rightmove, GEICO & ADAS, Vitec Software, AO, TI & Analog, MNDY, Evotec, Sunbelt / URI, Clarivate
monday.com: Product-Market Fit Challenges
Braze: Sales Org, Consumption Model & Addressing SMB
Alteryx: Customer Profiles, GTM Strategy & Product Roadmap
Veeva Systems: Customer Perception & Salesforce Relationship
Microsoft Teams: Product Evolution, Strategy & Competition
Alteryx: Competition, Enterprise Sales & Use-Cases
Alteryx: Selling to EU Enterprise Accounts
Danaher Downstream Bioprocessing, AWS vs GPUaaS, VEEV, Ecolab, Atlas Engineered, Royal Caribbean, Vitrolife, BLDR, Lifecore, Croda
Monday.com: Comparison with Asana, Airtable and Jira
Salesforce: MuleSoft Strategy
Alteryx: Designer Cloud, Trifecta Acquisition & Product Strategy
Braze: Shift from Legacy Marketing Cloud
Watsco & FERG Customer Survey, Veeva Systems, IQVIA, Lumine, Indutrade, Smartsheet & MNDY, Inchape & Chinese OEMs, PPC
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
LOAR, O'Reilly, IQVIA vs VEEVA, ELV, UNH, Markel & Kinsale, Rightmove, Medpace
Salvador Caetano
Salvatore Ferragamo S.p.A. - SFER
Samsung Electronics Co Ltd - 005930
Sandvik - SAND
Sanofi - SAN
SAP SE - SAP
Sartorius Aktiengesellschaft - SRT
Diploma PLC, Versace & Capri Holdings, Danaher, Sartorius, Alpha Group
Pall, Cytiva & the Bioprocessing Manufacturing Process
Danaher: Cytiva & Bioprocessing Moats
Google DeepMind: AlphaFold & the Biologic R&D Process
Danaher Biotechnology: Cytiva & Downstream Bioprocessing
Danaher: Cytiva's Bioprocessing Filtration Portfolio
Danaher Cytiva & Pall Bundling, First Watch, Vitrolife, Ecolab, L&W, DJCO, Builders FirstSource, Alta Equipment, FTAI, Macfarlane
Sartorius Stedim Biotech: Post-Covid Sourcing Strategy & Price Competition
Danaher & the Bioprocessing FDA Approval Process
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
Mettler-Toledo: Product Portfolio & Quality Management
Sartorius: Upstream Bioprocessing & Chinese Competition
Danaher, Cytiva: Downstream Sales Process
Danaher: Aldevron & DNA Plasmid Manufacturing
Top 10 Articles of 2023 & IP Annual Review
Danaher Cytiva: History, Moat, and Bundling Pall Filters
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: Cytiva & the Chromatography Process
Danaher & Sartorius: Promising Yield
Danaher: Cytiva, HyClone, & Cell Culture Sales
Danaher's Pall: Medical vs Biopharma Segment Quality
Sartorius Stedim Biotech S.A. - DIM
Pall, Cytiva & the Bioprocessing Manufacturing Process
Danaher Biotechnology: Cytiva & Downstream Bioprocessing
Danaher: Cytiva's Bioprocessing Filtration Portfolio
Sartorius Stedim Biotech: Post-Covid Sourcing Strategy & Price Competition
Danaher & the Bioprocessing FDA Approval Process
Sartorius: Upstream Bioprocessing & Chinese Competition
Danaher, Cytiva: Downstream Sales Process
Mettler-Toledo: Pricing, Decentralization, & Vertical Integration
Danaher Cytiva: History, Moat, and Bundling Pall Filters
Danaher, Sartorius, & an Overview of The Bioprocessing Environment
Danaher Business System: Kaizen Case Study at Pall
Mettler-Toledo: Competition & Go-to-Market Strategy
Lonza: CDMO Market Capacity
Danaher: Cytiva & the Chromatography Process
Danaher & Sartorius: Promising Yield
Danaher: Cytiva, HyClone, & Cell Culture Sales
Sartorius: Cultural Changes & COVID Disruptions
Danaher's Pall: Medical vs Biopharma Segment Quality
Satair - AIR
Schindler Holding AG - SCHN
Schlumberger Limited - SLB
FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB
FTAI & Chromalloy CFM56 HPT PMA, Ferrari EVs, HWDN France, CMG, BLDR, Smartsheet, Palo Alto, Macfarlane
Computer Modelling Group: Customer Perspective
Perimeter Solutions, Airbnb, Tesla, HEICO, CMG, Croda, TerraVest, TopBuild, Zscaler
Computer Modelling Group: Customer Retention & Pricing Strategy
Computer Modelling Group: Reservoir Simulation Software & Competition
Computer Modelling Group: Geographic Expansion & Sales
Schneider Electric S.E. - SU
SCIEX
SDI Group plc - SDI
Veeva vs IQVIA, SDI Group, Rightmove, Watsco, FERG, Core & Main, Evotec, Dynatrace, Jamf
Judges Scientific PLC: Geotek & Multi Core Scanning Industry
Top 20 Free In Practise Interviews
Bergman & Beving: The Capital Allocation Model
Judges Scientific PLC: Geotek Services & Boxscan
Industrial Holdcos: Danaher, Lifco, Perimeter, Diploma, Halma, B&B, Lagercrantz, Addtech, Judges
SDI Group: Niche Manufacturing Serial Acquirer
Halma: 1998-2005 Case Study
Howmet & PCC, Judges Scientific, McKesson, Ryanair, FormFactor & Technoprobe, AMETEK
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
Addtech & Lessons from 25 years at Leading Nordic Serial Acquirers
Amazon Logistics, PRM, Vitrolife, Sartorius, Richemont, Rolls-Royce, Addtech, EVO, TSLA, Bonesupport
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
Halma: Managing & Scaling Gas & Water Testing Divisions
Storskogen Group: M&A Strategy & Challenges
SDI Group: Challenges and Risks in the Acquirer Model
Sdiptech - SDIP
Sealed Air Corporation - SEE
Secure Energy Services Inc - SES
SEEK Limited - SEK
Sephora - LVMH
Service King Collision Repair
Safelite, Lithia & US Auto Body Shops: In-Housing Glass Repair
Belron, Safelite & US Auto Glass Repair: TPA Agreements
Tesla Repair Network & Vertical Integration
US Auto Collision & Repair: An Insurer's Perspective
Tesla: Culture & Manufacturing-Repair Feedback Loop
Caliber, Gerber, Service King: Outsourcing US Auto Reconditioning
Lithia, Penske & US Franchised Car Dealers: ICE and EV Servicing
Tesla vs Toyota: Servicing & Repair
Tesla: Servicing & Auto Parts Operations
Tesla vs Toyota: EV vs ICE Repair Process
MONRO: EV Threat to US Auto Repair Shops
ServiceNow Inc - NOW
Burford Capital, Evolution Gaming, Atlassian, Wayfair, R1, Becle, LTL
Weekly Update: AMZN US Logistics, Ashtead, Snowflake, NOW, Hearing Aids, Confluent
ServiceNow Strategic Positioning
ServiceNow: Customer Maturity, New Products & Value Realization
Smartsheet: Sales Strategy & Org Structure
ServiceNow Customer Perspective: Growth Potential in New Product Areas
ServiceNow: Competing with Jira & Datadog
AMZN, ServiceNow, Atlassian, DDOG, Masimo, CACC, 10x, FDM, Alphawave
ServiceNow: Product Positioning & Customer Stickiness
Halma, Danaher, Constellation Software, & Serial Acquirer Org Structures
Atlassian & Cloud Migration: Partner Perspective
Berkshire & Markel, Tesla, ServiceNOW, Bergman & Beving
Watsco & FERG Customer Survey, Veeva Systems, IQVIA, Lumine, Indutrade, Smartsheet & MNDY, Inchape & Chinese OEMs, PPC
Atlassian: Partner Ecosystem, Server Migration & ITSM
SGS SA - SGSN
Shake Shack Inc - SHAK
shakti
Shawbrook Bank
SHEIN
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
Amazon vs Temu: Business Model & Logistics
Zara Buying & Merchandising Strategies
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
Amazon, Carvana, Wayfair, SHEIN & Vertically-Integrated Ecommerce
SHEIN's Supply Chain: How it Works
Shein vs Zara vs ASOS: A Supplier's Perspective
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
Burford & Elliott vs Argentina, CACC, SHEIN, Smurfit / WestRock, MaxCyte, Alteryx
SHEIN, Temu & Retail Supply Chains, Intuitive Surgical, Litigation Funding, HEICO, Wayfair, Alteryx, CSU, KPG
Boohoo & UK Fashion Supplier Relationships
Zara's Supply Chain
Constellation Software: Altera, SHEIN, Dino Polska, DHR, Alteryx, TDG
Shein: Disrupting Fast Fashion
Wayfair CastleGate, Atlas Copco, Cardlytics, Boohoo, Becle, BioLife, Dino Polska, Instructure
Zara & SHEIN Supply Chain Analysis
Shenzhen Mindray Bio-Medical Electronics Co Ltd - 300760
Shift4 Payments Inc - FOUR
Shift Technologies Inc - SFT
Shimadzu Corporation - 7701
Shimano Inc - 7309
Shopify Inc - SHOP
Amazon Logistics: Regionalization, Cross-Docking & Fulfillment Cost Optimization
Amazon vs Temu: Business Model & Logistics
Douyin, PDD, Taobao, & JD: a Merchant Perspective
Wix, Shopify, & Wordpress: Agency Customer Perspective
Weekly Update: AMZN US Logistics, Ashtead, Snowflake, NOW, Hearing Aids, Confluent
AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng
Amazon FBA & 3P Sales: A Seller's Perspective
New Enterprise Subscription Tier: Constellation Software, AMZN, BUR, JDG, Wix, TSLA
Weekly Update: Amazon, Fedex & Shopify Fulfillment, CSU, Aldi, Alcon, MNDY
Amazon Logistics: US Network Buildout & Rationalization
Amazon Logistics, PRM, Vitrolife, Sartorius, Richemont, Rolls-Royce, Addtech, EVO, TSLA, Bonesupport
GoDaddy: Domains, Add-ons, and Competing with Shopify
Global-e: Cross-Border E-commerce
Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch
Amazon: How a Unit Flows through the Network & Unit Costs
Weekly Update: Naked Wines FY22 Results & Reflections
Wix, Shopify, & Selling to Agencies
Shopify: Creativity at Scale
Weekly Update: GoDaddy Domains, Upselling, and Competing with Shopify
Siemens AG - SIE
Siemens Energy AG - ENR
Siemens Healthineers AG - SHL
Sierra Wireless Inc - SWIR
Signature Aviation PLC - SIGSI
Sime Darby
Simpson Manufacturing Co Inc - SSD
Sirius XM Holdings Inc - SIRI
Six Flags Entertainment Corporation - SIX
United Parks & Resorts: US Theme Parks Industry
United Parks & Resorts: Pricing Optimization
Rightmove vs CoStar, AppFolio vs Yardi, Analog & TXN, CDLX, TRUP, Equipment Rental, Dino, CPRT, PRKS, Clarivate
GYM, Danaher Cytiva Consumables, Lifco, Waters Corp, Terravest, Domino's, GoEasy, PRKS, EVO
United Parks & Resorts: Theme Parks Hotels Opportunity
Sixt SE - SIX2
SK hynix Inc - 000660
Sky Betting & Gaming
Sky Harbour Group Corp - SKYH
Skyjack Inc
Slerp
SLM Solutions - AM3D
SmartAuction
Smartsheet Inc - SMAR
Intuitive Surgical, Danaher, FTAI & AAR, Carvana, LGI, Smartsheet, LPX, MongoDB, Flutter, Idun, Lifco
Smartsheet, Atlassian, Microsoft Project & Comparing Work Management Tools: A Client's Perspective
Smartsheet: Enterprise Footprint, Pricing Changes & Churn Risk
