Content Index - Companies

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- Abcam - ABC
  - Abcam & Research-Use Antibodies: Customer Perspective II
    Former VP, Biology at CyVekJuly 26, 2021
  - Abcam & Research Use Antibodies: A Customer Perspective
    Chief Scientific Officer and Sr. VP of R&D at Metamark GeneticsJune 18, 2021
- Acast
  - Acast, Spotify, & Podcast Monetization
    Former Global Head of Strategy at AcastMay 1, 2022
  - Acast: Podcast Advertising Platforms and Growth Opportunity
    Former Manager at Acast ABMay 13, 2022
  - Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
    In Practise Weekly UpdateAugust 8, 2022
  - Acast: Podcast Advertising Formats, Adoption, & Competitive Landscape
    Former Senior Account Director at AcastAugust 4, 2022
- Accenture - ACN
  - Cognizant vs EPAM: On-Premise to Cloud Managed Services
    Former VP at EPAM Systems and Cognizant September 17, 2020
  - Cognizant Technologies: BPO to BPaaS
    Former VP, North America at Cognizant Technology SolutionsSeptember 18, 2020
  - Accenture: A Culture of Client-Centricity
    Former Head of Sales, Financial Services at AccentureOctober 2, 2020
- Accor - AC
  - China Hotel Management: Comparing SARS to COVID-19
    Former Area General Manager at Accor ChinaMay 12, 2020
- Activision Blizzard - ATVI
  - The Value of Gaming Intellectual Property
    Former Senior Director at NCSOFT and Take-Two Interactive SoftwareJuly 8, 2020
  - Massive Entertainment: Game Development, Design & Monetization
    Founder of Massive Entertainment, UbisoftOctober 15, 2020
  - Fortnite Gameplay Design & Monetization
    Former Head of UI, Epic Games July 5, 2020
  - Esports & The Overwatch League
    Former Business Director at Overwatch, Blizzard Entertainment July 17, 2020
  - Unity Technologies: Game Engine Industrial Applications
    Director, Autos, Transportation & Manufacturing at Unity Technologies July 20, 2020
- ACV Auctions - ACVA
  - ACV Auctions Competitive Advantage & Threats
    Former Director at ACV AuctionsSeptember 11, 2022
  - ACV Auctions, Backlot, CarOffer, & US Wholesale Auto Competition
    Former Director at KAR Global, Backlot CarsAugust 24, 2022
  - Carvana, ADESA, ACV, & Wholesale Auto Auctions
    In Practise Weekly AnalysisMarch 22, 2022
  - ACV Auction, Akerlof's Lemons, & Used Car Adverse Selection
    In Practise Weekly AnalysisDecember 6, 2021
  - ACV Auctions & US Auto Wholesale Market
    Former Regional Field Manager at ACV AuctionsDecember 2, 2021
  - BacklotCars, ACV Auctions, ADESA, & US Auto Wholesale Auctions
    Former Director at BacklotCars and ADESA, KAR Auction ServicesMay 6, 2022
  - Carvana, ADESA, & US Auto Wholesale Auction Market
    Former General Manager at ADESA and Director at ACV AuctionsApril 7, 2022
- AddLife - ALIF
  - Addtech & B2B Industrial Distribution
    Former CEO at Addtech Business UnitJuly 30, 2021
  - Addtech, Addlife, & Nordic Value-added Distribution
    Former CEO at Addtech Life SciencesJune 20, 2021
  - AddLife: Vision Ophthalmology Group Acquisition
    Former CEO at AddVisionJanuary 23, 2023
  - Addtech and Topicus: Competitively Advantaged Buyers
    In Practise Weekly AnalysisJuly 12, 2021
  - AddLife: History & Future M&A Opportunities
    Former CEO of Addtech Life SciencesJanuary 11, 2023
  - Addtech: The History of Bergman & Beving
    In Practise Weekly AnalysisJune 21, 2021
  - AddLife: Healthcare 21 Acquisition
    Former General Manager at Aquilant, HC 21 (now owned by AddLife)January 17, 2023
  - Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife
    January 18, 2023
  - Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
    January 11, 2023
- Addtech AB - ADDTb
  - Addtech & B2B Industrial Distribution
    Former CEO at Addtech Business UnitJuly 30, 2021
  - Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
    November 15, 2022
  - Addtech, Addlife, & Nordic Value-added Distribution
    Former CEO at Addtech Life SciencesJune 20, 2021
  - Halma, Danaher, CSU & Serial Acquirer Org Structures
    In Practise Weekly AnalysisJanuary 17, 2022
  - Addtech: M&A Process and Strategy
    Former CEO Energy Products at AddtechJuly 10, 2021
  - Addtech and Topicus: Competitively Advantaged Buyers
    In Practise Weekly AnalysisJuly 12, 2021
  - Addtech: The History of Bergman & Beving
    In Practise Weekly AnalysisJune 21, 2021
- Adecco Group AG - ADEN
  - Manpower, Upwork & Global Enterprise Recruitment Contracts
    Former President at Manpower GroupApril 25, 2021
- Adore Beauty - ABY AU
  - Feelunique, Adore Beauty, & Beauty as an Online Category
    In Practise Weekly AnalysisOctober 4, 2021
  - Adore Beauty's History, Management Team, & Growth Opportunities
    Former CFO at Adore BeautySeptember 14, 2021
  - Feelunique & Online Beauty Retail
    Founder of FeeluniqueOctober 1, 2021
  - Adore Beauty & The Australian Beauty Market
    Former Merchandising Manager at MECCA BrandsJuly 22, 2021
- ADVANCED DRAINAGE SYSTEM - WMS
  - Advanced Drainage Systems: Growth Outlook
    Former VP at Advanced Drainage SystemsFebruary 14, 2023
  - Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
    February 15, 2023
  - Advanced Drainage Systems: Operational Overview
    Former Executive Vice President at Advanced Drainage SystemsJanuary 17, 2023
  - Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife
    January 18, 2023
- Adyen NV - ADYEN
  - Adyen, Stripe, Checkout, & Payment Acquirers
    Former Director at StripeAugust 18, 2022
  - Adyen: Pricing, Culture & Talent
    Former VP Account Management at AdyenMarch 17, 2023
  - Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
    In Practise Weekly UpdateAugust 23, 2022
  - Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
    March 21, 2023
  - Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
    In Practise Weekly UpdateAugust 8, 2022
  - Adyen: A Merchant's Perspective
    Former Global Head of Payments at Hello FreshAugust 6, 2022
  - Adyen: Entering New Markets
    Former VP at AdyenMarch 30, 2022
- AerCap - AER
  - Challenges for Aircraft Lessors
    Former VP, Marketing and Sales at GECASMay 28, 2020
  - AerCap & Aircraft Leasing
    Former VP, Marketing and Sales at AerCapMay 27, 2020
  - AerCap, Aircraft Leasing, & Auto Dealer Business Models
    In Practise Weekly AnalysisJune 7, 2021
  - AerCap, Air Lease, & A History of Aircraft Leasing
    Former CFO of Air Lease Corporation June 2, 2021
  - CFM International: 37 Years Selling Aircraft Engines
    Former VP, Sales at GE Aviation August 6, 2020
- Affirm
  - BNPL, Visa & Mastercard
    Former Director, AffirmNovember 16, 2021
- Airbnb - ABNB
  - Airbnb vs HomeAway: Inventory Quality
    Former CEO at Vacasa Europe and Board Member at HomeAwaySeptember 1, 2020
  - From eBay to Airbnb: Marketplace Lessons
    Former Country Manager at Airbnb and Director at eBay, APACMay 21, 2020
  - Airbnb: Scaling the Supply Side
    Former Supply Side Manager, Australia, NZ, Pacific at AirbnbMay 17, 2020
  - Airbnb's TAM
    In Practise Weekly AnalysisApril 11, 2022
  - US Flag Carrier Airlines: Culture, Margins, and Business vs Leisure Travel
    Former COO at Delta Air Lines and Former Global Head of Transportation at AirbnbSeptember 24, 2020
  - Airbnb Experiences
    Former Global Head of Operations, Airbnb ExperiencesApril 7, 2022
- Airbus - AIR
  - Airbus: Launching A320neo versus Boeing 737
    Former Chief Strategy and Marketing Officer at Airbus & Former CEO at MBDAMay 1, 2020
  - OHB & European Space Systems
    Former Director, SmallGEO at OHB SESeptember 8, 2022
  - Satair & Aerospace Distribution
    Former VP at SatairAugust 3, 2020
  - Leading Airbus China: Race Against Boeing
    Former Chairman and President at Airbus ChinaMay 1, 2020
- AIR LEASE CORP - AL
  - AerCap, Aircraft Leasing, & Auto Dealer Business Models
    In Practise Weekly AnalysisJune 7, 2021
  - AerCap, Air Lease, & A History of Aircraft Leasing
    Former CFO of Air Lease Corporation June 2, 2021
- Alcon AG - ALCC
  - Alcon & Global Contact Lenses Competition
    Former Director at AlconFebruary 8, 2023
  - Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
    February 15, 2023
  - Alcon AG: Competitive Dynamics in Eye Surgery
    Former Corporate Sales Exec at AlconFebruary 14, 2023
- Aldi
  - Aldi, Ocado, & Online Grocery Business Models
    Former CEO, Aldi UKOctober 22, 2021
  - Dino Polska: Growth Runway & Competition
    Former Purchasing Director at PoloMarket & Former Purchasing Director at Lidl PolandDecember 15, 2021
  - Lidl: Hard Discounter Business Models
    Former CEO, Lidl UK May 11, 2020
  - Lidl in Ireland: from 0 to 12% market share in 20 years
    Former Head of Sales Organisation, Lidl Ireland and current Managing Director, McKee's FoodsAugust 15, 2020
  - Mercadona and Discount Food Retail
    Current CEO of Future Retail and former CEO of Dinosol SupermercadosApril 25, 2019
  - The Evolution of Aldi's Operations in The U.S.
