Explore our full content library.
AppLovin E-Commerce Advertising: A Beauty Brand's Perspective
Jul 7, 2026
Partner Interview
Applovin•US•Large CapMetaAmazonByteDanceNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 7, 2026
Coupang: AI-Driven Advertising & Video Commerce Strategy
May 13, 2026
Partner Interview
Coupang Inc•US•Large CapKlaviyoAmazonByteDanceNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyMay 13, 2026
Futu Holdings & Interactive Brokers: Asian Retail Brokerage Platforms
Apr 4, 2026
Partner Interview
Futu•HK•Large CapByteDanceInteractive BrokersTencentFinancialsCommunication ServicesApr 4, 2026
Coupang: Korean E-Commerce Ad Sales
Dec 8, 2025
Partner Interview
Coupang Inc•US•Large CapTikTok ShopAmazonSeaByteDanceNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesDec 8, 2025
Baidu, Douyin, & the Chinese Search Market
Nov 25, 2025
Partner Interview
Baidu•CN•Large CapProsusTencentGoogleByteDanceNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesConsumer DiscretionaryNov 25, 2025
Shopee: Indonesia Competitive Environment
Sep 10, 2025
Partner Interview
Sea•SG•Large CapByteDanceAlibabaNetwork EffectsScale EconomiesVertically Integrated RetailerConsumer DiscretionaryCommunication ServicesSep 10, 2025
The Trade Desk: Competitive Moats, DSP Landscape & CTV Trends
Jul 8, 2025
Partner Interview
The Trade DeskGoogleAmazonStackAdaptMetaByteDanceNetflixNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 8, 2025
The Trade Desk: Navigating CTV Consolidation
Jun 19, 2025
Partner Interview
The Trade DeskApplovinMetaInstagramByteDanceSpotifyParamount GlobalWarner Bros. DiscoveryNetflixGoogleAmazonNetwork EffectsCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJun 19, 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
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
Weekly update
Amazon Ads, ADPma & PMA Parts, Teams vs Slack, Office 365, YouTube, Serial Acquirers, & IP Primary Research Centre
Apr 19, 2023
Amazon•US•Mega CapMicrosoftGoogleADPMaByteDanceLifcoDiplomaHEICOConstellation SoftwareDanaher
Apr 19, 2023
YouTube, Twitch, & Live-Video Monetisation
Apr 13, 2023
Partner Interview
Google•US•Mega CapAmazonByteDanceNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryCommunication ServicesApr 13, 2023
You've reached the end