The Anatomy of a World-Class Primary Research Provider
A buyer’s framework for investment teams evaluating primary research vendors. Criteria, red flags, and the questions that separate providers who deliver edge from those who sell access.
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The AI Hype in Primary Research Is Real, But So Are the Limits
A practical guide for PE deal teams, hedge fund analysts, and corporate strategy professionals on the limitations of AI for primary research
International Paper's $70 Price Bet: Structural Tightness or Wishful Thinking?
We are launching primary research to assess whether International Paper's announced $70 per ton containerboard price increase will hold in the channel, or whether distributor and wholesaler behaviour signals a widening gap between producer ambition and market reality.
Cybersecurity's AI Panic: Narrative Contagion or the Beginning of a Real Disruption?
We are launching primary research to determine whether Fortune 500 CISOs view AI-native security tools as a genuine threat to incumbent cybersecurity platforms or as a fundamentally different product category that the market is conflating with endpoint detection, zero trust, and identity.
IBM's COBOL Fortress: Existential Threat or the Best-Timed Overreaction in a Decade?
We are launching primary research to determine whether Anthropic's Claude Code COBOL tool accelerates migration away from IBM mainframes or simply automates the discovery phase of projects that ultimately reinforce IBM's installed base.