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Weekly update

H1 2025 - Most Viewed Interviews & IP Research

TSMCAmazonIAAFTAI AviationDriveTimeCarvanaCopartGE AerospaceDanaherSafranASMLThe AllstateFarfetchBridgecrestCettireGoogleKeringLVMHMcKessonMicrosoftIntelConstellation SoftwareWestlake
Aug 6, 2025

Coupang: Taiwan Expansion & E-Commerce Landscape

Partner Interview
SeaGrabAmazonFarfetchNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsFinancialsInformation Technology
May 25, 2025

Coupang: South Korean E-Commerce Selection & Pricing

Partner Interview
NAVERAmazonFarfetchNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer Discretionary
May 15, 2025
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Weekly update

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

AmazonTSMCFarfetchASMLCettireGoogleDanaherRichemontNVIDIALVMH
May 14, 2025
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IP Research Resource

Farfetch vs Cettire: Luxury Fashion Marketplaces

IP Research Resource
CettireAUSmall CapFarfetchLVMHKeringMonclerRichemontBrand EquityUnique IP & BrandsConsumer Discretionary
May 13, 2025
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Weekly update

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

FarfetchFTAI AviationGoogleMetaIAACopartDuolingoMoodysSafranGE Aerospace
May 8, 2025

Coupang: Coupang Eats & South Korean Food Delivery

Partner Interview
FarfetchDelivery HeroJust Eat TakeawaycomGrabDoorDashUberNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsFinancialsInformation TechnologyCommunication Services
May 6, 2025

Cettire: Managing Luxury Marketplace Operations

IP Icon
IP Interview
CettireAUSmall CapMYT Netherlands ParentFarfetchLVMHKeringBrunello CucinelliMonclerBrand EquityUnique IP & BrandsConsumer Discretionary
Mar 10, 2025

Cettire: Boutique Inventory Allocation Strategy

IP Icon
IP Interview
CettireAUSmall CapFarfetchLVMHKeringBrunello CucinelliBrand EquityUnique IP & BrandsConsumer Discretionary
Mar 6, 2025

Cettire: Boutique Perspective & Brand Restrictions

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IP Interview
CettireAUSmall CapFarfetchLVMHKeringBrunello CucinelliMonclerBrand EquityUnique IP & BrandsConsumer Discretionary
Mar 3, 2025

Cettire & Online Luxury Goods: Competition for Boutique Supply

IP Icon
IP Interview
CettireAUSmall CapFarfetchKeringLVMHRichemontMonclerMYT Netherlands ParentBrand EquityUnique IP & BrandsConsumer Discretionary
Feb 17, 2025
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Weekly update

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

Fevertree DrinksGBSmall CapFTAI AviationFarfetchTeslaDriveTimeLyftBridgecrestCarvanaAmazonMolson Coors BeverageNVIDIACettireKering
Feb 4, 2025

Farfetch: Chinese Luxury Marketplaces & Gray Market

IP Icon
IP Interview
FarfetchUSCettireAlibabaKeringLVMHMonclerBrunello CucinelliBrand EquityUnique IP & BrandsConsumer Discretionary
Feb 3, 2025
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Weekly update

LVMH, Kering, & the Luxury Gray Market, Fairfax, Lifco M&A, Raspberry Pi, ODFL

LVMHFRMega CapLifcoHalmaKeringXPOOld Dominion Freight LineFarfetchCettireRichemontFedEx
Jan 28, 2025
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Value Chain

LVMH, Kering, & Luxury Gray Market Distribution

IP Value Chain
IP ResearchLVMHFRMega CapRichemontAlibabaKeringMonclerBrunello CucinelliChristian DiorPradaBurberryFarfetchCettireBrand EquityUnique IP & BrandsConsumer Discretionary
Jan 23, 2025
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Weekly update

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

CarvanaUSLarge CapCellaVisionAlly FinancialBroadcomSysmexVitrolifeSafeliteCelsiusFTAI AviationCarMaxGoogleDoorDashFarfetchDHLReplySimpson ManufacturingFevertree DrinksGXO Logistics
Jan 7, 2025

Farfetch: Post-Mortem

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IP Interview
FarfetchUSHermèsCettireLVMHKeringMonclerRichemontBrand EquityUnique IP & BrandsConsumer Discretionary
Jan 3, 2025

Chinese Luxury Gray Market Structure

IP Icon
IP Interview
LVMHFRMega CapFarfetchCettireKeringMonclerBrunello CucinelliBrand EquityUnique IP & BrandsConsumer Discretionary
Dec 19, 2024

Luxury Gray Market: Italy to China Product Flow

IP Icon
IP Interview
LVMHFRMega CapKeringCettireFarfetchMonclerBrunello CucinelliBrand EquityUnique IP & BrandsConsumer Discretionary
Dec 9, 2024

YOOX-NET-A-PORTER & Online Luxury Distribution Models

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IP Interview
MYT Netherlands ParentDESmall CapFarfetchLVMHBrand EquityUnique IP & BrandsConsumer Discretionary
Sep 15, 2020

Showing 20 of 21 results