    Former Division EVP at Aldi SUDOctober 15, 2020
  - Lidl and Hard Discounter Culture
    Former CEO, Lidl UK January 16, 2020
  - Aldi: Hard Discounter Business Models
    Former CEO, Aldi UKMay 20, 2020
  - Aldi: Culture & Operations of a Hard Discounter
    Former CEO, Aldi UKFebruary 3, 2023
  - Hard Discounter Business Models: Aldi's Disruption of UK Food Retail
    Former CEO, Aldi UKApril 26, 2020
  - ASDA and UK Food Retail
    Former Vice President, Fresh, Frozen & Chilled at Asda and former Buying Director, Iceland FoodsOctober 29, 2019
  - Hard Discounters vs Big Four UK Grocers: Asda Case Study
    Former Vice President, Fresh, Frozen & Chilled at Asda and former Buying Director, Iceland FoodsMay 19, 2020
  - Leadership Principles: Lessons from 25 Years in Consumer Retail
    Former Vice President, Fresh, Frozen & Chilled at Asda and former Buying Director, Iceland FoodsMay 14, 2020
- Align Technology Inc - ALGN
  - Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
    September 6, 2022
  - Align Technology: Invisalign Competition
    Former Director at Align TechnologySeptember 3, 2022
- Alimentation Couche-Tard - ATD
  - Circle K's US Unit Growth and Fuel Margin Outlook
    In Practise AnalysisNovember 22, 2022
  - Circle K Norway EV Experiment Lab
    Former Director, EV Development at Circle K NorwayDecember 11, 2022
  - EV Penetration & Circle K Norway's EV Experiment Lab
    In Practise AnalysisDecember 16, 2022
  - Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
    November 23, 2022
  - Couche-Tard, C-stores, & The Impact of Electric Vehicles
    In Practise Weekly AnalysisNovember 1, 2021
  - ARKO & US C-Stores: Merch Margins and EV Risks
    Regional District Manager at GPM Investments, ARKOOctober 27, 2021
  - Circle K: US C-Store Asset Quality & Unit Growth
    Former VP at Circle KNovember 20, 2022
- Allegro - ALE
  - InPost & The Automated Parcel Machine (APM) Industry
    Co-Founder and Group CEO at alfred24December 3, 2021
  - Amazon vs CDON, Allegro, & Bol.com
    Former VP, Amazon Logistics Europe February 5, 2021
- Allianz SE - ALV
  - Pricing Auto Insurance Policies
    Former Chief Underwriting Officer, P&C, Generali Germany December 9, 2020
- Alphabet Inc - GOOG
  - Cogent Communications: Hyperscalers' Dark Fiber Demand
    Network Acquisition Executive at HyperscalerJanuary 23, 2023
  - Google Workspace: SMB to Enterprise Sales
    Former Product Marketing Exec at GoogleFebruary 17, 2023
  - Google Workspace vs Microsoft 365
    Former Strategy Executive at Google WorkspaceFebruary 6, 2023
- Alphawave IP
  - Alphawave Semi, Synopsys & Silicon IP
    Former Program Manager at Alphawave IP GroupMarch 9, 2023
  - AMZN, ServiceNow, Atlassian, DDOG, Masimo, CACC, 10x, FDM, Alphawave
    March 14, 2023
- Alteryx - AYX
  - Alteryx: Land and Expand
    Former Senior Vice President at AlteryxSeptember 29, 2020
- Amazon - AMZN
  - AWS Series: Kubernetes & The Portability Illusion
    In Practise Weekly AnalysisAugust 30, 2022
  - The History of x86, ARM, & Amazon's Graviton Processor
    Principal Developer Advocate at Honeycomb and Former SRE Leader at GoogleSeptember 9, 2022
  - Lessons from Eight Years at Amazon, Inc.
    Former CFO at Deliveroo & Finance Director, EMEA, AmazonMarch 30, 2020
  - Snowflake, Synapse, and Redshift: Customer Angle
    Former Director of Technology at Capital OneFebruary 13, 2023
  - Amazon Fulfilment Process
    Former Global Director of Operations Benchmarking at AmazonApril 25, 2019
  - New Relic vs Datadog: Fight for Observability
    Former Head of Marketing, EMEA at New RelicSeptember 27, 2020
  - Amazon Prime's Sports Rights Strategy
    Former Head of Global Sport at Amazon Prime VideoFebruary 28, 2023
  - Cogent Communications: Hyperscalers' Dark Fiber Demand
    Network Acquisition Executive at HyperscalerJanuary 23, 2023
  - AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
    March 2, 2023
  - Amazon Web Services: EC2 Graviton Strategy
    Former Senior Manager at Amazon Web ServicesSeptember 8, 2022
  - AWS: Culture, EC2, EBIT Margins & Market Share Outlook
    Former Senior Manager at Amazon Web ServicesAugust 24, 2022
  - AWS: Long-Run and Normalised FCF Margin Estimates
    In Practise AnalysisNovember 6, 2022
  - Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
    In Practise Weekly UpdateAugust 3, 2022
  - Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
    October 11, 2022
  - Amazon Ads: 1P and 3P Spend Breakdown
    Former Sales Manager at Amazon AdvertisingMarch 2, 2023
  - Amazon's Outsourced Fulfilment Strategy: 3PL Customer Perspective
    Former Director European External Fulfilment at Amazon April 3, 2021
  - Weekly Update: AWS Long-Run & Normalised FCF Margins, Datadog, ASOS, Maravai, HCA, FEVR
    November 8, 2022
  - SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition
    Former Director at Google CloudSeptember 16, 2022
  - AWS Series: Hyperscale Data Centers, Physical Moats, & Server Lifetime
    In Practise AnalysisOctober 26, 2022
  - Amazon Retail EMEA Strategy and Profitability
    Former Finance Director at Amazon EMEAOctober 2, 2022
  - Wayfair CastleGate, Amazon, & FBA vs FBW
    In Practise Weekly AnalysisDecember 14, 2021
  - Amazon Europe: Logistics, Hiring and Leadership Principles
    Former VP, Amazon Logistics Europe April 29, 2020
  - Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
    In Practise Weekly UpdateAugust 23, 2022
  - Amazon FBA & 3P Sales: A Seller's Perspective
    Amazon Third-Party Seller for 16 yearsNovember 30, 2022
  - Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
    February 22, 2023
  - Amazon Advertising: Endemic & Non-Endemic Ads
    Former Head of Sales at Amazon AdvertisingDecember 22, 2022
  - Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
    December 6, 2022
  - Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
    September 20, 2022
  - Databricks, Snowflake, GCP, & Public Cloud Competition
    Former Director at Google CloudOctober 10, 2022
  - AMZN, ServiceNow, Atlassian, DDOG, Masimo, CACC, 10x, FDM, Alphawave
    March 14, 2023
  - Wayfair: CastleGate & Online Furniture Logistics
    Former Head of Global Fulfilment Engineering at WayfairDecember 12, 2021
  - Amazon Logistics: US Network Buildout & Rationalization
    President of MWPVL, a Leading Supply Chain and Distribution ConsultancyMarch 21, 2023
  - AWS: Running a Hyperscale Data Center
    Former Director at Amazon Web ServicesOctober 21, 2022
  - Amazon Retail: 1P vs 3P Economics
    Former General Manager at AmazonSeptember 23, 2022
  - Amazon Retail Unit Economics
    In Practise AnalysisOctober 29, 2022
  - Netflix Engineering & AWS Relationship
    Former Engineering Leader at NetflixOctober 20, 2022
  - Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC
    October 5, 2022
  - AWS: Containers, Kubernetes, & EC2 Stickiness
    Former Senior Manager at Amazon Web ServicesAugust 25, 2022
  - Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
    September 6, 2022
  - Confluent, Amazon MSK, & Apache Kafka
    Former Director, Engineering at ConfluentOctober 16, 2022
  - Alteryx: Land and Expand
    Former Senior Vice President at AlteryxSeptember 29, 2020
  - Amazon Ads, Google DoubleClick & the Ad Tech Value Chain
    Former Director at Amazon AdvertisingFebruary 20, 2023
  - Snowflake Positioning vs AWS, GCP, Azure
    Former Director of Google CloudJuly 1, 2022
  - Amazon European Logistics Buildout
    Former VP, Amazon Logistics Europe May 29, 2020
  - Amazon: Deconstructing the Retail P&L
    Former Finance Manager at AmazonOctober 29, 2022
  - Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
    October 19, 2022
  - Amazon Web Services: Data Center Economics
    Former Director at Amazon Web ServicesNovember 29, 2022
  - Amazon Ads & The Retail Media Landscape
    Current EVP at Skai (formerly Kenshoo)February 15, 2023
  - Etsy, Amazon Handmade, & Potential Limitations to Scale
    Former Vice President at EtsySeptember 11, 2021
  - Major Record Labels: Business Model Evolution
    Former Chairman and CEO, Sony Music, UKOctober 14, 2020
  - Investor Dialogue: Amazon Web Services
    October 6, 2022
  - Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
    February 15, 2023
  - AWS Graviton’s Process Power
    In Practise AnalysisSeptember 12, 2022
  - 2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
    January 4, 2023
  - AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
    Former Head of Strategy, Amazon AWS West-USJuly 22, 2022
  - Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
    Former Product Leader at Google Cloud Platform September 8, 2020
  - Amazon Retail: The Rails of E-commerce
    In Practise AnalysisDecember 5, 2022
  - Azure, GCP, BigQuery, Snowflake & Cloud Competition
    Former Director of Google CloudSeptember 3, 2022
  - Amazon Advertising
    Founder and Managing Director at Marketplace AMP, Amazon Advertising AgencyJuly 14, 2021
  - Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch
    In Practise AnalysisFebruary 9, 2023
  - Amazon's Culture
    Former CFO at Deliveroo & Finance Director, EMEA, AmazonMay 24, 2019
  - Fedex Express: The Design & Evolution of a Delivery Network
    Former Senior Vice President at FedexFebruary 1, 2023
  - Snowflake, Redshift, & AWS Partner Program
    ISV Partner Sales Lead at Amazon Web ServicesJuly 27, 2022
  - Wayfair, Amazon, and Building Global Ecommerce Supply Chains
    Former Chief Global Supply Chain Officer at WayfairFebruary 25, 2022
  - Atlassian: Reselling Jira and Confluence
    Former VP, Product at Adaptavist, largest European Atlassian Reseller October 1, 2020
  - InPost & The Automated Parcel Machine (APM) Industry
    Co-Founder and Group CEO at alfred24December 3, 2021
  - Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
    September 27, 2022
  - Databricks: Melting the SNOW
    Former Director at AWS and Current Strategic Executive at DatabricksOctober 29, 2022
  - AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
    Former Director of Google CloudAugust 19, 2022
  - Amazon vs CDON, Allegro, & Bol.com
    Former VP, Amazon Logistics Europe February 5, 2021
- Amazon Web Services - AWS
  - Cogent Communications: Hyperscalers' Dark Fiber Demand
    Network Acquisition Executive at HyperscalerJanuary 23, 2023
  - Snowflake: Investment Trends & Cost Optimization
    Former CIO at Global CPG companyMarch 27, 2023
- AMERICAS CAR-MART INC - CRMT
  - Carvana, America's Car-Mart, & Auto Subprime Financing
    CEO of Holmes MotorsMarch 13, 2021
- Amplifon
  - Hearing Aids Manufacturing: A Sustainable Oligopoly?