Smartsheet: Sales Strategy & Org Structure
FTAI & Chromalloy CFM56 HPT PMA, Ferrari EVs, HWDN France, CMG, BLDR, Smartsheet, Palo Alto, Macfarlane
monday.com: Product-Market Fit Challenges
Watsco & FERG Customer Survey, Veeva Systems, IQVIA, Lumine, Indutrade, Smartsheet & MNDY, Inchape & Chinese OEMs, PPC
Smurfit Kappa Group plc - SKG
Snap Inc - SNAP
Snap-on Incorporated - SNA
Snowflake Inc - SNOW
DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow
Snowflake, Synapse, and Redshift: Customer Angle
Carvana, Snowflake, Credit Acceptance, Kinsale, Mainfreight, CSI
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Weekly Update: AMZN US Logistics, Ashtead, Snowflake, NOW, Hearing Aids, Confluent
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Spotify, Constellation Software, Snowflake, Dino Polska, Trupanion, Diploma PLC
Snowflake: Investment Trends & Cost Optimization
KX: Data Processing Efficiency
Snowflake: Pace Of Innovation & Next Growth Vectors
Databricks, Snowflake, GCP, & Public Cloud Competition
ServiceNow: Competing with Jira & Datadog
MongoDB, Snowflake vs Databricks and the GenAI Tech Stack
Alteryx: Land and Expand
Snowflake Positioning vs AWS, GCP, Azure
Snowflake: IaaS vs PaaS & Analytics Budgets
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
Alteryx: Competition, Enterprise Sales & Use-Cases
Investor Dialogue: Amazon Web Services
Trupanion, HEICO / Wencor MRO, Alteryx, SNOW, Essentra, FD Technologies
Weekly Update: Amazon Retail Unit Economics, Databricks vs SNOW, Texas Instruments, Sonova, WANdisco
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Azure, GCP, BigQuery, Snowflake & Cloud Competition
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
Snowflake, Redshift, & AWS Partner Program
Snowflake & Databricks: Comparison, AI & Convergence of Offering
Weekly Update: Naked Wines FY22 Results & Reflections
Databricks: Melting the SNOW
Software Circle - SFT.LN
Solera Holdings
CCC, Progressive, & Risks of Customers Switching to Mitchell
CCC Intelligent Solutions: Culture & Net Dollar Retention Opportunity
CCC Intelligent Solutions: Competition from Tractable
CCC: Tractable AI and Straight-Through-Processing
CCC Intelligent Solutions Moat & Competitive Threat
CCC Intelligent Solutions: Appraisal Workflow & CCC One Sales Process
Lithia, Penske & US Franchised Car Dealers: ICE and EV Servicing
CCC Intelligent Solutions vs Mitchell: Estimate Data Quality
CCC & the Evolution of the Auto Claims Process
CCC vs Mitchell: Collision Repair Estimation Software
Copart: Dynamics of the German Market
Sonic Automotive Inc - SAH
Sonic Healthcare Limited - SHL
Sonnen GmbH
Sonova Holding AG - SOON
Sonova, Hearing Aid Fittings, & OTC Channel Growth
Hearing Aids Manufacturing: A Sustainable Oligopoly?
GN Store Nord & Hearing Aids
Weekly Update: AMZN US Logistics, Ashtead, Snowflake, NOW, Hearing Aids, Confluent
Weekly Update: Amazon Retail Unit Economics, Databricks vs SNOW, Texas Instruments, Sonova, WANdisco
Sony Group Corporation - 6758
Nintendo: Everlasting Gaming IP
Warner Music Group: Driving Value From The Catalog
Microsoft Gaming: Xbox Cloud & Game Pass
Universal & Warner Music: New Artist Deals & Artist Development
PlayStation: History of the Game Console
Major Record Labels: Business Model Evolution
Microsoft Gaming: Xbox vs PlayStation Positioning
Universal Music Group: Catalog Acquisition, DSP's & New Talent
Southern California Gas Company
Southern Glazer's
Southern Glazer's Wine & Spirits
Southwest Airlines Co - LUV
SpaceX
Span
Specsavers
S&P Global Inc - SPGI
Spirax-Sarco Engineering plc - SPX
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Spirax Sarco: Customer Centricity
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Spirax Sarco: Thermocoax & Thermal Heating Solutions
Spirax Sarco: US Steam Positioning & Distribution
Spirax Sarco: Decentralisation, Supply Chain & Operations
Spirax-Sarco Engineering: Chromalox
Spirax Sarco: Steam Properties & Competitive Landscape
Spirax-Sarco Engineering: The Power of Direct Sales
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Spirit Airlines Inc - SAVE
Splunk Inc - SPLK
Selling Microsoft Office 365 Commercial
Dynatrace: Cybersecurity & Observability Customer Perspective
New Relic vs Datadog: Fight for Observability
Datadog, Open Telemetry, & A History of Observability
Perimeter Solutions vs Fortress, FTAI, Intuitive Surgical, Capital One, TerraVest, Bonesupport, TDG, Ryerson, Dynatrace
Elastic Positioning & Growth Strategies
Chronosphere: Datadog, Prometheus, & Centralizing Observability
Dynatrace: Datadog, User Personas & Switching Costs
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
Weekly Update: New Weekly Format, AWS Sales Strategies, SNOW, & CVNA
Dynatrace: APAC Observability SaaS Market Dynamics
Spotify Technology S.A. - SPOT
Zara's Supply Chain, Dino Polska, Spotify, Fever Tree, Keywords, CACC, Essentra
Spotify Podcasting: DSP, Inventory Aggregation & Scaling Programmatic
Acast, Spotify, & Podcast Monetization
The Podcasting Advertising Ecosystem
Spotify Podcasting: a Show Host's Perspective
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
Acast: Podcast Advertising Platforms and Growth Opportunity
Investor Dialogue: Spotify, Podcasting & Competition
Spotify, Constellation Software, Snowflake, Dino Polska, Trupanion, Diploma PLC
Spotify Podcast Ads, Danaher, Yelp, XPEL, IMCD, Atlas Copco, Becle, XPO Logistics
Spotify Podcasting: An Agency Buyer's Perspective
Spotify Podcasting: Megaphone, SPAN & Programmatic
ACV Auctions Survey, Stevanato, Danaher, FERG, UMG, GoEasy, Miller Industries, GYM
Warner Music Group: Driving Value From The Catalog
Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
Weekly Update; Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL,
Spotify, Vitec, IMCD, HelloFresh, AmSafe & HEICO, Michelin, HashiCorp, LTL, AvidExchange
Spotify Podcast Advertising
Universal & Warner Music: New Artist Deals & Artist Development
Universal Music, Warner, Spotify, & Artist Bargaining Power
Spotify Podcasting: Original Content Strategy
Spotify Podcast Ads: Monetising a Megaphone Show
Weekly Update: Berkshire Annual Meeting Reflections
Spotify, Universal, & Major Label Bargaining Power
Spotify: Marketing Music Artists Online
Our New Physical Book Release
Major Record Labels: Business Model Evolution
Universal Music, Spotify, & The Music Industry
Universal Music: Artist Management In A Streaming Era
Universal Music Group: Catalog Acquisition, DSP's & New Talent
HEICO & PMAs, Waters Corp, CarMax, Evolution Gaming, Cogent & Hyperscalers, Spotify, Wayfair
Spotify & The Economics of the Music Industry
Spotify: Podcast Advertising Value Chain
HEICO, Keyword Studios, AWS / Azure TAM, SPOT, Fever Tree, Hashicorp, MFT, Trustpilot
Weekly Update: Top 10 Interviews in 2021, Danaher, and IP in 2022
Acast: Podcast Advertising Formats, Adoption, & Competitive Landscape
Discount Gyms, Domino's, Pall & Bioprocessing, Universal & Warner Music, HashiCorp, Wayfair vs AMZN FBA
Squarespace Inc - SQSP
Wix: Agency Partner Perspective
Wix, Shopify, & Wordpress: Agency Customer Perspective
Wix, Squarespace, & Webflow Competition
Wix and Squarespace: Agency Partner Programs
Weekly Update: Basic-Fit & Discount Gym Economics
Investor Dialogue: Wix
Weekly Update: Constellation Software, Allscripts, & CSU 2.0
Squarespace: Culture and Product Positioning
Weekly Update: Judges Scientific, Geotek, & GDS Instruments
Wix: Partner Program Developments
GoDaddy: Domains, Add-ons, and Competing with Shopify
Weekly Update: Victoria PLC, Balta, & Flooring Manufacturing
Wix vs Squarespace: Competing for Agencies
Webflow: Enterprise Customer Angle
Wix, Shopify, & Selling to Agencies
Weekly Update: GoDaddy Domains, Upselling, and Competing with Shopify
SRAM
StackAdapt
Stallion Group
StandardAero
State Farm
Steinhoff
Stellantis N.V. - STLA
Tesla Repair: Part Sales and Right to Repair
Inchcape: Growth Opportunities
Tesla: Gigacasting Manufacturing Fundamentals
Tesla: Manufacturing Process Advantage
Tesla's Vertically Integrated Repair Network
Inchcape: Distribution for Chinese OEMs
Evolution Gaming's Asia & Crypto Risks, MSFT Gaming, Copart, United Parks, TRUP, LGI, Inchcape
Ste. Michelle Wine Estates
Stem Inc - STEM
Stevanato Group S.p.A. - STVN
Stitch Fix Inc - SFIX
St. James's Place plc - STJ
STMicroelectronics N.V. - STM
Raspberry Pi Architecture & Competitive Landscape
Raspberry Pi Holdings PLC: Beyond Single Board Computers
Analog Devices vs Texas Instruments: Go-To-Market Strategies
Analog Devices Subsystem Strategy & Software Expertise
Analog Devices & Texas Instruments: Semiconductor Market Dynamics
Raspberry Pi Holdings: Edge AI Computing & Hailo
Raspberry Pi Holdings PLC: Arduino Open Source Monetization
Raspberry Pi Holdings PLC: Low-Cost Microcontroller Disruption
Storskogen Group - STOR
Straumann Holding AG - STMN
Stripe Inc - STRIPE
Adyen, Cash App: Commoditization & Switching Costs of Payment Processing Platforms
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
Adyen: Balancing Global Reach with Local Expertise
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Adyen: Merchant Switching Costs & Price War
Adyen, Cash App: Navigating Complex Payment Partnerships
Boeing vs TransDigm, Adyen, Brunello Cucinelli, AMZN, Marlowe
Adyen: Pricing & Competition
Stryker Corporation - SYK
Bonesupport: US Sales Process & Growth Opportunity
Bonesupport: History, Competition & Market Size
Becton Dickinson: M&A History, Culture & Management
Bonesupport: CERAMENT, Bone Infections & Use Cases
Intuitive Surgical: Selling $2m da Vinci Robots
Selling Masimo SET & Patient SafetyNet Devices
Becton Dickinson: Leadership Style & Organic Growth
Subsea 7 - SUBC
Subway
Sunbelt Rentals
Sunstate Equipment Co.
