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Kaspi: Hepsiburada & Turkish E-commerce
Dec 28, 2025
Partner Interview
Kaspikz•KZ•Large CapAmazonAlibabaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryDec 28, 2025
Coupang: Infrastructure Strategy & Data-Driven Decision Making
Nov 27, 2025
Partner Interview
Coupang Inc•US•Large CapAmazonSeaMercadoLibreAllegroJD.com, Inc.AlibabaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesNov 27, 2025
Alibaba Group: Culture and AliExpress Growth
Nov 25, 2025
Partner Interview
Alibaba•CN•Mega CapPDD HoldingsJD.comAmazonCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyNov 25, 2025
Shopee: Indonesia Competitive Environment
Sep 10, 2025
Partner Interview
Sea•SG•Large CapByteDanceAlibabaNetwork EffectsScale EconomiesVertically Integrated RetailerConsumer DiscretionaryCommunication ServicesSep 10, 2025
Wayfair vs TEMU: Competing for Small Ticket Items
Mar 31, 2025
Partner Interview
Wayfair•US•Large CapTemuWilliams-SonomaThe Home DepotWalmartTargetAmazonJD.comAlibabaByteDancePDD HoldingsCounter PositioningBrand EquityScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesConsumer StaplesMar 31, 2025
Farfetch: Chinese Luxury Marketplaces & Gray Market
Feb 3, 2025
Feb 3, 2025
Value Chain
LVMH, Kering, & Luxury Gray Market Distribution
Jan 23, 2025
IP Value Chain
IP ResearchLVMH•FR•Mega CapRichemontAlibabaKeringMonclerBrunello CucinelliChristian DiorPradaBurberryFarfetchCettireBrand EquityUnique IP & BrandsConsumer Discretionary
Jan 23, 2025
Weekly update
AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng
May 23, 2024
AppFolio•US•Mid CapLoarMarkelHalmaAMETEKPDD HoldingsByteDanceJD.comJobRadHoneywellAlibabaAmazonShopifyHEICOAirbusShimano
May 23, 2024
Douyin, PDD, Taobao, & JD: a Merchant Perspective
May 20, 2024
Partner Interview
ByteDancePDD HoldingsAlibabaJD.comAmazonShopifyCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareConsumer DiscretionaryInformation TechnologyMay 20, 2024
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