Explore our full content library.
Root Inc: Telematics Advantage, LTV Models & Underwriting Sophistication
Aug 10, 2026
Partner Interview
Root•US•Small CapCarvanaGoosehead InsuranceLemonadeThe ProgressiveCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsFinancialsConsumer DiscretionaryAug 10, 2026
Weekly update
Danaher: Cytiva Chroma Resins vs Purolite, Wise CEO Reference Check
Aug 5, 2026
Danaher•US•Large CapWise
Aug 5, 2026
IP References
Aug 4, 2026
Wise: Kristo Käärmann
IP Reference Checks
Management CheckWise•GB•Mid CapAirwallexCitigroupMastercardRemitly GlobalRevolutWestern UnionVisaScale EconomiesCounter PositioningSwitching CostsNetwork EffectsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation Technology
Savers Value Village: Canadian Store Economics & New Store Execution
Jul 30, 2026
Partner Interview
Savers Value Village•US•Small CapSHEINDollaramaDollar TreePDD HoldingsCounter PositioningVertically Integrated RetailerConsumer DiscretionaryConsumer StaplesInformation TechnologyJul 30, 2026
Action vs Pepco & KiK: European Discount Retail Competitive Dynamics
Jul 29, 2026
Partner Interview
3i Group•GB•Large CapSHEINPrimarkFamily DollarPDD HoldingsAction S.A.PepcoCounter PositioningVertically Integrated RetailerFinancialsConsumer DiscretionaryConsumer StaplesInformation TechnologyJul 29, 2026
S&P Global Mobility: Carfax's Dealer Footprint, Data Moat & Competitive Position
Jul 27, 2026
Partner Interview
S&P Global•US•Large CapCox AutomotiveManheimCarvanaCarMaxNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerLow Cost OperatorsFinancialsConsumer DiscretionaryJul 27, 2026
Wise: AML Compliance Failures & Belgian Prosecution
Jul 23, 2026
Partner Interview
Wise•GB•Mid CapRevolutEburyScale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation TechnologyJul 23, 2026
Credit Acceptance: Dealer Economics & Competitive Positioning vs Westlake
Jul 22, 2026
Partner Interview
Credit Acceptance•US•Mid CapCarMaxCarvanaWestlake Financial ServicesExeter FinanceCornered ResourceProcess PowerCounter PositioningInsurers & FinancialsLow Cost OperatorsVertically Integrated RetailerFinancialsConsumer DiscretionaryJul 22, 2026
Weekly update
Wise, Hyperscalers vs Labs, Meta
Jul 15, 2026
Microsoft•US•Mega CapOpenAIAnthropicAmazonWiseMeta
Jul 15, 2026
Wise: KYC Operations, AML Compliance & Regulatory Remediation
Jul 14, 2026
Partner Interview
Wise•GB•Mid CapScale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation TechnologyJul 14, 2026
Action vs Normal: French Discount Retail Competitive Dynamics
Jul 14, 2026
Partner Interview
3i Group•GB•Large CapAldiLidlSHEINCarrefourAction S.A.Scale EconomiesCounter PositioningVertically Integrated RetailerLow Cost OperatorsFinancialsConsumer DiscretionaryConsumer StaplesInformation TechnologyJul 14, 2026
Cars.com & CarGurus: Competitive Dynamics in US Automotive Marketplaces
Jul 13, 2026
Partner Interview
Cars.com•US•Small CapCarGurusCox AutomotiveManheimCarvanaCarMaxNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryCommunication ServicesJul 13, 2026
Netflix & Scanline: VFX Studio Acquisition & Virtual Production Strategy
Jul 7, 2026
Jul 7, 2026
Carvana: IRC Operations, Post-Sale Repairs & Merchandising Strategy
Jul 6, 2026
Partner Interview
Carvana•US•Large CapDriveTimeCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryJul 6, 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
Carvana & Hertz: Fleet Disposal Economics & Direct-to-Consumer Channel
Jun 30, 2026
Partner Interview
Carvana•US•Large CapHertz GlobalCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryIndustrialsJun 30, 2026
Weekly update
NVIDIA vs Google's TPU, Netflix Culture, Intel, GE & PMAs
Jun 24, 2026
Netflix•US•Mega CapNVIDIAGoogleIntelGE Aerospace
Jun 24, 2026
Amazon Autos: Building an Automotive Marketplace & OEM Ad Revenue Model
Jun 22, 2026
Partner Interview
Amazon•US•Mega CapCarvanaAutotraderCarMaxLithia MotorsAsbury Automotive GroupPenske Automotive GroupNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsLow Cost OperatorsConsumer DiscretionaryCommunication ServicesJun 22, 2026
Wise: AML Compliance Debt, Regulatory Risk & Business Model Impact
Jun 22, 2026
Partner Interview
Wise•GB•Mid CapRevolutN26Scale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation TechnologyJun 22, 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
Showing 20 of 333 results