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Progressive: Claims Operations, Culture & Pricing Discipline
Aug 6, 2026
Aug 6, 2026
Amazon LTL Entry & the Threat to Established LTL Carriers
Aug 6, 2026
Partner Interview
Amazon•US•Mega CapFedExOld Dominion Freight LineXPOSaiaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsAug 6, 2026
Weekly update
Danaher: Cytiva Chroma Resins vs Purolite, Wise CEO Reference Check
Aug 5, 2026
Danaher•US•Large CapWise
Aug 5, 2026
IP References
Aug 4, 2026
Wise: Kristo Käärmann
IP Reference Checks
Management CheckWise•GB•Mid CapAirwallexCitigroupMastercardRemitly GlobalRevolutWestern UnionVisaScale EconomiesCounter PositioningSwitching CostsNetwork EffectsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation Technology
Kristo Kaarmann: Mission-driven, Radical Autonomy & First Principles
Aug 3, 2026
Aug 3, 2026
SK Hynix & Samsung: DRAM Fab Build-Out Timelines & Capacity Ramp
Jul 31, 2026
Partner Interview
SK hynix•KR•Mega CapMicron TechnologyNVIDIASamsung ElectronicsProcess PowerScale EconomiesSwitching CostsMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryJul 31, 2026
QXO, Kodiak & the Challenges of LBM Distribution Integration
Jul 31, 2026
Partner Interview
QXO•US•Mid CapCertainTeedBuilders FirstSourceScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyMaterialsJul 31, 2026
Coupang: Building a 2P Fulfillment Business in Korea
Jul 31, 2026
Partner Interview
Coupang Inc•US•Large CapShopeeAmazonSeaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesJul 31, 2026
IP Research Analysis
Perimeter Solutions vs Fortress: A Competitive and Legal History
Jul 30, 2026
IP Research
IP ResearchPerimeter Solutions•US•Mid CapSwitching CostsScale EconomiesMission Critical Products & ServicesMaterials
Jul 30, 2026
Value Chain
CCC Intelligent Solutions: How an Auto Physical Damage Claim Flows Through Value Chain
Jul 30, 2026
IP Research
IP ResearchCCC Intelligent Solutions•US•Mid CapEnlyte IncThe ProgressiveCopartRitchie Bros AuctioneersIAABerkshire HathawaySwitching CostsNetwork EffectsScale EconomiesB2B SoftwareInsurers & FinancialsLow Cost OperatorsAuctions & ClassifiedsPhysical Infra & NetworksSerial AcquirerInformation TechnologyFinancialsIndustrialsConsumer Discretionary
Jul 30, 2026
QXO & Beacon Roofing: Distribution Model, M&A Strategy & Competitive Dynamics
Jul 29, 2026
Partner Interview
QXO•US•Mid CapBuilders FirstSourceCarlisle CompaniesCertainTeedFloor & DecorThe Home DepotScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyMaterialsConsumer DiscretionaryJul 29, 2026
DoorDash Grocery: Unit Economics, Merchant Selection & Growth Runway
Jul 29, 2026
Partner Interview
DoorDash•US•Large CapInstacartAmazonUberNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyJul 29, 2026
Weekly update
Copart & Progressive's Power, Meta's Culture
Jul 29, 2026
Copart•US•Large CapRitchie Bros AuctioneersIAAThe ProgressiveMeta
Jul 29, 2026
IP Research Analysis
Copart, IAA, & CCC: Progressive’s Power
Jul 28, 2026
IP Research
IP ResearchCopart•US•Large CapThe ProgressiveCCC Intelligent SolutionsEnlyte IncRitchie Bros AuctioneersIAAScale EconomiesSwitching CostsNetwork EffectsInsurers & FinancialsLow Cost OperatorsB2B SoftwareAuctions & ClassifiedsPhysical Infra & NetworksFinancialsInformation TechnologyIndustrialsConsumer Discretionary
Jul 28, 2026
Arm Holdings: IP Licensing Strategy, Royalty Economics & the AGI CPU
Jul 27, 2026
Partner Interview
Arm•GB•Mega CapAdvanced Micro DevicesGoogleAmazonInfineonIntelNVIDIAQualcommMetaNetwork EffectsScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 27, 2026
CCC vs Mitchell: Auto Claims Software Competition & Progressive's Strategy
Jul 27, 2026
Partner Interview
CCC Intelligent Solutions•US•Mid CapEnlyte IncThe ProgressiveSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareInsurers & FinancialsLow Cost OperatorsInformation TechnologyFinancialsJul 27, 2026
Nebius & CoreWeave: Building Mini-Hyperscalers vs Bare Metal Strategy
Jul 24, 2026
Partner Interview
Amazon•US•Mega CapCoreWeaveOpenAIAnthropicNebius GroupMicrosoftGoogleNVIDIAClickHouseNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesJul 24, 2026
Wise: AML Compliance Failures & Belgian Prosecution
Jul 23, 2026
Partner Interview
Wise•GB•Mid CapRevolutEburyScale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation TechnologyJul 23, 2026
Lemonade, GEICO & the Durability of Incumbent Auto Insurers
Jul 23, 2026
Partner Interview
Lemonade•US•Mid CapRootThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsJul 23, 2026
The Trade Desk vs Amazon DSP: A Media Buyer's Perspective on Budget Allocation
Jul 20, 2026
Partner Interview
The Trade Desk•US•Mid CapMagniteInstacartStackAdaptRokuDoorDashAmazonNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 20, 2026
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