Supply Network Limited
Surgical Science - SUSST
Svevia
Swedish Match - SWMA
Swiss Re AG - SREN
Sygnity SA - SGN
Symbotic Inc - SYM
Synchrony Financial - SYF
SYNLAB AG - SYAB
Synopsys Inc - SNPS
Syntax
Sysmex Corporation - 6869
CellaVision: Sysmex Relationship History & Key Customer Risk
CellaVision: Hematology Instruments Market
CellaVision: 25 Year of Hematology Market History
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
CellaVision: Sysmex Partnership, DC-1 Instrument & Reagents
Constellation vs Software PE, CCC, LVMH, CellaVision, Celsius, RH, CVNA, Kinsale, Lithia, Supply Network, CACC, Melrose
T
Taiwan Semiconductor Manufacturing Company Limited - TSM
Takeda Pharmaceutical Company Limited - 4502
Take-Two Interactive Software Inc - TTWO
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
Microsoft Gaming: Xbox vs PlayStation Positioning
Keywords Studios: Sales Process, Single Service BPO's & Competition
Google Stadia: Challenges Scaling a Cloud Gaming Service
Tandigm Health
Tapestry Inc - TPR
Target Corporation - TGT
Amazon vs Temu: Business Model & Logistics
Dollar General: Labor and Strategic Challenges
Wayfair & Impact of Potential Tariffs - A Supplier’s Perspective
Wayfair: Cost Structure & Culture
Wayfair: Demand Forecasting
Amazon & Wayfair: Handling Large & Bulky Goods
CSU, Vitec, Lifco, Teqnion, & M&A Accounting, Danaher Business System, GoEasy, Inchcape, Wayfair, LGI, EVO
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
Amazon Robotics: Sparrow, Sequoia & Automation Economics
Amazon Retail: Variable Costs per Unit Efficiencies
Amazon vs Wayfair: EU Heavy & Bulky Market Challenges
Wayfair vs Amazon: Supplier Experience, Return on Ad Spend & Discounting
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Wayfair: Market Share & Competitive Intelligence
Wayfair: Marketing Strategy & Challenges
Ulta Beauty & US Beauty Retail
Dollar General: Supply Chain Challenges
Amazon.com Structural Advantages vs Traditional Retail
Dollar General: COVID Hangover & Cultural Challenges
Wayfair vs TEMU: Competing for Small Ticket Items
Wayfair: Marketing Strategy & Brand Building Challenges
Wayfair Final Mile Delivery: Operations & Economics
Wayfair: Drayage Process & Economics
Taylor Devices - TAYD
Taylor Wimpey plc - TW
TechnipFMC PLC - FTI
Technogym S.p.A. - TGYM
Technoprobe S.p.A - TPRO
TechTarget Inc - TTGT
Markel Re, Addtech, Tesla Repairs, Idox, Air Products, Belron, Informa, UnitedHealth
Tesla Insurance, Topicus, HWDN France, O'Reilly, UnitedHealth, TechTarget, Dynatrace, CCOI, Brockhaus, Alpha Group
TechTarget & Informa: Potential Synergies & B2B Marketing
TechTarget: BrightTALK Acquisition & Integration
Informa: Industry Dive Acquisition
TSLA, Brown & Brown, Rolex & Watches of Switzerland, DJCO, Belron, VEEV, bioMérieux, Dynatrace, TechTarget
Tecsys Inc - TCS.TO
Temenos AG - TEMN
Temple & Webster Group Ltd - TPW
Tempur Sealy International Inc - TPX
Temu
Teneo
Teqnion - TEQ
Addtech: Managing a BU, M&A Funnel & Incentives
Lifco vs Halma: Org Structure & Opco Incentives
Serial Acquirers: Purchase Price Accounting
CSU, Vitec, Lifco, Teqnion, & M&A Accounting, Danaher Business System, GoEasy, Inchcape, Wayfair, LGI, EVO
Idun Industrier: Fredahl and Rydéns
Lifco vs Halma Org Structure
Halma: Sector M&A Team Incentives
SDI Group: Challenges and Risks in the Acquirer Model
Lifco vs Halma: M&A Team Structure & Incentives
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
IP Fieldwork Podcast: Lifco vs Halma, M&A Team Structure & Incentives
TerraVest Industries Inc - TVK
TerraVest: Asia Manufacturing Threat
TerraVest: Risks, Growth Hurdles & Acquisition Multiples
TerraVest Industries: MaXfield Group Acquisition
Halma: 1998-2005 Case Study
TerraVest: Domestic vs Storage Tanks, Replacement Cycles & Market Share
Fever-Tree, Waymo vs Tesla, Danaher Business System, TSLA Repair Lawsuit, Ecolab, Braze, TVK, Vitrolife, BLDR, RCL
TerraVest & the Propane Tank Market: Unit Costs and Legacy Tanks Conversion
Tesco PLC - TSCO
Costco UK & Europe: History, Economics, and Store Opportunity
UK Online and Offline Grocery Models
Ocado Technology, Kroger & Online Grocery Economics
Lidl: Hard Discounter Business Models
Dino Polska, Tesco, and Polish Food Retail
Lidl in Ireland: from 0 to 12% market share in 20 years
Ocado & Online Grocery Economics
Sainsbury's, Tesco, & UK Dark Grocery Stores
Dino Polska & the Polish Grocery Market
Aldi: Hard Discounter Business Models
Ocado Solutions: Customer Painpoints & Sales Process
ASDA and UK Food Retail
Hard Discounters vs Big Four UK Grocers: Asda Case Study
Leadership Principles: Lessons from 25 Years in Consumer Retail
Tesla Inc - TSLA
Safelite, Lithia & US Auto Body Shops: In-Housing Glass Repair
FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB
Lithia Motors: Servicing Economics
Tesla: Service, Support & Operations Network
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
Tesla Repair: Part Sales and Right to Repair
Tesla: Humanoid Robotics
Top 20 Free In Practise Interviews
In Practise 2024: Year In Review
Markel Re, Addtech, Tesla Repairs, Idox, Air Products, Belron, Informa, UnitedHealth
Tesla Insurance, Topicus, HWDN France, O'Reilly, UnitedHealth, TechTarget, Dynatrace, CCOI, Brockhaus, Alpha Group
Tesla Repair Network & Vertical Integration
Tesla's Culture and Manufacturing Challenges
Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving
Tesla vs Waymo: Autonomous Driving & Long Tail Data
US Auto Collision & Repair: An Insurer's Perspective
New Enterprise Subscription Tier: Constellation Software, AMZN, BUR, JDG, Wix, TSLA
Tesla: Culture & Manufacturing-Repair Feedback Loop
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Carrier vs Trane HVAC, Roper, O'Reilly, Ryan Specialty, Midwich, Privia, MongoDB, Cogent
Weekly Update: Tesla vs Cruise, IDEXX, URI / AHT & Herc Rentals, Alpha Group
EV Penetration & Circle K Norway's EV Experiment Lab
Tesla: Gigacasting Manufacturing Fundamentals
Tesla: Manufacturing Process Advantage
Waymo vs Tesla: Perception, Behavior, & End-to-End Machine Learning
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
Tesla Auto Insurance, Claims, & Repair Costs
Tesla's Vertically Integrated Repair Network
Tesla, Elon Musk, & the Manufacturing Engineering Culture
Tesla Energy, SolarCity Acquisition, Strategy & Integration
Perimeter Solutions, Airbnb, Tesla, HEICO, CMG, Croda, TerraVest, TopBuild, Zscaler
Waymo: Cash Breakeven & Software Portability
Caliber, Gerber, Service King: Outsourcing US Auto Reconditioning
Tesla: Mechanics of a Body Repair
Tesla EV Battery Innovation and Strategy
Tesla: Megapack, Solar and Microgrids
Tesla Energy Business Model
Fever-Tree / Molson Coors, FTAI Short Report, Tesla, Sartorius, CVNA, Farfetch & China Lux, CCC, Zoetis
Lithia, Penske & US Franchised Car Dealers: ICE and EV Servicing
Coronavirus: Auto Supply Chain Impact
Amazon Logistics, PRM, Vitrolife, Sartorius, Richemont, Rolls-Royce, Addtech, EVO, TSLA, Bonesupport
Topicus, Lithia, Roper, Cogent, Air Products / Linde, Volution, MKL, Belron, Ashtead, BrightSpring
Belron, Safelite, Boyd, & Auto Glass Repair: Commoditisation Risks
Tesla Global Procurement and Supplies
Fever-Tree, Waymo vs Tesla, Danaher Business System, TSLA Repair Lawsuit, Ecolab, Braze, TVK, Vitrolife, BLDR, RCL
First Brands, O’Reilly, Tesla: Power within the US Auto Parts Aftermarket
Tesla vs Toyota: Servicing & Repair
Inchcape: Distribution for Chinese OEMs
Berkshire & Markel, Tesla, ServiceNOW, Bergman & Beving
Costco UK & EU Case Study, DHR & Bioprocessing, Copart Germany, Transdigm, HEICO, TSLA, B&B
Safelite & US Auto Glass Repair: Relationships with Insurers
Tesla, Cruise, Waymo: The Race Towards Autonomous Vehicles
Amazon Robotics & Challenges with Humanoid Robots
Tesla Battery Manufacturing & Energy Storage
CCC vs Mitchell, Melrose, DHR, LVMH, Kinsale, Belron, Boyd, VEEVA, Wise, BLDR, Westwing, Triveni
Tesla: Servicing & Auto Parts Operations
Auto Glass & ADAS Suppliers: Switching Cost, ASIL Classification & Self-Calibration Challenges
Tesla: Artificial Intelligence in Autonomous Driving
Tesla vs Toyota: EV vs ICE Repair Process
Halma, Rolex & WOSG, RH, Roper, Belron, Ocado, Daily Journal, Idox, Cogent
Product Ideas, Diploma, Estèe Lauder, TSLA, Surgical Science, Alpha Group
Belron, Boyd & the Auto Glass Repair Market: Vertical Integration Threat
TSLA, Brown & Brown, Rolex & Watches of Switzerland, DJCO, Belron, VEEV, bioMérieux, Dynatrace, TechTarget
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
Tetra Pak
Texas Instruments Incorporated - TXN
Raspberry Pi Holdings PLC: Beyond Single Board Computers
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 Subsystem Strategy & Software Expertise
Analog Devices & Texas Instruments: Semiconductor Market Dynamics
Rightmove, GEICO & ADAS, Vitec Software, AO, TI & Analog, MNDY, Evotec, Sunbelt / URI, Clarivate
Analog Devices vs Texas Instruments: Competitive Positioning
Analog Devices: Software & Subsystems
Analog Devices: Subsystem Strategy
Raspberry Pi: Arduino Customer Acquisition Flow
TFF Group - TFF
TForce Freight
Thales S.A. - HO
The Access Group
The Allstate Corporation - ALL
The Boeing Company - BA
Airbus: Launching A320neo versus Boeing 737
Lufthansa Technik: 30 years of Base & Line Maintenance
Designing, Approving, and Selling PMAs
Precision Castparts vs Howmet: Airfoil Casting Competition & Pricing
HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)
AmSafe, HEICO, & Aerospace Aftermarket Distribution
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
Rolls-Royce: History and Outlook of Trent 1000 and UltraFan
Precision Castparts vs Howmet: Culture and Pricing Power
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
PMA Parts Competition and Threat to OEMs
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
Melrose Industries: GKN Aerospace Special Products Group
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
TransDigm: Boeing vs OEM Supplier Bargaining Power
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Adams Rite, AdelWiggins, & TransDigm Competitive Risks
Proponent, HEICO, & Aerospace Distribution
HEICO PMA and MRO: Airline Customer Perspective
Boeing Propulsion: OE and Aftermarket Strategies
Boeing Global Services, TransDigm & Supplier Relationships
Leading Airbus China: Race Against Boeing
TransDigm Group Podcast
Boeing, TransDigm, & a History of Aftermarket Distribution
The Cigna Group - CI
Centene: Medicaid Margins & Provider Network Challenges
Privia Health: Athena Integration & Payer Rate Negotiations
BrightSpring Health Services: Challenges in Leveraging Nursing Assets
