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Jun 19, 2025
The Trade Desk: Navigating CTV Consolidation
Former Director at The Trade Desk, Inc.
Partner Interview
The Trade DeskApplovinMetaInstagramByteDanceSpotifyParamount GlobalWarner Bros. DiscoveryNetflixGoogleAmazonThe Trade DeskApplovinMetaInstagramByteDanceSpotifyParamount GlobalWarner Bros. DiscoveryNetflixGoogleAmazonNetwork EffectsCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
IP Research Resource
Oct 24, 2024
Our New Physical Book Release
Limited Edition Clothbound Hardback Book
Danaher•US•Large CapSpotifyCostco WholesaleTransDigm GroupLVMHNintendoPernod RicardDominos PizzaConstellation SoftwareSunbelt RentalsNetwork EffectsScale EconomiesSwitching CostsBrand EquityCornered ResourceProcess PowerMarketplaces & PlatformsLow Cost OperatorsMission Critical Products & ServicesSerial AcquirerUnique IP & BrandsOEMs w/ Installed BaseFranchisorsB2B SoftwareCommunication ServicesConsumer StaplesIndustrialsConsumer DiscretionaryHealth CareInformation Technology
Mar 11, 2024
Universal Music: Artist Management In A Streaming Era
Former A&R Executive at Universal Music Group
Weekly update
Mar 4, 2024
ACV Auctions Survey, Stevanato, Danaher, FERG, UMG, GoEasy, Miller Industries, GYM
ACV Auctions•US•Small CapFergusongoeasyThe GymDanaherUniversal MusicSpotifyManheimBasic Fit
Mar 4, 2024
Universal Music Group: Catalog Acquisition, DSP's & New Talent
Former Executive Vice President at Universal Music Group
Feb 26, 2024
Warner Music Group: Driving Value From The Catalog
Former Regional CFO at Warner Music Group
Weekly update
Feb 21, 2024
Discount Gyms, Domino's, Pall & Bioprocessing, Universal & Warner Music, HashiCorp, Wayfair vs AMZN FBA
Amazon•US•Mega CapWayfairThe GymHashiCorpDanaherDominos PizzaBasic FitUniversal MusicSpotify
Feb 19, 2024
Universal & Warner Music: New Artist Deals & Artist Development
Former Regional CFO at Warner Music Group
Weekly update
Dec 22, 2023
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
ACV Auctions•US•Small CapTemuCoreWeaveSpotifyAmazonDiscoveryTransDigm GroupUnited RentalsAirbusSHEINNVIDIANetflixCarvanaIntelAdvanced Micro DevicesThe Trade DeskAshtead Group
Dec 18, 2023
Investor Dialogue: Spotify, Podcasting & Competition
IP Dialogue
Spotify•LU•Large CapNetwork EffectsMarketplaces & PlatformsCommunication ServicesWeekly update
Nov 14, 2023
HEICO & PMAs, Waters Corp, CarMax, Evolution Gaming, Cogent & Hyperscalers, Spotify, Wayfair
HEICO•US•Large CapEvolutionCarMaxSpotifyWatersWayfairHoneywellEatonCarvanaDraftKings
IP Fieldwork Podcast
Nov 8, 2023
Spotify Podcast Advertising
In Practise Podcast
Spotify•LU•Large CapAcastNetwork EffectsMarketplaces & PlatformsCommunication Services
Weekly update
Oct 16, 2023
Spotify Podcast Ads, Danaher, Yelp, XPEL, IMCD, Atlas Copco, Becle, XPO Logistics
Spotify•LU•Large CapAgilentXPELYelpDanaherIMCDGoogleXPOBecleAmazon
Value Chain
Oct 16, 2023
Spotify: Podcast Advertising Value Chain
In Practise Research
IP ResearchSpotify•LU•Large CapGoogleSirius XMAcastNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication Services
Oct 15, 2023
Spotify Podcast Ads: Monetising a Megaphone Show
Co-founder at Megaphone
Oct 10, 2023
Spotify Podcasting: DSP, Inventory Aggregation & Scaling Programmatic
Former Senior VP at Ocean Media
Weekly update
Oct 10, 2023
Spotify, Vitec, IMCD, HelloFresh, AmSafe & HEICO, Michelin, HashiCorp, LTL, AvidExchange
Spotify•LU•Large CapIMCDMichelinHelloFreshHashiCorpHEICOAvidXchangeAppleYellowGoogleAirbusContinentalMainfreightOld Dominion Freight Line
Oct 6, 2023
Spotify Podcasting: Original Content Strategy
Former Podcast Executive at Spotify
Weekly update
Sep 7, 2023
Zara's Supply Chain, Dino Polska, Spotify, Fever Tree, Keywords, CACC, Essentra
Spotify•LU•Large CapSHEINEssentraFevertree DrinksCredit AcceptanceKeywords StudiosASOSboohoo
Sep 5, 2023
Spotify Podcasting: An Agency Buyer's Perspective
National Audio Investment Executive at Publicis Media
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