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Today at 18:03
DiDi: LATAM Ridesharing Market Opportunity
Former Executive at DiDI Global
Partner Interview
DiDiUberLyftGrabNetwork EffectsMarketplaces & PlatformsIndustrialsToday at 18:03
Avon Technologies PLC: M50 Military Mask & Aftermarket
Former Director at Avon Protection
Today at 15:57
Wayfair: Drayage Process & Economics
Former Associate Director at Wayfair
December 2, 2024
LGI Homes: Building In Sets & Process-Based Culture
Former Senior Executive at BluePac Energy
Partner Interview
LGI HomesMeritage HomesD.R. HortonLennarCornered ResourceConsumer DiscretionaryDecember 2, 2024
Melrose Industries: GKN Aerospace Engine MRO
Former Senior Executive at GKN Aerospace
Partner Interview
Melrose IndustriesGeneral ElectricRolls-RoyceMTU Aero EnginesFTAI AviationProcess PowerScale EconomiesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsIndustrialsDecember 2, 2024
Hermès: Culture & Customer Profile
Former Retail Development Executive at Hermès
Partner Interview
HermèsLVMHRichemontBrunello CucinelliBrand EquityUnique IP & BrandsConsumer DiscretionaryDecember 2, 2024
Reply: Internal Competition & Incentive Structure
Former Partner at Reply
Partner Interview
ReplyInformation TechnologyNovember 30, 2024
CCC Intelligent Solutions: Appraisal Workflow & CCC One Sales Process
Former Director at CCC Intelligent Solutions
November 30, 2024
Carvana: Selling Loans Ally Financial
Former Executive at Ally Financial
Partner Interview
CarvanaAlly FinancialCarMaxCapital One FinancialCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryFinancials
Weekly update
November 29, 2024
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
GoogleCellaVisionTeslaGEICOWayfairSysmexAdyenSafeliteReplySHEINCarvanaAmazonSartoriusCelsiusThe ProgressiveTarget
November 28, 2024
Google Shopping vs European Price Comparison Lawsuit
Senior Executive at Idealo
Company Profile
November 27, 2024
Tesla's Vertically Integrated Repair Network
IP Company Learning Journey
IP ResearchTeslaBoyd ServicesBYDGerber Collision & GlassStellantisLithia MotorsPenske Automotive GroupGeneral MotorsProcess PowerBrand EquityConsumer DiscretionaryIndustrials
November 27, 2024
Sartorius Stedim Biotech: Post-Covid Sourcing Strategy & Price Competition
Former Account Management Executive at Sartorius Stedim Biotech
Partner Interview
Sartorius Stedim BiotechSartoriusDanaherThermo Fisher ScientificRepligenAvantorMerckSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareNovember 27, 2024
Adyen: Merchant Switching Costs & Price War
Former Account Manager at Adyen
Partner Interview
AdyenAirwallexChargebeeStripeWorldlineNuveiVisaMastercardNetwork EffectsMarketplaces & PlatformsFinancialsNovember 27, 2024
Safelite, Lithia & US Auto Body Shops: In-Housing Glass Repair
Former General Manager at Lithia & Driveway
November 26, 2024
Tesla Repair: Part Sales and Right to Repair
Former Regional Network Manager at Tesla
November 26, 2024
GEICO vs Progressive: Competitive History and Outlook under Todd
Former Senior Vice President at GEICO
November 25, 2024
Reply: Decentralized Culture & The Reply Network
Former Partner at Reply
Partner Interview
ReplyAccentureB2B MiddlemenInformation TechnologyNovember 25, 2024
Wayfair & Impact of Potential Tariffs - A Supplier’s Perspective
Wayfair Supplier
IP Research Resource
November 25, 2024
Amazon, Carvana, Wayfair, SHEIN & Vertically-Integrated Ecommerce
CarvanaWayfairAmazonSHEINCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary