Catalysts
We are launching primary research to determine whether Amazon's aggressive deployment of AI coding tools across AWS and its retail platform is undermining the infrastructure reliability that underpins its most profitable business.
Guides
An unbiased, buyer-side comparison of the four largest expert networks — GLG, AlphaSights, Third Bridge, and Guidepoint — plus when done-for-you primary research is the better fit for your deal or investment thesis.
Catalysts
We are launching primary research to determine whether Oracle's unprecedented cloud infrastructure backlog will convert into sustained high-margin revenue, or whether customer concentration, debt load, and execution risk make this the most precarious capital cycle in enterprise technology.
Catalysts
We are launching primary research to determine whether the IEA's proposed record reserve release can offset a physical supply disruption of historic scale, or whether the Strait of Hormuz closure has created a structural deficit that strategic stockpiles cannot bridge.
We are launching primary research to determine whether US carriers can pass through a wartime fuel spike to consumers without destroying the demand recovery that underpins every 2026 earnings forecast in the sector.
Catalysts
Hims & Hers / Novo Nordisk catalyst research post on the GLP-1 deal that resets the HIMS investment debate.
A practical guide for PE deal teams and corporate M&A professionals running primary research in emerging markets — how to source experts, design discussion guides, triangulate findings, and build conviction when data infrastructure is poor.
Guides
A practical guide for PE deal teams and hedge fund analysts on how to structure and execute channel checks across the semiconductor, AI infrastructure, and data center value chain — covering industry dynamics, key players, unit economics, and the expert sources that matter most.
Running 20 expert interviews in a week means 100+ hours of work. This guide breaks down the real bottlenecks, shows how to parallelise workstreams, and explains when to hand the programme to a done-for-you provider.
Expert calls look cheap on a per-unit basis. But when you audit the real time, quality, and opportunity costs of managing them in-house, the economics tell a very different story.
Catalysts
We are launching primary research to determine whether enterprise CISOs and CTOs view CrowdStrike's platform consolidation story as structurally intact or whether AI-native security tools and hyperscaler competition are beginning to erode spending commitments at the account level.
Catalysts
We are launching primary research to determine whether Novo Nordisk's competitive moat in obesity is narrowing permanently or whether the Wegovy pill, Medicare expansion, and pricing aggression can sustain franchise value through semaglutide's patent cliff.