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FTAI Aviation: CFM56 Conversion & Data Center Power Viability
Sep 10, 2026
Partner Interview
FTAI Aviation•US•Large CapSafranGeneral Electric CompanyChromalloyMTU Aero EnginesGE VernovaScale EconomiesLow Cost OperatorsSep 10, 2026
Carvana & CARFAX: Role of Vehicle History in Online Car Buying
Sep 4, 2026
Partner Interview
Mobility Global Inc•US•Mid CapTrueCarCarvanaCarMaxCounter PositioningLow Cost OperatorsSep 4, 2026
Shopify: A £2M DTC Multi Channel Sleep Brand on Pricing , Apps & Switching Cots
Sep 3, 2026
Sep 3, 2026
DoorDash New Verticals: Grocery Market Entry & Stock-Up Strategy
Sep 1, 2026
Sep 1, 2026
Copart, Progressive & the Structural Shift in Auto Insurance Claims
Aug 27, 2026
Partner Interview
Copart•US•Large CapCox AutomotiveRitchie Bros AuctioneersIAAThe ProgressiveBerkshire HathawayScale EconomiesAuctions & ClassifiedsAug 27, 2026
Savers Value Village: New Store Unit Economics & CPC Model Challenges
Aug 24, 2026
Partner Interview
Savers Value Village•US•Small CapSHEINTemuDollar GeneralDollar TreeCounter PositioningLow Cost OperatorsAug 24, 2026
FTAI Aviation & Chromalloy: CFM56 PMA Blade Yields & Power Conversion Challenges
Aug 20, 2026
Partner Interview
FTAI Aviation•US•Large CapChromalloySafranGeneral Electric CompanyScale EconomiesLow Cost OperatorsAug 20, 2026
GE Aerospace & CFM: LEAP LTSA Economics, Contract Renewal & Pricing Architecture
Aug 12, 2026
Partner Interview
Safran•FR•Large CapGE AerospaceStandardAeroFTAI AviationScale EconomiesMission Critical Products & ServicesAug 12, 2026
Root Inc: Telematics Advantage, LTV Models & Underwriting Sophistication
Aug 10, 2026
Partner Interview
Root•US•Small CapCarvanaGoosehead InsuranceLemonadeThe ProgressiveCounter PositioningInsurers & FinancialsAug 10, 2026
Sabre & GDS: The OTA Perspective on Supply Aggregation
Aug 10, 2026
Partner Interview
Sabre•US•Large CapRyanair Holdings plcBooking HoldingsAmadeus ITTripAdvisorNetwork EffectsLow Cost OperatorsAug 10, 2026
Progressive: Claims Operations, Culture & Pricing Discipline
Aug 6, 2026
Aug 6, 2026
Weekly update
Danaher: Cytiva Chroma Resins vs Purolite, Wise CEO Reference Check
Aug 5, 2026
Danaher•US•Large CapWiseSwitching CostsMission Critical Products & Services
Aug 5, 2026
IP References
Aug 4, 2026
Wise: Kristo Käärmann
IP Reference Checks
Management CheckWise•GB•Mid CapAirwallexCitigroupMastercardRemitly GlobalRevolutWestern UnionVisaNetwork EffectsLow Cost Operators
Value Chain
CCC Intelligent Solutions: How an Auto Physical Damage Claim Flows Through Value Chain
Jul 30, 2026
IP Research
IP ResearchCCC Intelligent Solutions•US•Mid CapEnlyte IncThe ProgressiveCopartRitchie Bros AuctioneersIAABerkshire HathawayNetwork EffectsAuctions & Classifieds
Jul 30, 2026
Weekly update
Copart & Progressive's Power, Meta's Culture
Jul 29, 2026
Copart•US•Large CapRitchie Bros AuctioneersIAAThe ProgressiveMetaNetwork EffectsAuctions & Classifieds
Jul 29, 2026
IP Research Analysis
Copart, IAA, & CCC: Progressive’s Power
Jul 28, 2026
IP Research
IP ResearchCopart•US•Large CapThe ProgressiveCCC Intelligent SolutionsEnlyte IncRitchie Bros AuctioneersIAANetwork EffectsAuctions & Classifieds
Jul 28, 2026
CCC vs Mitchell: Auto Claims Software Competition & Progressive's Strategy
Jul 27, 2026
Partner Interview
CCC Intelligent Solutions•US•Mid CapEnlyte IncThe ProgressiveNetwork EffectsB2B SoftwareJul 27, 2026
S&P Global Mobility: Carfax's Dealer Footprint, Data Moat & Competitive Position
Jul 27, 2026
Partner Interview
S&P Global•US•Large CapCox AutomotiveManheimCarvanaCarMaxCounter PositioningAuctions & ClassifiedsJul 27, 2026
Lemonade, GEICO & the Durability of Incumbent Auto Insurers
Jul 23, 2026
Partner Interview
Lemonade•US•Mid CapRootThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsJul 23, 2026
Wise: AML Compliance Failures & Belgian Prosecution
Jul 23, 2026
Partner Interview
Wise•GB•Mid CapRevolutEburyCounter PositioningLow Cost OperatorsJul 23, 2026
Showing 20 of 338 results