    Former Managing Director, Sivantos September 20, 2020
  - Amplifon: Hearing Aids Distribution
    Former CFO at AmplifonAugust 23, 2020
- Amplifon SpA - AMPF
  - Sonova, Hearing Aid Fittings, & OTC Channel Growth
    Former Director at Sonova GroupOctober 27, 2022
  - GN Store Nord & Hearing Aids
    Former Director at GN Store NordMarch 26, 2023
- AmWINS Group
  - Ryan Specialty Group & CRC Group: Wholesale Broking
    Former SVP at CRC Insurance and current EVP at USG Insurance ServicesFebruary 1, 2022
- Analog Devices Inc - ADI
  - Analog Devices vs Texas Instruments Positioning
    Former Senior Manager at Analog DevicesOctober 28, 2022
- Appdynamics
  - Datadog, AppDynamics, & Observability Products
    Former Director at AppDynamicsSeptember 22, 2022
  - Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
    September 27, 2022
- Apple Inc - AAPL
  - Amazon Prime's Sports Rights Strategy
    Former Head of Global Sport at Amazon Prime VideoFebruary 28, 2023
- AppLovin - APP
  - AppLovin: King of the Bid
    Former Director at AppLovinFebruary 15, 2022
  - AppLovin: Building a Mobile Ad Network
    In Practise Weekly AnalysisFebruary 21, 2022
- Aptiv - APTV
  - Tier-1 versus OEM: Powertrain Dynamics
    Senior Vice President of Sales and Business Development, Valeo SA April 13, 2019
  - Analysis of Electric Vehicle Configurations
    Former VP, Electrical Systems at Aptiv April 13, 2019
- ARKO Corp - ARKO
  - Circle K's US Unit Growth and Fuel Margin Outlook
    In Practise AnalysisNovember 22, 2022
  - Couche-Tard, C-stores, & The Impact of Electric Vehicles
    In Practise Weekly AnalysisNovember 1, 2021
  - ARKO & US C-Stores: Merch Margins and EV Risks
    Regional District Manager at GPM Investments, ARKOOctober 27, 2021
- ARROW ELECTRONICS INC - ARW
  - Electrocomponents, RS PRO & B2B Distribution
    Former President at ElectrocomponentsMarch 26, 2022
- Asana - ASAN
  - Monday.com: Comparison with Asana, Airtable and Jira
    Former Product Manager at Monday.comFebruary 6, 2023
- ASBURY AUTOMOTIVE GROUP - ABG
  - Investor Dialogue: Carvana vs CarMax
    March 18, 2022
- Asda - WMT
  - ASDA and UK Food Retail
    Former Vice President, Fresh, Frozen & Chilled at Asda and former Buying Director, Iceland FoodsOctober 29, 2019
  - Hard Discounters vs Big Four UK Grocers: Asda Case Study
    Former Vice President, Fresh, Frozen & Chilled at Asda and former Buying Director, Iceland FoodsMay 19, 2020
  - Leadership Principles: Lessons from 25 Years in Consumer Retail
    Former Vice President, Fresh, Frozen & Chilled at Asda and former Buying Director, Iceland FoodsMay 14, 2020
- Ashtead Group PLC - AHT
  - Ashtead, United Rentals, & US Equipment Rental
    March 24, 2023
  - Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
    December 6, 2022
  - H&E Equipment, Ashtead, & US Equipment Rental Demand & Rates
    Former SVP at H&E EquipmentDecember 3, 2022
  - United Rentals: Specialty Division Growth & M&A Strategy
    Former Director, Specialty Strategy, United RentalsJune 10, 2022
  - Ashtead & Equipment Rental: A More Resilient Business
    In Practise Weekly AnalysisJune 16, 2022
  - 2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
    January 4, 2023
  - United Rentals, Ahern, & Equipment Rental M&A
    Former VP at United RentalsDecember 22, 2022
- ASOS - ASOS
  - ASOS, Zalando, & EU Fast Fashion
    Former Sales and Marketing Director at ZalandoOctober 29, 2021
  - The Evolution of Buying and Merchandising Functions in Mid-Market Fashion Retail
    Former Head of Buying at New Look December 12, 2019
  - ASOS, Boohoo, & Online Fashion Retail Business Models
    Former Product and Trading Director at ASOSJanuary 20, 2022
  - ASOS Marketplace: Third-Party Brand Perspective
    Former Trading Director at ASOS & Current Ann Summers DirectorNovember 4, 2022
  - Boohoo & UK Online Fashion
    Former Director at BoohooNovember 25, 2022
- Assa Abloy AB - ASSAb
  - Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
    In Practise Weekly UpdateAugust 23, 2022
  - ASSA ABLOY, HES, & Electromechanical Locks
    Former President and CEO, HES & VP of Assa AbloyAugust 21, 2022
- Assicurazioni Generali SpA - G
  - Pricing Auto Insurance Policies
    Former Chief Underwriting Officer, P&C, Generali Germany December 9, 2020
- Aston Martin Lagonda Global Holdings PLC - AML
  - Aston Martin, Ferrari, & Luxury Auto Dealer Networks
    Former Head of Sales, Europe at Aston Martin LagondaAugust 10, 2021
  - Aston Martin: Wholesale to Retail-led Distribution
    In Practise Weekly AnalysisAugust 16, 2021
- Atlassian - TEAM
  - Atlassian: Confluence Strategy & Competition
    Former Program Management executive at AtlassianMarch 20, 2023
  - Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
    March 21, 2023
  - ServiceNow: Competing with Jira & Datadog
    Current CTO at ServiceNow CustomerMarch 6, 2023
  - AMZN, ServiceNow, Atlassian, DDOG, Masimo, CACC, 10x, FDM, Alphawave
    March 14, 2023
  - Monday.com: Comparison with Asana, Airtable and Jira
    Former Product Manager at Monday.comFebruary 6, 2023
  - Atlassian: Reselling Jira and Confluence
    Former VP, Product at Adaptavist, largest European Atlassian Reseller October 1, 2020
- Auto1 Group - AG1
  - Auto1 Group & European Online Auto Retail
    Chief Financial Officer at Auto1 GroupAugust 18, 2021
- Automation Anywhere
  - RPA Software: Blue Prism, UiPath, & Automation Anywhere
    Former VP at Accenture and EPAM Systems October 8, 2020
- Auto Trader Group PLC - AUTOA
  - AerCap, Aircraft Leasing, & Auto Dealer Business Models
    In Practise Weekly AnalysisJune 7, 2021
  - UK Used Car Market Competitive Landscape
    Former Group Used Car Director at InchcapeAugust 31, 2022
- Avalara Inc - AVLR
  - Avalara: Implementing Tax Software
    Partner, Tax at PwCJuly 3, 2022
- Azenta Life Sciences - AZTA
  - 10x Genomics & Single Cell Sequencing
    Former Director at 10x GenomicsDecember 8, 2022
  - Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
    December 6, 2022
  - 10x Genomics, Azenta & Next-Gen Sequencing
    Former Field Scientist at GENEWIZ and Mission BioDecember 18, 2022
  - Azenta Life Sciences, Biostorage, & Medical Lab Equipment
    Former Director at Brooks Life Science Systems, AzentaDecember 3, 2022
B
- Bacardi
  - Bacardi Brand Marketing & Storytelling
    Former Chief Marketing Officer at Bacardi & Walgreens Boots AllianceApril 4, 2020
- Balta Group - BALTA
  - Victoria, Balta Group, & UK Soft Flooring
    Former Purchasing Director at Balta GroupApril 23, 2022
  - Victoria PLC, Balta, & Flooring Manufacturing
    In Practise Weekly AnalysisApril 26, 2022
- Basic-fit NV - BFIT
  - Basic-Fit, The Gym Group & Discount Gym Economics
    In Practise Weekly AnalysisMay 17, 2022
  - Investor Dialogue: Basic Fit, The Gym Group, & Discount Gyms
    May 14, 2022
- Bausch Health Companies Inc - BHC
  - Alcon AG: Competitive Dynamics in Eye Surgery
    Former Corporate Sales Exec at AlconFebruary 14, 2023
- BCA Marketplace
  - Cazoo, Cinch, Motorpoint & UK Used Car Market
    Former Director at CarNext, LeasePlan & Former COO at Carwow June 3, 2021
- Beam Suntory - STBFY
  - Brand Marketing: From Coca-Cola to Uber
    Former Global Chief Marketing Officer at Uber and Beam SuntoryApril 16, 2020
- Bechtle AG - BC8G
  - Bechtle AG & The Microsoft Partner Ecosystem
    Former Director at Bechtle AG May 19, 2021
  - Bechtle AG, Software Reselling, & White Label Food Delivery
    In Practise Weekly AnalysisMay 23, 2021
  - Electrocomponents, Bechtle AG, & B2B Distribution
    In Practise Weekly AnalysisMarch 28, 2022
- Becton Dickinson and Co - BDX
  - Cytek Biosciences: Flow Cytometry Competition
    Current Flow Cytometry Facility Director at UK UniversityMarch 17, 2023
- Beezy
  - LiveTiles & The Microsoft Sharepoint Ecosystem
    Microsoft GTM Director at AvePoint and former CMO at BeezyDecember 31, 2021
- Bergman & Beving
  - Bergman & Beving: The Original Serial Acquirer
    CEO of Bergman & BevingJanuary 21, 2023
  - Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
    February 22, 2023
  - Bergman & Beving, Lagercrantz, Nordic B2B Distribution & M&A
    In Practise AnalysisJanuary 31, 2023
  - Bergman & Beving, Luna, & Nordic Tools Distribution
    Former Board Member at Bergman & BevingFebruary 19, 2023
- Berkshire Hathaway Inc - BRKb
  - Berkshire Annual Shareholder Meeting Reflections
    In Practise Weekly AnalysisMay 3, 2022
  - Auto Insurance Agency / Carrier Pricing Dynamics
    Founder and CEO at Auto Mate InsuranceJanuary 28, 2021
- Big Yellow Group PLC - BYG
  - Safestore Holdings & UK Self Storage
    Former Operations Director at Safestore HoldingsNovember 25, 2021
- Biomerieux SA - BIOX
  - DiaSorin: Distribution and Pricing
    Former General Manager at bioMérieuxJune 25, 2021
- Blue Prism - PRSM
  - RPA Software: Blue Prism, UiPath, & Automation Anywhere
    Former VP at Accenture and EPAM Systems October 8, 2020
- B&M Group - BME.L
  - B&M Group - Business Model Pillars
    Former Operations Director at B&M and former COO at The Original Factory ShopFebruary 27, 2021
- BMW - BMW
  - Jaguar Land Rover and The Chinese Premium Auto Market
    Current General Manager, Procurement and Supply Chain, SAIC General Motors Corporation May 11, 2019
- Boehringer Ingelheim
  - Zoetis, BI, Elanco & Animal Pharma Competition
    Former Senior Director at ElancoJanuary 17, 2023
- Boehringer-Ingelheim Animal Health
  - Zoetis Animal Health: Pricing, Generics & Livestock Producers
    Former Marketing Director at ZoetisJanuary 10, 2023
- Boeing - BA
  - Airbus: Launching A320neo versus Boeing 737
    Former Chief Strategy and Marketing Officer at Airbus & Former CEO at MBDAMay 1, 2020
  - Leading Airbus China: Race Against Boeing
