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Apr 22, 2026

The Trade Desk vs Publicis: Principal Media Trading & Agency Fee Transparency

Media Director at WPP
Partner Interview
The Trade Desk•US•Large CapAmazonGoogleOpenAIPubMaticWPPOmnicomPublicis GroupeNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
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Apr 21, 2026

Workday, Progressive Insurance, Games Workshop

WorkdaySAPHasbroThe ProgressiveLemonadeOracleWorkdaySAPHasbroThe ProgressiveLemonadeOracle
Apr 20, 2026

Dick's Sporting Goods: Merchandising Strategy & Execution Culture

Former Vice President & General Merchandise Manager at Dicks Sporting Goods
Partner Interview
DICKS Sporting Goods•US•Large CapNikeadidasAmazonScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
Apr 20, 2026

The Trade Desk vs Amazon DSP: Open Web Budget Shifts & CPG Advertiser Testing

Media Director at WPP
Partner Interview
The Trade Desk•US•Large CapAmazonGoogleWPPOmnicomPubMaticMagniteOpenAINetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Apr 20, 2026

Lemonade: Pet & Renters Pricing Models vs Auto Insurance Challenges

Former Actuarial Director, Lemonade
Partner Interview
Lemonade•US•Mid CapState FarmUSAAThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials
Apr 20, 2026

Auto Partner: Export Model, Growth Ceiling & Structural Pricing

Former Regional Manager, Auto Partner Romania
IP Icon
IP Interview
Auto Partner•PL•Mid CapInter CarsLKQMEKOScale EconomiesB2B MiddlemenConsumer Discretionary
Apr 9, 2026

GEICO vs Progressive: Market Share, Risk Segmentation, Claims Efficiency & AI

Former Senior Vice President at GEICO
IP Icon
IP Interview
The Progressive•US•Large CapUSAAState FarmBerkshire HathawayLemonadeScale EconomiesInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancials
Apr 6, 2026

Embraer Executive Jets: Fractional Orders, Deposit Structure & Production Scaling

Former International Demonstration/Instructor Pilot at Embraer
Partner Interview
Embraer•BR•Large CapAirbusThe BoeingHoneywellBerkshire HathawayProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Apr 5, 2026

Samsung, SK Hynix & Micron: HBM Packaging & Thermal Management Competition

Former Vice President at Samsung Semiconductor
Partner Interview
SK hynix•KR•Mega CapTSMCMicron TechnologySamsung ElectronicsSwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer Discretionary
Apr 4, 2026

HBM, DRAM & NAND: Memory Hierarchy for AI Workloads

Former Vice President at Samsung Semiconductor
Partner Interview
SK hynix•KR•Mega CapMicron TechnologySamsung ElectronicsNVIDIAMicrosoftGoogleAmazonProcess PowerScale EconomiesSwitching CostsNetwork EffectsMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication Services
Apr 3, 2026

CCC vs Mitchell: Casualty vs Auto Physical Claims Process and Costs

Former Senior Vice President at GEICO
IP Icon
IP Interview
CCC Intelligent Solutions•US•Mid CapEnlyte IncThe ProgressiveSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareInsurers & FinancialsLow Cost OperatorsInformation TechnologyFinancials
Apr 1, 2026

SK hynix, Micron & The DRAM Market: Capex Strategy and 80% Gross Margins

Former Senior Fellow of Micron Technology and VP at Sandisk
Partner Interview
SK hynix•KR•Mega CapTSMCMicron TechnologySamsung ElectronicsApplied MaterialsAdvanced Micro DevicesSwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer Discretionary
Mar 25, 2026

James Hardie Industries vs Louisiana-Pacific Corporation: Regional Duopoly, Market Segmentation & Vinyl Siding

Former Vice President at Louisiana-Pacific Corporation
Partner Interview
Louisiana-Pacific•US•Mid CapJames Hardie Industries plcBoise CascadeScale EconomiesMaterialsIndustrials
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 AcquirerFinancials
Mar 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 Staples
Mar 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•Large CapDatabricksOracleSalesforceAmazonMicrosoftSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
Mar 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 AcquirerFinancials
Mar 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 Discretionary
Mar 16, 2026

Deere & Company: Dealership Store Operations & Service Alerts

Current Regional Operations Manager at Tellus Equipment
IP Icon
IP Interview
Deere & Company•US•Large CapCNH IndustrialAGCOScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Mar 12, 2026

Markel: Underwriting Culture & Insurance Reorganisation

Former Global Executive Underwriting Officer at Markel
IP Icon
IP Interview
Markel•US•Large CapW R Berkley CorpRyan Specialty GroupKinsale Capital GroupBerkshire HathawayChubbProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancials

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