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February 11, 2025

The Hut Group: Myprotein Rebranding

Former Marketing Executive at The Hut Group
Partner Interview
THGConsumer Discretionary
February 11, 2025

IDEXX: Reference & In-House Lab Competition

Former Sales Manager at IDEXX Laboratories
Partner Interview
IDEXX LaboratoriesMars Veterinary HealthAntech DiagnosticsZoetisVCA Animal HospitalsBanfield Pet HospitalScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesUnique IP & BrandsHealth Care
Weekly update
February 11, 2025

Markel Insurance Review, Precision Castparts vs Howmet, AppFolio, DG, John Deere, FEVR

MarkelAppFolioYardiFive BelowGeneral ElectricDollar GeneralWalmart
IP Research Resource
February 11, 2025

GXO and Third-Party Logistics: Research Roundup

IP Research Roundup
GXO LogisticsDHLFedExDSVManhattan AssociatesCEVAAmazonNetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerIndustrialsInformation TechnologyConsumer Discretionary
February 11, 2025

Markel Reinsurance: Evolution of Nephila and ILS Competition

Former Senior Executive at Nephila
IP Interview
MarkelBerkshire HathawayMunich ReSwiss ReHannover ReChubbW. R. BerkleyProcess PowerInsurers & FinancialsSerial AcquirerFinancials
February 11, 2025

Markel Reinsurance, Nephila, & Cat Risk

Former Senior Executive at Nephila
IP Interview
MarkelBerkshire HathawaySwiss ReMunich ReHannover ReW. R. BerkleyRLIProcess PowerInsurers & FinancialsSerial AcquirerFinancials
February 10, 2025

Markel Specialty Insurance: Underwriting Culture and Philosophy

Former Executive Underwriter ar Markel
IP Interview
MarkelFairfax FinancialRLIKinsale Capital GroupW. R. BerkleyChubbProcess PowerInsurers & FinancialsFinancials
February 10, 2025

Raspberry Pi Holdings PLC: Arduino Industrial Adoption

Current Sales Advisor at Arduino
Partner Interview
Raspberry PiQt GroupSiemensRockwell AutomationNetwork EffectsInformation TechnologyIndustrials
February 10, 2025

CCC Intelligent Solutions: Competition from Tractable

Former Director at Tractable
IP Interview
CCC Intelligent SolutionsEnlyte IncSoleraGuidewire SoftwareSwitching CostsNetwork EffectsB2B SoftwareInformation Technology
IP Fieldwork Podcast
February 10, 2025

Primary Research Methods: How to Source Executives for Fieldwork

IP Fieldwork
HEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
February 10, 2025

John Deere: Agricultural Automation

Former Strategy Director at John Deere
Partner Interview
John DeereCNH IndustrialAGCOKubotaMahindra MahindraJCBIndustrialsConsumer Discretionary
February 7, 2025

Markel Specialty Insurance Culture & Org Structure

Former Senior Executive at Markel Insurance
IP Interview
MarkelW. R. BerkleyBerkshire HathawayKinsale Capital GroupRLIChubbProcess PowerInsurers & FinancialsSerial AcquirerFinancials
February 7, 2025

Pure Gym: Aberdeen Case Study & JD Gyms Competition

Former Pure Gym Cluster Manager
IP Interview
The GymBasic FitPlanet FitnessFrasers GroupJD Sports FashionPure GymScale EconomiesLow Cost OperatorsConsumer Discretionary
February 7, 2025

Precision Castparts vs Howmet: Airfoil Casting Competition & Pricing

Former Senior Director at Precision Castparts
IP Interview
Precision CastpartsBerkshire HathawayGeneral ElectricPratt & WhitneyRolls-RoyceHowmet AerospaceChromalloyThe BoeingAirbusRTXSafranProcess PowerInsurers & FinancialsSerial AcquirerOEMs w/ Installed BaseMission Critical Products & ServicesFinancialsIndustrials
February 7, 2025

AppFolio: a 5,000 Unit Enterprise Customer on Switching Costs

Current Owner of a Property Manager, 5,000 Units
IP Interview
AppFolioRealPageYardiSwitching CostsB2B SoftwareInformation Technology
February 7, 2025

Dent Wizard: Auto Recondition and Dealer Services Consolidation

Former Senior Executive at Dent Wizard
Partner Interview
Penske Automotive GroupCox AutomotiveLithia MotorsConsumer Discretionary
February 7, 2025

Hermès: Warehousing & Distribution Evolution

Former Warehouse Operations Manager at Hermes
Partner Interview
HermèsLVMHChanelKeringBrunello CucinelliLoro PianaPradaBrand EquityUnique IP & BrandsConsumer Discretionary
February 7, 2025

Molson Coors, Fever-Tree, & US Grocery & C-Store Distribution

Former Molson Coors Sales Executive and Current Molson Distributor
IP Interview
Molson Coors BeverageFevertree DrinksAnheuser-Busch InBevHeinekenBoston Beer CompanyCarlsbergAsahiBrand EquityScale EconomiesUnique IP & BrandsConsumer Staples
February 7, 2025

Markel Specialty Insurance Strategy & Expense Ratio

Former Senior Executive at Markel Insurance
IP Interview
MarkelW. R. BerkleyRLIKinsale Capital GroupBerkshire HathawayChubbProcess PowerInsurers & FinancialsSerial AcquirerFinancials
February 6, 2025

Eurocell: Branch Pricing Structure

Former Area Manager at Eurocell
Partner Interview
EurocellTravis PerkinsWickesIndustrialsConsumer Discretionary