We are launching primary research to determine whether Nvidia's $1 trillion order disclosure represents firm purchase commitments from hyperscalers or flexible demand signals vulnerable to macro pressure, capex rationalisation, or competitive substitution.
Woozle is launching primary research to assess how Meta's 20% cut to it's workforce will impact it's core adveritising revenues.
A practitioner's breakdown of the four major expert networks — with real stats on network size, pricing, delivery speed, and where each excels or falls short for deal teams and fund analysts.
Most deal teams only measure the invoice price of expert calls. This guide quantifies the fully loaded cost — analyst hours, scheduling overhead, no-shows, and synthesis time — to reveal what DIY primary research actually costs per project.
Adobe: Can AI-First ARR Replace a Once-in-a-Generation CEO?
Catalyst research post on Roark Capital's potential ~$2B IPO of Inspire Brands (Dunkin', Arby's, Jimmy John's, Sonic, Buffalo Wild Wings, Baskin-Robbins)
We are launching primary research to determine whether Campbell's deteriorating snacks business reflects a transient consumer pullback or a structural loss of shelf space and brand relevance that the current management team cannot reverse.
JPMorgan downgraded Mercado Libre to Neutral even as the company posted 45% Q4 revenue growth and record buyer engagement across Latin America. The debate is whether deliberate margin compression is an investment cycle or a permanent reset.
A practical playbook for PE deal teams and consultants running primary research under compressed timelines — what to prioritize, how to parallelize workstreams, and where outsourcing creates leverage.
We are launching primary research to determine whether Dollar General's operational turnaround can sustain momentum through an oil-driven cost shock that threatens to squeeze the very low-income consumer the company depends on most.
UiPath beat on every metric, posted its first full year of GAAP profitability, and still fell 8%. The question is whether the market is right to doubt the forward narrative.
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.
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.
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.
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.
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.
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.
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.
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.
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.