Centene, Molina: Navigating Medicaid & Medicare Challenges
US Value-Based Healthcare: Physician Incentives
Elevance Health, UnitedHealth, Aetna & the US VBC Market: Payor-Provider Dynamics
UnitedHealth: Partner Healthcare Providers' VBC Migration Challenges
UnitedHealth, Elevance, Cigna & Value-Based Care: Acquiring vs Partnerships with Healthcare Providers
The Coca-Cola Company - KO
The Cooper Companies Inc - COO
Vitrolife: Igenomix Economics & Insourcing Risks
Vitrolife: US IVF Clinic Group Operations
Vitrolife Group & the IVF Treatment Process
Vitrolife: Genetic Testing Lab Operations
Vitrolife: Product Portfolio & IVF Industry Structure
Vitrolife & the EmbryoScope System
Fever-Tree, Waymo vs Tesla, Danaher Business System, TSLA Repair Lawsuit, Ecolab, Braze, TVK, Vitrolife, BLDR, RCL
Vitrolife: Customer Perspective & Custom Embryo Development Algorithms
The Estée Lauder Companies Inc - EL
The Goodyear Tire & Rubber Company - GT
The Gym Group plc - GYM
The Gym Group: Low Cost Economies of Scale
Top 20 Free In Practise Interviews
In Practise 2024: Year In Review
Pure Gym vs The Gym Group
Basic-Fit, The Gym Group & Discount Gym Economics
JD Gyms: Disrupting UK Low Cost Gyms
The Gym Group Culture & Bournemouth Clustering Case Study
Investor Dialogue: Basic Fit, The Gym Group, & Discount Gyms
GYM, Danaher Cytiva Consumables, Lifco, Waters Corp, Terravest, Domino's, GoEasy, PRKS, EVO
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
Vitec, CSU & Lifco, CACC vs Westlake, GOOG Stadia, DHR & Cytiva Filtration, LGIH, UMG, Gyms, ACV Auctions
Basic Fit Spain: McFit Acquisition & Growth Opportunity
Discount Gyms, Domino’s, & Hotelling’s Location Model
The Gym Group & Discount Gyms
The Gym Group, JD Gyms, & Discount Gym Competition
Burford & Insurance-Backed Funding, Discount Gyms, AppFolio, EVO, ACV Auctions, ODFL
Basic Fit Spain: McFIT History & Spanish Gym Market Structure
Loar Group, Align Orthodontists, BFIT France, CPRT International, Casey's, RMV, Storskogen
ènergie Fitness Franchise vs UK Discount Gyms
Technogym: Spanish Market Competition & Equipment Rebates
Burford Capital: Law Firm Survey, GYM & Discount Gyms, Hilton, EVO, DDOG & SNOW, Vistry Group, W vs AMZN, Fortinet
Pure Gym: Operational KPIs & Post-COVID Customer Behaviour
Basic Fit France: Gym Market Challenges
Pure Gym: Aberdeen Case Study & JD Gyms Competition
The Gym Group, Basic Fit & Discount Gyms
Basic Fit France: Rural Expansion & Clustering Strategy
The Gym Group: Clustering Units & Post-Covid Customer Behaviour
Discount Gyms, Domino's, Pall & Bioprocessing, Universal & Warner Music, HashiCorp, Wayfair vs AMZN FBA
The Hanover Insurance Group Inc - THG
The Hartford
The Hershey Company - HSY
The Home Depot Inc - HD
Amazon: Shipping Bulky Goods Through the FBA Network
Wayfair & Impact of Potential Tariffs - A Supplier’s Perspective
Builders FirstSource: US Homebuilding Cyclicality, Pricing, & Vertical Integration
Home Depot Pro vs DIY Customer Behaviour
Wayfair: Demand Forecasting
A History of Amazon Business
Builders FirstSource: BMC Integration, Product-Market Fit & Distributor Relationships
The Home Depot Pro, Cost Structure, & Growth Opportunities
Wayfair: Scaling Asia Partner Solutions & Operational Challenges
Wayfair vs Amazon: Supplier Experience, Return on Ad Spend & Discounting
Wayfair: Market Share & Competitive Intelligence
Wayfair: Marketing Strategy & Challenges
Wayfair vs TEMU: Competing for Small Ticket Items
Wayfair Final Mile Delivery: Operations & Economics
Wayfair: Drayage Process & Economics
The Kroger Co - KR
Ocado Technology, Kroger & Online Grocery Economics
Sainsbury's, Tesco, & UK Dark Grocery Stores
Amazon Robotics: Sparrow, Sequoia & Automation Economics
Amazon Retail: Variable Costs per Unit Efficiencies
Amazon Robotics & The Rise of Warehouse Automation
Ocado Solutions: Customer Painpoints & Sales Process
Amazon Fresh, Whole Foods, & US Online Grocery
Dematic, Ocado, & Centralised vs Decentralised Online Grocery Fulfilment
Fever-Tree and Premium Mixer Shelf Space
Ocado Swarm Robotics & The Next Frontier in Warehouse Automation
The Procter & Gamble Company - PG
The Progressive Corporation - PGR
CCC, Progressive, & Risks of Customers Switching to Mitchell
Tesla Insurance, Topicus, HWDN France, O'Reilly, UnitedHealth, TechTarget, Dynatrace, CCOI, Brockhaus, Alpha Group
Pricing Auto Insurance Policies
US Auto Collision & Repair: An Insurer's Perspective
Capital One: Subprime Credit Cards
GEICO vs Progressive: Competitive History and Outlook under Todd
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
Tesla Auto Insurance, Claims, & Repair Costs
The Auto Insurance Claims Process
Auto Insurance Agency / Carrier Pricing Dynamics
Brown & Brown: Acquisition-Led Growth Through Industry Cycles
Safelite & US Auto Glass Repair: Relationships with Insurers
US Auto Insurance: ADAS Impact on Pricing
The Property Franchise Group
Thermo Fisher Scientific Inc - TMO
Veralto: Hach Municipal Sales Process & Chlorine Analyzers
Pall, Cytiva & the Bioprocessing Manufacturing Process
Danaher: Cytiva & Bioprocessing Moats
Danaher Biotechnology: Cytiva & Downstream Bioprocessing
Danaher vs Thermo Fisher: Plasmid Manufacturing & Gene Therapy Positioning
Waters Corp, Thermo Fisher, & Analytical Lab Instruments: A Customer's Perspective
Veralto: Hach Industrial Sales Process & Service Density
Sartorius Stedim Biotech: Post-Covid Sourcing Strategy & Price Competition
Danaher & the Bioprocessing FDA Approval Process
Vitrolife: Genetic Testing Lab Operations
Waters Corporation: Product Innovation, Support Services & Switching Cost
Medpace: Culture, Leadership & Compensation
Sartorius: Upstream Bioprocessing & Chinese Competition
Danaher, Cytiva: Downstream Sales Process
Danaher: Aldevron & DNA Plasmid Manufacturing
Illumina & The Evolution of Next-Generation Sequencing
Mettler-Toledo: Pricing, Decentralization, & Vertical Integration
Becton Dickinson: Bard Integration, Leadership, & Strategic Outlook
Danaher Cytiva: History, Moat, and Bundling Pall Filters
Danaher, Sartorius, & an Overview of The Bioprocessing Environment
Medpace, IQVIA, & Benefits of Scale in Biotech CRO
Danaher: M&A Runway, Target Evaluation Process & Valuations
Maravai LifeSciences: CleanCap, Competition, & mRNA Innovation
Mettler-Toledo: Competition & Go-to-Market Strategy
Lonza: CDMO Market Capacity
Danaher: Cytiva & the Chromatography Process
Waters Corp: Analytical Lab Instruments Market Dynamics
Danaher & Sartorius: Promising Yield
Danaher: Cytiva, HyClone, & Cell Culture Sales
Sartorius: Cultural Changes & COVID Disruptions
Maravai LifeSciences: CleanCap vs. Enzymatic Capping
The Sage Group plc - SGE
The Swatch Group AG - UHR
The Trade Desk Inc - TTD
Spotify Podcasting: DSP, Inventory Aggregation & Scaling Programmatic
The Trade Desk: CTV Take Rates & Competitive Landscape
Netflix, The Trade Desk: CTV Campaign Economics & Publisher Positioning
Weekly Update: The Trade Desk & CTV Value Chain Power Dynamics
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
Netflix, The Trade Desk: Colgate Programmatic CTV Case Study
Netflix Ads & The Trade Desk, AppFolio, IDEX, Westlake, Mettler-Toledo, Hermès, AVGO, Lonza, FEVR, BFIT, TKWY
The Trade Desk & CTV Value Chain Power Dynamics
The Trade Desk: Risks & Relationships with Large Advertisers
Tremor International: SSP & DSP Vertical Integration
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Netflix, The Trade Desk: CTV Campaigns Direct vs Biddable Tradeoffs
Netflix, The Trade Desk, & Linear to CTV Advertising
Amazon Advertising: Decoupling from GMV
The Trade Desk: Publisher Programmatic Strategies
Amazon Ads & The Retail Media Landscape
The Trade Desk: Freewheel Ad Server & Publisher Monetization
The Trade Desk: Pluto Monetization Journey
The Trade Desk: CTV DSP Competitive Landscape
Boeing vs TDG, HEICO, TTD & NFLX Ads, Brookfield, Burford, Instalco, LGIH, KMX & CVNA, Fortinet
The Trade Desk & The CTV Industry Structure
Constellation Software Deal Sourcing, Netflix, TTD & CTV, Moody's, PRM, Analog Devices, Waymo
The Connected TV Advertising Value Chain
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
The Walt Disney Company - DIS
Netflix, The Trade Desk: CTV Campaign Economics & Publisher Positioning
Netflix India: Market Overview & Content Strategy
United Parks & Resorts: US Theme Parks Industry
Netflix, The Trade Desk: Colgate Programmatic CTV Case Study
Amazon Prime's Sports Rights Strategy
Netflix: International Originals Ramp Up & Roald Dahl Acquisition
United Parks & Resorts: Pricing Optimization
Netflix, The Trade Desk: CTV Campaigns Direct vs Biddable Tradeoffs
Netflix, The Trade Desk, & Linear to CTV Advertising
The Trade Desk: Publisher Programmatic Strategies
The Trade Desk: Freewheel Ad Server & Publisher Monetization
The Trade Desk: Pluto Monetization Journey
United Parks & Resorts: Theme Parks Hotels Opportunity
Netflix: International Content Creation & Analysis Process
Boeing vs TDG, HEICO, TTD & NFLX Ads, Brookfield, Burford, Instalco, LGIH, KMX & CVNA, Fortinet
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
The Western Union Company - WU
THG PLC - THG
ThompsonGas
Thyrocare Technologies Ltd - THYROCARE
TimescaleDB
T-Mobile US Inc - TMUS
Toast Inc - TOST
Toll Brothers Inc - TOL
TopBuild Corp - BLD
Topicus.com Inc - TOI
Topicus: M&A Strategy & Growth Runway
FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB
In Practise 2024: Year In Review
Constellation Software
Roper Technologies: iPipeline Acquisition & Insurance VMS
Constellation Software & VMS Acquirer Research Roundup
Tesla Insurance, Topicus, HWDN France, O'Reilly, UnitedHealth, TechTarget, Dynatrace, CCOI, Brockhaus, Alpha Group
Topicus: History, Culture, and Organic Growth Techniques
Constellation Software Competitive Risks
IP Research Roundup: Transdigm, Loar, HEICO, FTAI
Constellation Software: Competition, Hurdle Rates & Deal Flow
Constellation Software, Allscripts History & Post-Acquisition Strategy
Constellation Software: Altera Analysis
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
Constellation Software: 5 Key Operational Metrics
Topicus, TSS, & Dutch Notary Software
Addtech and Topicus: Competitively Advantaged Buyers
Constellation Software vs Private Equity Operating Strategies
Vitec Software: ABS Laundry Acquisition
Roper Technologies: Procare Solutions, Child Care Centers & Growth Opportunities
Topicus, Lithia, Roper, Cogent, Air Products / Linde, Volution, MKL, Belron, Ashtead, BrightSpring
Topicus, Transdigm and Value-Based Pricing
Topicus Healthcare: Organic Growth Case Study
