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NVR vs D.R. Horton & Lennar: Lot Pricing and Developer Relationships

Partner Interview
NVR•US•Large CapKB HomeLennarD.R. Horton
Nov 13, 2026

Universal Music Group: Major Label Contract Terms & Artist Leverage

Partner Interview
Universal Music•NL•Large CapSpotifyWarner Bros. DiscoveryCornered ResourceMarketplaces & Platforms
Nov 9, 2026

Universal Music Group: Direct-to-Fan Data & Superfan Strategy

IP Icon
IP Interview
Universal Music•NL•Large CapWarner MusicSpotifyGoogleCornered ResourceMarketplaces & Platforms
Oct 27, 2026

Universal Music Group: Indie Distribution Arms as an A&R Funnel

IP Icon
IP Interview
Universal Music•NL•Large CapWarner MusicSpotifyCornered ResourceUnique IP & Brands
Oct 26, 2026

Universal Music Group: Modeling Artist Advances & Recoupment

Partner Interview
Universal Music•NL•Large CapWarner MusicSpotifyCornered ResourceUnique IP & Brands
Oct 23, 2026

Universal Music Group: Downtown Acquisition Strategy & Economics

Partner Interview
Universal Music•NL•Large CapWarner MusicSpotifyCornered ResourceUnique IP & Brands
Oct 19, 2026

Credit Acceptance vs Westlake: Subprime Dealer Profit Economics

Partner Interview
Credit Acceptance•US•Mid CapWestlake Financial ServicesExeter FinanceCarvanaCornered ResourceInsurers & Financials
Sep 3, 2026

Universal Music Group: Recording vs Publishing Unit Economics

Partner Interview
Universal Music•NL•Large CapWarner MusicSpotifyCornered ResourceUnique IP & Brands
Aug 18, 2026

Universal Music Group: Front Line Artist Economics & Return on Capital

Partner Interview
Universal Music•NL•Large CapWarner MusicSpotifyCornered ResourceUnique IP & Brands
Jul 31, 2026

Spotify: Product Philosophy, Culture & Music Discovery Strategy

Partner Interview
Spotify•SE•Large CapPandoraMetaAppleUniversal MusicWarner MusicCornered ResourceMarketplaces & Platforms
Jul 24, 2026

Credit Acceptance: Dealer Economics & Competitive Positioning vs Westlake

Partner Interview
Credit Acceptance•US•Mid CapCarMaxCarvanaWestlake Financial ServicesExeter FinanceCornered ResourceInsurers & Financials
Jul 22, 2026

Universal Music Group: Streaming Revenue Forecasting & Market Share Modeling

Partner Interview
Universal Music•NL•Large CapSpotifyWarner Bros. DiscoveryCornered ResourceMarketplaces & Platforms
Jul 14, 2026

Nintendo: Culture, Creativity & the Shift Toward Corporatism

Partner Interview
Nintendo•JP•Mega CapMicrosoftSonyCornered ResourcePhysical Infra & Networks
Jul 13, 2026

Universal Music Group: Artist Deal Economics & Label Moat

Partner Interview
Universal Music•NL•Large CapSpotifyCornered ResourceMarketplaces & Platforms
Jun 17, 2026

Vistry Group: Project Delays, Cost Overruns & Multi-Year Turnaround

Partner Interview
Vistry Group•GB•Small CapBarratt Redrow plcTaylor WimpeyPersimmon
Jun 8, 2026

Vistry Group: Partnership Strategy, Margins & Clearing Legacy Sites

Partner Interview
Vistry Group•GB•Small CapBarratt Redrow plcPersimmonTaylor WimpeyBellway
May 27, 2026

Vistry Group: Partnership Business Model, Margins & Risks

Partner Interview
Vistry Group•GB•Small CapRedrowBarratt Redrow plcTaylor Wimpey
May 11, 2026

Universal Music Group: AI, DSP Negotiations, Revenue Splits & Distributor Leverage

Partner Interview
Universal Music•NL•Large CapSpotifyWarner MusicCornered ResourceUnique IP & Brands
May 5, 2026

T-Mobile to Credit Acceptance: Vinayk Hegde & Steffen Schumann on Digital Transformation & Customer-Centric Operations

Partner Interview
Credit Acceptance•US•Mid CapCornered ResourceInsurers & Financials
Apr 30, 2026

Vistry Group: UK Land & Build Partnership Economics with Housing Associations

Partner Interview
Vistry Group•GB•Small CapBarratt Redrow plcTaylor WimpeyPersimmon
Apr 10, 2026

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