    Former Chairman and President at Airbus ChinaMay 1, 2020
- Bollore SE - BOLL
  - Universal Music, Spotify, & The Music Industry
    Former Chairman and CEO, Sony Music, UKJuly 6, 2021
- Boohoo Group - BOO
  - ASOS, Zalando, & EU Fast Fashion
    Former Sales and Marketing Director at ZalandoOctober 29, 2021
  - The Evolution of Buying and Merchandising Functions in Mid-Market Fashion Retail
    Former Head of Buying at New Look December 12, 2019
  - ASOS, Boohoo, & Online Fashion Retail Business Models
    Former Product and Trading Director at ASOSJanuary 20, 2022
  - Boohoo & UK Online Fashion
    Former Director at BoohooNovember 25, 2022
- Booking Holdings - BKNG
  - Airbnb vs HomeAway: Inventory Quality
    Former CEO at Vacasa Europe and Board Member at HomeAwaySeptember 1, 2020
  - Restaurant vs Hotel Distribution & FDM Group
    In Practise Weekly AnalysisMay 3, 2021
  - Airbnb: Scaling the Supply Side
    Former Supply Side Manager, Australia, NZ, Pacific at AirbnbMay 17, 2020
  - Airbnb's TAM
    In Practise Weekly AnalysisApril 11, 2022
  - KAYAK: History and Future of Travel Search
    Founder of Travelocity, Former Chairman at Kayak.com and Former CIO at Sabre July 13, 2020
  - Sabre, Travelocity & the Future of Travel Distribution
    Founder of Travelocity, Former Chairman at Kayak.com and Former CIO at Sabre June 15, 2020
- Boozt - BOOZT
  - Boozt, Zalando, & Nordic Online Fashion
    Former Director at BooztOctober 21, 2021
  - Boozt Assortment and Strategic Positioning
    Former Director at BooztAugust 27, 2022
- British American Tobacco PLC - BATS
  - Swedish Match, Snus, & Smokefree Tobacco Products
    Former Managing Director at Swedish MatchSeptember 25, 2021
- BROWN & BROWN INC - BRO
  - Brown & Brown: Mid-Market Broking
    Former EVP Operations & Chief Global Broking Officer at Aon Risk SolutionsSeptember 8, 2021
  - Ryan Specialty & The Wholesale Insurance Broking Market Structure
    Former President at AmwinsMarch 1, 2022
  - Brown & Brown Insurance: Competition & Culture
    Former VP of Business Development at Brown & BrownSeptember 23, 2021
- Bupa
  - Four Seasons Health Care and UK Social Care
    Former Finance Director, Bupa Care Services and Bupa UKNovember 24, 2019
- Burford Capital - BUR
  - Burford Capital & Litigation Finance
    In Practise Weekly AnalysisAugust 9, 2021
  - Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
    In Practise Weekly UpdateAugust 17, 2022
  - Investor Dialogue: Burford Capital
    November 26, 2021
  - Burford Capital & Litigation Fair Value Accounting
    In Practise AnalysisMarch 19, 2023
  - Burford Capital Management Team, Capital Allocation, and Liquidation Value
    In Practise Weekly AnalysisNovember 29, 2021
  - Burford Capital, Harbour Litigation, IRR's, & Asset Recovery
    Former Director at Harbour Litigation FundingJune 10, 2022
  - IP Investor Dialogue: Burford Capital - YPF, Book Value, & Valuation
    June 17, 2022
  - Burford Capital: Pioneering Litigation Finance
    Co-founder and CEO of Burford Capital August 4, 2021
  - Manolete Partners & Insolvency Litigation Finance
    Former Investment Manager, Augusta Ventures LLPJune 18, 2021
  - Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
    March 21, 2023
  - Omni Bridgeway: Leading Litigation Finance
    Investment Manager at Omni BridgewayJanuary 21, 2021
  - Litigation Finance: Portfolio Construction, Case Due Diligence & Future IRR’s
    Current Managing Director at Bench Walk AdvisorsMarch 26, 2021
  - Burford Capital & Litigation Case Origination
    Former Investment Manager at Augusta VenturesSeptember 22, 2022
  - Burford Capital & YPF Risk-Reward
    In Practise Weekly AnalysisJune 9, 2022
  - Burford Capital: A History of Petersen & the YPF-related Assets
    CEO of Latam Advisors LLCJune 2, 2022
  - Burford H1 22 Results: Duration and Cash Income Reconciliation
    In Practise AnalysisAugust 14, 2022
  - Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
    September 27, 2022
C
- Caffé Nero
  - Caffé Nero: Scaling a Coffee Chain
    Current Chief Operating Officer at Caffe NeroMay 10, 2020
- Calamp - CAMP
  - In-Vehicle Telematics Value Chain Structure
    Former Vice President IoT at Sierra WirelessOctober 24, 2020
- Campbell Soup Company - CPB
  - CPG Sales and Distribution
    Former VP of Sales at PepsiCo and Snyder's-Lance December 28, 2019
- car2go
  - car2go and Car Sharing Economics
    Former, Director of Business Innovation, Daimler AG and co-founding CEO of Car2goApril 13, 2019
- Cardlytics - CDLX
  - Cardlytics: Scaling the Advertiser Side of the Network
    Former President at CardlyticsSeptember 3, 2021
  - Cardlytics: Barriers to Advertiser Adoption
    In Practise Weekly AnalysisSeptember 6, 2021
  - Cardlytics: Santander, Lloyds, & The Bank Side
    Former Account Director at CardlyticsSeptember 16, 2021
- Care England
  - UK Social Care: Challenges Integrating Health and Social Care
    Current Chief Executive of Care EnglandJanuary 28, 2020
- Carl Zeiss Meditec AG - AFXG
  - Alcon AG: Competitive Dynamics in Eye Surgery
    Former Corporate Sales Exec at AlconFebruary 14, 2023
- Carmax Inc - KMX
  - Carvana, ADESA, ACV, & Wholesale Auto Auctions
    In Practise Weekly AnalysisMarch 22, 2022
  - Copart: Accident Rates & Auto Repair Diagnostics
    Former Senior Operations Director at CarMaxMay 20, 2022
  - Carvana Finance GPU Analysis
    Current Chief Risk Officer at US Auto Sales & Former Director at Santander ConsumerMay 18, 2022
  - Investor Dialogue: Carvana vs CarMax
    March 18, 2022
  - AerCap, Aircraft Leasing, & Auto Dealer Business Models
    In Practise Weekly AnalysisJune 7, 2021
  - CarMax: Competing with Carvana
    Former Sales Manager at CarMaxDecember 22, 2020
  - Vroom, Carvana, & Optimising Vertical Integration
    Cofounder at VroomJanuary 19, 2021
  - Investor Dialogue: Carvana Liquidity & Finance GPU
    May 22, 2022
  - Carvana, America's Car-Mart, & Auto Subprime Financing
    CEO of Holmes MotorsMarch 13, 2021
  - Carvana Operations: Reconditioning, Trade-ins, & Last-Mile Delivery
    Former Operations Manager at CarvanaMay 20, 2022
- Carrier Global Corp - CARR
  - US HVAC Demand Cycles & OEM / Distributor Relationships
    Former Branch Manager at DASCO, a Watsco CompanyMay 12, 2021
  - Watsco, Carrier, & History of HVAC Distribution
    Former Senior Territory Manager at WatscoNovember 12, 2022
- Cartier - CFR
  - IWC versus Rolex & Cartier: Brand Marketing
    Former Marketing Director at Richemont, IWC SchaffhausenApril 5, 2020
- CARVANA CO - CVNA
  - Auto1 Group & European Online Auto Retail
    Chief Financial Officer at Auto1 GroupAugust 18, 2021
  - ACV Auctions, Backlot, CarOffer, & US Wholesale Auto Competition
    Former Director at KAR Global, Backlot CarsAugust 24, 2022
  - Carvana: Finance GPU Challenges and Potential Solutions
    Current Chief Risk Officer at Carvana CompetitorJuly 14, 2022
  - Carvana, ADESA, ACV, & Wholesale Auto Auctions
    In Practise Weekly AnalysisMarch 22, 2022
  - Carvana Finance GPU Analysis
    Current Chief Risk Officer at US Auto Sales & Former Director at Santander ConsumerMay 18, 2022
  - Investor Dialogue: Carvana vs CarMax
    March 18, 2022
  - Wayfair CastleGate, Amazon, & FBA vs FBW
    In Practise Weekly AnalysisDecember 14, 2021
  - AerCap, Aircraft Leasing, & Auto Dealer Business Models
    In Practise Weekly AnalysisJune 7, 2021
  - CarMax: Competing with Carvana
    Former Sales Manager at CarMaxDecember 22, 2020
  - Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
    September 6, 2022
  - BacklotCars, ACV Auctions, ADESA, & US Auto Wholesale Auctions
    Former Director at BacklotCars and ADESA, KAR Auction ServicesMay 6, 2022
  - Carvana, KAR Auction, & The Used Car Ecosystem
    Former Vice President of Strategy & Marketing at KAR GlobalNovember 30, 2020
  - Vroom, Carvana, & Optimising Vertical Integration
    Cofounder at VroomJanuary 19, 2021
  - Motorpoint, Cazoo, & Imperial Car Supermarkets
    Former Operations Director at Imperial Car Supermarket, Cazoo April 1, 2021
  - Carvana, ADESA, & US Auto Wholesale Auction Market
    Former General Manager at ADESA and Director at ACV AuctionsApril 7, 2022
  - Carvana's Finance GPU and Gain-on-Loan Sale
    In Practise Weekly AnalysisMay 24, 2022
  - Investor Dialogue: Carvana Liquidity & Finance GPU
    May 22, 2022
  - Carvana, America's Car-Mart, & Auto Subprime Financing
    CEO of Holmes MotorsMarch 13, 2021
  - Carvana Operations: Reconditioning, Trade-ins, & Last-Mile Delivery
    Former Operations Manager at CarvanaMay 20, 2022
- CASELLA WASTE SYSTEMS - CWST
  - The Early Days of Scaling GFL Environmental
    Former VP at GFL EnvironmentalMarch 17, 2022
- CASEYS GENERAL STORES - CASY
  - Couche-Tard, C-stores, & The Impact of Electric Vehicles
    In Practise Weekly AnalysisNovember 1, 2021
  - ARKO & US C-Stores: Merch Margins and EV Risks
    Regional District Manager at GPM Investments, ARKOOctober 27, 2021
- Cazoo - AJAX
  - Cazoo, Cinch, Motorpoint & UK Used Car Market
    Former Director at CarNext, LeasePlan & Former COO at Carwow June 3, 2021
  - AerCap, Aircraft Leasing, & Auto Dealer Business Models
    In Practise Weekly AnalysisJune 7, 2021
  - Motorpoint, Cazoo, & Imperial Car Supermarkets
    Former Operations Director at Imperial Car Supermarket, Cazoo April 1, 2021
- CDON - CDON
  - Amazon vs CDON, Allegro, & Bol.com
    Former VP, Amazon Logistics Europe February 5, 2021
- Chewy - CHWY
  - Trupanion, Chewy, & Pet Insurance Growth Opportunities
    Former General Manager at TrupanionJanuary 16, 2023
- Chipotle Mexican Grill Inc - CMG
  - Online Food Delivery: A Restaurant's Perspective
    Former Domino's UK CEO & Current Burger King UK CEOApril 29, 2021
- Chronosphere
