Explore our full content library.
Found 1000+ results in 5ms
Found 1000+ results in 5ms
Jan 21, 2026
TSMC vs. Intel, Samsung & GlobalFoundries: How Fabless Customers Choose Foundries
Former Senior Vice President at Qualcomm
Partner Interview
TSMC•TW•Mega CapQualcommAppleGoogleAmazonNVIDIAAdvanced Micro DevicesBroadcomSamsung ElectronicsIntelSemiconductor Manufacturing InternationalGLOBALFOUNDRIESSwitching CostsProcess PowerBrand EquityNetwork EffectsScale EconomiesMission Critical Products & ServicesMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 20, 2026
TKO Group Holdings, Amazon, Netflix, & US Sport Media Rights
Former Director of ESPN and SVP at a Leading Sports Media Rights Group
Partner Interview
TKO•US•Large CapNetflixWalt DisneyHearstAmazonWarner Bros. DiscoveryParamount GlobalAppleLiberty MediaFoxCounter PositioningBrand EquityScale EconomiesNetwork EffectsSwitching CostsMarketplaces & PlatformsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer StaplesConsumer DiscretionaryInformation TechnologyJan 19, 2026
The Trade Desk: Cost Perception & Independence
Former Manager at The Trade Desk
Partner Interview
The Trade Desk•US•Large CapAmazonRokuMagniteNetflixGoogleWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJan 18, 2026
Amazon Ads Evolution & DSP Share Gains
Former VP at Amazon Advertising
Partner Interview
Amazon•US•Mega CapThe Trade DeskRokuMagniteGoogleNetflixWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJan 7, 2026
Wayfair: In-House Delivery for Loyalty, Outsourced LTL for Flexibility
Account Executive at Western Logistics
Jan 2, 2026
Tariffs and the U.S. Home Furniture Market: Costs, Capacity, and Repricing
Former VP of the American Home Furnishings Alliance
Partner Interview
Wayfair•US•Large Caphome24AmazonRHArhausWestwingLowesThe Home DepotCounter PositioningScale EconomiesNetwork EffectsSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryDec 29, 2025
Christian Dior: US Retail Strategy & Spend Concentration
Former Executive at Christian Dior
Partner Interview
LVMH•FR•Mega CapRichemontChristian DiorHermèsKeringBrand EquityUnique IP & BrandsConsumer DiscretionaryDec 29, 2025
LVMH vs Kering: Supply Chain Analysis
Former Supply Chain Executive at LVMH
Partner Interview
LVMH•FR•Mega CapRichemontHermèsKeringBrand EquityUnique IP & BrandsConsumer DiscretionaryDec 28, 2025
Hermès: Culture, Craft, and Long-Term Decision-Making
Former Buyer at Hermes
Partner Interview
Hermès•FR•Mega CapChanelChristian DiorLVMHPradaLoro PianaBrand EquityUnique IP & BrandsConsumer DiscretionaryDec 28, 2025
Qualcomm, Apple, & High Performance Computing
Former Senior Executive at Qualcomm
Partner Interview
Qualcomm•US•Large CapTSMCBroadcomNVIDIAMicrosoftGoogleAmazonSamsung ElectronicsAppleMediaTekSwitching CostsProcess PowerNetwork EffectsScale EconomiesBrand EquityMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 23, 2025
Distributing Fever-Tree across Central United States
Vice President & General Manager at Glazer's Beer & Beverage
Partner Interview
Fevertree Drinks•GB•Small CapMolson Coors BeverageBrand EquityUnique IP & BrandsConsumer StaplesDec 21, 2025
Adyen vs Stripe: Competitive Positioning
Former Head of Enterprise Payments at Stripe and Google Pay
Partner Interview
Adyen•NL•Large CapGoogleStripeVisaMastercardAppleCheckout.comBraintreeWorldpayFiservNetwork EffectsBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksFinancialsInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 18, 2025
Prada: Miu Miu & Family Governance
Former Merchandising Director at Prada
Partner Interview
Prada•IT•Large CapGucciLVMHRichemontCapriHermèsBrand EquityUnique IP & BrandsConsumer DiscretionaryDec 17, 2025
Chinese EVs: Competing in the European Market
Former Head of Aftersales at Changan Europe
Partner Interview
BYD•CN•Mega CapNIOXPengLi AutoGeely AutomobileVolkswagenBMWStellantisTeslaBrand EquityProcess PowerConsumer DiscretionaryDec 9, 2025
Carvana: Root & Embedded Insurance Moat
Former Senior Executive at Root
Partner Interview
Carvana•US•Large CapRootCarMaxThe ProgressiveState FarmThe AllstateTeslaLemonadeCounter PositioningScale EconomiesBrand EquityProcess PowerVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsFinancialsConsumer DiscretionaryDec 9, 2025
Wayfair: CastleGate 3PL Opportunity & Replatforming
Former Head of Product at Wayfair
Partner Interview
Wayfair•US•Large CapAmazonWilliams-SonomaArhausRHThe Home DepotWestwinghome24Counter PositioningScale EconomiesNetwork EffectsSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryDec 8, 2025
Christian Dior: Business Mix & Growth History
Former Director at Christian Dior
Partner Interview
LVMH•FR•Mega CapRichemontChristian DiorHermèsBrunello CucinelliPradaChanelBrand EquityUnique IP & BrandsConsumer DiscretionaryDec 3, 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 DiscretionaryDec 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 DiscretionaryDec 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 DiscretionaryShowing 20 of 1000 results