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Dec 21, 2025

Besi & Hybrid Bonding’s Path to Scale: From Yield Bottlenecks to 2026–2030 Adoption

Former Director of Assembly at Intel

Partner Interview

BE Semiconductor Industries•NL•Large CapTSMCTaiwan Semiconductor Manufacturing Company LimitedAdvanced Micro DevicesNVIDIAAppleSamsung ElectronicsMicron TechnologyIntelSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer Discretionary

Dec 1, 2025

Root Inc: Growth Outside the DTC Channel

Former Director of State Management at Root Inc.

Partner Interview

Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeTeslaCounter PositioningScale EconomiesBrand EquityProcess PowerVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary

Dec 1, 2025

Richemont: Van Cleef & Arpels Growth, Middle East & Alhambra

Former Executive at Van Cleef & Arpels

Partner Interview

Richemont•CH•Large CapLVMHKeringBrand EquityUnique IP & BrandsConsumer Discretionary

Nov 30, 2025

Waymo: Autonomous Vehicle Rollout Strategy

Former Director at Waymo

IP Interview

WaymoUberLyftTeslaMobileye GlobalWayveMotionalGoogleNetwork EffectsBrand EquityProcess PowerMarketplaces & PlatformsPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer DiscretionaryCommunication Services

Nov 28, 2025

Fever-Tree: US Distribution & Growth Strategy Review

Former Senior Manager at Fever-Tree USA

Partner Interview

Fevertree Drinks•GB•Small CapQ MixersMolson Coors BeverageBrand EquityUnique IP & BrandsConsumer Staples

Nov 25, 2025

Fever-Tree: KeHE and UNFI & US National Natural & Independent Grocery Accounts

Former National Account Manager at Fever-tree

Partner Interview

Fevertree Drinks•GB•Small CapQ MixersMolson Coors BeverageBrand EquityUnique IP & BrandsConsumer Staples

Nov 24, 2025

Ferrari: Plug-In Hybrid EV Demand Challenges

Ferrari Dealership Sales Manager

Partner Interview

Ferrari•IT•Large CapAston Martin Lagonda GlobalBrand EquityUnique IP & BrandsConsumer Discretionary

Nov 19, 2025

Richemont: The Van Cleef & Arpels Brand

Former VP at Van Cleef & Arpels, Richemont

Partner Interview

Richemont•CH•Large CapLVMHKeringHermèsBrand EquityUnique IP & BrandsConsumer Discretionary

Nov 17, 2025

TSMC: Customer Switching Costs & Mature-Node Economics

Former VP of Foundry Operations and Technology at Analog Devices

Partner Interview

TSMC•TW•Mega CapIntelAnalog DevicesSamsung SDS Co.,Ltd.NVIDIAAppleUMC, Inc.Switching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryIndustrials

Nov 17, 2025

Geely & Chinese EV Penetration in Europe

Former Head of Future Mobility at Zeekr, Geely Group

Partner Interview

Geely Automobile•HK•Large CapBYDNIOXPengLi AutoTeslaFord Motor CompanyVolkswagenBrand EquityProcess PowerConsumer Discretionary

Nov 11, 2025

Fever-Tree, Molson Coors, & US Retail Distribution

Former VP, National Retail at Fever-Tree Drinks

Partner Interview

Fevertree Drinks•GB•Small CapQ MixersBrand EquityUnique IP & BrandsConsumer Staples

Nov 11, 2025

Watches of Switzerland Group: Tariffs & the Evolving Distribution Landscape

Former World Service Logistics Manager at Rolex

Partner Interview

Watches of Switzerland Group•GB•Small CapRichemontKeringLVMHRolexBrand EquityUnique IP & BrandsConsumer Discretionary

Nov 7, 2025

Watches of Switzerland Group USA: A Brand's Perspective

Former VP at Van Cleef & Arpels, Richemont

Partner Interview

Watches of Switzerland Group•GB•Small CapRichemontKeringLVMHBrand EquityUnique IP & BrandsConsumer Discretionary

Nov 4, 2025

The Trade Desk: Strategic Value of Ventura OS

Former Product Lead, Ventura CTV OS at The Trade Desk

Partner Interview

The Trade Desk•US•Large CapRokuMagniteGoogleAmazonNetflixWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary

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Adyen vs Stripe: Competitive Positioning

Prada: Miu Miu & Family Governance

Chinese EVs: Competing in the European Market

Carvana: Root & Embedded Insurance Moat

Wayfair: CastleGate 3PL Opportunity & Replatforming

Christian Dior: Business Mix & Growth History

Besi & Hybrid Bonding’s Path to Scale: From Yield Bottlenecks to 2026–2030 Adoption

Root Inc: Growth Outside the DTC Channel

Richemont: Van Cleef & Arpels Growth, Middle East & Alhambra

Waymo: Autonomous Vehicle Rollout Strategy

Fever-Tree: US Distribution & Growth Strategy Review

Fever-Tree: KeHE and UNFI & US National Natural & Independent Grocery Accounts

Ferrari: Plug-In Hybrid EV Demand Challenges

Richemont: The Van Cleef & Arpels Brand

TSMC: Customer Switching Costs & Mature-Node Economics

Geely & Chinese EV Penetration in Europe

Fever-Tree, Molson Coors, & US Retail Distribution

Watches of Switzerland Group: Tariffs & the Evolving Distribution Landscape

Watches of Switzerland Group USA: A Brand's Perspective

The Trade Desk: Strategic Value of Ventura OS