  - Chronosphere: Datadog, Prometheus, & Centralizing Observability
    Sales Account Manager at ChronosphereJanuary 11, 2023
- CIMPRESS NV - CMPR
  - Upwork, 99designs & Horizontal vs Vertical Marketplaces
    Former Chief Operations Officer at 99designsJune 24, 2021
- Circle K - CRK
  - EV Penetration & Circle K Norway's EV Experiment Lab
    In Practise AnalysisDecember 16, 2022
- Coca-Cola - KO
  - Diageo & Brand Innovation
    Former Innovation Director at Diageo April 12, 2020
  - Brand Marketing: From Coca-Cola to Uber
    Former Global Chief Marketing Officer at Uber and Beam SuntoryApril 16, 2020
- Cogent Communications Holdings Inc - CCOI
  - Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
    In Practise Weekly UpdateAugust 17, 2022
  - Cogent Communications: Hyperscalers' Dark Fiber Demand
    Network Acquisition Executive at HyperscalerJanuary 23, 2023
  - Cogent's Sprint Fiber Deal
    Former Manager at Cogent ComunicationsOctober 8, 2022
  - Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
    October 11, 2022
  - Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
    November 23, 2022
  - Cogent Communications, Microsoft, & Dark Fiber Networks
    Former Director, Global Network Engineering at MicrosoftNovember 21, 2022
  - Cogent Communications & Global ISP Competition
    Former Director at Cogent CommunicationAugust 14, 2022
- Cognizant Technology Solutions - CTSH
  - Cognizant Technologies: BPO to BPaaS
    Former VP, North America at Cognizant Technology SolutionsSeptember 18, 2020
- Compagnie Financière Richemont SA - CFR
  - Salvatore Ferragamo & Luxury Retail Unit Economics
    Former CFO at AmplifonMarch 20, 2021
  - IWC versus Rolex & Cartier: Brand Marketing
    Former Marketing Director at Richemont, IWC SchaffhausenApril 5, 2020
  - Online Luxury Fashion: Marketplaces vs Retailers
    Chief Commercial Director at MytheresaAugust 19, 2020
- Confluent - CFLT
  - Confluent: Go-to-Market Strategy
    Former VP of Sales at ConfluentMarch 27, 2023
  - Confluent, Amazon MSK, & Apache Kafka
    Former Director, Engineering at ConfluentOctober 16, 2022
  - Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
    October 19, 2022
- Constellation Brands Inc - STZ
  - Diageo, Fever Tree, Naked Wines & A History of US Alcohol Distribution
    In Practise Weekly AnalysisSeptember 20, 2021
  - A History of US Wine & Spirits Distribution
    Former CEO of The Henry Wine GroupSeptember 17, 2021
  - Premium Spirits: US On/Off-Premise Distribution
    Former VP at Constellation Brands and William Grant & SonsMarch 17, 2021
- Constellation Software - CSU
  - Topicus: M&A Strategy & Growth Runway
    Former Director at TopicusAugust 13, 2021
  - Valuing Constellation Software & Lumine Spin
    March 16, 2023
  - AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
    March 2, 2023
  - Top 10 Interviews in 2021, Danaher, and In Practise in 2022
    In Practise Weekly AnalysisJanuary 3, 2022
  - Constellation Software Competitive Risks
    Former Portfolio Head, M&A at Constellation SoftwareFebruary 27, 2023
  - Constellation Software: Competition, Hurdle Rates & Deal Flow
    Former M&A Executive at Constellation SoftwareFebruary 6, 2023
  - Constellation Software: M&A Best Practices
    Former M&A and Strategy at Constellation SoftwareFebruary 17, 2022
  - Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
    March 21, 2023
  - Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
    December 6, 2022
  - Halma, Danaher, CSU & Serial Acquirer Org Structures
    In Practise Weekly AnalysisJanuary 17, 2022
  - Topicus, TSS, & Dutch Notary Software
    Former Managing Director at TSSDecember 5, 2022
  - Addtech and Topicus: Competitively Advantaged Buyers
    In Practise Weekly AnalysisJuly 12, 2021
  - Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
    In Practise AnalysisOctober 16, 2022
  - Constellation Software: Culture & M&A
    Former Portfolio M&A Leader at Constellation SoftwareFebruary 13, 2022
  - Topicus, Transdigm and Value-Based Pricing
    In Practise Weekly AnalysisJuly 5, 2021
  - 2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
    January 4, 2023
  - Topicus, PharmaPartners, & VMS Value-Based Pricing
    Former Managing Director at Total Specific SolutionsJuly 5, 2021
  - Judges Scientific, Geotek, & GDS Instruments
    In Practise Weekly AnalysisMay 31, 2022
  - Constellation Software, Jonas, & Portfolio Management
    Former Portfolio Manager at Constellation SoftwareApril 12, 2022
  - Investor Dialogue: Constellation Software
    April 1, 2022
  - Constellation Software, Allscripts, & CSU 2.0
    In Practise Weekly AnalysisApril 5, 2022
- Continental AG - CONG
  - Tier-1 versus OEM: Powertrain Dynamics
    Senior Vice President of Sales and Business Development, Valeo SA April 13, 2019
- Copart - CPRT
  - Copart: Accident Rates & Auto Repair Diagnostics
    Former Senior Operations Director at CarMaxMay 20, 2022
  - Pricing Auto Insurance Policies
    Former Chief Underwriting Officer, P&C, Generali Germany December 9, 2020
  - Copart Germany: A New Salvage Auction Model
    Former Director at Copart GermanyNovember 12, 2020
  - The Auto Insurance Claims Process
    Former Claims Manager at State Farm January 13, 2021
  - Copart: Running a Salvage Yard
    Former General Manager at CopartOctober 29, 2020
  - Copart: International Growth Opportunities
    Former CEO Middle East, India & Africa at CopartJanuary 14, 2022
  - Carvana, KAR Auction, & The Used Car Ecosystem
    Former Vice President of Strategy & Marketing at KAR GlobalNovember 30, 2020
  - IAA, Copart, & Salvage Auctions
    Former National Sales Manager at IAAJuly 8, 2021
  - Investor Dialogue: Copart
    April 13, 2022
  - US Franchise Auto Dealers: Shifting Omnichannel
    Owner & Operator of Bill Knight AutomotiveMarch 6, 2021
- Costco Wholesale Corp - COST
  - Costco's Cultural DNA: Working with Jim Sinegal
    Former Senior Manager at CostcoMarch 17, 2023
  - Costco Wholesale vs Sam's Club
    Former General Manager, Sam's ClubJune 19, 2022
  - Aldi, Ocado, & Online Grocery Business Models
    Former CEO, Aldi UKOctober 22, 2021
  - Costco & Buying Scale per SKU
    In Practise Weekly AnalysisAugust 2, 2021
  - 26 years at Costco Canada
    Former Assistant General Merchandise Manager, Costco CanadaJune 19, 2022
  - Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
    October 11, 2022
  - Costco's International Growth Opportunity
    Former Senior Manager at CostcoOctober 8, 2022
  - Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
    March 21, 2023
  - Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
    February 22, 2023
  - Costco International: 650+ Store Opportunity
    In Practise AnalysisOctober 10, 2022
  - Costco: APAC & China Store Growth Potential
    Former Director at CostcoOctober 10, 2022
  - Costco Buying Strategies & Supplier Relationships
    Former Buyer at CostcoJuly 27, 2021
  - Costco Wholesale: Management, Philosophy, & Culture
    Former Senior Manager at CostcoJune 16, 2022
  - Costco: The Executive Membership, Gas Stations, & Selling Popchips into Costco
    Former VP at Costco & Founder of PopchipsAugust 24, 2021
  - Costco: Culture & Operating Principles at Costco Canada
    Former VP at Costco CanadaFebruary 21, 2023
  - Costco's Changing Philosophy
    In Practise Weekly AnalysisJune 27, 2022
- Coty - COTY
  - Walgreens and The US Mass Beauty Market
    Former SVP of Consumer Beauty at Coty and Group VP of Beauty at WalgreensOctober 22, 2019
- CRC Insurance
  - Ryan Specialty Group & CRC Group: Wholesale Broking
    Former SVP at CRC Insurance and current EVP at USG Insurance ServicesFebruary 1, 2022
- Credit Acceptance - CACC
  - Credit Acceptance: Loan Volume Growth
    Former Market Area Manager at Credit AcceptanceMarch 18, 2022
  - Food Delivery Wars and Credit Acceptance's Underwriting Moat
    In Practise Weekly AnalysisMay 17, 2021
  - Credit Acceptance Corporation: Educating Dealers
    Former Director of Sales at Credit AcceptanceMay 13, 2021
  - Credit Acceptance, CAPS, & New York Litigation
    Former Market Area Manager at Credit AcceptanceMarch 2, 2023
- CSL Ltd - CSL
  - Grifols & The Plasma Market - Part I
    Former Northwest Division Medical Director at Grifols and former Associate Corporate Medical Director at BPL PlasmaSeptember 30, 2021
  - Grifols & The Plasma Market - Part II
    Former Northwest Division Medical Director at Grifols and former Associate Corporate Medical Director at BPL PlasmaOctober 5, 2021
- Cytek Biosciences Inc - CTKB
  - Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
    In Practise Weekly UpdateAugust 3, 2022
  - Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
    March 21, 2023
  - Cytek Biosciences: A Distributor Perspective
    Former Director at AGBL Group, a Cytek DistributorAugust 7, 2022
  - Maxcyte's Technology, Pricing, & Growth Outlook
    Former Midwest Sales Manager at MaxCyteAugust 27, 2022
  - Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
    In Practise Weekly UpdateAugust 8, 2022
  - Cytek Biosciences: Flow Cytometry Competition
    Current Flow Cytometry Facility Director at UK UniversityMarch 17, 2023
  - Cytek Biosciences: Full Spectrum Flow Cytometry
    Flow Cytometry Manager at Regeneron PharmaceuticalsJuly 31, 2022
D
- Daimler AG - DAIGn
  - In-Vehicle Telematics Value Chain Structure
    Former Vice President IoT at Sierra WirelessOctober 24, 2020
  - car2go and Car Sharing Economics
    Former, Director of Business Innovation, Daimler AG and co-founding CEO of Car2goApril 13, 2019
  - Mobility-as-a-Service: The Future of Mobility
    Former VP Mobility and Clean Technologies Division at Faurecia. April 13, 2019
  - Nikola: Disrupting Trucking Industry Incumbents?
