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Dec 3, 2025

FTAI Aviation: Competitive Advantage & Opportunities

Former Engineering Director, FTAI Aviation
Partner Interview
FTAI AviationUSLarge CapAARMTU Aero EnginesSafranGE AerospaceStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Oct 28, 2025

FTAI Aviation: Vertical Integration Gains & PMA

Former Director at Korry Electronics
Partner Interview
FTAI AviationUSLarge CapSafranGE AerospaceTransDigm GroupHEICOChromalloyScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Oct 19, 2025

FTAI: Module Swap Process

Former Sr. Vice President, Aircraft Leasing / Marketing at FTAI Aviation
Partner Interview
FTAI AviationUSLarge CapHEICOTransDigm GroupMTU Aero EnginesEmbraerAerCapThe BoeingAirbusGE AerospaceScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesSerial AcquirerInsurers & FinancialsOEMs w/ Installed BaseIndustrials
Oct 12, 2025

FTAI Aviation: Module Swaps vs CFM’s Locked Ecosystem

Former Chief Engineer at GE Aerospace
Partner Interview
FTAI AviationUSLarge CapGE AerospaceRolls-RoyceChromalloyDeutsche LufthansaStandardAeroThe BoeingAirbusSafranRTXScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Oct 5, 2025

StandardAero: Engine OEM Agreements & Component Repair

Former VP at StandardAero
IP Icon
IP Interview
StandardAeroUSMid CapFTAI AviationSafranGE AerospaceRTXScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
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Weekly update
Aug 6, 2025

H1 2025 - Most Viewed Interviews & IP Research

TSMCAmazonIAAFTAI AviationDriveTimeCarvanaCopartGE AerospaceDanaherSafranASMLThe AllstateFarfetchBridgecrestCettireGoogleKeringLVMHMcKessonMicrosoftIntelConstellation SoftwareWestlakeTSMCAmazonIAAFTAI AviationDriveTimeCarvanaCopartGE AerospaceDanaherSafranASMLThe AllstateFarfetchBridgecrestCettireGoogleKeringLVMHMcKessonMicrosoftIntelConstellation SoftwareWestlake
Jul 30, 2025

FTAI vs Independent Mid-Life Engine MRO Shops

Former Sales and MRO Director at Safran and TurbineAero
IP Icon
IP Interview
FTAI AviationUSLarge CapSafranStandardAeroMTU Aero EnginesGE AerospaceScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jul 8, 2025

FTAI Aviation: APAC Module Swap Model, MRO Partnerships & LEAP Outlook

Maintenance Director of a Large Asian Airline
Partner Interview
ICF InternationalFTAI AviationGE AerospaceSafranMTU Aero EnginesICF InternationalFTAI AviationGE AerospaceSafranMTU Aero EnginesScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jul 5, 2025

GE Aerospace: CFM56 vs LEAP and COMAC Disruption Risk

Former Chief Engineer at GE Aerospace
IP Icon
IP Interview
StandardAeroGE AerospaceSafranFTAI AviationMTU Aero EnginesStandardAeroGE AerospaceSafranFTAI AviationMTU Aero EnginesScale EconomiesSwitching CostsProcess PowerMission Critical Products & ServicesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsIndustrials
Jul 5, 2025

GE Aerospace vs Howmet & PCC: HPT Issues & Bargaining Power

Former Chief Engineer at GE Aerospace
IP Icon
IP Interview
Berkshire HathawayHowmet AerospaceGE AerospaceSafranChromalloyFTAI AviationBerkshire HathawayHowmet AerospaceGE AerospaceSafranChromalloyFTAI AviationScale EconomiesSwitching CostsProcess PowerInsurers & FinancialsSerial AcquirerMission Critical Products & ServicesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsFinancialsIndustrials
Jun 2, 2025

FTAI, Module Swaps, & GOL's CFM56 MRO Strategy

Former Maintenance Manager at Gol Airlines
IP Icon
IP Interview
FTAI AviationGE AerospaceSafranRTXFTAI AviationGE AerospaceSafranRTXScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
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Weekly update
May 8, 2025

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

FarfetchFTAI AviationGoogleMetaIAACopartDuolingoMoodysSafranGE AerospaceFarfetchFTAI AviationGoogleMetaIAACopartDuolingoMoodysSafranGE Aerospace
May 7, 2025

FTAI vs CFM Materials: USM Sourcing, Pricing, & Availability

Former Director at Korry Electronics
IP Icon
IP Interview
SafranGE AerospaceFTAI AviationMTU Aero EnginesRTXSafranGE AerospaceFTAI AviationMTU Aero EnginesRTXSwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
Apr 1, 2025

FTAI Aviation: How a Customer Uses Module Swaps

Maintenance Director of a Large Asian Airline
IP Icon
IP Interview
FTAI AviationUSLarge CapGE AerospaceRTXSafranMTU Aero EnginesSwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
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Weekly update
Mar 12, 2025

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

GE AerospaceUSMega CapFTAI AviationAmazonSafranAppFolioYardiNetflixFastenalMcKesson
Mar 9, 2025

GE, Safran, FTAI, and the Modular Design History of the CFM56

Former Chief Engineer at GE Aerospace
IP Icon
IP Interview
GE AerospaceUSMega CapFTAI AviationSafranMTU Aero EnginesScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
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Weekly update
Feb 4, 2025

Fever-Tree / Molson Coors, FTAI Short Report, Tesla, Sartorius, CVNA, Farfetch & China Lux, CCC, Zoetis

Fevertree DrinksGBSmall CapFTAI AviationFarfetchTeslaDriveTimeLyftBridgecrestCarvanaAmazonMolson Coors BeverageNVIDIACettireKering
Jan 30, 2025

FTAI Aviation: Short Report Review

Former Engineering Director, FTAI Aviation
Partner Interview
FTAI AviationUSLarge CapICF InternationalSafranGE AerospaceMTU Aero EnginesSwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
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Weekly update
Jan 7, 2025

Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank

CarvanaUSLarge CapCellaVisionAlly FinancialBroadcomSysmexVitrolifeSafeliteCelsiusFTAI AviationCarMaxGoogleDoorDashFarfetchDHLReplySimpson ManufacturingFevertree DrinksGXO Logistics
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IP Research Resource
Dec 30, 2024

In Practise 2024: Year In Review

TeslaUSMega CapPerimeter SolutionsFTAI AviationIntuitive SurgicalDomino's Pizza EnterprisesThe GymFergusonDanaherConstellation SoftwareTopicusLoarAshtead GroupBurford CapitalACV AuctionsHermèsLifcoWatscoHalmaScale EconomiesSwitching CostsCornered ResourceProcess PowerNetwork EffectsBrand EquityMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseB2B MiddlemenSerial AcquirerB2B SoftwareInsurers & FinancialsAuctions & ClassifiedsMaterialsIndustrialsHealth CareConsumer DiscretionaryInformation TechnologyFinancials

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