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Amazon.com Inc
Learning Journey
Amazon Web Services
Amazon Retail
Interviews
IP Research
IP Fieldwork Podcast
December 21, 2024
Primary Research Methods: Our Process
IP Fieldwork
Amazon.com Inc
Danaher Corporation
Constellation Software Inc
TransDigm Group Incorporated
Berkshire Hathaway Inc
Alphabet Inc
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
OEMs w/ Installed Base
Mission Critical Products & Services
Serial Acquirer
B2B Software
Insurers & Financials
Marketplaces & Platforms
Consumer Discretionary
Health Care
Information Technology
Industrials
Financials
Communication Services
Show 23 industries
IP Research Resource
November 25, 2024
Amazon, Carvana, Wayfair, SHEIN & Vertically-Integrated Ecommerce
Carvana Co
Wayfair Inc
Amazon.com Inc
SHEIN
Counter Positioning
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
Consumer Discretionary
Show 6 industries
IP Fieldwork Podcast
January 23, 2024
AMZN Retail & IP Company Learning Journeys
IP Podcast
Amazon.com Inc
PDD Holdings Inc
Network Effects
Scale Economies
Switching Costs
Counter Positioning
Vertically Integrated Retailer
Physical Infra & Networks
Consumer Discretionary
Show 3 industries
Company Profile
November 27, 2023
Amazon Web Services
IP Company Profile
IP Research
Amazon.com Inc
Google
Microsoft Corporation
Oracle Corporation
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
Marketplaces & Platforms
B2B Software
Consumer Discretionary
Information Technology
Show 7 industries
Company Profile
November 27, 2023
Amazon Retail
IP Company Profile
IP Research
Amazon.com Inc
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
Consumer Discretionary
Show 3 industries
IP Fieldwork Podcast
October 27, 2023
Wayfair: CastleGate and Last Mile Delivery
In Practise Podcast
Wayfair Inc
Amazon.com Inc
OVERSTOCK COM INC
Williams-Sonoma Inc
RH
Counter Positioning
Network Effects
Scale Economies
Switching Costs
Brand Equity
Vertically Integrated Retailer
Physical Infra & Networks
Unique IP & Brands
Consumer Discretionary
Show 5 industries
Value Chain
October 3, 2023
Wayfair: CastleGate vs Drop Shipping Unit Flow
In Practise Research
IP Research
Wayfair Inc
Amazon.com Inc
OVERSTOCK COM INC
RH
Temple & Webster Group Ltd
Westwing Group SE
Counter Positioning
Network Effects
Scale Economies
Switching Costs
Brand Equity
Vertically Integrated Retailer
Physical Infra & Networks
Unique IP & Brands
Consumer Discretionary
Show 5 industries
Value Chain
September 18, 2023
SHEIN's Supply Chain: How it Works
In Practise Research
IP Research
SHEIN
Amazon.com Inc
PDD Holdings Inc
ASOS plc
boohoo group plc
Zalando SE
Boozt
Associated British Foods plc
Industria de Diseño Textil S.A.
Counter Positioning
Network Effects
Scale Economies
Switching Costs
Brand Equity
Vertically Integrated Retailer
Physical Infra & Networks
Marketplaces & Platforms
Consumer Discretionary
Consumer Staples
Show 9 industries
IP Fieldwork Podcast
May 2, 2023
Amazon.com Structural Advantages vs Traditional Retail
In Practise Podcast
Amazon.com Inc
Costco Wholesale Corporation
Walmart Inc
Target Corporation
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
Low Cost Operators
Consumer Discretionary
Consumer Staples
Show 7 industries
IP Research Analysis
April 19, 2023
Amazon Advertising: Decoupling from GMV
In Practise Research Analysis
IP Research
Amazon.com Inc
Google
Meta Platforms Inc
The Trade Desk Inc
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
Marketplaces & Platforms
Consumer Discretionary
Communication Services
Show 9 industries
IP Research Analysis
April 12, 2023
Amazon: How a Unit Flows through the Network & Unit Costs
In Practise Analysis
IP Research
Amazon.com Inc
United Parcel Service Inc
FedEx Corporation
Shopify Inc
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
B2B Software
Consumer Discretionary
Industrials
Information Technology
Show 11 industries
IP Research Analysis
April 7, 2023
Amazon Retail: A Valuation Approach
In Practise Analysis
IP Research
Amazon.com Inc
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
Consumer Discretionary
Show 3 industries
IP Research Analysis
February 9, 2023
Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch
In Practise Analysis
Amazon.com Inc
FedEx Corporation
United Parcel Service Inc
Shopify Inc
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
B2B Software
Consumer Discretionary
Industrials
Information Technology
Show 11 industries
IP Research Analysis
December 5, 2022
Amazon Retail: The Rails of E-commerce
In Practise Analysis
Amazon.com Inc
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
Consumer Discretionary
Show 3 industries
IP Research Analysis
November 6, 2022
AWS: Long-Run and Normalised FCF Margin Estimates
In Practise Analysis
Amazon.com Inc
Microsoft Corporation
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
Consumer Discretionary
Information Technology
Show 7 industries
IP Research Analysis
October 29, 2022
Amazon Retail Unit Economics
In Practise Analysis
Amazon.com Inc
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
Consumer Discretionary
Show 3 industries
IP Research Analysis
October 26, 2022
AWS Series: Hyperscale Data Centers, Physical Moats, & Server Lifetime
In Practise Analysis
Amazon.com Inc
Microsoft Corporation
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
Consumer Discretionary
Information Technology
Show 7 industries
IP Research Analysis
September 12, 2022
AWS Graviton’s Process Power
In Practise Analysis
Intel Corporation
Google
Amazon.com Inc
Microsoft Corporation
Network Effects
Scale Economies
Switching Costs
Marketplaces & Platforms
Vertically Integrated Retailer
Physical Infra & Networks
Information Technology
Consumer Discretionary
Show 10 industries
IP Research Analysis
August 30, 2022
AWS Series: Kubernetes & The Portability Illusion
In Practise Weekly Analysis
Google
Amazon.com Inc
Microsoft Corporation
Network Effects
Scale Economies
Switching Costs
Marketplaces & Platforms
Vertically Integrated Retailer
Physical Infra & Networks
Consumer Discretionary
Information Technology
Show 7 industries
IP Research Analysis
August 23, 2022
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
In Practise Weekly Update
Old Dominion Freight Line Inc
Made.com
Assa Abloy AB
Adyen N.V.
Google
Amazon.com Inc
Microsoft Corporation
Stripe Inc
Wayfair Inc
Network Effects
Scale Economies
Switching Costs
Counter Positioning
Physical Infra & Networks
Marketplaces & Platforms
Vertically Integrated Retailer
Industrials
Financials
Consumer Discretionary
Information Technology
Show 18 industries
IP Research Analysis
August 3, 2022
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
In Practise Weekly Update
Snowflake Inc
Amazon.com Inc
Spirax-Sarco Engineering plc
Guidewire Software Inc
Cytek Biosciences Inc
Switching Costs
Network Effects
Scale Economies
B2B Software
Vertically Integrated Retailer
Physical Infra & Networks
OEMs w/ Installed Base
Mission Critical Products & Services
Information Technology
Consumer Discretionary
Industrials
Health Care
Show 17 industries
IP Research Analysis
December 14, 2021
Wayfair CastleGate, Amazon, & FBA vs FBW
In Practise Weekly Analysis
Carvana Co
Amazon.com Inc
Wayfair Inc
Counter Positioning
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
Consumer Discretionary
Show 6 industries