    Former CEO & Chairman, Daimler Trucks AsiaJuly 28, 2020
  - Jaguar Land Rover and The Chinese Premium Auto Market
    Current General Manager, Procurement and Supply Chain, SAIC General Motors Corporation May 11, 2019
- Danaher Corp - DHR
  - Top 10 Interviews in 2021, Danaher, and In Practise in 2022
    In Practise Weekly AnalysisJanuary 3, 2022
  - Halma, Danaher, CSU & Serial Acquirer Org Structures
    In Practise Weekly AnalysisJanuary 17, 2022
  - Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
    In Practise AnalysisOctober 16, 2022
  - The Danaher Business System Mindset
    Former Director at Danaher Corporation October 30, 2020
  - Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
    October 19, 2022
  - 2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
    January 4, 2023
  - Danaher, Beckman Coulter, & The DBS Machine
    Former Laboratory Automation Sales Manager, Beckman Coulter, DanaherMay 15, 2022
- Danone - BN
  - Circular Economy: Building Demand for Recycled Plastic
    Current Head of Sustainability at Danone, Brazil. November 28, 2019
- Databricks
  - Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
    October 11, 2022
  - Databricks, Snowflake, GCP, & Public Cloud Competition
    Former Director at Google CloudOctober 10, 2022
  - Databricks: Melting the SNOW
    Former Director at AWS and Current Strategic Executive at DatabricksOctober 29, 2022
- Datadog - DDOG
  - Selling Microsoft Office 365 Commercial
    Former Modern Workplace Leader, Americas at MicrosoftOctober 28, 2021
  - New Relic vs Datadog: Fight for Observability
    Former Head of Marketing, EMEA at New RelicSeptember 27, 2020
  - Datadog, AppDynamics, & Observability Products
    Former Director at AppDynamicsSeptember 22, 2022
  - Datadog, Open Telemetry, & A History of Observability
    Principal Developer Advocate at Honeycomb and Former SRE Leader at GoogleNovember 6, 2022
  - ServiceNow: Competing with Jira & Datadog
    Current CTO at ServiceNow CustomerMarch 6, 2023
  - Elastic Positioning & Growth Strategies
    Former VP at ElasticJuly 19, 2022
  - Chronosphere: Datadog, Prometheus, & Centralizing Observability
    Sales Account Manager at ChronosphereJanuary 11, 2023
  - Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
    Former Product Leader at Google Cloud Platform September 8, 2020
  - Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
    January 11, 2023
  - Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
    September 27, 2022
- Debenhams
  - Debenhams Bankruptcy
    Former Trading Director at DebenhamsJanuary 23, 2020
  - Retail Credit Insurance
    Former Head of Commercial Underwriting, Euler Hermes UKMay 11, 2019
- Deliveroo - ROO
  - Just Eat & Online Food Delivery in Spain
    Former Head of Sales at Just Eat, Spain September 7, 2020
  - Scaling Uber EATS in London
    Former Head of Uber Eats, London August 17, 2020
  - Deliveroo & Dark Kitchens
    Former Head of Operations, Deliveroo Editions, Middle EastAugust 13, 2020
  - Online Food Delivery in France: Deliveroo, UberEats, & Gorillas
    Former Director at DeliverooMay 1, 2022
  - Slerp & UK White Label Restaurant Food Delivery
    Founder of Slerp and Co-Founder of CrosstownMay 21, 2021
  - Elmenus & Egyptian Food Delivery
    CEO & Founder of ElmenusNovember 10, 2021
  - Online Food Delivery: Spain Labor Law & Market Structure Changes
    Former Head of Enterprise Sales, EMEA, Uber EatsApril 18, 2021
  - Burger King UK: Offline to Online Food Delivery
    Current CEO of Burger King UKApril 15, 2021
  - Just Eat Takeaway: Protecting the Legacy UK Marketplace
    Former Commercial Finance and Strategy Director at Just EatAugust 12, 2021
  - Online Food Delivery: Marketplaces & Logistics Business Models
    Former CFO at Deliveroo & Finance Director, EMEA, AmazonAugust 10, 2020
  - Online Food Delivery: A Restaurant's Perspective
    Former Domino's UK CEO & Current Burger King UK CEOApril 29, 2021
  - Glovo & EU Convenience Delivery
    Former Corporate Strategy at GlovoMay 16, 2021
  - Getir & On-Demand Grocery Delivery
    Former Chief Technology and Project Officer at GetirAugust 17, 2021
- Delivery Hero SE - DHER
  - Elmenus & Egyptian Food Delivery
    CEO & Founder of ElmenusNovember 10, 2021
  - Glovo & EU Convenience Delivery
    Former Corporate Strategy at GlovoMay 16, 2021
  - Getir & On-Demand Grocery Delivery
    Former Chief Technology and Project Officer at GetirAugust 17, 2021
- Delphi Technologies - DLPHI
  - Tier-1 versus OEM: Powertrain Dynamics
    Senior Vice President of Sales and Business Development, Valeo SA April 13, 2019
  - Analysis of Electric Vehicle Configurations
    Former VP, Electrical Systems at Aptiv April 13, 2019
- Delta Air Lines - DAL
  - US Flag Carrier Airlines: Culture, Margins, and Business vs Leisure Travel
    Former COO at Delta Air Lines and Former Global Head of Transportation at AirbnbSeptember 24, 2020
- Demant A/S - DEMANT
  - GN Store Nord & Hearing Aids
    Former Director at GN Store NordMarch 26, 2023
- Diageo - DGE
  - Diageo, Fever Tree, Naked Wines & A History of US Alcohol Distribution
    In Practise Weekly AnalysisSeptember 20, 2021
  - A History of US Wine & Spirits Distribution
    Former CEO of The Henry Wine GroupSeptember 17, 2021
  - Diageo & Brand Innovation
    Former Innovation Director at Diageo April 12, 2020
  - Premium Spirits: US On/Off-Premise Distribution
    Former VP at Constellation Brands and William Grant & SonsMarch 17, 2021
- DiaSorin SpA - DIAS
  - DiaSorin: Distribution and Pricing
    Former General Manager at bioMérieuxJune 25, 2021
  - DiaSorin & In-Vitro Diagnostics
    Former Commercial Director at DiaSorinMay 5, 2021
- DIGIMARC CORPORATION - DMRC
  - Digimarc & Holy Grail 2.0 Strategy
    Former Director at DigimarcApril 6, 2022
  - Digimarc: Holy Grail 2.0 Developments
    Former Director at DigimarcMay 1, 2022
  - Digimarc Watermarking Technology
    Former VP at DigimarcApril 20, 2022
- Dino Polska S.A. - WSE:DNP
  - Dino Polska: Growth Runway & Competition
    Former Purchasing Director at PoloMarket & Former Purchasing Director at Lidl PolandDecember 15, 2021
  - Dino Polska, Tesco, and Polish Food Retail
    Former CFO of Tesco Central EuropeDecember 8, 2021
- Diversey
  - The Evolution of Corporate Innovation and R&D
    Former Executive Director Innovation at Diversey October 29, 2019
- Domino's Pizza Enterprises - DMP
  - Domino's Pizza Enterprises: Running a Domino's Store
    Former Domino's Pizza FranchiseeDecember 3, 2020
  - Domino's Pizza: Managing the US and UK Franchise Network
    Former Operations Director at Domino's Pizza Group and Former VP at Domino's PizzaJuly 4, 2021
  - Domino's Pizza: US vs UK Franchising
    In Practise Weekly AnalysisJuly 5, 2021
- Domino's Pizza Group - DOM
  - Restaurant vs Hotel Distribution & FDM Group
    In Practise Weekly AnalysisMay 3, 2021
  - Domino's Pizza Group: Master Franchising
    Former CEO at Domino's Pizza GroupNovember 4, 2020
  - Domino's Pizza Enterprises: Running a Domino's Store
    Former Domino's Pizza FranchiseeDecember 3, 2020
  - Domino's Pizza: Managing the US and UK Franchise Network
    Former Operations Director at Domino's Pizza Group and Former VP at Domino's PizzaJuly 4, 2021
  - Domino's Pizza: US vs UK Franchising
    In Practise Weekly AnalysisJuly 5, 2021
  - Online Food Delivery: A Restaurant's Perspective
    Former Domino's UK CEO & Current Burger King UK CEOApril 29, 2021
- Domino's Pizza, Inc - DPZ
  - Yum! Brands: Scaling Pizza Hut in China
    Former VP Corporate Planning at Yum! BrandsNovember 5, 2020
  - Restaurant vs Hotel Distribution & FDM Group
    In Practise Weekly AnalysisMay 3, 2021
  - Domino's Pizza Group: Master Franchising
    Former CEO at Domino's Pizza GroupNovember 4, 2020
  - Domino's Pizza Enterprises: Running a Domino's Store
    Former Domino's Pizza FranchiseeDecember 3, 2020
  - Domino's Pizza: Managing the US and UK Franchise Network
    Former Operations Director at Domino's Pizza Group and Former VP at Domino's PizzaJuly 4, 2021
  - Domino's Pizza: US vs UK Franchising
    In Practise Weekly AnalysisJuly 5, 2021
  - Pizza Hut & The Indian Pizza Market
    Managing Director Pizza Hut India & Former CEO Domino's, Indonesia November 16, 2020
  - Domino's Pizza: 5,000+ Store Opportunity in China
    Former Vice President at Domino'sNovember 23, 2020
- Doordash - DASH
  - Grubhub and US Online Food Delivery
    Former Director, Product at Grubhub December 29, 2019
  - Domino's Pizza: Managing the US and UK Franchise Network
    Former Operations Director at Domino's Pizza Group and Former VP at Domino's PizzaJuly 4, 2021
  - Nimbus Kitchens, Roberta's Pizza & Ghost Kitchens
    Cofounders of Nimbus KitchensMarch 10, 2021
  - Food Delivery Wars and Credit Acceptance's Underwriting Moat
    In Practise Weekly AnalysisMay 17, 2021
  - Bechtle AG, Software Reselling, & White Label Food Delivery
    In Practise Weekly AnalysisMay 23, 2021
- Dopper
  - Dopper: Building a Social Impact Startup
    Founder of DopperMay 16, 2020
- Double Dutch Drinks
  - Double Dutch & UK Premium Mixer Market
    Cofounder of Double Dutch DrinksDecember 11, 2022
- Douglas
  - Douglas Holding: Beauty Retail M&A Challenges
    Former Managing Director and Board Member, LVMH Italy. December 1, 2019
- Draftkings - DKNG
  - FanDuel, Parx Casino & US Online Sports and Casino
    Former VP at Parx Casino and Head of Business Development at FanDuelJune 24, 2020
- Duck Creek Technologies Inc - DCT
  - Duck Creek Technologies vs Guidewire Software
    Former SVP at Duck Creek Technologies IncJuly 28, 2022
- DXC Technology - DXC
  - Cognizant vs EPAM: On-Premise to Cloud Managed Services
    Former VP at EPAM Systems and Cognizant September 17, 2020
- Dynatrace - DT
  - Datadog, AppDynamics, & Observability Products
    Former Director at AppDynamicsSeptember 22, 2022
  - Datadog, Open Telemetry, & A History of Observability
    Principal Developer Advocate at Honeycomb and Former SRE Leader at GoogleNovember 6, 2022
  - Chronosphere: Datadog, Prometheus, & Centralizing Observability
    Sales Account Manager at ChronosphereJanuary 11, 2023
E
- eBay - EBAY
  - From eBay to Airbnb: Marketplace Lessons
    Former Country Manager at Airbnb and Director at eBay, APACMay 21, 2020
  - Etsy, Amazon Handmade, eBay, & Limitations to Scale