Asseco: M&A Strategy & Pricing Power
Topicus & VMS Value-Based Pricing
Topicus vs TSS: Culture and Organic Growth
ADSK vs Procore, FTAI & CFM56 MRO, Belron, Topicus, Eurofins, Cogent, UnitedHealth, Ametek, Pets at Home
Constellation Software: Operating KPIs
Weekly Update: Top 10 Interviews in 2021, Danaher, and IP in 2022
Toyota Motor Corporation - 7203
Inchcape: EU Auto Retail Distribution Dynamics
FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB
Markel Re, Addtech, Tesla Repairs, Idox, Air Products, Belron, Informa, UnitedHealth
Tesla Repair Network & Vertical Integration
Tesla: Manufacturing Process Advantage
Ferguson, Vroom Diagnosis, Inchcape, EVO's APAC Operations, Sunbelt Specialty Equipment
Tesla vs Toyota: Servicing & Repair
Berkshire & Markel, Tesla, ServiceNOW, Bergman & Beving
Danaher Business System: Batch to One Piece Flow Manufacturing
Tesla: Servicing & Auto Parts Operations
Tesla vs Toyota: EV vs ICE Repair Process
TP ICAP Group PLC - TCAP
Tracsis plc - TRCS
Tradeweb Markets Inc - TW
Trane
Trane Technologies plc - TT
TransDigm Group Incorporated - TDG
FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB
Loar Group: Portfolio Quality
Lufthansa Technik: 30 years of Base & Line Maintenance
TransDigm: Esterline & Korry Electronics Case Study
Designing, Approving, and Selling PMAs
TransDigm: SEI Industries & Wildfire Products
Top 20 Free In Practise Interviews
TransDigm: Value-Based Pricing Strategy
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
TransDigm Group
Loar Group: Safe Flight Instrument
LVMH, TransDigm, Wise vs SWIFT, Interpump, GXO, LGI Homes, Braze, Boyd Gaming, Ashtead Technology, Metro Bank
Perimeter Solutions, ZYN, Computer Modelling Group, MTU Aero, FTAI, RTX, Loar, PM, LX, Becle, Macfarlane, Auto Partner
Jet Parts Engineering, HEICO, & PMA Growth Opportunity
IP Research Roundup: Transdigm, Loar, HEICO, FTAI
TransDigm: Managing Opcos through COVID
HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)
Serial Acquirers: Purchase Price Accounting
Perimeter Solutions vs Fortress, FTAI, Intuitive Surgical, Capital One, TerraVest, Bonesupport, TDG, Ryerson, Dynatrace
Primary Research Methods: Vetting Executives
AmSafe, HEICO, & Aerospace Aftermarket Distribution
Loar Group: Applied Engineering
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
Primary Research Methods: Our Process
PMA Parts Competition and Threat to OEMs
ADPma: Manufacturing & Selling PMA Aerospace Parts
Costco, Kinsale, Transdigm, HEI, Burford Capital, Danaher
Melrose Industries: GKN Aerospace Special Products Group
TransDigm's Product Innovation, Howley, & TDG 10-year equity returns
Perimeter Solutions: Fire Safety
Chromalloy, FTAI, and CFM-56 PMA Parts
TransDigm: Esterline Acquisition & ScioTeq Spin
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
Amazon Logistics, PRM, Vitrolife, Sartorius, Richemont, Rolls-Royce, Addtech, EVO, TSLA, Bonesupport
Perimeter Solutions, Conair, & Aerial Tanker Operations
Topicus, Transdigm and Value-Based Pricing
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
Transdigm, Loar, HEICO, FTAI
Satair & Aerospace Distribution
TransDigm: Culture & Pricing
Howdens, Intuitive Surgical, Vistry, Evolution Gaming, AMZN vs Wayfair, TransDigm, Palo Alto
Top 10 Articles of 2023 & IP Annual Review
Boeing's Partnering for Success, TDG, Surgical Science & Intuitive Surgical, CarMax, Atlassian
Our New Physical Book Release
Constellation Software: Altera, SHEIN, Dino Polska, DHR, Alteryx, TDG
Weekly Update: Judges Scientific, Geotek, & GDS Instruments
FTAI Aviation
Loar Group: Aerospace Parts Quality
TransDigm: Boeing vs OEM Supplier Bargaining Power
HEICO, Transdigm, & PMA Parts
Boeing vs TransDigm, Adyen, Brunello Cucinelli, AMZN, Marlowe
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Adams Rite, AdelWiggins, & TransDigm Competitive Risks
Loar Group, Align Orthodontists, BFIT France, CPRT International, Casey's, RMV, Storskogen
Proponent, HEICO, & Aerospace Distribution
Costco UK & EU Case Study, DHR & Bioprocessing, Copart Germany, Transdigm, HEICO, TSLA, B&B
HEICO: PMA vs OEM Power
HEICO PMA and MRO: Airline Customer Perspective
Loar Group: SCHROTH vs AmSafe Seat Belts
Boeing Propulsion: OE and Aftermarket Strategies
Boeing Global Services, TransDigm & Supplier Relationships
Loar Group: Pacific Piston Ring Company
Lifco vs Halma: M&A Team Structure & Incentives
TransDigm Pricing through COVID, Costco Aus & China, HEICO, Tempur Sealy
TransDigm: Telair Acquisition & OEM Aftermarket Pressure
Boeing vs TDG, HEICO, TTD & NFLX Ads, Brookfield, Burford, Instalco, LGIH, KMX & CVNA, Fortinet
Serial Acquirers
M&A and Purchase Price Accounting
IP Company Learning Journeys, Update on Our Offering, Instalco, SpaceX, Capital One, KPG, Fortinet
TransDigm: Esterline Technologies Acquisition
Perimeter Solutions vs Fortress: Aerial Fire Retardant Competition
TransDigm Group Podcast
IP Fieldwork: Podcast on The Art of Primary Research
Perimeter Solutions: Fighting Wildfires, PHOS-CHEK & Alternative Products
Investor Dialogue: HEICO, Transdigm, & Terminal Values
LOAR, O'Reilly, IQVIA vs VEEVA, ELV, UNH, Markel & Kinsale, Rightmove, Medpace
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
IP Fieldwork Podcast: Lifco vs Halma, M&A Team Structure & Incentives
Primary Research Methods: Working with Expert Networks
Boeing, TransDigm, & a History of Aftermarket Distribution
TransUnion - TRU
Travis Perkins plc - TPK
Tremor International - TRMR
TRIARC TANK
TriLink BioTechnologies
Trimble Inc - TRMB
TripAdvisor Inc - TRIP
Triumph Financial Inc - TFIN
Triumph Group Inc - TGI
Triveni Turbine Limited - TRITURBINE
TrueCar, Inc.
Trupanion Inc - TRUP
Trupanion: Aging Cohorts Risks
Trupanion, Danaher, MSFT Gaming, Warner Music, A&O Johansen
Trupanion, Chewy, & Pet Insurance Growth Opportunities
Trupanion: Maine Regulation
Spotify, Constellation Software, Snowflake, Dino Polska, Trupanion, Diploma PLC
Rightmove vs CoStar, AppFolio vs Yardi, Analog & TXN, CDLX, TRUP, Equipment Rental, Dino, CPRT, PRKS, Clarivate
Trupanion: Pricing Challenges
Burford & Insurance-Backed Funding, Discount Gyms, AppFolio, EVO, ACV Auctions, ODFL
Trupanion, HEICO / Wencor MRO, Alteryx, SNOW, Essentra, FD Technologies
Trupanion & TRUP Express: Vet Practice Owners
Trupanion: Inflation Challenges
Trupanion: Hurdles to Growth
Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife
Evolution Gaming's Asia & Crypto Risks, MSFT Gaming, Copart, United Parks, TRUP, LGI, Inchcape
Trustpilot Group plc - TRST
TSMC - 2330
Twilio Inc - TWLO
Twist Bioscience Corporation - TWST
Twitter Inc - TWTR
Tyler Technologies Inc - TYL
U
Uber Technologies Inc - UBER
Just Eat Takeaway vs Wolt Germany & Employed Courier Models
Restaurant Franchisees & Online Food Delivery
Deliveroo, Nando's Exclusivity, and UK Food Delivery
Just Eat & Online Food Delivery in Spain
Scaling Uber EATS in London
Grubhub and US Online Food Delivery
Deliveroo & Dark Kitchens
UberX and UberEats: Setting the Take Rate
Uber Eats, SkipTheDishes & Food Delivery Business Models
Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving
Online Food Delivery in France: Deliveroo, UberEats, & Gorillas
Domino's Pizza: Managing the US and UK Franchise Network
Slerp & UK White Label Restaurant Food Delivery
Nimbus Kitchens, Roberta's Pizza & Ghost Kitchens
Lessons from Raising $90m in Venture Capital
Food Delivery Wars and Credit Acceptance's Underwriting Moat
Online Food Delivery: Spain Labor Law & Market Structure Changes
Just Eat Takeaway: UK vs EU Courier Models and Delivery Economics
DiDi: LATAM Ridesharing Market Opportunity
Bechtle AG, Software Reselling, & White Label Food Delivery
Uber: Relationship with Drivers
Just Eat Takeaway: Protecting the Legacy UK Marketplace
Brand Marketing: From Coca-Cola to Uber
Online Food Delivery: Marketplaces & Logistics Business Models
Tesla: Artificial Intelligence in Autonomous Driving
Glovo & EU Convenience Delivery
Weekly Update: Top 10 Interviews in 2021, Danaher, and IP in 2022
Ubisoft Entertainment SA - UBI
UBM - INF
UiPath Inc - PATH
Ulta Beauty Inc - ULTA
Unilever PLC - ULVR
Unily
UnitedHealthcare
UnitedHealth Group Incorporated - UNH
Privia Health: Athena Integration & Payer Rate Negotiations
BrightSpring Health Services: Challenges in Leveraging Nursing Assets
Markel Re, Addtech, Tesla Repairs, Idox, Air Products, Belron, Informa, UnitedHealth
US Value-Based Healthcare: Physician Incentives
Elevance Health, UnitedHealth, Aetna & the US VBC Market: Payor-Provider Dynamics
ADSK vs Procore, FTAI & CFM56 MRO, Belron, Topicus, Eurofins, Cogent, UnitedHealth, Ametek, Pets at Home
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
United Internet AG - UTDI
United Parcel Service Inc - UPS
Amazon Logistics: Regionalization, Cross-Docking & Fulfillment Cost Optimization
Triumph Financial: Evolution of Invoice Factoring for US Trucking
New Enterprise Subscription Tier: Constellation Software, AMZN, BUR, JDG, Wix, TSLA
Choosing LTL Carriers: A Customer's Perspective
Weekly Update: Amazon, Fedex & Shopify Fulfillment, CSU, Aldi, Alcon, MNDY
Old Dominion, XPO, & US Less-Than-Truckload Industry
Heartland Express: Operating Model & Trucking Growth Challenges
Old Dominion Freight Line: National Account Management & Expedite Services
Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch
Amazon: How a Unit Flows through the Network & Unit Costs
United Parks & Resorts Inc - PRKS
United Parks & Resorts: US Theme Parks Industry
United Parks & Resorts: Pricing Optimization
Rightmove vs CoStar, AppFolio vs Yardi, Analog & TXN, CDLX, TRUP, Equipment Rental, Dino, CPRT, PRKS, Clarivate
GYM, Danaher Cytiva Consumables, Lifco, Waters Corp, Terravest, Domino's, GoEasy, PRKS, EVO
United Parks & Resorts: Theme Parks Hotels Opportunity
Evolution Gaming's Asia & Crypto Risks, MSFT Gaming, Copart, United Parks, TRUP, LGI, Inchcape
United Rentals Inc - URI
Sunbelt Rentals: Competition with Independent Equipment Rental Firms
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
Alta Equipment: End Market Cyclicality, OEM Relationship & Fleet Utilization
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
Herc, Sunbelt, United Rentals: Equipment Rental Buying & Pricing
H&E Equipment, Ashtead, & US Equipment Rental Demand & Rates
United Rentals: Specialty Division Growth & M&A Strategy
Ashtead & Equipment Rental: A More Resilient Business
Rightmove, GEICO & ADAS, Vitec Software, AO, TI & Analog, MNDY, Evotec, Sunbelt / URI, Clarivate
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
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
Uniti Group Inc.
