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Flutter Entertainment: Local Autonomy & US Scale Data Advantages

Former Senior Executive at Flutter
Partner Interview
Flutter EntertainmentDraftKingsSky Betting & GamingBet365Consumer Discretionary
IP Research Analysis
July 13, 2025

Fever-tree & US Distribution: From Southern Glazer's to Molson Coors

IP Research
IP ResearchFevertree DrinksMolson Coors Brewing CompanyBrand EquityUnique IP & BrandsConsumer Staples
July 13, 2025

Fever-tree & Molson Coors: US Grocery Promotional Placement

Category Leader, Beverages at Kroger
IP Interview
Fevertree DrinksBrand EquityUnique IP & BrandsConsumer Staples
July 13, 2025

Fever-tree / Molson Coors Distribution Partnership Progress

Former Molson Coors Sales Executive and Current Molson Distributor
IP Interview
Fevertree DrinksMolson Coors BeverageBrand EquityUnique IP & BrandsConsumer Staples
July 13, 2025

Fever-tree US Distribution Opportunity & Management Review

Former Vice President of Fever Tree
IP Interview
Fevertree DrinksMolson Coors BeverageBrand EquityUnique IP & BrandsConsumer Staples
July 13, 2025

AWS: Data Center Regional Economics

Former Capacity Planning Director at AWS
Partner Interview
Amazon Web ServicesMicrosoftGoogleNVIDIAOracleSwitching CostsNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication Services
July 13, 2025

Watches of Switzerland: Channel Strategy & Certified Pre-Owned

Former Director at Vacheron Constantin
Partner Interview
Watches of Switzerland GroupLVMHRolexRichemontBrand EquityUnique IP & BrandsConsumer Discretionary
July 9, 2025

Paycom: Integration, AI Strategy & Competitive Positioning

Former VP at Paycom
Partner Interview
Paycom SoftwarePaylocityPaycor HCMADPPaychexWorkdaySwitching CostsB2B SoftwareIndustrialsInformation Technology
July 8, 2025

ESCO Technologies: SM&P Acquisition

Former Executive at Ultra Maritime
Partner Interview
ESCOHEICOTransDigm GroupHoneywellRTXSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsInformation Technology
July 8, 2025

Airbus: Supply Chain Bottlenecks

Former Director at Airbus
Partner Interview
AirbusThe BoeingPrecision CastpartsHowmet AerospaceMelrose IndustriesGeneral ElectricSafranProcess PowerSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseIndustrialsFinancials
July 8, 2025

Epson: AstroNova & On Demand Color Printing

Former Product Manager at Epson
Partner Interview
Seiko EpsonAstroNovaInformation Technology
July 8, 2025

Wise Platform: Mandiri Bank Case Study

Current Director at Mandiri Bank
Partner Interview
WiseRevolutWestern UnionRemitly GlobalVisaPT Bank Mandiri PerseroNetwork EffectsFinancialsInformation Technology
July 8, 2025

QXO & US Building Product Distribution: Local Share Advantages and New-Build vs. Remodel Dynamics

Former VP at Power Home Remodeling
IP Interview
QXOBuilders FirstSourceCertainTeedPower Home RemodelingThe Home DepotScale EconomiesB2B MiddlemenSerial AcquirerInformation TechnologyIndustrialsConsumer Discretionary
July 8, 2025

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

Maintenance Director of a Large Asian Airline
Partner Interview
FTAI AviationGeneral ElectricSafranCFM InternationalMTU Aero EnginesScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
July 8, 2025

TSMC: Photonics, Packaging, and Chinese Foundry Competition

Former VP at Micron Technology
Partner Interview
Micron TechnologyTSMCTaiwan Semiconductor Co., Ltd.Samsung ElectronicsIntelNVIDIAAppleBroadcomASMLSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer Discretionary
July 8, 2025

Roper Technologies: CentralReach Acquisition

Former VP at CentralReach
Partner Interview
RoperConstellation SoftwareSwitching CostsSerial AcquirerB2B SoftwareIndustrialsInformation Technology
July 8, 2025

The Trade Desk: Competitive Moats, DSP Landscape & CTV Trends

Former Director at The Trade Desk, Inc.
Partner Interview
The Trade DeskGoogleAlphabetAmazonStackAdaptMetaByteDanceNetflixNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Weekly update
July 8, 2025

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

General ElectricSafranIntuitive Surgical
July 7, 2025

PAR Technology: POS Disruption & Owning the Consumer Relationship

Former VP at PAR Technology
Partner Interview
PARNCR Voyix CorporationToastOloSodexoOracleSwitching CostsB2B SoftwareInformation TechnologyFinancialsIndustrialsConsumer Discretionary
July 7, 2025

Fairfax Holdings: Equity Investments Allocation Comparison

Former Senior Executive at Markel Insurance
IP Interview
Berkshire HathawayW. R. BerkleyChubbFairfax FinancialMoodysS&P GlobalMarkelProcess PowerInsurers & FinancialsSerial AcquirerFinancials