IP Research
Value Chains, Company Profiles, Research Analysis
IP Research Resource
IP Research Roundup: GXO and Third-Party Logistics
Feb 11, 2025
IP Research Roundup
GXO Logistics•US•Mid CapDHLFedExDSVManhattan AssociatesCEVAAmazonNetwork EffectsPhysical Infra & Networks
Feb 11, 2025
IP Research Resource
IP Research Roundup: Amazon, Carvana, Wayfair, SHEIN & Vertically-Integrated Ecommerce
Nov 25, 2024
Amazon•US•Mega CapCarvanaWayfairSHEINCounter PositioningVertically Integrated Retailer
Nov 25, 2024
Company Profile
Amazon Retail
Nov 27, 2023
IP Company Profile
IP ResearchAmazon•US•Mega CapNetwork EffectsPhysical Infra & Networks
Nov 27, 2023
Company Profile
Amazon Web Services
Nov 27, 2023
IP Company Profile
IP ResearchAmazon•US•Mega CapGoogleMicrosoftOracleSwitching CostsPhysical Infra & Networks
Nov 27, 2023
Value Chain
Wayfair: CastleGate vs Drop Shipping Unit Flow
Oct 3, 2023
In Practise Research
IP ResearchWayfair•US•Large CapAmazonOverstockRHTemple WebsterWestwingBrand EquityVertically Integrated Retailer
Oct 3, 2023
Value Chain
SHEIN's Supply Chain: How it Works
Sep 18, 2023
In Practise Research
IP ResearchSHEIN•KR•Large CapAmazonPDD HoldingsASOSboohooZalandoBooztAssociated British FoodsInditexCounter PositioningVertically Integrated Retailer
Sep 18, 2023
IP Research Analysis
Amazon Advertising: Decoupling from GMV
Apr 19, 2023
In Practise Research Analysis
IP ResearchAmazon•US•Mega CapGoogleMetaThe Trade DeskNetwork EffectsMarketplaces & Platforms
Apr 19, 2023
IP Research Analysis
Amazon: How a Unit Flows through the Network & Unit Costs
Apr 12, 2023
In Practise Analysis
IP ResearchAmazon•US•Mega CapUnited Parcel ServiceFedExShopifySwitching CostsPhysical Infra & Networks
Apr 12, 2023
IP Research Analysis
Amazon Retail: A Valuation Approach
Apr 7, 2023
In Practise Analysis
IP ResearchAmazon•US•Mega CapNetwork EffectsPhysical Infra & Networks
Apr 7, 2023
IP Research Analysis
Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch
Feb 9, 2023
In Practise Analysis
Amazon•US•Mega CapFedExUnited Parcel ServiceShopifySwitching CostsPhysical Infra & Networks
Feb 9, 2023
IP Research Analysis
Amazon Retail: The Rails of E-commerce
Dec 5, 2022
In Practise Analysis
Amazon•US•Mega CapNetwork EffectsPhysical Infra & Networks
Dec 5, 2022
IP Research Analysis
AWS: Long-Run and Normalised FCF Margin Estimates
Nov 6, 2022
In Practise Analysis
Amazon•US•Mega CapMicrosoftSwitching CostsPhysical Infra & Networks
Nov 6, 2022
IP Research Analysis
Amazon Retail Unit Economics
Oct 29, 2022
In Practise Analysis
Amazon•US•Mega CapNetwork EffectsPhysical Infra & Networks
Oct 29, 2022
IP Research Analysis
AWS Series: Hyperscale Data Centers, Physical Moats, & Server Lifetime
Oct 26, 2022
In Practise Analysis
Amazon•US•Mega CapMicrosoftSwitching CostsPhysical Infra & Networks
Oct 26, 2022
IP Research Analysis
AWS Graviton’s Process Power
Sep 12, 2022
In Practise Analysis
Amazon•US•Mega CapIntelGoogleMicrosoftNetwork EffectsPhysical Infra & Networks
Sep 12, 2022
IP Research Analysis
AWS Series: Kubernetes & The Portability Illusion
Aug 30, 2022
In Practise Weekly Analysis
Amazon•US•Mega CapGoogleMicrosoftNetwork EffectsPhysical Infra & Networks
Aug 30, 2022
IP Research Analysis
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Aug 23, 2022
In Practise Weekly Update
Google•US•Mega CapOld Dominion Freight LineMade.comAssa AbloyAdyenAmazonMicrosoftStripeWayfairNetwork EffectsPhysical Infra & Networks
Aug 23, 2022
IP Research Analysis
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Aug 3, 2022
In Practise Weekly Update
Snowflake•US•Large CapAmazonSpirax-Sarco EngineeringGuidewire SoftwareCytek BiosciencesSwitching CostsB2B Software
Aug 3, 2022
IP Research Analysis
Wayfair CastleGate, Amazon, & FBA vs FBW
Dec 14, 2021
In Practise Weekly Analysis
Amazon•US•Mega CapCarvanaWayfairCounter PositioningVertically Integrated Retailer
Dec 14, 2021
You've reached the end