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CARFAX: Vehicle History Data, Dealer Pricing & Competitive Positioning vs AutoCheck
Jul 29, 2026
Partner Interview
S&P Global•US•Large CapMobility Global IncManheimExperianNetwork EffectsAuctions & ClassifiedsUnique IP & BrandsFinancialsInformation TechnologyIndustrialsJul 29, 2026
Dior & LVMH: Pricing Strategy, Leadership Changes & Brand Momentum
Jul 29, 2026
Partner Interview
LVMH•FR•Mega CapHermèsKeringRichemontBrand EquityUnique IP & BrandsConsumer DiscretionaryJul 29, 2026
Spotify: Product Philosophy, Culture & Music Discovery Strategy
Jul 24, 2026
Partner Interview
Spotify•SE•Large CapPandoraMetaAppleUniversal MusicWarner MusicNetwork EffectsSwitching CostsBrand EquityCornered ResourceMarketplaces & PlatformsUnique IP & BrandsCommunication ServicesConsumer DiscretionaryInformation TechnologyJul 24, 2026
Fever-Tree: Supply Chain Optimization & the Molson Coors Partnership
Jul 24, 2026
Partner Interview
Fevertree Drinks•GB•Small CapMolson Coors BeverageBrand EquityUnique IP & BrandsConsumer StaplesJul 24, 2026
Games Workshop: Asia Expansion, Retail Strategy & Cultural Transferability of Warhammer
Jul 21, 2026
Jul 21, 2026
Universal Music Group: Streaming Revenue Forecasting & Market Share Modeling
Jul 14, 2026
Partner Interview
Universal Music•NL•Large CapSpotifyWarner Bros. DiscoveryCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesJul 14, 2026
Nintendo: Culture, Creativity & the Shift Toward Corporatism
Jul 13, 2026
Partner Interview
Nintendo•JP•Mega CapMicrosoftSonyCornered ResourceSwitching CostsUnique IP & BrandsPhysical Infra & NetworksCommunication ServicesInformation TechnologyConsumer DiscretionaryJul 13, 2026
The Trade Desk vs Amazon DSP: Platform Selection
Jul 3, 2026
Partner Interview
The Trade Desk•US•Mid CapMagniteSHEINTemuAmazonNetflixWalt DisneyRokuNetwork EffectsCounter PositioningScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 3, 2026
IP References
Jun 20, 2026
Netflix Culture & Bela Bajaria Content Leadership Style
IP Reference Checks
Management CheckNetflix•US•Mega CapAmazonParamount GlobalWalt DisneyRokuWarner Bros. DiscoveryCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesConsumer Discretionary
Universal Music Group: Artist Deal Economics & Label Moat
Jun 17, 2026
Partner Interview
Universal Music•NL•Large CapSpotifyCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesJun 17, 2026
Fever-Tree & Molson Coors: A Distributor's Perspective on US Route-to-Market
Jun 15, 2026
Partner Interview
Fevertree Drinks•GB•Small CapSouthern Glazer'sBreakthru Beverage GroupMolson Coors BeverageBrand EquityUnique IP & BrandsConsumer StaplesJun 15, 2026
Hermès Distribution: Balancing Kelly & Birkin Allocation Between VIPs and Local Clients
Jun 3, 2026
Partner Interview
Hermès•FR•Large CapLVMHChanelKeringRichemontBrand EquityUnique IP & BrandsConsumer DiscretionaryJun 3, 2026
Givaudan: Core List Agreements, Pay-to-Play Model & Client Profitability
May 12, 2026
Partner Interview
DSM Firmenich•CH•Large CapL'OréalThe Este Lauder CompaniesCotyGivaudan SABrand EquityUnique IP & BrandsMaterialsConsumer StaplesMay 12, 2026
Hermès Resale Market: Birkin & Kelly Pricing, Volume & Buyer Demographics
May 9, 2026
Partner Interview
Hermès•FR•Large CapChanelLVMHRichemontKeringBrand EquityUnique IP & BrandsConsumer DiscretionaryMay 9, 2026
Teradyne, Advantest, Aehr Test: AI Chip Testing Competition & Wafer-Level Burn-In
May 6, 2026
Partner Interview
Aehr Test Systems•US•Mid CapTSMCXilinxAdvantestTeradyneTechnoprobeSwitching CostsProcess PowerMission Critical Products & ServicesUnique IP & BrandsInformation TechnologyMay 6, 2026
Universal Music Group: AI, DSP Negotiations, Revenue Splits & Distributor Leverage
May 5, 2026
Partner Interview
Universal Music•NL•Large CapSpotifyWarner MusicCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesMay 5, 2026
Hermès: Kelly-Birkin Allocation Strategy
May 5, 2026
Partner Interview
Hermès•FR•Large CapChanelLVMHKeringRichemontBrand EquityUnique IP & BrandsConsumer DiscretionaryMay 5, 2026
e.l.f. Beauty: UK Market Dynamics & Competitive Positioning at Superdrug
Apr 10, 2026
Partner Interview
e.l.f. Beauty•US•Mid CapSephoraLVMHUlta BeautyBrand EquityUnique IP & BrandsConsumer StaplesConsumer DiscretionaryApr 10, 2026
Games Workshop: Demographic Recapture, Narrative Moat, and Rule-Driven Monetization
Apr 8, 2026
Apr 8, 2026
Celsius Holdings: International Expansion Barriers & Market Entry Strategy
Apr 1, 2026
Partner Interview
Celsius•US•Mid CapPepsiCoMonster BeverageBrand EquityUnique IP & BrandsConsumer StaplesApr 1, 2026
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