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Mar 23, 2026
Progressive vs GEICO: Telematics, Pricing Strategy & Customer Retention
Former Director of National Accounts, Progressive
Partner Interview
The Progressive•US•Large CapUSAAState FarmBerkshire HathawayLemonadeRootScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsMar 20, 2026
Boston Beer: Product Development, RTDs & Brand Portfolio Strategy
Former Head of Innovation at The Boston Beer Company
Partner Interview
Boston Beer Company•US•Mid CapMolson Coors BeverageAnheuser-Busch InBev SA/NVScale EconomiesUnique IP & BrandsConsumer StaplesMar 20, 2026
SAP S/4HANA Migration: Customization, Cloud Strategy & Multi-Year Implementation
Chief Information Officer at Hyundai Motor Company, United States
Partner Interview
SAP•DE•Mega CapDatabricksOracleSalesforceAmazonMicrosoftSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryMar 18, 2026
Progressive Leadership Transition: Tricia Griffith, Andrew Quigg & CEO Succession
Former Senior Claims Director, The Progressive Corporation
Partner Interview
The Progressive•US•Large CapState FarmBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsMar 16, 2026
DICK'S Sporting Goods: Ed Stack's Legacy, Distribution Strategy & Competitive Advantage
Former Vice President at DICK's Sporting Goods
Partner Interview
DICKS Sporting Goods•US•Large CapNikeadidasScale EconomiesBrand EquityConsumer DiscretionaryMar 16, 2026
Deere & Company: Dealership Store Operations & Service Alerts
Current Regional Operations Manager at Tellus Equipment
Mar 12, 2026
Markel: Underwriting Culture & Insurance Reorganisation
Former Global Executive Underwriting Officer at Markel
Mar 11, 2026
AI Memory History & Demand: NAND vs DRAM for Long Context Inference
Former Senior Fellow of Micron Technology and VP at Sandisk
Partner Interview
Micron Technology•US•Mega CapSandisk CorporationSK hynixNVIDIAIntelTSMCProcess PowerScale EconomiesSwitching CostsMission Critical Products & ServicesInformation TechnologyMar 9, 2026
SAP: HANA Enterprise Cloud Architecture & Oracle Database Competition
Senior Vice President at SAP
Partner Interview
SAP•DE•Mega CapOracleAmazonMicrosoftGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Weekly update
Mar 9, 2026
Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace
HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonHoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon
Mar 9, 2026
The Trade Desk: Take Rate Pressure, Competition & Mid-Market Expansion Strategy
Former Vice President at The Trade Desk
Partner Interview
The Trade Desk•US•Large CapAmazonMagnitePubMaticGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryWeekly update
Mar 9, 2026
Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace
HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonHoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon
Mar 5, 2026
Bank of Georgia: Corporate Banking Underwriting, Diversification & Real Estate Exposure
Former Sector Head at Bank of Georgia
Partner Interview
Bank of Georgia Group•GB•Mid CapScale EconomiesInsurers & FinancialsFinancialsMar 3, 2026
Inter Cars: Franchise Model & Eastern European Parts Distribution
Former Area Sales Manager at Inter Cars
Mar 1, 2026
Amazon DSP: Building Direct Publisher Relationships & SSP Disintermediation
Former VP at Amazon Advertising
Partner Interview
Amazon•US•Mega CapThe Trade DeskGoogleMagnitePubMaticNetflixRokuNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryIP Fieldwork Podcast
Feb 25, 2026
Markel Group: Capital Allocation
IP Fieldwork Podcast
Markel•US•Large CapBerkshire HathawayProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancials
Feb 23, 2026
DCC Energy: CleanEnergy Strategy, LPG Consolidation & Leadership Challenges
Former Senior Director at DCC
Partner Interview
DCC•IE•Mid CapShellBPScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsFeb 17, 2026
AWS: Securing Grid Power for Hyperscale AI Data Centers
Former Executive Leader, Energy Strategy and AWS Infrastructure at Amazon
Partner Interview
Amazon•US•Mega CapDuke Energy CorporationDominion EnergyNextEra EnergySouthern CompanyXcel EnergyEquinixGoogleMicrosoftOracleCoreWeaveNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareUtilitiesConsumer DiscretionaryReal EstateCommunication ServicesInformation TechnologyFeb 16, 2026
CooperVision vs Alcon vs J&J: Private Label Strategy & Market Share
Category Manager at EssilorLuxottica
Partner Interview
The Cooper Companies•US•Large CapAlconJohnson & JohnsonScale EconomiesOEMs w/ Installed BaseHealth CareFeb 16, 2026
Shopee vs MercadoLibre: Logistics Strategy & Unit Economics in Brazil
Former Shopee Express Brazil Director
Partner Interview
MercadoLibre•UY•Large CapShopeeAmazonSeaMagazine LuizaAmericanasNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesShowing 20 of 1000 results