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February 21, 2025

The Gym Group Culture & Bournemouth Clustering Case Study

Former Gym Group Regional Manager
IP Interview
The GymPure GymBasic FitJD Sports FashionFrasers GroupPlanet FitnessScale EconomiesLow Cost OperatorsConsumer Discretionary
February 21, 2025

Mercury General: Balancing Growth & Wildfire Risks

Former Claims Manager at Mercury General Corporation
Partner Interview
Mercury GeneralMarkelKinsale Capital GroupBerkshire HathawayState FarmGEICOProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancials
February 21, 2025

Core Scientific: from Bitcoin Mining to AI Data Centers

Former Executive at Core Scientific
Partner Interview
Core ScientificRiot PlatformsHIVE Digital Technologies LtdCanaan CreativeCredo TechnologyEquinixCoreWeaveInformation TechnologyReal Estate
February 21, 2025

Maravai LifeSciences: CleanCap, Competition, & mRNA Innovation

Former Executive at Maravai LifeSciences
Partner Interview
Maravai LifeSciencesTriLink BioTechnologiesModernaPfizerBioNTechThermo Fisher ScientificGSKDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth Care
February 21, 2025

Daktronics and the Display Boards Market: Sales, Pricing Strategy & Replacement Cycle

Former Project Manager at Daktronics
Partner Interview
DaktronicsWJHWAnthony James PartnersMitsubishi CorporationSamsung ElectronicsInformation TechnologyIndustrials
February 20, 2025

THG: Myprotein US Opportunity

Former Myprotein US Executive
Partner Interview
THGConsumer Discretionary
February 20, 2025

Raspberry Pi Holdings PLC: Arduino Software Stack

Current Director at Arduino
Partner Interview
Raspberry PiQt GroupNVIDIAAdvanced Micro DevicesNetwork EffectsInformation Technology
February 20, 2025

Fairfax Financial: Allied World Overview

Former VP at Allied World
Partner Interview
Fairfax FinancialMarkelChubbRLIProcess PowerInsurers & FinancialsFinancials
February 19, 2025

Netflix, The Trade Desk: Colgate Programmatic CTV Case Study

Former Programmatic Media Director at Colgate-Palmolive
IP Interview
NetflixThe Trade DeskRokuAmazonWalmartWalt DisneyWarner Bros. DiscoveryParamount GlobalColgatePalmoliveCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesConsumer DiscretionaryConsumer Staples
Weekly update
February 19, 2025

Danaher Business System, Amazon B2B Distribution, Markel, Subprime Autos, Lifco, CVNA

DanaherAmazonCredit AcceptanceCarvanaMarkelMcKesson
February 18, 2025

Markel Specialty Insurance Portfolio Mix & Positioning

Former Senior Executive at Markel Insurance
IP Interview
MarkelChubbFairfax FinancialW. R. BerkleyRLIBerkshire HathawayProcess PowerInsurers & FinancialsSerial AcquirerFinancials
IP Research Resource
February 18, 2025

The Danaher Business System

IP Research Roundup
DanaherVeraltoEnvistaSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareIndustrials
February 17, 2025

Driven Brands: Auto Glass Acquisition Integration

Former District Manager at Driven Brands
Partner Interview
BelronDriven BrandsSafeliteIndustrials
February 17, 2025

Fever-Tree and Premium Mixer Shelf Space

Category Leader, Beverages at Kroger
IP Interview
Fevertree DrinksThe KrogerWalmartMolson Coors BeverageBrand EquityUnique IP & BrandsConsumer Staples
February 17, 2025

Genus Plc: ABS Bovine Genetics Division

Former Senior Executive at Genus Plc
Partner Interview
GenusHealth Care
February 17, 2025

Next Plc: Fashion Risks & Sourcing Agility

Former Sourcing Director at Next
Partner Interview
NEXTASOSboohooPrimarkZalandoNetwork EffectsMarketplaces & PlatformsConsumer Discretionary
February 17, 2025

Medpace: Culture, Leadership & Compensation

Former Business Development Executive
Partner Interview
MedpaceICONCharles River Laboratories InternationalIQVIAParexel InternationalThermo Fisher ScientificSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseHealth Care
February 17, 2025

Carvana: Reconditioning & Selling Off-Lease Vehicles

Former Associate Director of Inspection Centers at Carvana
IP Interview
CarvanaCarMaxSixtHertz GlobalManheimADESACounter PositioningNetwork EffectsVertically Integrated RetailerLow Cost OperatorsAuctions & ClassifiedsConsumer DiscretionaryIndustrials
February 17, 2025

SIXT: Consolidated Rent-a-Car (ConRACs) & US Market Challenges

Former VP at SIXT
Partner Interview
SixtHertz GlobalAvis BudgetEnterprise Rent-A-CarIndustrials
February 17, 2025

Dollar General: COVID Hangover & Cultural Challenges

Former Regional Director at Dollar General
Partner Interview
Dollar GeneralWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyNetwork EffectsScale EconomiesSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer Discretionary