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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 AcceptanceUSMid Cap
Jun 3, 2026

SK Hynix & Samsung: DRAM Technology Node Transitions & Output Growth

Partner Interview
SK hynixKRMega CapTSMCAnthropicSamsung ElectronicsMicron TechnologyNVIDIASwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer Discretionary
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IP References
Jun 2, 2026

Markel Insurance: US Org Structure & Simon Wilson References

IP Reference Check
Management CheckMarkelUSLarge CapProcess PowerInsurers & FinancialsFinancials
Jun 1, 2026

SK Hynix, Samsung & Micron: DRAM Pricing Power in the AI Infrastructure Build

Partner Interview
SK hynixKRMega CapTSMCNVIDIAMicron TechnologySamsung ElectronicsSwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer Discretionary
Jun 1, 2026

SK Hynix vs Samsung: New Fab Capacity, Production Ramp & Market Impact Through 2030

Partner Interview
SK hynixKRMega CapTSMCSamsung ElectronicsMicron TechnologyNVIDIASwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer Discretionary
Jun 1, 2026

Judges Scientific: GDS Growth History & Commercial Business

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IP Interview
Judges ScientificGBSmall CapHalmaProcess PowerSwitching CostsSerial AcquirerIndustrialsInformation Technology
May 29, 2026

Ryan Specialty MGU: Underwriting Structure, Commission Economics & Carrier Relationships

Partner Interview
Ryan Specialty GroupUSMid CapRT SpecialtyMarkelW R Berkley CorpChubbProcess PowerInsurers & FinancialsFinancialsConsumer Staples
May 28, 2026

Embraer KC-390 vs C-130J: India Medium Transport Aircraft Competition & Technology Transfer

Partner Interview
EmbraerBRLarge CapHindustan Aeronautics LimitedTata SteelAirbusProcess PowerIndustrialsMaterials
May 28, 2026

Loar Holdings: Aftermarket Strategy, Pricing & Organic Growth

Partner Interview
LoarUSMid CapTransDigm GroupHEICOThe BoeingAirbusArxisSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
May 20, 2026

Safran: CFM56 Shop Visit Economics & USM Market Dynamics

Partner Interview
SafranFRLarge CapGeneral ElectricAARFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
May 15, 2026

GE vs Pratt & Whitney: Airfoils, Powder Forgings & Engine Durability Challenges

Partner Interview
AirbusNLLarge CapChromalloyThe BoeingHowmet AerospaceGeneral ElectricSafranRTXProcess PowerSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseIndustrials
May 14, 2026

Pratt & Whitney GTF: Powder Metal Isothermal Forging Capacity Constraints

Partner Interview
RTXUSMega CapSafranGeneral ElectricProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
May 13, 2026

Siemens Energy vs GE: Gas Turbine Competitive Dynamics & LTSA Strategy

Partner Interview
Siemens EnergyDELarge CapGE VernovaMitsubishi Heavy Industries, Ltd.General ElectricEquinorRolls-RoyceFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsIndustrialsUtilitiesEnergy
May 12, 2026

GE Aviation & CFM: Aftermarket Economics, Shop Visit Margins & Spare Parts Pricing

Partner Interview
General ElectricUSMega CapSafranRTXProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
May 7, 2026

Dassault Aviation: Production Constraints & India Assembly Plans

Partner Interview
Dassault Aviation SAFRLarge CapBombardierLockheed MartinThe BoeingSAABProcess PowerIndustrials
May 6, 2026

GE Aerospace: Bottlenecks in Airfoil Castings & Powder Forgings

Partner Interview
General ElectricUSMega CapAirbusHowmet AerospaceRTXThe BoeingBerkshire HathawayProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesOEMs w/ Installed BaseInsurers & FinancialsSerial AcquirerIndustrialsFinancials
May 6, 2026

TransDigm & Calspan: Engine Test Cells, Adapters & Aftermarket

Partner Interview
TransDigm GroupUSLarge CapGeneral ElectricCalspan CorporationRolls-RoyceSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
May 6, 2026

Teradyne, Advantest, Aehr Test: AI Chip Testing Competition & Wafer-Level Burn-In

Partner Interview
Aehr Test SystemsUSMid CapTSMCXilinxAdvantestTeradyneTechnoprobeSwitching CostsProcess PowerMission Critical Products & ServicesUnique IP & BrandsInformation Technology
May 4, 2026

Pratt & Whitney GTF: Engine Allocation, MRO Capacity & Supply Chain Bottlenecks

Partner Interview
RTXUSMega CapMelrose IndustriesAirbusSafranGeneral ElectricProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
May 4, 2026

Judges Scientific: Armfield Operations & Engineering Challenges

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IP Interview
Judges ScientificGBSmall CapHalmaProcess PowerSwitching CostsSerial AcquirerIndustrialsInformation Technology

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