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Apr 29, 2020

Amazon Europe: Logistics, Hiring and Leadership Principles

Former VP, Amazon Logistics Europe
IP Icon
IP Interview
AmazonUSMega CapScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary

Interview Extract

... In Practise: Philippe, great to be with you, welcome. ...
Feb 5, 2021

Amazon vs CDON, Allegro, & Bol.com

Former VP, Amazon Logistics Europe
IP Icon
IP Interview
AmazonUSMega CapCDONAllegroScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary

Interview Extract

... In Practise: Philippe, can you just provide some context to when you first joined Amazon and how you were looking at building out a European infrastructure, to deliver goods to consumers? ...
May 29, 2020

Amazon European Logistics Buildout

Former VP, Amazon Logistics Europe
IP Icon
IP Interview
AmazonUSMega CapScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary

Interview Extract

... In Practise: Philippe, a pleasure to have you with us. Could you provide some context to when you joined Amazon in 2000 and the state of the network, in Europe? ...
Oct 16, 2025

Turning Point Brands: FRE Shelf Entry in a ZYN-Dominated Category

Former Category Manager at Family Dollar
Partner Interview
Turning Point BrandsUSSmall CapPhilip Morris InternationalBritish American TobaccoConsumer Staples

Interview Extract

... Operator: What have you heard from others? When deciding to go with FRE, did they show you any data about their performance in other stores? I'm trying to understand, in the stores where FRE has been for six months, what kind of market share do they have as consumers have had a chance to try it? ...
Oct 6, 2025

TSMC: Supply Over Price

Former Senior Executive at Qualcomm
Partner Interview
TSMCTWMega CapQualcommGLOBALFOUNDRIESASMLNVIDIAMicron TechnologySK hynixAdvanced Micro DevicesIntelSwitching CostsProcess PowerMission Critical Products & ServicesInformation Technology

Interview Extract

... I think it's somewhere between a niche and a game changer. It's almost like it's a new market. So, I think the gallium nitride and silicon carbide, the big advantage of these, they call them three-five materials. If you remember your periodic table, right, the region three, region five. These materials are like an extension of gallium arsenide in that they can withstand very high temperatures. Many of these technologies, by the way, came out of the LED lighting space. You've probably heard of Signify, which used to be Philips Lighting in Europe. ...
May 13, 2025

Pro Medicus: Winning the U.S. Imaging Software Market

Former Technical Director at Visage Imaging
Partner Interview
Pro MedicusSECTRAPro MedicusSECTRAHealth Care

Interview Extract

... I'm not 100% sure about that. I think they won deployment in certain subspecialties at some Kaiser facilities. I believe it was 10 Kaiser facilities, with an option to expand over time. It was a 10-year deal, but I've heard Kaiser has capped Sectra's expansion, sticking to the initial 10 small deployments and remaining with Philips. I don't have inside information from any of those three, including the customer. ...
Nov 7, 2025

Watches of Switzerland Group USA: A Brand's Perspective

Former VP at Van Cleef & Arpels, Richemont
Partner Interview
Watches of Switzerland GroupGBSmall CapRichemontKeringLVMHBrand EquityUnique IP & BrandsConsumer Discretionary

Interview Extract

... Comparing Patek Philippe to brands with only 30 to 36 points of sale in the U.S., it's minimal. There are many pockets of wealth where these brands aren't present, and people in those areas don't necessarily want to travel to New York, Beverly Hills, Aspen, or Miami for shopping. Brands like Roberto Coin or David Yurman could fill that gap. ...
Jan 12, 2022

Halma, Kirk Key, & HLMA Organisational Structure

Former VP Global Sales and Marketing at Kirk Key, a Halma Company.
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IP Interview
HalmaGBLarge CapSwitching CostsSerial AcquirerIndustrialsInformation Technology

Interview Extract

... Bill Trautmann: Philippe Felten, yes. ...
Jul 13, 2025

Watches of Switzerland: Channel Strategy & Certified Pre-Owned

Former Director at Vacheron Constantin
Partner Interview
Watches of Switzerland GroupLVMHRolexRichemontWatches of Switzerland GroupLVMHRolexRichemontBrand EquityUnique IP & BrandsConsumer Discretionary

Interview Extract

... When you talk about Patek Philippe, and you look at the president and his interviews regarding distribution, he has always made it clear that he sees his company as a watchmaker. He emphasizes this to highlight that they focus on producing watches and are less involved in selling them. ...
Apr 23, 2022

Victoria, Balta Group, & UK Soft Flooring

Former Purchasing Director at Balta Group
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IP Interview
VictoriaGBSmall CapBalta GroupConsumer Discretionary

Interview Extract

... In Practise: That is why Philippe is there. ...
Dec 4, 2024

The Luxury Watches Grey Market & Asian Imports

Former Luxury Watches Distributor & Cartier Executive
IP Icon
IP Interview
The SwatchCHLarge CapRichemontLVMHWatches of Switzerland GroupRolexBrand EquityUnique IP & BrandsConsumer Discretionary

Interview Extract

... In Practise: Yes, the ASP for Patek Philippe is also pretty high anyway, right? ...
Jun 6, 2025

Judges Scientific PLC Geotek: Geologic AI Competition

Former President at GeologicAI
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IP Interview
Judges ScientificEpirocSDI GroupBentley SystemsJudges ScientificEpirocSDI GroupBentley SystemsProcess PowerSerial AcquirerIndustrialsInformation Technology

