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The most interesting insights from last week's interviews.
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Weekly update
Oct 24, 2025
New Product: IP Management Reference Checks
Constellation Software
Weekly update
Sep 30, 2025
Safran Seats & Interiors, Copart Buyers, Games Workshop, SaaS AI Risk
IAASafranCopartAmazonAirbusRoperRTXIAASafranCopartAmazonAirbusRoperRTX
Weekly update
Sep 9, 2025
Copart, GEICO vs Progressive, Meta, CSU AI Risk, TransDigm Demand Drivers
IAACopartTopicusThe AllstateConstellation SoftwareIAACopartTopicusThe AllstateConstellation Software
Weekly update
Aug 27, 2025
Intuitive Surgical Competition, TSMC, Deere, Rolls-Royce, Kneat, Shopee vs TikTok
TSMCAirbusVeevaSafranRTXGeneral ElectricTSMCAirbusVeevaSafranRTXGeneral Electric
Weekly update
Aug 14, 2025
Diageo, RTDs, & Don Julio, NVR Operations, Wise vs Currencycloud, Cartier & WOSG, GEICO
WiseNVRMSCIRolexLennarVisaWatches of Switzerland GroupRichemontWiseNVRMSCIRolexLennarVisaWatches of Switzerland GroupRichemont
Weekly update
Aug 6, 2025
H1 2025 - Most Viewed Interviews & IP Research
TSMCAmazonIAAFTAI AviationDriveTimeCarvanaCopartGeneral ElectricDanaherSafranASMLThe AllstateFarfetchBridgecrestCettireGoogleKeringLVMHMcKessonMicrosoftIntelConstellation SoftwareWestlakeTSMCAmazonIAAFTAI AviationDriveTimeCarvanaCopartGeneral ElectricDanaherSafranASMLThe AllstateFarfetchBridgecrestCettireGoogleKeringLVMHMcKessonMicrosoftIntelConstellation SoftwareWestlake
Weekly update
Jul 31, 2025
Aldevron & Synthetic DNA, Oracle, RBC Bearings, Hèrmes, Deere Parts, Equifax, Wolters Kluwer,
ModernaWiseDanaherL'OréalChanelWizz AirAirbusLVMHModernaWiseDanaherL'OréalChanelWizz AirAirbusLVMH
Weekly update
Jul 24, 2025
Fever-tree US Off-Premise, AWS, Aercap, GEICO, Judges Scientific, Ryanair
AerCapJudges ScientificAirbusAerCapJudges ScientificAirbus
Weekly update
Jul 8, 2025
GE Aerospace, COMAC, & Engine Aftermarket, ISRG Threat from Instrument Remanufacturing
General ElectricSafranIntuitive SurgicalGeneral ElectricSafranIntuitive Surgical
Weekly update
Jun 24, 2025
Oracle's Data Moat, Wise, QXO, Sea Limited, Nubank, AENA, Rollins
ShopeeAdobeOracleFigmaRollinsSeaMercadoLibreGoogleAmazonCanvaShopeeAdobeOracleFigmaRollinsSeaMercadoLibreGoogleAmazonCanva
Weekly update
Jun 11, 2025
Deere Dealership Economics, Adobe vs Figma, Copart, Cellavision
FigmaAdobeCopartIAAHalmaDanaherThe AllstateBerkshire HathawayFigmaAdobeCopartIAAHalmaDanaherThe AllstateBerkshire Hathaway
Weekly update
May 27, 2025
Bruker, Hemnet, Vista Equity vs CSU, TSMC, Texas Roadhouse, Copart, Zillow, Railroads, Moody's
AgilentHemnetBrukerDanaherIAACopartAppleHalmaIntelREA GroupAgilentHemnetBrukerDanaherIAACopartAppleHalmaIntelREA Group
Weekly update
May 14, 2025
ASML & TSMC, Amazon Ads, BNSF vs Union Pacific, Nubank, DHR, Farfetch vs Cettire, QXO
AmazonTSMCFarfetchASMLCettireGoogleDanaherRichemontNVIDIALVMHAmazonTSMCFarfetchASMLCettireGoogleDanaherRichemontNVIDIALVMH
Weekly update
May 8, 2025
Meta, Google, FTAI vs CFM, Moody's, Copart vs IAA, Coupang, Duolingo, Coloplast, HLMA
FarfetchFTAI AviationGoogleMetaIAACopartDuolingoMoodysSafranGeneral ElectricFarfetchFTAI AviationGoogleMetaIAACopartDuolingoMoodysSafranGeneral Electric
Weekly update
May 1, 2025
Carvana & DriveTime Subprime Loans, Howmet, MSFT, CSU, Shift4, Zillow, Waymo, Oracle
AmazonCarvanaDriveTimeOracleConstellation SoftwareGoogleGeneral ElectricSilverRockMicrosoftSafranNVIDIAAmazonCarvanaDriveTimeOracleConstellation SoftwareGoogleGeneral ElectricSilverRockMicrosoftSafranNVIDIA
Weekly update
Apr 24, 2025
O'Reilly, Rolls-Royce Power-by-Hour, Kneat, WIZZ, Tesla vs BYD, ServiceNOW, RBI, FEVR C-Store
Rolls-Royce•GB•Large CapDanaherWizz AirAirbusIDEXFevertree DrinksRyanairGeneral ElectricSafranMerck
Weekly update
Apr 9, 2025
Howmet & PCC, Judges Scientific, McKesson, Ryanair, FormFactor & Technoprobe, AMETEK
Judges Scientific•GB•Small CapAmazonMcKessonRyanairSafranGeneral ElectricAirbusSDI GroupeasyjetWizz Air
Weekly update
Apr 2, 2025
Vitec vs Constellation Software, NVIDIA, FTAI, Brown-Forman, F1, IDEX, Analog Devices
Constellation Software•CA•Large CapIDEXLifcoHeinekenRolexLVMH
Weekly update
Mar 25, 2025
Formula 1, Microsoft Copilot, Netflix, Adyen, Subprime Autos, WIZZ, Veralto
Microsoft•US•Mega CapNetflixOpenAICarvanaAdyenWizz AirAmazonCredit AcceptanceCarMax
Weekly update
Mar 12, 2025
GE, Safran, FTAI, and CFM56, AMZN B2B Distribution, NFLX, ASML, Farfetch & Cettire
General Electric•US•Mega CapFTAI AviationAmazonSafranAppFolioYardiNetflixFastenalMcKesson