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Precision Castparts: Aerospace Casting & Superalloy Supply Chain Constraints

Partner Interview
Airbus•NL•Large CapSpaceXDoncastersCarpenter TechnologyChromalloyThe BoeingGeneral Electric CompanyFTAI AviationBerkshire HathawaySafranHowmet AerospaceProcess PowerMission Critical Products & Services
Oct 9, 2026

Chromalloy & FTAI Aviation: CFM56 HPT Blade PMA Development

Partner Interview
FTAI Aviation•US•Large CapChromalloySpaceXSafranGeneral Electric CompanyHowmet AerospaceScale EconomiesMission Critical Products & Services
Oct 8, 2026

StandardAero & GE: Source-Approved Repairs, Pricing Power & LEAP Opportunity

Partner Interview
StandardAero•US•Mid CapChromalloyGeneral Electric CompanySafranFTAI AviationRTXScale EconomiesMission Critical Products & Services
Sep 24, 2026

StandardAero: Jet Engine Component Repair, Catalog Development & MRO Supply Chain

Partner Interview
StandardAero•US•Mid CapFTAI AviationGE AerospaceRTXSafranScale EconomiesMission Critical Products & Services
Sep 23, 2026

FTAI Aviation: CFM56 Conversion & Data Center Power Viability

Partner Interview
FTAI Aviation•US•Large CapSafranGeneral Electric CompanyChromalloyMTU Aero EnginesGE VernovaScale EconomiesLow Cost Operators
Sep 10, 2026

Carvana & CARFAX: Role of Vehicle History in Online Car Buying

Partner Interview
Mobility Global Inc•US•Mid CapTrueCarCarvanaCarMaxCounter PositioningLow Cost Operators
Sep 4, 2026

Shopify: A £2M DTC Multi Channel Sleep Brand on Pricing , Apps & Switching Cots

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IP Interview
Shopify•CA•Large CapKlaviyoMetaCostco WholesaleNetwork EffectsB2B Software
Sep 3, 2026

DoorDash New Verticals: Grocery Market Entry & Stock-Up Strategy

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IP Interview
DoorDash•US•Large CapMaplebearAmazonAldiUberNetwork EffectsMarketplaces & Platforms
Sep 1, 2026

Copart, Progressive & the Structural Shift in Auto Insurance Claims

Partner Interview
Copart•US•Large CapCox AutomotiveRitchie Bros AuctioneersIAAThe ProgressiveBerkshire HathawayScale EconomiesAuctions & Classifieds
Aug 27, 2026

Savers Value Village: New Store Unit Economics & CPC Model Challenges

Partner Interview
Savers Value Village•US•Small CapSHEINTemuDollar GeneralDollar TreeCounter PositioningLow Cost Operators
Aug 24, 2026

FTAI Aviation & Chromalloy: CFM56 PMA Blade Yields & Power Conversion Challenges

Partner Interview
FTAI Aviation•US•Large CapChromalloySafranGeneral Electric CompanyScale EconomiesLow Cost Operators
Aug 20, 2026

GE Aerospace & CFM: LEAP LTSA Economics, Contract Renewal & Pricing Architecture

Partner Interview
Safran•FR•Large CapGE AerospaceStandardAeroFTAI AviationScale EconomiesMission Critical Products & Services
Aug 12, 2026

Root Inc: Telematics Advantage, LTV Models & Underwriting Sophistication

Partner Interview
Root•US•Small CapCarvanaGoosehead InsuranceLemonadeThe ProgressiveCounter PositioningInsurers & Financials
Aug 10, 2026

Sabre & GDS: The OTA Perspective on Supply Aggregation

Partner Interview
Sabre•US•Large CapRyanair Holdings plcBooking HoldingsAmadeus ITTripAdvisorNetwork EffectsLow Cost Operators
Aug 10, 2026

Progressive: Claims Operations, Culture & Pricing Discipline

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IP Interview
The Progressive•US•Large CapUSAACopartRitchie Bros AuctioneersIAABerkshire HathawayBelronCCC Intelligent SolutionsNetwork EffectsAuctions & Classifieds
Aug 6, 2026
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Weekly update

Danaher: Cytiva Chroma Resins vs Purolite, Wise CEO Reference Check

Danaher•US•Large CapWiseSwitching CostsMission Critical Products & Services
Aug 5, 2026
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IP References
Aug 4, 2026

Wise: Kristo Käärmann

IP Reference Checks
Management CheckWise•GB•Mid CapAirwallexCitigroupMastercardRemitly GlobalRevolutWestern UnionVisaNetwork EffectsLow Cost Operators
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Value Chain

CCC Intelligent Solutions: How an Auto Physical Damage Claim Flows Through Value Chain

IP Research
IP ResearchCCC Intelligent Solutions•US•Mid CapEnlyte IncThe ProgressiveCopartRitchie Bros AuctioneersIAABerkshire HathawayNetwork EffectsAuctions & Classifieds
Jul 30, 2026
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Weekly update

Copart & Progressive's Power, Meta's Culture

Copart•US•Large CapRitchie Bros AuctioneersIAAThe ProgressiveMetaNetwork EffectsAuctions & Classifieds
Jul 29, 2026
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IP Research Analysis

Copart, IAA, & CCC: Progressive’s Power

IP Research
IP ResearchCopart•US•Large CapThe ProgressiveCCC Intelligent SolutionsEnlyte IncRitchie Bros AuctioneersIAANetwork EffectsAuctions & Classifieds
Jul 28, 2026

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