Unity Technologies
Universal Music Group N.V. - UMG
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
ACV Auctions Survey, Stevanato, Danaher, FERG, UMG, GoEasy, Miller Industries, GYM
Warner Music Group: Driving Value From The Catalog
Weekly Update; Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL,
Vitec, CSU & Lifco, CACC vs Westlake, GOOG Stadia, DHR & Cytiva Filtration, LGIH, UMG, Gyms, ACV Auctions
Universal & Warner Music: New Artist Deals & Artist Development
Universal Music, Warner, Spotify, & Artist Bargaining Power
Spotify, Universal, & Major Label Bargaining Power
Universal Music, Spotify, & The Music Industry
Universal Music: Artist Management In A Streaming Era
Universal Music Group: Catalog Acquisition, DSP's & New Talent
Weekly Update: Top 10 Interviews in 2021, Danaher, and IP in 2022
Discount Gyms, Domino's, Pall & Bioprocessing, Universal & Warner Music, HashiCorp, Wayfair vs AMZN FBA
Upstart Holdings Inc - UPST
Upstream
Upwork Inc - UPWK
V
Vacasa Inc - VCSA
Valeo SE - FR
Varta AG - VAR1
VCA Animal Hospitals - VCAANIMALHOSPITALS
Veeva Systems Inc - VEEV
Veeva vs IQVIA, SDI Group, Rightmove, Watsco, FERG, Core & Main, Evotec, Dynatrace, Jamf
Veeva Vault vs Medidata Solutions: Clinical Trial Data Software
Veeva Systems, IQVIA, & the Pharma Sales Flow
IQVIA OCE vs VEEVA: a Partner Perspective
Veeva Systems: Customer Perception & Salesforce Relationship
Veeva Align, Link, and OpenData vs IQVIA OneKey
Danaher Downstream Bioprocessing, AWS vs GPUaaS, VEEV, Ecolab, Atlas Engineered, Royal Caribbean, Vitrolife, BLDR, Lifecore, Croda
CCC vs Mitchell, Melrose, DHR, LVMH, Kinsale, Belron, Boyd, VEEVA, Wise, BLDR, Westwing, Triveni
Veeva Compass and OpenData vs IQVIA
TSLA, Brown & Brown, Rolex & Watches of Switzerland, DJCO, Belron, VEEV, bioMérieux, Dynatrace, TechTarget
Watsco & FERG Customer Survey, Veeva Systems, IQVIA, Lumine, Indutrade, Smartsheet & MNDY, Inchape & Chinese OEMs, PPC
LOAR, O'Reilly, IQVIA vs VEEVA, ELV, UNH, Markel & Kinsale, Rightmove, Medpace
Velodyne Lidar Inc - VLDR
Veolia Environnement S.A. - VIE
Veralto Corporation - VLTO
Veralto: Hach Municipal Sales Process & Chlorine Analyzers
IP Research Roundup: The Danaher Business System
Danaher's Culture, Pall Industrial, & Deploying DBS
Industrial Holdcos: Danaher, Lifco, Perimeter, Diploma, Halma, B&B, Lagercrantz, Addtech, Judges
Veralto: Hach Industrial Sales Process & Service Density
FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi
Danaher: DBS Office Structure & Policy Deployment
Veralto: Videojet Pharma Coding Solutions
Danaher Business System: PSP, Kaizen, & Six Sigma
Mettler-Toledo: Competition & Go-to-Market Strategy
Danaher: DBS Office Operational Strategy
Verizon Communications Inc - VZ
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, Lumen & Global ISP Networks: A Customer's Perspective
Cogent: Sprint Wireline Network Acquisition Analysis
Versace
Vertu Motors Plc - VTU
Victoria Plc - VCP
Vijaya Diagnostic Centre Ltd - VIJAYA
Virgin Wines - VINO
Visa Inc - V
Adyen, Cash App: Commoditization & Switching Costs of Payment Processing Platforms
Mastercard: Data Analytics & Value-Added Services
Adyen: Pricing, Culture & Talent
Adyen: Balancing Global Reach with Local Expertise
BNPL, Visa & Mastercard
Adyen: Merchant Switching Costs & Price War
Adyen, Cash App: Navigating Complex Payment Partnerships
Weekly Update: GoDaddy Domains, Upselling, and Competing with Shopify
Visma
Constellation Software & VMS Acquirer Research Roundup
Visma Software: History, Operating Philosophy, & Retail Divestment
Serial Acquirers: Purchase Price Accounting
Halma, Loro Piana vs Brunello Cucinelli, Lithia & Servicing ICE vs EV, Rightmove, Align, Visma, Medpace, Equipment Rental
CSU, Vitec, Lifco, Teqnion, & M&A Accounting, Danaher Business System, GoEasy, Inchcape, Wayfair, LGI, EVO
Visma: Oima Acquisition Case Study
Vistry Group PLC - VTY
Vitec Software Group - VIT
Vitec Software: Aloc Opco, Product Development & Integration
Constellation Software & VMS Acquirer Research Roundup
Visma Software: History, Operating Philosophy, & Retail Divestment
Topicus: History, Culture, and Organic Growth Techniques
Serial Acquirers: Purchase Price Accounting
Constellation Software: Altera Acquisition Analysis
Vitec Software: History, Culture, & Operating Strategy
Constellation Software: 5 Key Operational Metrics
Constellation Software vs Private Equity Operating Strategies
Vitec Software: ABS Laundry Acquisition
Topicus Healthcare: Organic Growth Case Study
Constellation Software, Volaris, & M&A Sourcing and Deal Process
Visma: Oima Acquisition Case Study
Constellation Software, Vitec, & Röko M&A Sourcing: Proprietary vs Broker Channel
Topicus vs TSS: Culture and Organic Growth
Constellation Software: Operating KPIs
Constellation Software: A Competitive Analysis
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Constellation Software & VMS Competition
Vitrolife Group - VITR
Vitrolife: Igenomix Economics & Insourcing Risks
Danaher Cytiva & Pall Bundling, First Watch, Vitrolife, Ecolab, L&W, DJCO, Builders FirstSource, Alta Equipment, FTAI, Macfarlane
Vitrolife: US IVF Clinic Group Operations
Vitrolife Group & the IVF Treatment Process
Vitrolife: Genetic Testing Lab Operations
Vitrolife: Product Portfolio & IVF Industry Structure
Vitrolife & the EmbryoScope System
Amazon Logistics, PRM, Vitrolife, Sartorius, Richemont, Rolls-Royce, Addtech, EVO, TSLA, Bonesupport
Fever-Tree, Waymo vs Tesla, Danaher Business System, TSLA Repair Lawsuit, Ecolab, Braze, TVK, Vitrolife, BLDR, RCL
Vitrolife: Customer Perspective & Custom Embryo Development Algorithms
Danaher Downstream Bioprocessing, AWS vs GPUaaS, VEEV, Ecolab, Atlas Engineered, Royal Caribbean, Vitrolife, BLDR, Lifecore, Croda
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
Vivendi SE - VIV
Vivino
VMware Inc - VMW
Volkswagen AG - VOW
Volution Group plc - FAN
Volvo Construction Equipment
Vroom Inc - VRM
Carvana: Evolution of the Inspection & Reconditioning Process
Vroom: Operational Challenges to Scale
Carvana vs CarMax: Comparing Operating Models
Ferguson, Vroom Diagnosis, Inchcape, EVO's APAC Operations, Sunbelt Specialty Equipment
CarMax: How a Vehicle Flows through the Network
Vroom, Carvana, & Optimising Vertical Integration
Motorpoint, Cazoo, & Imperial Car Supermarkets
Carvana: Post-COVID Challenges
Carvana, America's Car-Mart, & Auto Subprime Financing
W
Walgreens Boots Alliance Inc - WBA
Wal-Mart de México S.A.B. de C.V. - WALMEX
Walmart Inc - WMT
Costco UK & Europe: History, Economics, and Store Opportunity
Amazon Logistics: Regionalization, Cross-Docking & Fulfillment Cost Optimization
Costco Wholesale vs Sam's Club
Amazon vs Temu: Business Model & Logistics
Dollar General: Labor and Strategic Challenges
Lidl: Hard Discounter Business Models
Amazon: Shipping Bulky Goods Through the FBA Network
Wayfair & Impact of Potential Tariffs - A Supplier’s Perspective
Netflix, The Trade Desk: Colgate Programmatic CTV Case Study
Wayfair: Cost Structure & Culture
Ocado & Online Grocery Economics
Wayfair: Demand Forecasting
Amazon & Wayfair: Handling Large & Bulky Goods
Ocado Solutions Platform: Powering Global Online Grocery
Netflix, The Trade Desk: CTV Campaigns Direct vs Biddable Tradeoffs
Amazon Robotics: Sparrow, Sequoia & Automation Economics
A History of Amazon Business
Markel Insurance Review, Precision Castparts vs Howmet, AppFolio, DG, John Deere, FEVR
Wayfair: CastleGate vs Amazon FBA Product-Market Fit
Costco: APAC & China Store Growth Potential
Amazon Retail: Variable Costs per Unit Efficiencies
Amazon vs Wayfair: EU Heavy & Bulky Market Challenges
Amazon Robotics & The Rise of Warehouse Automation
Wayfair: Scaling Asia Partner Solutions & Operational Challenges
Wayfair vs Amazon: Supplier Experience, Return on Ad Spend & Discounting
Aldi: Hard Discounter Business Models
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Dollar General: Supply Chain Challenges
Amazon Fresh, Whole Foods, & US Online Grocery
Amazon.com Structural Advantages vs Traditional Retail
Hard Discounters vs Big Four UK Grocers: Asda Case Study
Amazon Advertising
Dollar General: COVID Hangover & Cultural Challenges
The Trade Desk: CTV DSP Competitive Landscape
Wayfair vs TEMU: Competing for Small Ticket Items
Fever-Tree and Premium Mixer Shelf Space
Wayfair: Marketing Strategy & Brand Building Challenges
Wayfair: Drayage Process & Economics
Ocado Swarm Robotics & The Next Frontier in Warehouse Automation
WANdisco - WAND
Warner Bros. Discovery Inc - WBD
Netflix, The Trade Desk: CTV Campaign Economics & Publisher Positioning
Netflix India: Market Overview & Content Strategy
Netflix, The Trade Desk: Colgate Programmatic CTV Case Study
Netflix: International Originals Ramp Up & Roald Dahl Acquisition
Netflix, The Trade Desk: CTV Campaigns Direct vs Biddable Tradeoffs
Netflix, The Trade Desk, & Linear to CTV Advertising
The Trade Desk: Freewheel Ad Server & Publisher Monetization
The Trade Desk: Pluto Monetization Journey
Netflix: International Content Creation & Analysis Process
Warner Music Group Corp - WMG
Warner Music Group: Driving Value From The Catalog
Universal & Warner Music: New Artist Deals & Artist Development
Universal Music, Warner, Spotify, & Artist Bargaining Power
Spotify, Universal, & Major Label Bargaining Power
Major Record Labels: Business Model Evolution
Universal Music, Spotify, & The Music Industry
Universal Music: Artist Management In A Streaming Era
Universal Music Group: Catalog Acquisition, DSP's & New Talent
Waste Connections Inc - WCN
Waste Management Inc - WM
Watches of Switzerland Group plc - WOSG
The Luxury Watches Grey Market & Asian Imports
Watches of Switzerland & the Luxury Watch Market
Watches of Switzerland: Rolex / Bucherer Acquisition & US Expansion
Halma, Rolex & WOSG, RH, Roper, Belron, Ocado, Daily Journal, Idox, Cogent
TSLA, Brown & Brown, Rolex & Watches of Switzerland, DJCO, Belron, VEEV, bioMérieux, Dynatrace, TechTarget
Waters Corporation - WAT
Lifco vs Halma, Danaher, Eurofins, Waters Corp, PM & BAT, Wayfair vs AMZN, Ocado, MongoDB
Veralto: Hach Municipal Sales Process & Chlorine Analyzers
Waters Corp, Thermo Fisher, & Analytical Lab Instruments: A Customer's Perspective
Veralto: Hach Industrial Sales Process & Service Density
GYM, Danaher Cytiva Consumables, Lifco, Waters Corp, Terravest, Domino's, GoEasy, PRKS, EVO
Waters Corporation: Product Innovation, Support Services & Switching Cost
HEICO & PMAs, Waters Corp, CarMax, Evolution Gaming, Cogent & Hyperscalers, Spotify, Wayfair
Waters Corp: Analytical Lab Instruments Market Dynamics
Watsco Inc - WSO
Veeva vs IQVIA, SDI Group, Rightmove, Watsco, FERG, Core & Main, Evotec, Dynatrace, Jamf
Watsco: Gross Margin and Return Predictability
In Practise 2024: Year In Review
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Watsco, Ferguson: HVAC OEM-Distributor-Contractor Relationship Dynamics
Watsco: A Customer for 40 Years
Carrier vs Trane HVAC, Roper, O'Reilly, Ryan Specialty, Midwich, Privia, MongoDB, Cogent
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
US HVAC Demand Cycles & OEM / Distributor Relationships
US HVAC OEMs: Competitive Landscape & Distributor Relationship
Investor Dialogue: Watsco
Ashtead Survey: Competition w/ Indie Equipment Rental Firms, Ferguson vs Watsco, Appfolio, Vistry
Ferguson PLC: Plumbing, Waterworks, & HVAC Business Quality
Watsco: SEER Pricing Changes and Gross Margin
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
Carrier, Trane, Lennox & HVAC OEMs Landscape
Ferguson vs Watsco: HVAC Distribution
Watsco Customer Survey: Service Quality, SEER, and Replacement Demand
Watsco, Carrier, & History of HVAC Distribution
HVAC Distribution and Games Workshop
Watsco & FERG Customer Survey, Veeva Systems, IQVIA, Lumine, Indutrade, Smartsheet & MNDY, Inchape & Chinese OEMs, PPC
Wayfair Inc - W
Wayfair
Amazon Logistics: Regionalization, Cross-Docking & Fulfillment Cost Optimization
Lifco vs Halma, Danaher, Eurofins, Waters Corp, PM & BAT, Wayfair vs AMZN, Ocado, MongoDB
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
Burford Capital, Evolution Gaming, Atlassian, Wayfair, R1, Becle, LTL
Wayfair CastleGate: Supplier Survey
IKEA, Wayfair, & Omnichannel Furniture Retail
Top 20 Free In Practise Interviews
Amazon: Shipping Bulky Goods Through the FBA Network
Amazon, Carvana, Wayfair, SHEIN & Vertically-Integrated Ecommerce
Wayfair & Impact of Potential Tariffs - A Supplier’s Perspective
Wayfair: Cost Structure & Culture
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Weekly Update: MADE.com, Westwing, & Niche vs Mass E-commerce Models
Williams-Sonoma, Wayfair, & Furniture Supply Chains
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Wayfair: Demand Forecasting
Wayfair: German Market Challenges
Domino's & Fortressing, AppFolio, LiveChat, ISRG, Old Dominion, Proponent / HEI, AMZN & Wayfair
Wayfair CastleGate, Amazon, & FBA vs FBW
Made.com, Westwing, & European Online Furniture
Wayfair's Pricing Strategy and Mature Gross Margin
Amazon & Wayfair: Handling Large & Bulky Goods
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
TransDigm: Boeing vs OEM Supplier Bargaining Power, Vitec, Atlassian, Mister Car Wash, Nubank ,Wayfair
CSU, Vitec, Lifco, Teqnion, & M&A Accounting, Danaher Business System, GoEasy, Inchcape, Wayfair, LGI, EVO
FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi
Arhaus vs Restoration Hardware: Supplier Relationships, Pricing & Collections
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
SHEIN, Temu & Retail Supply Chains, Intuitive Surgical, Litigation Funding, HEICO, Wayfair, Alteryx, CSU, KPG
Wayfair vs Amazon: A Supplier's Perspective
MADE, Westwing, & Niche vs Mass E-commerce Models
Restoration Hardware: International Expansion
Wayfair: CastleGate & Online Furniture Logistics
In Practise on Spotify, AMZN Advertising, Kelly Partners Group, United Rentals, 10x Genomics, Grenke
Weekly Update; Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL,
Restoration Hardware: Product Philosophy & Vendor Relationships
Wayfair: CastleGate vs Amazon FBA Product-Market Fit
Wayfair Supplier Survey, ASOS, YELP, Countrywide & UK Housing, Cardlytics, Tecsys
Weekly Update: IKEA, Wayfair, & Omnichannel Furniture Retail
Amazon vs Wayfair: EU Heavy & Bulky Market Challenges
Overstock.com vs Wayfair: Product Flow through the Network
Supplying RH & Wayfair
Wayfair: Scaling Asia Partner Solutions & Operational Challenges
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
Wayfair & CastleGate Logistics Penetration
Bergman & Beving, Wayfair, Howmet, Spirits vs Beer Distribution, Netflix, Veralto
Howdens, Intuitive Surgical, Vistry, Evolution Gaming, AMZN vs Wayfair, TransDigm, Palo Alto
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Selling Furniture to Brick & Mortar Retailers: Supplier Perspective
Wayfair: Market Share & Competitive Intelligence
Weekly Update: Judges Scientific, Geotek, & GDS Instruments
Wayfair: Marketing Strategy & Challenges
Westwing: EU Online Furniture Market Opportunity
Just Eat Takeaway, Google, Experian, AB InBev, Hermès, FEVR, IDEXX, Belron, Procore, Wayfair, GXO
Wayfair: Pricing Strategy & Gross Margin
Weekly Update: IP Forum, Wayfair & CastleGate Logistics Penetration
IKEA: Physical to Omni-Channel Furniture Retail
Wayfair, Made.com, & European Online Furniture
Investor Dialogue: Wayfair
Burford Capital: Law Firm Survey, GYM & Discount Gyms, Hilton, EVO, DDOG & SNOW, Vistry Group, W vs AMZN, Fortinet
Wayfair, CastleGate, & Damages: A Supplier's Perspective
Wayfair CastleGate Economics: Supplier's Perspective
HEICO & PMAs, Waters Corp, CarMax, Evolution Gaming, Cogent & Hyperscalers, Spotify, Wayfair
Westwing Online Furniture: Shop vs Club, Pricing & Conflicts of Interests
Wayfair CastleGate: The Value to Suppliers
Wayfair: CastleGate and Last Mile Delivery
Wayfair CastleGate, Atlas Copco, Cardlytics, Boohoo, Becle, BioLife, Dino Polska, Instructure
Wayfair: CastleGate vs Drop Shipping Unit Flow
IP Company Learning Journeys, Update on Our Offering, Instalco, SpaceX, Capital One, KPG, Fortinet
Wayfair: CastleGate and First-Mile Logistics
Wayfair vs TEMU: Competing for Small Ticket Items
Wayfair, Amazon, and Building Global Ecommerce Supply Chains
Wayfair: Marketing Strategy & Brand Building Challenges
Wayfair Final Mile Delivery: Operations & Economics
Wayfair: Drayage Process & Economics
Weekly Update: Wayfair's Pricing Strategy and Mature Gross Margin
Discount Gyms, Domino's, Pall & Bioprocessing, Universal & Warner Music, HashiCorp, Wayfair vs AMZN FBA
Waymo
Wayve
Wencor
HEICO, Wencor, Danaher Business System, Loro Piana, Brunello, Mainfreight, Herc
Domino's & Fortressing, AppFolio, LiveChat, ISRG, Old Dominion, Proponent / HEI, AMZN & Wayfair
HEICO: Wencor Acquisition
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
Proponent, HEICO, & Aerospace Distribution
West Fraser Timber Co Ltd - WFG
Westlake Corp - WLK
Westlake Financial Services
Capital One vs Bridgecrest: Servicing Carvana and DriveTime Subprime Loans
Westlake: Subprime Auto Loans Origination Process
Credit Acceptance: CAPS vs DealerCenter Loan Application Workflow
Credit Acceptance: CAPS Technology Challenges
Credit Acceptance, Capital One, Westlake: Competing for Subprime Auto Loans
Credit Acceptance: Hurdles to Loan Volume Growth
DriveTime: History of Ugly Duckling & Bridgecrest
Credit Acceptance, Westlake, Carvana, & US Auto Subprime Lending
Carvana, DriveTime, Bridgecrest: Repossessing Subprime Vehicles
Credit Acceptance: CAPS Workflow Challenges
Exeter Finance: Servicing Subprime Auto Loans
Capital One Auto Navigator: Defining Credit Policies
Santander US: Originating Subprime Auto Loans
Credit Acceptance vs Westlake: Loan Origination Process
Buy-Here-Pay-Here Subprime Auto Dealers: Underwriting & Servicing Loans
West Pharmaceutical Services Inc - WST
WestRock Company - WRK
Westwing Group SE - WEW
Amazon: Shipping Bulky Goods Through the FBA Network
Wayfair: Cost Structure & Culture
Westwing: Business Model Design and Growth Strategy
Weekly Update: MADE.com, Westwing, & Niche vs Mass E-commerce Models
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Wayfair: Demand Forecasting
Wayfair: German Market Challenges
Made.com, Westwing, & European Online Furniture
