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Nov 25, 2025

Alibaba Group: Culture and AliExpress Growth

Former Head of Marketplace Expansion at Alibaba Group
Partner Interview
AlibabaCNMega CapPDD HoldingsJD.comAmazonCounter PositioningScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
Sep 10, 2025

Shopee: Indonesia Competitive Environment

Country Executive at Lazada
Partner Interview
SeaSGLarge CapByteDanceAlibabaScale EconomiesNetwork EffectsVertically Integrated RetailerConsumer DiscretionaryCommunication Services
Mar 31, 2025

Wayfair vs TEMU: Competing for Small Ticket Items

Former Manager - Asia Partner Solutions at Wayfair
Partner Interview
WayfairUSLarge CapTemuWilliams-SonomaThe Home DepotWalmartTargetAmazonJD.comAlibabaByteDancePDD HoldingsCounter PositioningScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesConsumer Staples
Feb 3, 2025

Farfetch: Chinese Luxury Marketplaces & Gray Market

Former Executive at Farfetch China
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IP Interview
FarfetchKRLarge CapCettireAlibabaKeringLVMHMonclerBrunello CucinelliBrand EquityUnique IP & BrandsConsumer Discretionary
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Value Chain
Jan 23, 2025

LVMH, Kering, & Luxury Gray Market Distribution

IP Value Chain
IP ResearchLVMHFRMega CapRichemontAlibabaKeringMonclerBrunello CucinelliChristian DiorPradaBurberryFarfetchCettireBrand EquityUnique IP & BrandsConsumer Discretionary
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Weekly update
May 23, 2024

AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng

AppFolioUSMid CapLoarMarkelHalmaAMETEKPDD HoldingsByteDanceJD.comJobRadHoneywellAlibabaAmazonShopifyHEICOAirbusShimano
May 20, 2024

Douyin, PDD, Taobao, & JD: a Merchant Perspective

Former Senior Manager at Douyin, ByteDance and Alibaba
Partner Interview
ByteDancePDD HoldingsAlibabaJD.comAmazonShopifyCounter PositioningScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareConsumer DiscretionaryInformation Technology

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