    In Practise Weekly AnalysisSeptember 13, 2021
  - Etsy, Amazon Handmade, & Potential Limitations to Scale
    Former Vice President at EtsySeptember 11, 2021
  - eBay & Zynga: Building Online Communities
    Former Manager, PowerSeller Program at eBay & Global Community Director at ZyngaJune 28, 2020
- Elanco - ELAN
  - Zoetis, BI, Elanco & Animal Pharma Competition
    Former Senior Director at ElancoJanuary 17, 2023
  - Zoetis Animal Health: Pricing, Generics & Livestock Producers
    Former Marketing Director at ZoetisJanuary 10, 2023
- Elastic - ESTC
  - Elastic: Customer Perspective
    Former Director at BAI Communications, an Elastic CustomerSeptember 29, 2022
  - Elastic Positioning & Growth Strategies
    Former VP at ElasticJuly 19, 2022
  - Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC
    October 5, 2022
- Electrocomponents PLC - ECM
  - Electrocomponents, RS PRO & B2B Distribution
    Former President at ElectrocomponentsMarch 26, 2022
  - Electrocomponents: Industrial Procurement & Supplier Development
    Former Global Category Manager, ElectrocomponentsMay 8, 2022
  - Electrocomponents, Bechtle AG, & B2B Distribution
    In Practise Weekly AnalysisMarch 28, 2022
- EMI Group - SNE
  - Spotify & The Economics of the Music Industry
    Former CEO at EMI Group & Board Member at Pandora MediaJune 11, 2020
- EPAM Systems - EPAM
  - Cognizant vs EPAM: On-Premise to Cloud Managed Services
    Former VP at EPAM Systems and Cognizant September 17, 2020
- Epic Games
  - The Value of Gaming Intellectual Property
    Former Senior Director at NCSOFT and Take-Two Interactive SoftwareJuly 8, 2020
  - Massive Entertainment: Game Development, Design & Monetization
    Founder of Massive Entertainment, UbisoftOctober 15, 2020
  - Fortnite Gameplay Design & Monetization
    Former Head of UI, Epic Games July 5, 2020
  - Unity Technologies: Game Engine Industrial Applications
    Director, Autos, Transportation & Manufacturing at Unity Technologies July 20, 2020
- Epiroc AB - EPIRa
  - AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
    March 2, 2023
  - Epiroc, Sandvik & Mining Equipment Competition
    Former Country Chief Commercial Officer at GlencoreFebruary 27, 2023
- EQS Group
  - Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
    February 22, 2023
  - EQS Group, EU Whistleblowing & Compliance Software
    Former Compliance Manager at KPMGFebruary 21, 2023
- Essensys
  - Essensys & Commercial Real Estate Software: Customer Perspective
    Customer of EssensysJanuary 17, 2023
  - Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife
    January 18, 2023
  - Essensys: Operations and Growth Opportunity
    Former COO at EssensysJanuary 24, 2023
- EssilorLuxottica SA - ESLX
  - EssilorLuxottica, Specsavers & The Eyewear Value Chain
    Former Co-CEO at Specsavers, UKFebruary 25, 2021
- Estee Lauder - EL
  - Feelunique, Adore Beauty, & Beauty as an Online Category
    In Practise Weekly AnalysisOctober 4, 2021
  - Estee Lauder: Beauty Innovation
    Former President at Estee Lauder and LVMH Beauty November 10, 2019
- ESTERLINE TECHNOLOGIES - ESL
  - TransDigm: Esterline Technologies Acquisition
    Former VP & Product Line Manager, Esterline Technologies June 12, 2020
- Etihad Airways
  - Airlines: Outlook on Travel Demand
    Former Chief Strategy and Planning Officer at Etihad AirwaysMay 5, 2020
- ETL Global
  - Kelly Partners Group: UK Expansion & ETL Global
    Former Managing Partner at Mid-Market UK Accountancy FirmFebruary 20, 2023
- ETSY INC - ETSY
  - Etsy, Amazon Handmade, eBay, & Limitations to Scale
    In Practise Weekly AnalysisSeptember 13, 2021
  - Redbubble, SEEK, Etsy, & Scaling a Three-Sided Marketplace
    In Practise Weekly AnalysisSeptember 27, 2021
  - Redbubble: A Three-Sided Marketplace
    Former Chairman at Redbubble and Director at StockfordSeptember 19, 2021
  - Etsy, Amazon Handmade, & Potential Limitations to Scale
    Former Vice President at EtsySeptember 11, 2021
- Euler Hermes
  - Retail Credit Insurance
    Former Head of Commercial Underwriting, Euler Hermes UKMay 11, 2019
- Eurofins Scientific - ERF
  - Eurofins Scientific: A Food Testing Customer Perspective
    Former VP of Food Safety at Eurofins and Former VP of QA at Boulder BrandsJanuary 21, 2022
  - Eurofins Scientific: Lab Network Structure & Scale
    Former Chief Operating Officer, Spain at Eurofins Scientific August 24, 2020
  - Eurofins Food & Microbiology Lab Economics
    Former VP at EurofinsMarch 25, 2022
- European Central Bank - ELE
  - Leadership Communication Principles: Dealing with Change and Crisis
    Head of Internal & External Engagement Division, European Central BankMay 31, 2020
- EVI Industries - EVI
  - EVI Industries & Commercial Laundry Equipment
    Former Owner and Operator of 28 Dryclean USA StoresDecember 21, 2020
- Evolution Gaming - EVO
  - Investor Dialogue: Evolution Gaming Short Report
    January 27, 2022
  - Evolution Gaming & Unregulated Asian Gaming Markets
    Former Managing Director at Ezugi, Hong KongJuly 13, 2021
  - Evolution Gaming, Red Tiger, & Online Casino Gaming Regulation
    Former Director at Red TigerAugust 31, 2021
  - Evolution Gaming, Kambi, & US Gaming Regulation
    Former Director at Penn National Gaming & Director of New Markets at FanDuelJuly 30, 2021
  - Evolution Gaming vs Pragmatic Play
    Former Director at Pragmatic PlayMarch 23, 2022
  - Evolution Gaming: B2B Aggregators and Regulatory Outlook
    COO at a Large Online Gaming Aggregator and Former Netent DirectorApril 5, 2022
  - Evolution Gaming: US Competition
    Former Director at Playtech and EzugiMarch 15, 2022
  - Building an Online Live Casino Offering
    Current Commercial Director at Paddy Power BetfairMarch 25, 2021
  - Ezugi, Evolution Gaming, & LATAM Live Casino
    Former Head of LATAM for Ezugi & Pragmatic PlayNovember 4, 2021
  - Evolution Gaming, NetEnt, & Online Gaming Regulation & Tax Outlook
    Former COO at NetEntJune 5, 2022
- Expedia - EXPE
  - Airbnb vs HomeAway: Inventory Quality
    Former CEO at Vacasa Europe and Board Member at HomeAwaySeptember 1, 2020
  - Airbnb's TAM
    In Practise Weekly AnalysisApril 11, 2022
  - KAYAK: History and Future of Travel Search
    Founder of Travelocity, Former Chairman at Kayak.com and Former CIO at Sabre July 13, 2020
  - Google & Travel Value Chain Structure
    Former Head of Google Travel Vertical Search April 23, 2020
  - Hotels.com & COVID Travel Disruption
    Former President at Hotels.comApril 18, 2020
- Exp World - EXPI
  - eXp World Holdings, Keller Williams & US Real Estate Brokerage Competition
    Former Manager at RE/MAXMay 18, 2022
  - eXp World, RE/MAX, & US Real Estate Brokerage
    Former AVP at RE/MAXMay 5, 2022
F
- Facebook Inc - FB
- FanDuel - FLTR
  - FanDuel, Parx Casino & US Online Sports and Casino
    Former VP at Parx Casino and Head of Business Development at FanDuelJune 24, 2020
- Farfetch - FTCH
  - YOOX-NET-A-PORTER & Online Luxury Distribution Models
    Former Chief Operating Officer at YOOX NET-A-PORTER GROUPSeptember 15, 2020
  - Online Luxury Fashion: Marketplaces vs Retailers
    Chief Commercial Director at MytheresaAugust 19, 2020
- Fastenal Inc - FAST
- Fastpayhotels
  - Fastpayhotels: Pitching a Business To Early Stage Investors
    CEO at FastpayhotelsDecember 5, 2019
- Faurecia - EO
  - Auto OEM and Tier-1 Dynamics
    Former President and CEO of Interior Systems at Faurecia April 13, 2019
- FDM Group - FDM
- FedEx Corp - FDX
- Feelunique - LVMH
  - Feelunique, Adore Beauty, & Beauty as an Online Category
    In Practise Weekly AnalysisOctober 4, 2021
  - Feelunique & Online Beauty Retail
    Founder of FeeluniqueOctober 1, 2021
- Ferrari NV - RACE
- Fever Tree - FEVR
- Fielmann - FIE
  - EssilorLuxottica, Specsavers & The Eyewear Value Chain
    Former Co-CEO at Specsavers, UKFebruary 25, 2021
- Fiverr - FVRR
- Flutter Entertainment PLC - FLTRF
- Flybe
  - Flybe: Leading Europe's Largest Regional Airline
    Former CEO at Flybe and Member of Board of Governors at IATAMay 30, 2020
- Four Seasons Health Care
  - UK Social Care: Challenges Integrating Health and Social Care
    Current Chief Executive of Care EnglandJanuary 28, 2020
  - Four Seasons Health Care and UK Social Care
    Former Finance Director, Bupa Care Services and Bupa UKNovember 24, 2019
- frontdoor - ftdr
  - Frontdoor & Home Warranty Business Models
    Former VP Operations at First American Home Buyers Protection and Former Chief Strategy Officer at Old Republic Home ProtectionFebruary 15, 2022
G
- GameStop - GME
  - GameStop: The Shift from Physical to Digital Gaming
    Former CEO at Gamestop May 18, 2020
- Games Workshop Group PLC - GAW
  - Games Workshop: Wargaming IP
    Former Managing Director at Games WorkshopMay 7, 2021
  - HVAC Distribution and Games Workshop
    In Practise Weekly AnalysisMay 10, 2021
- GAN - GAN
  - FanDuel, Parx Casino & US Online Sports and Casino
    Former VP at Parx Casino and Head of Business Development at FanDuelJune 24, 2020
  - GVC Holdings & Online Gaming Technology Stacks
    Former Digital Delivery Director at GVC HoldingsJune 26, 2020
- General Electric Co - GE
  - Challenges for Aircraft Lessors
    Former VP, Marketing and Sales at GECASMay 28, 2020
  - CFM International: 37 Years Selling Aircraft Engines
    Former VP, Sales at GE Aviation August 6, 2020
- General Motors Co - GM
  - Coronavirus: Auto Supply Chain Impact
    Current General Manager, Procurement and Supply Chain, SAIC General Motors Corporation March 28, 2020
- Getir
  - UK Online and Offline Grocery Models
    In Practise Weekly AnalysisJuly 19, 2021
  - Getir & On-Demand Grocery Delivery
    Former Chief Technology and Project Officer at GetirAugust 17, 2021
- GET Thailand
  - GrabTaxi: Driver Retention & Loyalty
    Former Head of Driver Retention at Grab and Current Head of Operational Support at GETApril 5, 2020
- GetYourGuide
  - Booking Holdings: Travel SEO and SEM Travel
    Former Manager of Booking.com Account at Google and Current VP, Performance at GetYourGuideApril 25, 2020
- GFL Environmental - GFL
  - The Early Days of Scaling GFL Environmental
    Former VP at GFL EnvironmentalMarch 17, 2022
- GLG - GLG
  - Misaligned Incentives
    In Practise AnalysisNovember 30, 2022
  - GLG & The Future of Expert Networks
