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Weekly Updates

Newsletter with insights and analysis of the newest research

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Weekly update
Oct 24, 2025

New Product: IP Management Reference Checks

Constellation Software
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Weekly update
Sep 30, 2025

Safran Seats & Interiors, Copart Buyers, Games Workshop, SaaS AI Risk

IAASafranCopartAmazonAirbusRoperRTXIAASafranCopartAmazonAirbusRoperRTX
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Weekly update
Sep 9, 2025

Copart, GEICO vs Progressive, Meta, CSU AI Risk, TransDigm Demand Drivers

IAACopartTopicusThe AllstateConstellation SoftwareIAACopartTopicusThe AllstateConstellation Software
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Weekly update
Aug 27, 2025

Intuitive Surgical Competition, TSMC, Deere, Rolls-Royce, Kneat, Shopee vs TikTok

TSMCAirbusVeevaSafranRTXGeneral ElectricTSMCAirbusVeevaSafranRTXGeneral Electric
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Weekly update
Aug 14, 2025

Diageo, RTDs, & Don Julio, NVR Operations, Wise vs Currencycloud, Cartier & WOSG, GEICO

WiseNVRMSCIRolexLennarVisaWatches of Switzerland GroupRichemontWiseNVRMSCIRolexLennarVisaWatches of Switzerland GroupRichemont
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Weekly update
Aug 6, 2025

H1 2025 - Most Viewed Interviews & IP Research

TSMCAmazonIAAFTAI AviationDriveTimeCarvanaCopartGeneral ElectricDanaherSafranASMLThe AllstateFarfetchBridgecrestCettireGoogleKeringLVMHMcKessonMicrosoftIntelConstellation SoftwareWestlakeTSMCAmazonIAAFTAI AviationDriveTimeCarvanaCopartGeneral ElectricDanaherSafranASMLThe AllstateFarfetchBridgecrestCettireGoogleKeringLVMHMcKessonMicrosoftIntelConstellation SoftwareWestlake
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Weekly update
Jul 31, 2025

Aldevron & Synthetic DNA, Oracle, RBC Bearings, Hèrmes, Deere Parts, Equifax, Wolters Kluwer,

ModernaWiseDanaherL'OréalChanelWizz AirAirbusLVMHModernaWiseDanaherL'OréalChanelWizz AirAirbusLVMH
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Weekly update
Jul 24, 2025

Fever-tree US Off-Premise, AWS, Aercap, GEICO, Judges Scientific, Ryanair

AerCapJudges ScientificAirbusAerCapJudges ScientificAirbus
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Weekly update
Jul 8, 2025

GE Aerospace, COMAC, & Engine Aftermarket, ISRG Threat from Instrument Remanufacturing

General ElectricSafranIntuitive SurgicalGeneral ElectricSafranIntuitive Surgical
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Weekly update
Jun 24, 2025

Oracle's Data Moat, Wise, QXO, Sea Limited, Nubank, AENA, Rollins

ShopeeAdobeOracleFigmaRollinsSeaMercadoLibreGoogleAmazonCanvaShopeeAdobeOracleFigmaRollinsSeaMercadoLibreGoogleAmazonCanva
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Weekly update
Jun 11, 2025

Deere Dealership Economics, Adobe vs Figma, Copart, Cellavision

FigmaAdobeCopartIAAHalmaDanaherThe AllstateBerkshire HathawayFigmaAdobeCopartIAAHalmaDanaherThe AllstateBerkshire Hathaway
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Weekly update
May 27, 2025

Bruker, Hemnet, Vista Equity vs CSU, TSMC, Texas Roadhouse, Copart, Zillow, Railroads, Moody's

AgilentHemnetBrukerDanaherIAACopartAppleHalmaIntelREA GroupAgilentHemnetBrukerDanaherIAACopartAppleHalmaIntelREA Group
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Weekly update
May 14, 2025

ASML & TSMC, Amazon Ads, BNSF vs Union Pacific, Nubank, DHR, Farfetch vs Cettire, QXO

AmazonTSMCFarfetchASMLCettireGoogleDanaherRichemontNVIDIALVMHAmazonTSMCFarfetchASMLCettireGoogleDanaherRichemontNVIDIALVMH
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Weekly update
May 8, 2025

Meta, Google, FTAI vs CFM, Moody's, Copart vs IAA, Coupang, Duolingo, Coloplast, HLMA

FarfetchFTAI AviationGoogleMetaIAACopartDuolingoMoodysSafranGeneral ElectricFarfetchFTAI AviationGoogleMetaIAACopartDuolingoMoodysSafranGeneral Electric
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Weekly update
May 1, 2025

Carvana & DriveTime Subprime Loans, Howmet, MSFT, CSU, Shift4, Zillow, Waymo, Oracle

AmazonCarvanaDriveTimeOracleConstellation SoftwareGoogleGeneral ElectricSilverRockMicrosoftSafranNVIDIAAmazonCarvanaDriveTimeOracleConstellation SoftwareGoogleGeneral ElectricSilverRockMicrosoftSafranNVIDIA
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Weekly update
Apr 24, 2025

O'Reilly, Rolls-Royce Power-by-Hour, Kneat, WIZZ, Tesla vs BYD, ServiceNOW, RBI, FEVR C-Store

Rolls-RoyceGBLarge CapDanaherWizz AirAirbusIDEXFevertree DrinksRyanairGeneral ElectricSafranMerck
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Weekly update
Apr 9, 2025

Howmet & PCC, Judges Scientific, McKesson, Ryanair, FormFactor & Technoprobe, AMETEK

Judges ScientificGBSmall CapAmazonMcKessonRyanairSafranGeneral ElectricAirbusSDI GroupeasyjetWizz Air
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Weekly update
Apr 2, 2025

Vitec vs Constellation Software, NVIDIA, FTAI, Brown-Forman, F1, IDEX, Analog Devices

Constellation SoftwareCALarge CapIDEXLifcoHeinekenRolexLVMH
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Weekly update
Mar 25, 2025

Formula 1, Microsoft Copilot, Netflix, Adyen, Subprime Autos, WIZZ, Veralto

MicrosoftUSMega CapNetflixOpenAICarvanaAdyenWizz AirAmazonCredit AcceptanceCarMax
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Weekly update
Mar 12, 2025

GE, Safran, FTAI, and CFM56, AMZN B2B Distribution, NFLX, ASML, Farfetch & Cettire

General ElectricUSMega CapFTAI AviationAmazonSafranAppFolioYardiNetflixFastenalMcKesson

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