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IP Forensics
Jun 5, 2026
Credit Acceptance: collection rates below forecast and Economic Profit
Reported finance charges revenue grew 22% from 2023 to 2025 while $1.246B in credit losses on forecast changes flowed below the line.
Credit Acceptance•US•Mid Cap
Jun 3, 2026
SK Hynix & Samsung: DRAM Technology Node Transitions & Output Growth
Partner Interview
SK hynix•KR•Mega CapTSMCAnthropicSamsung ElectronicsMicron TechnologyNVIDIASwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryIP References
Jun 2, 2026
Markel Insurance: US Org Structure & Simon Wilson References
IP Reference Check
Management CheckMarkel•US•Large CapProcess PowerInsurers & FinancialsFinancials
Jun 1, 2026
SK Hynix, Samsung & Micron: DRAM Pricing Power in the AI Infrastructure Build
Partner Interview
SK hynix•KR•Mega CapTSMCNVIDIAMicron TechnologySamsung ElectronicsSwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryJun 1, 2026
SK Hynix vs Samsung: New Fab Capacity, Production Ramp & Market Impact Through 2030
Partner Interview
SK hynix•KR•Mega CapTSMCSamsung ElectronicsMicron TechnologyNVIDIASwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryJun 1, 2026
Judges Scientific: GDS Growth History & Commercial Business
May 29, 2026
Ryan Specialty MGU: Underwriting Structure, Commission Economics & Carrier Relationships
Partner Interview
Ryan Specialty Group•US•Mid CapRT SpecialtyMarkelW R Berkley CorpChubbProcess PowerInsurers & FinancialsFinancialsConsumer StaplesMay 28, 2026
Embraer KC-390 vs C-130J: India Medium Transport Aircraft Competition & Technology Transfer
Partner Interview
Embraer•BR•Large CapHindustan Aeronautics LimitedTata SteelAirbusProcess PowerIndustrialsMaterialsMay 28, 2026
Loar Holdings: Aftermarket Strategy, Pricing & Organic Growth
Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOThe BoeingAirbusArxisSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsMay 20, 2026
Safran: CFM56 Shop Visit Economics & USM Market Dynamics
Partner Interview
Safran•FR•Large CapGeneral ElectricAARFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrialsMay 15, 2026
GE vs Pratt & Whitney: Airfoils, Powder Forgings & Engine Durability Challenges
Partner Interview
Airbus•NL•Large CapChromalloyThe BoeingHowmet AerospaceGeneral ElectricSafranRTXProcess PowerSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseIndustrialsMay 14, 2026
Pratt & Whitney GTF: Powder Metal Isothermal Forging Capacity Constraints
Partner Interview
RTX•US•Mega CapSafranGeneral ElectricProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsMay 13, 2026
Siemens Energy vs GE: Gas Turbine Competitive Dynamics & LTSA Strategy
Partner Interview
Siemens Energy•DE•Large CapGE VernovaMitsubishi Heavy Industries, Ltd.General ElectricEquinorRolls-RoyceFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsIndustrialsUtilitiesEnergyMay 12, 2026
GE Aviation & CFM: Aftermarket Economics, Shop Visit Margins & Spare Parts Pricing
Partner Interview
General Electric•US•Mega CapSafranRTXProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsMay 7, 2026
Dassault Aviation: Production Constraints & India Assembly Plans
Partner Interview
Dassault Aviation SA•FR•Large CapBombardierLockheed MartinThe BoeingSAABProcess PowerIndustrialsMay 6, 2026
GE Aerospace: Bottlenecks in Airfoil Castings & Powder Forgings
Partner Interview
General Electric•US•Mega CapAirbusHowmet AerospaceRTXThe BoeingBerkshire HathawayProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesOEMs w/ Installed BaseInsurers & FinancialsSerial AcquirerIndustrialsFinancialsMay 6, 2026
TransDigm & Calspan: Engine Test Cells, Adapters & Aftermarket
Partner Interview
TransDigm Group•US•Large CapGeneral ElectricCalspan CorporationRolls-RoyceSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrialsMay 6, 2026
Teradyne, Advantest, Aehr Test: AI Chip Testing Competition & Wafer-Level Burn-In
Partner Interview
Aehr Test Systems•US•Mid CapTSMCXilinxAdvantestTeradyneTechnoprobeSwitching CostsProcess PowerMission Critical Products & ServicesUnique IP & BrandsInformation TechnologyMay 4, 2026
Pratt & Whitney GTF: Engine Allocation, MRO Capacity & Supply Chain Bottlenecks
Partner Interview
RTX•US•Mega CapMelrose IndustriesAirbusSafranGeneral ElectricProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsMay 4, 2026
Judges Scientific: Armfield Operations & Engineering Challenges
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