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April 29, 2020
Amazon Europe: Logistics, Hiring and Leadership Principles
Former VP, Amazon Logistics Europe
Interview Extract
... In Practise: Philippe, great to be with you, welcome. ...February 5, 2021
Amazon vs CDON, Allegro, & Bol.com
Former VP, Amazon Logistics Europe
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
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? ...October 16, 2025
Turning Point Brands: FRE Shelf Entry in a ZYN-Dominated Category
Former Category Manager at Family Dollar
Partner Interview
Turning Point Brands•US•Small CapPhilip Morris InternationalBritish American TobaccoConsumer StaplesInterview 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? ...October 6, 2025
TSMC: Supply Over Price
Former Senior Executive at Qualcomm
Partner Interview
TSMC•TW•Mega CapQualcommGLOBALFOUNDRIESASMLNVIDIAMicron TechnologySK hynixAdvanced Micro DevicesIntelSwitching CostsProcess PowerMission Critical Products & ServicesInformation TechnologyInterview 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 CareInterview 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. ...January 12, 2022
Halma, Kirk Key, & HLMA Organisational Structure
Former VP Global Sales and Marketing at Kirk Key, a Halma Company.
Interview Extract
... Bill Trautmann: Philippe Felten, yes. ...July 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 DiscretionaryInterview 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. ...April 23, 2022
Victoria, Balta Group, & UK Soft Flooring
Former Purchasing Director at Balta Group
Interview Extract
... In Practise: That is why Philippe is there. ...December 4, 2024
The Luxury Watches Grey Market & Asian Imports
Former Luxury Watches Distributor & Cartier Executive
Interview Extract
... In Practise: Yes, the ASP for Patek Philippe is also pretty high anyway, right? ...June 6, 2025
Judges Scientific PLC Geotek: Geologic AI Competition
Former President at GeologicAI
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. ...
Weekly update
December 5, 2024
FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi
FTAI Aviation•US•Large CapDiDi GlobalChromalloyRolexLVMHVeraltoAvon ProtectionWayfairGeneral ElectricCarvanaMelrose 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. ...October 22, 2024
LVMH: Balancing Quality and Growth
Former President at Louis Vuitton
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. ...July 15, 2024
Watches of Switzerland: Rolex / Bucherer Acquisition & US Expansion
Former Head of Operations at Watches of Switzerland Group
Partner Interview
Watches of Switzerland Group•GB•Small CapRolexLVMHBrand EquityUnique IP & BrandsConsumer DiscretionaryInterview 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. ...January 14, 2022
Halma, Crowcon Detection Instruments, & HLMA Process Safety Sector
Former Director at Crowcon Detection Instruments, a Halma Company
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? ...September 23, 2024
Richemont: Buccellati Acquisition & Luxury Jewellery
Former Executive at Buccellati
Partner Interview
Richemont•CH•Large CapLVMHBrand EquityUnique IP & BrandsConsumer DiscretionaryInterview 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 Fit•NL•Small CapPlanet FitnessFitness ParkThe GymScale EconomiesLow Cost OperatorsConsumer DiscretionaryInterview 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. ...April 5, 2020
IWC versus Rolex & Cartier: Brand Marketing
Former Marketing Director at Richemont, IWC Schaffhausen
Interview Extract
... Jens Fabian Herdieckerhoff: I think it’s absolutely key. It doesn’t mean that you can’t build a new brand out of a brilliant idea or some superb design, but especially for hard luxury goods, say, watches and jewelry. The heritage is key because people want to buy a product that has a timeless value. That’s what’s so important about it. If you buy a piece of clothing, we’re not talking about fast-fashion, even if you buy a piece of clothing that’s worth a lot of money, you know that it’s going to go out of fashion at some point. With a watch, that’s not the case. If you buy a classic such as an IWC Portuguese or a Rolex Oyster or whatever, you know that you can probably pass it on as Patek Philippe says in the advertising, you pass it onto the next generation or even more than that. That’s why having the background, seeing the brand has been around for so long, it gives you the comfort of believing that the intrinsic value stays and you’re not squandering your money, it’s quite simple. ...January 29, 2020
Challenges for Young Leaders: Moving Into a Leadership Position
Former Executive Committee Member and Head of HR, Novartis