Interview Extract

... The other ones, like the new hyperspectral one that Philippe built, are doing thousands of meters a day with full core scanning. With GeologicAI, they're putting serious amounts of core through their scanner. ...
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Dec 5, 2024

FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi

FTAI AviationUSLarge CapDiDi GlobalChromalloyRolexLVMHVeraltoAvon ProtectionWayfairGE AerospaceCarvanaMelrose IndustriesAlly FinancialReplyOverstock

Article Extract

... A former LVMH executive estimates ~15-20% of the luxury watch market is sold via grey channels. Over 66% of Patek Philippe volume seems to be sold via such channels whereas Rolex is more controlled. ...
Oct 22, 2024

LVMH: Balancing Quality and Growth

Former President at Louis Vuitton
IP Icon
IP Interview
LVMHFRMega CapHermèsRichemontBrand EquityUnique IP & BrandsConsumer Discretionary

Interview Extract

... The best way to explain is with an example from our company. We designed a world time zone watch with 24 time zones. Patek Philippe has a very famous one, and we designed our own. Initially, the challenge was to ensure it didn't resemble Patek Philippe. The team worked on the design, and we named it Escale. It was a great success. The watch was quite expensive, priced between $60,000 and $70,000, which was slightly cheaper than Patek but still very costly. It was well-received by our VIP clients. ...
Jul 15, 2024

Watches of Switzerland: Rolex / Bucherer Acquisition & US Expansion

Former Head of Operations at Watches of Switzerland Group
Partner Interview
Watches of Switzerland GroupGBSmall CapRolexLVMHBrand EquityUnique IP & BrandsConsumer Discretionary

Interview Extract

... Going back to the question at hand, Rolex was criticized for their lack of supply and demand. It reached a point where it was ridiculous that you couldn't buy a stainless steel sports model from Rolex, Patek Philippe, or Audemars Piguet. They were potentially worth more on the pre-owned market than a gold piece Daytona, for example. Still, a Daytona would potentially sell more on the pre-owned market than a steel and gold piece, and potentially more than a solid gold piece, which is crazy. Rolex had to take control of this situation. Over the last ten years, we've seen measures to integrate and control the pre-owned market. This is probably an entire conversation in itself, if you're interested. The pre-owned market has been significant, and Brian has been involved in it for a long time. David, now vice president and running America, was responsible for pre-owned when he was in the UK, and we worked in adjacent offices. The pre-owned market is seen as very important. ...
Jan 14, 2022

Halma, Crowcon Detection Instruments, & HLMA Process Safety Sector

Former Director at Crowcon Detection Instruments, a Halma Company
IP Icon
IP Interview
HalmaGBLarge CapSwitching CostsSerial AcquirerIndustrialsInformation Technology

Interview Extract

... In Practise: Looking at the current structure of Halma, there is more of a sector support team which used to be Philippe Felten for process safety which Crowcon comes under; he had a small team of divisional CEOs and an M&A guy. How powerful was that structure for Halma versus the older more decentralized version? ...
Dec 1, 2025

Richemont: Van Cleef & Arpels Growth, Middle East & Alhambra

Former Executive at Van Cleef & Arpels
Partner Interview
RichemontCHLarge CapLVMHKeringBrand EquityUnique IP & BrandsConsumer Discretionary

Interview Extract

... Yes, definitely. Cartier, as I mentioned, was the first to lead the path by opening mono-brand stores in the Middle East and establishing affiliates in Saudi Arabia. Van Cleef & Arpels followed, and now more brands are joining. If you consider Bulgari and Tiffany, they were not initially part of this trend. When Richemont set up its affiliate in Riyadh, these brands were still with distributors. Gradually, they are adjusting and establishing their own affiliates in the region, which is linked to the end of their distribution contracts. So, I would say they are more followers. Other groups like Kering, and brands such as Hermès, even Patek Philippe and Rolex, don't have their own affiliates yet. LVMH is following Richemont's path, but not at the same speed. Richemont is more advanced in establishing its own affiliates. We all know that having your own distribution and affiliates, verticalization, or internalization, positively impacts how you implement your business, engage with clients, and ultimately, the bottom line, meaning the margin. ...
Sep 23, 2024

Richemont: Buccellati Acquisition & Luxury Jewellery

Former Executive at Buccellati
Partner Interview
RichemontCHLarge CapLVMHBrand EquityUnique IP & BrandsConsumer Discretionary

Interview Extract

... There's an emotional attachment to it. There's a generational attachment to it because if your grandmother had a Cartier ring or a Buccellati ring, that resonates with people. And I think that's probably where, if I was a jewelry brand, I would really try to emphasize the sort of Patek Philippe thing that you don't buy it, you hand it down. I think that's a pretty good strategy for a lot of these jewelry brands to make it clear that it has value. The only problem with that is, why should I buy one when I can buy a secondhand one? ...
May 13, 2024

Basic Fit France: Gym Market Challenges

Former Managing Director at Fitness Park
Partner Interview
Basic FitNLSmall CapPlanet FitnessFitness ParkThe GymScale EconomiesLow Cost OperatorsConsumer Discretionary

Interview Extract

... When Fitness Park started in 2009, they completely abandoned the Lady Moving brand. This led to the failure of many, and everyone went bankrupt except for me, as I had the best studio. I sold it to open a Fitness Park just at the border of Paris in 2013, which was a huge success. Two years later, in 2014, exactly one year after the group was sold, Philippe Herbette, a franchisee, raised funds and bought the Moving Group to transform it into Fitness Park a few years later. ...

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