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IP References
Jul 31, 2026

Copart: Jay Adair vs Jeff Liaw & Progressive's Share Gains

IP References
Management CheckCopart•US•Large CapState FarmManheimIAARitchie Bros AuctioneersThe ProgressiveNetwork EffectsScale EconomiesAuctions & ClassifiedsPhysical Infra & NetworksInsurers & FinancialsLow Cost OperatorsIndustrialsConsumer DiscretionaryFinancials

Dell & NVIDIA: AI Server Margins, Enterprise vs Neocloud Economics

Partner Interview
Dell•US•Mega CapNVIDIAProcess PowerSwitching CostsMission Critical Products & ServicesInformation Technology
Jul 31, 2026

HCA Healthcare: Hospital Operations, Competitive Advantages & Long-Term Outlook

Partner Interview
HCA Healthcare•US•Large CapUnitedHealthcareUnitedHealthHealth Care
Jul 31, 2026

XPEL vs Eastman Performance Films: Dealer Channel Competition & Market Penetration

Partner Interview
XPEL•US•Small CapEastman ChemicalMaterialsConsumer Discretionary
Jul 31, 2026

CBRE: Building the GWS Segment via M&A

Partner Interview
CBRE•US•Large CapReal Estate
Jul 31, 2026

VersaBank & Home Improvement Point-of-Sale Lending: Receivables Purchase Program Economics

Partner Interview
VersaBank•CA•Small CapFinancials
Jul 31, 2026

Sidetrade vs HighRadius: A European Enterprise Buyer's Perspective

Partner Interview
Sidetrade
Jul 31, 2026

Photronics: Competitive Position, CapEx Strategy & Management Transition

Partner Interview
Photronics•US•Small CapTSMCUnited Microelectronics CorporationLGTekscend Photomask Corp.Nanya TechnologySwitching CostsProcess PowerMission Critical Products & ServicesInformation TechnologyConsumer Discretionary
Jul 31, 2026

monday.com: Workflow Automation & AI Adoption in a Large Enterprise

Partner Interview
mondaycom•IL•Mid CapClickUpAsanaAtlassianSmartsheetMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology
Jul 31, 2026

QXO, Kodiak & the Challenges of LBM Distribution Integration

Partner Interview
QXO•US•Mid CapCertainTeedBuilders FirstSourceScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyMaterials
Jul 31, 2026

Coupang: Building a 2P Fulfillment Business in Korea

Partner Interview
Coupang Inc•US•Large CapShopeeAmazonSeaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication Services
Jul 31, 2026
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IP Research Analysis

Perimeter Solutions vs Fortress: A Competitive and Legal History

IP Research
IP ResearchPerimeter Solutions•US•Mid CapSwitching CostsScale EconomiesMission Critical Products & ServicesMaterials
Jul 30, 2026
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Value Chain

CCC Intelligent Solutions: How an Auto Physical Damage Claim Flows Through Value Chain

IP Research
IP ResearchCCC Intelligent Solutions•US•Mid CapEnlyte IncThe ProgressiveCopartRitchie Bros AuctioneersIAABerkshire HathawaySwitching CostsNetwork EffectsScale EconomiesB2B SoftwareInsurers & FinancialsLow Cost OperatorsAuctions & ClassifiedsPhysical Infra & NetworksSerial AcquirerInformation TechnologyFinancialsIndustrialsConsumer Discretionary
Jul 30, 2026

Wingstop: Franchise Development, Fortressing Strategy & Same-Store Sales Tensions

Partner Interview
Wingstop•US•Mid CapDomino's Pizza Group plcSubwayThe WendysBojanglesFranchisorsConsumer Discretionary
Jul 30, 2026

Savers Value Village: Canadian Store Economics & New Store Execution

Partner Interview
Savers Value Village•US•Small CapSHEINDollaramaDollar TreePDD HoldingsCounter PositioningVertically Integrated RetailerConsumer DiscretionaryConsumer StaplesInformation Technology
Jul 30, 2026

monday.com & Claude: Building a Combined AI Operating System for SMBs

Partner Interview
mondaycom•IL•Mid CapAnthropicClickUpAirtableAsanaAtlassianHubSpotMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation TechnologyCommunication Services
Jul 30, 2026

FICO vs VantageScore: GSE Adoption, Lender Gaming & Mortgage Market Impact

Partner Interview
Fair Isaac•US•Large CapFannie MaeEquifaxExperianFederal National Mortgage AssociationNetwork EffectsUnique IP & BrandsInformation TechnologyIndustrialsFinancials
Jul 30, 2026

Fever-Tree & Molson Coors: A Distributor's View of the US Launch

Partner Interview
Fevertree Drinks•GB•Small CapSouthern Glazer'sCoca-Cola CompanyZoa CorporationMolson Coors BeverageBrand EquityUnique IP & BrandsConsumer StaplesConsumer Discretionary
Jul 30, 2026

QXO & Beacon Roofing: Distribution Model, M&A Strategy & Competitive Dynamics

Partner Interview
QXO•US•Large CapBuilders FirstSourceCarlisle CompaniesCertainTeedFloor & DecorThe Home DepotScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyMaterialsConsumer Discretionary
Jul 29, 2026

CARFAX: Vehicle History Data, Dealer Pricing & Competitive Positioning vs AutoCheck

Partner Interview
S&P Global•US•Large CapMobility Global IncManheimExperianNetwork EffectsAuctions & ClassifiedsUnique IP & BrandsFinancialsInformation TechnologyIndustrials
Jul 29, 2026

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