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Found 11 results in 5ms
Found 11 results in 5ms
Apr 4, 2026
Futu Holdings & Interactive Brokers: Asian Retail Brokerage Platforms
Partner Interview
Futu•HK•Large CapByteDanceInteractive BrokersTencentFinancialsCommunication ServicesDec 8, 2025
Coupang: Korean E-Commerce Ad Sales
Partner Interview
Coupang IncTikTok ShopAmazonSeaByteDanceNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesNov 25, 2025
Baidu, Douyin, & the Chinese Search Market
Partner Interview
Baidu•CN•Large CapProsusTencentGoogleByteDanceNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesConsumer DiscretionarySep 10, 2025
Shopee: Indonesia Competitive Environment
Partner Interview
Sea•SG•Large CapByteDanceAlibabaNetwork EffectsScale EconomiesVertically Integrated RetailerConsumer DiscretionaryCommunication ServicesJul 8, 2025
The Trade Desk: Competitive Moats, DSP Landscape & CTV Trends
Partner Interview
The Trade DeskGoogleAmazonStackAdaptMetaByteDanceNetflixThe Trade DeskGoogleAmazonStackAdaptMetaByteDanceNetflixNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJun 19, 2025
The Trade Desk: Navigating CTV Consolidation
Partner Interview
The Trade DeskApplovinMetaInstagramByteDanceSpotifyParamount GlobalWarner Bros. DiscoveryNetflixGoogleAmazonThe Trade DeskApplovinMetaInstagramByteDanceSpotifyParamount GlobalWarner Bros. DiscoveryNetflixGoogleAmazonNetwork EffectsCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryMar 31, 2025
Wayfair vs TEMU: Competing for Small Ticket Items
Partner Interview
Wayfair•US•Large CapTemuWilliams-SonomaThe Home DepotWalmartTargetAmazonJD.comAlibabaByteDancePDD HoldingsCounter PositioningBrand EquityScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesConsumer Staples
Weekly update
May 23, 2024
AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng
AppFolio•US•Mid CapLoarMarkelHalmaAMETEKPDD HoldingsByteDanceJD.comJobRadHoneywellAlibabaAmazonShopifyHEICOAirbusShimano
May 20, 2024
Douyin, PDD, Taobao, & JD: a Merchant Perspective
Partner Interview
ByteDancePDD HoldingsAlibabaJD.comAmazonShopifyCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareConsumer DiscretionaryInformation TechnologyWeekly update
Apr 19, 2023
Amazon Ads, ADPma & PMA Parts, Teams vs Slack, Office 365, YouTube, Serial Acquirers, & IP Primary Research Centre
Amazon•US•Mega CapMicrosoftGoogleADPMaByteDanceLifcoDiplomaHEICOConstellation SoftwareDanaher
Apr 13, 2023
YouTube, Twitch, & Live-Video Monetisation
Partner Interview
Google•US•Mega CapAmazonByteDanceNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryCommunication ServicesYou've reached the end