MADE, Westwing, & Niche vs Mass E-commerce Models
Amazon vs Wayfair: EU Heavy & Bulky Market Challenges
Wayfair vs Amazon: Supplier Experience, Return on Ad Spend & Discounting
Westwing: EU Online Furniture Market Opportunity
IKEA: Physical to Omni-Channel Furniture Retail
Wayfair, Made.com, & European Online Furniture
CCC vs Mitchell, Melrose, DHR, LVMH, Kinsale, Belron, Boyd, VEEVA, Wise, BLDR, Westwing, Triveni
Westwing Online Furniture: Shop vs Club, Pricing & Conflicts of Interests
Wayfair: CastleGate vs Drop Shipping Unit Flow
Wayfair: Marketing Strategy & Brand Building Challenges
Wayfair Final Mile Delivery: Operations & Economics
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
Wayfair: Drayage Process & Economics
WeWork Inc - WE
WEX Inc - WEX
Weyerhaeuser Company - WY
Wickes Group plc - WIX
Williams-Sonoma Inc - WSM
Wayfair
Wayfair CastleGate: Supplier Survey
Amazon: Shipping Bulky Goods Through the FBA Network
Wayfair & Impact of Potential Tariffs - A Supplier’s Perspective
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Williams-Sonoma, Wayfair, & Furniture Supply Chains
Wayfair: Demand Forecasting
Amazon & Wayfair: Handling Large & Bulky Goods
Arhaus vs Restoration Hardware: Supplier Relationships, Pricing & Collections
Wayfair vs Amazon: A Supplier's Perspective
Restoration Hardware: International Expansion
Restoration Hardware: Product Philosophy & Vendor Relationships
Overstock.com vs Wayfair: Product Flow through the Network
Wayfair: Scaling Asia Partner Solutions & Operational Challenges
Wayfair: Dropshipping Unit Flow
Wayfair vs Amazon: Supplier Experience, Return on Ad Spend & Discounting
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Wayfair: Market Share & Competitive Intelligence
Wayfair: Marketing Strategy & Challenges
Wayfair CastleGate Economics: Supplier's Perspective
Wayfair: CastleGate and Last Mile Delivery
Wayfair vs TEMU: Competing for Small Ticket Items
Wayfair: Marketing Strategy & Brand Building Challenges
Wayfair Final Mile Delivery: Operations & Economics
Wayfair: Drayage Process & Economics
Willis Lease Finance Corporation - WLFC
Willis Towers Watson plc - WLTW
Wilmington plc - WIL
Winc - WBEV
Wingstop Inc - WING
Wipro Limited - WIPRO
Wise plc - WISE
Wix.com Ltd - WIX
Wix: Agency Partner Perspective
Wix, Shopify, & Wordpress: Agency Customer Perspective
Wix, Squarespace, & Webflow Competition
Wix and Squarespace: Agency Partner Programs
New Enterprise Subscription Tier: Constellation Software, AMZN, BUR, JDG, Wix, TSLA
Weekly Update: Basic-Fit & Discount Gym Economics
Investor Dialogue: Wix
Squarespace: Culture and Product Positioning
Weekly Update: Judges Scientific, Geotek, & GDS Instruments
Wix: Partner Program Developments
GoDaddy: Domains, Add-ons, and Competing with Shopify
Weekly Update: Victoria PLC, Balta, & Flooring Manufacturing
Wix vs Squarespace: Competing for Agencies
Webflow: Enterprise Customer Angle
Weekly Update: Ashtead & Equipment Rental: A More Resilient Business
Weekly Update: Naked Wines FY22 Results & Reflections
Wix, Shopify, & Selling to Agencies
Weekly Update: GoDaddy Domains, Upselling, and Competing with Shopify
Wizz Air Holdings Plc - WIZZ
WJHW
WM Morrison Supermarkets PLC - MRW
Workday Inc - WDAY
World Acceptance Corporation - WRLD
Worldline SA - WLN
Woven
WPP plc - WPP
W. R. Berkley Corporation - WRB
Markel Specialty Insurance: Underwriting Culture and Philosophy
Markel Reinsurance, Nephila, & Cat Risk
Markel Specialty Insurance Strategy & Expense Ratio
Kinsale Capital: A Wholesale Broker's Perspective
Kinsale Capital: Coverage, Claims & Commissions
Markel Specialty Insurance Culture & Org Structure
Markel Reinsurance: Evolution of Nephila and ILS Competition
Markel Specialty Insurance Portfolio Mix & Positioning
Kinsale Capital: Management, Hiring Policy & Expansion
Wren Kitchens
WS Audiology
Wurth Leasing
WuXi Biologics
W W Grainger Inc - GWW
Wyatt Technology
WYNDHAM WORLDWIDE CORP - WYN
Wynn Resorts Limited - WYNN
X
XCMG
Xero Limited - XRO
XPEL Inc - XPEL
XPO Inc - XPO
XPO Logistics & US LTL: Scaling via M&A
Triumph Financial: Evolution of Invoice Factoring for US Trucking
Spotify Podcast Ads, Danaher, Yelp, XPEL, IMCD, Atlas Copco, Becle, XPO Logistics
Amazon's Outsourced Fulfilment Strategy: 3PL Customer Perspective
Domino's & Fortressing, AppFolio, LiveChat, ISRG, Old Dominion, Proponent / HEI, AMZN & Wayfair
Choosing LTL Carriers: A Customer's Perspective
Old Dominion, XPO, & US Less-Than-Truckload Industry
Burford & Insurance-Backed Funding, Discount Gyms, AppFolio, EVO, ACV Auctions, ODFL
LVMH, Kering, & the Luxury Gray Market, Fairfax, Lifco M&A, Raspberry Pi, ODFL
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
Mainfreight Culture and US Market Challenges
Mainfreight's History & Operational Strategy
Old Dominion Freight Line: National Account Management & Expedite Services
Xylem Inc - XYL
Y
Yahoo! Inc.
Yardi
AppFolio: Challenges Winning Enterprise Customers
AppFolio vs Yardi: Market Size & Strategic Positioning
Netflix Ads & The Trade Desk, AppFolio, IDEX, Westlake, Mettler-Toledo, Hermès, AVGO, Lonza, FEVR, BFIT, TKWY
Markel Insurance Review, Precision Castparts vs Howmet, AppFolio, DG, John Deere, FEVR
AppFolio: a 5,000 Unit Enterprise Customer on Switching Costs
GE, Safran, FTAI, and CFM56, AMZN B2B Distribution, NFLX, ASML, Farfetch & Cettire
Yellow Corporation - YELL
Less-Than-Truckload US Market: Agency Model
Spotify, Vitec, IMCD, HelloFresh, AmSafe & HEICO, Michelin, HashiCorp, LTL, AvidExchange
Old Dominion, XPO, & US Less-Than-Truckload Industry
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
US LTL Trucking: Old Dominion Freight Lines vs YRC Freight
Old Dominion Freight Line: National Account Management & Expedite Services
US LTL: A Non-Asset-Based Network Structure
Yelp Inc - YELP
Spotify Podcast Ads, Danaher, Yelp, XPEL, IMCD, Atlas Copco, Becle, XPO Logistics
Wayfair Supplier Survey, ASOS, YELP, Countrywide & UK Housing, Cardlytics, Tecsys
Yelp: Local SMB Model
Amazon Robotics, CVNA Operations, ISRG, FIVE, Burford, HEI, Wayfair, XPEL, Yelp,
Yelp: From SMB to Enterprise Clients
Yelp vs Google: SMB Ad Agency Perspective
YOOX NET-A-PORTER GROUP - CFR
YouGov plc - YOU
Yum! Brands Inc - YUM
Yum China Holdings Inc - YUMC
Z
Zalando SE - ZAL
ASOS, Zalando, & EU Fast Fashion
On-Demand Fast Fashion Supply Chain in Turkey
Shein: Perspective of a Supplier
Zara Buying & Merchandising Strategies
SHEIN's Supply Chain: How it Works
ASOS, Boohoo, & Online Fashion Retail Business Models
Shein vs Zara vs ASOS: A Supplier's Perspective
Boozt, Zalando, & Nordic Online Fashion
Boozt Assortment and Strategic Positioning
Boohoo & UK Fashion Supplier Relationships
Zara's Supply Chain
Next Plc: Fashion Risks & Sourcing Agility
ASOS & UK Fast Fashion Manufacturing and Supplier Operations
Shein: Disrupting Fast Fashion
Zara & SHEIN Supply Chain Analysis
ZAYO GROUP HOLDINGS INC - ZAYO
Tesla Insurance, Topicus, HWDN France, O'Reilly, UnitedHealth, TechTarget, Dynatrace, CCOI, Brockhaus, Alpha Group
Cogent: IP Transit Strategy, Competitive Positioning & Peering
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
Zegna
Zendesk Inc - ZEN
Zillow Group Inc - Z
Zoetis Inc - ZTS
IDEXX Laboratories: UK Vet Practices, Diagnostics & Practice Management Software
IDEXX: Reference & In-House Lab Competition
Weekly Update: Expert Networks & Commoditised 1-1s: Misaligned Incentives
Zoetis, IDEXX Laboratories and Animal Diagnostics Competition
Pets At Home: Vet Practice Operations, Medication & Diagnostics
Pets At Home: CMA Investigation & UK Vet Practices
Zoetis: Abaxis Post-Merger Integration Challenges
IDEXX & Global Animal Testing: Competitive Landscape & Pricing Dynamics
IDEXX: Antech / Heska Combination & Threat to IDEXX
Zoetis, BI, Elanco & Animal Pharma Competition
IDEXX : Abaxis Competition & Zoetis Integration
Zoetis Animal Health: Vet Practice Perspective
Zoetis Animal Health: Pricing, Generics & Livestock Producers
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
Zoopla
Veeva vs IQVIA, SDI Group, Rightmove, Watsco, FERG, Core & Main, Evotec, Dynatrace, Jamf
Rightmove: UK Lettings Market & Tenant Journey
Halma, Loro Piana vs Brunello Cucinelli, Lithia & Servicing ICE vs EV, Rightmove, Align, Visma, Medpace, Equipment Rental
Rightmove vs Zoopla Software: Sales & Lettings User Journey
Rightmove, Zoopla, vs OnTheMarket: Valuation & Buyer Leads
Loar Group, Align Orthodontists, BFIT France, CPRT International, Casey's, RMV, Storskogen
Zoopla: Competing with Rightmove
LOAR, O'Reilly, IQVIA vs VEEVA, ELV, UNH, Markel & Kinsale, Rightmove, Medpace
Zoox
Zscaler Inc - ZS
Fortinet: Channel Breakdown, Competition & Bundle vs Point Solution
Dynatrace: Cybersecurity & Observability Customer Perspective
Zscaler: Sales Org & Competition in SASE
FTAI & Chromalloy CFM56 HPT PMA, Ferrari EVs, HWDN France, CMG, BLDR, Smartsheet, Palo Alto, Macfarlane
Palo Alto Networks: Sales Process for SASE
Perimeter Solutions, Airbnb, Tesla, HEICO, CMG, Croda, TerraVest, TopBuild, Zscaler
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
Fortinet: GTM Structure, SD-WAN & SASE
Zurich Insurance Group AG - ZURN
Zynga Inc - ZNGA