    In Practise Weekly AnalysisOctober 27, 2021
- Global E Online - GLBE
  - Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
    February 15, 2023
  - Global-e: Cross-Border E-commerce
    Former VP at Global-eFebruary 13, 2023
- Global Fashion Group - GFG
  - Global Fashion Group: Dafiti & Brazil's Online Fashion Market
    Former Head of Marketplace at GFGOctober 14, 2021
- Global Payments Inc - GPN
  - Brink POS, Olo, & A History of Restaurant POS
    Former President Xenial, Global Payments IncJuly 23, 2021
- Glovo
  - Glovo & EU Convenience Delivery
    Former Corporate Strategy at GlovoMay 16, 2021
- GN Store Nord A/S - GN
  - Sonova, Hearing Aid Fittings, & OTC Channel Growth
    Former Director at Sonova GroupOctober 27, 2022
  - GN Store Nord & Hearing Aids
    Former Director at GN Store NordMarch 26, 2023
- GODADDY INC - GDDY
  - GoDaddy: Domains, Upselling, and Competing with Shopify
    In Practise Weekly AnalysisMarch 7, 2022
  - GoDaddy: Domains, Add-ons, and Competing with Shopify
    Former SVP Domains and Security at GoDaddyMarch 3, 2022
- Go-Jek
  - GrabTaxi: Driver Retention & Loyalty
    Former Head of Driver Retention at Grab and Current Head of Operational Support at GETApril 5, 2020
- Goodfood - Food.to
  - UK Online and Offline Grocery Models
    In Practise Weekly AnalysisJuly 19, 2021
  - Cook it, Goodfood, & The Canadian Meal Kit Market
    Former COO and CFO of Cook ItAugust 5, 2021
  - Goodfood, Meal-Kits, and Gruppo MutuiOnline BPO
    In Practise Weekly AnalysisMay 31, 2021
  - Goodfood, MissFresh, & Canadian Meal-Kits
    Cofounder and Former CEO of MissFresh May 26, 2021
- Goodman Jones
  - UK Accountancy Practice M&A
    Partner at Goodman JonesSeptember 10, 2022
- Google - GOOG
  - Selling Microsoft Office 365 Commercial
    Former Modern Workplace Leader, Americas at MicrosoftOctober 28, 2021
  - AWS Series: Kubernetes & The Portability Illusion
    In Practise Weekly AnalysisAugust 30, 2022
  - The History of x86, ARM, & Amazon's Graviton Processor
    Principal Developer Advocate at Honeycomb and Former SRE Leader at GoogleSeptember 9, 2022
  - Google AI in Search, YouTube, Assistant vs ChatGPT
    Former Group Product Manager at GoogleFebruary 28, 2023
  - Snowflake, Synapse, and Redshift: Customer Angle
    Former Director of Technology at Capital OneFebruary 13, 2023
  - The Media Planning and Buying Process
    Former Global Data Strategy Director at MediaCom and Current Director at YouGovFebruary 11, 2021
  - Cogent Communications: Hyperscalers' Dark Fiber Demand
    Network Acquisition Executive at HyperscalerJanuary 23, 2023
  - AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
    March 2, 2023
  - Amazon Web Services: EC2 Graviton Strategy
    Former Senior Manager at Amazon Web ServicesSeptember 8, 2022
  - AWS: Culture, EC2, EBIT Margins & Market Share Outlook
    Former Senior Manager at Amazon Web ServicesAugust 24, 2022
  - Restaurant vs Hotel Distribution & FDM Group
    In Practise Weekly AnalysisMay 3, 2021
  - Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
    October 11, 2022
  - Amazon Ads: 1P and 3P Spend Breakdown
    Former Sales Manager at Amazon AdvertisingMarch 2, 2023
  - Google Workspace: SMB to Enterprise Sales
    Former Product Marketing Exec at GoogleFebruary 17, 2023
  - SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition
    Former Director at Google CloudSeptember 16, 2022
  - Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving
    Current EVP, Autonomous Driving at Lyft and Former VP Street View at GoogleAugust 28, 2020
  - Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
    In Practise Weekly UpdateAugust 23, 2022
  - KAYAK: History and Future of Travel Search
    Founder of Travelocity, Former Chairman at Kayak.com and Former CIO at Sabre July 13, 2020
  - Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
    February 22, 2023
  - Amazon Advertising: Endemic & Non-Endemic Ads
    Former Head of Sales at Amazon AdvertisingDecember 22, 2022
  - Snowflake: Investment Trends & Cost Optimization
    Former CIO at Global CPG companyMarch 27, 2023
  - Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
    September 20, 2022
  - Google Search, Bing & The Threat Of Disruption
    Former Product Lead at GoogleFebruary 14, 2023
  - Pinterest: Middle of the Funnel
    Former Global Head of Customer Success and Operations at PinterestNovember 9, 2020
  - AWS: Running a Hyperscale Data Center
    Former Director at Amazon Web ServicesOctober 21, 2022
  - Just Eat: Lessons from Scaling an Online Marketplace
    Former Global COO at Just Eat and Current CEO at Receipt BankJanuary 16, 2020
  - AWS: Containers, Kubernetes, & EC2 Stickiness
    Former Senior Manager at Amazon Web ServicesAugust 25, 2022
  - Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
    September 6, 2022
  - Amazon Ads, Google DoubleClick & the Ad Tech Value Chain
    Former Director at Amazon AdvertisingFebruary 20, 2023
  - Snowflake Positioning vs AWS, GCP, Azure
    Former Director of Google CloudJuly 1, 2022
  - Google & Travel Value Chain Structure
    Former Head of Google Travel Vertical Search April 23, 2020
  - Google Travel: Debating Potential Abuse of Market Power
    Former CTO, CarTrawlerFebruary 13, 2020
  - Amazon Web Services: Data Center Economics
    Former Director at Amazon Web ServicesNovember 29, 2022
  - Amazon Ads & The Retail Media Landscape
    Current EVP at Skai (formerly Kenshoo)February 15, 2023
  - Investor Dialogue: Amazon Web Services
    October 6, 2022
  - Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
    February 15, 2023
  - AWS Graviton’s Process Power
    In Practise AnalysisSeptember 12, 2022
  - AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
    Former Head of Strategy, Amazon AWS West-USJuly 22, 2022
  - Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
    Former Product Leader at Google Cloud Platform September 8, 2020
  - Azure, GCP, BigQuery, Snowflake & Cloud Competition
    Former Director of Google CloudSeptember 3, 2022
  - Tremor International Growth Opportunities and Challenges
    Former VP at Tremor InternationalFebruary 12, 2023
  - Pinterest Positioning, Attribution & IDFA
    Former Partner Manager at PinterestJanuary 10, 2023
  - Amazon Advertising
    Founder and Managing Director at Marketplace AMP, Amazon Advertising AgencyJuly 14, 2021
  - Booking Holdings: Travel SEO and SEM Travel
    Former Manager of Booking.com Account at Google and Current VP, Performance at GetYourGuideApril 25, 2020
  - Google Workspace vs Microsoft 365
    Former Strategy Executive at Google WorkspaceFebruary 6, 2023
  - Google: Selling Display Advertising
    Former Industry Director and Head of Display at GoogleAugust 6, 2020
  - AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
    Former Director of Google CloudAugust 19, 2022
- Gorillas
  - Online Food Delivery in France: Deliveroo, UberEats, & Gorillas
    Former Director at DeliverooMay 1, 2022
- Goyard
  - RIMOWA & Luxury Retail Distribution
    Former Managing Director at RIMOWA and GoyardApril 4, 2020
- Grab
  - GrabTaxi: Driver Retention & Loyalty
    Former Head of Driver Retention at Grab and Current Head of Operational Support at GETApril 5, 2020
- GRAIL
  - Illumina: Grail Acquisition & Early Cancer Detection
    Former Medical Director at GRAILNovember 19, 2020
- Grainger PLC - GRI
  - Home Depot Pro vs DIY Customer Behaviour
    Former Strategy Director at The Home DepotMarch 11, 2022
- Greatview Aseptic Packaging Company Ltd - HKG: 0468
  - Greatview, Tetra Pak, & Aseptic Packaging
    Former Director at Tetra PakOctober 17, 2022
- Grenke AG - GLJn
  - Grenke: UK Equipment Leasing Market
    Former Branch Manager at GrenkeDecember 16, 2022
  - Grenke, DLL, & EU Equipment Leasing Market
    Former CEO of DLL GroupDecember 7, 2022
- Grifols SA - GRLS
  - Grifols & The Plasma Market - Part I
    Former Northwest Division Medical Director at Grifols and former Associate Corporate Medical Director at BPL PlasmaSeptember 30, 2021
  - Grifols & The Plasma Market - Part II
    Former Northwest Division Medical Director at Grifols and former Associate Corporate Medical Director at BPL PlasmaOctober 5, 2021
- Grubhub - GRUB
  - Restaurant Franchisees & Online Food Delivery
    Former Senior Director, Business Development at Subway June 19, 2020
  - Scaling Uber EATS in London
    Former Head of Uber Eats, London August 17, 2020
  - Grubhub and US Online Food Delivery
    Former Director, Product at Grubhub December 29, 2019
  - Deliveroo & Dark Kitchens
    Former Head of Operations, Deliveroo Editions, Middle EastAugust 13, 2020
  - Uber Eats, SkipTheDishes & Food Delivery Business Models
    Head of Business Operations at Uber Eats CanadaFebruary 18, 2021
  - Online Food Delivery: Marketplaces & Logistics Business Models
    Former CFO at Deliveroo & Finance Director, EMEA, AmazonAugust 10, 2020
- Gruppo MutuiOnline - MOL
  - Facile.it, Segugio.it & Italian Price Comparison
    Former COO at Facile.itJune 12, 2021
  - Gruppo MutuiOnline: Broking and BPO Customer Perspective
    Head of Customer Service, Italy at GeneraliJune 11, 2021
  - Gruppo MutuiOnline: BPO Processes
    Former Senior Credit Analyst at Gruppo MutuiOnlineMay 29, 2021
  - Goodfood, Meal-Kits, and Gruppo MutuiOnline BPO
    In Practise Weekly AnalysisMay 31, 2021
  - Gruppo MutuiOnline & Online Insurance Broking
    In Practise Weekly AnalysisJune 14, 2021
- GUIDEWIRE SOFTWARE INC - GWRE
  - Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
    In Practise Weekly UpdateAugust 3, 2022
  - Duck Creek Technologies vs Guidewire Software
    Former SVP at Duck Creek Technologies IncJuly 28, 2022
- GVC Holdings - GVC
  - GVC Holdings & Online Gaming Technology Stacks
    Former Digital Delivery Director at GVC HoldingsJune 26, 2020
H
- Hagerty - HGTY
- Halma PLC - HLMA
- HashiCorp - HCP
  - Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC
    October 5, 2022
  - HashiCorp: Terraform Open-Source to Paid
    Former Cloud Engineer at InditexSeptember 30, 2022
- Havas Media Group
  - Evolution of the Advertising Media Holding Company
    Global COO, Havas Media International July 26, 2020
- HCA Healthcare Inc - HCA
  - HCA Healthcare: US Hospital Operations
    Former Chief Nursing Officer at HCA HealthcareOctober 20, 2022
  - HCA Healthcare: Staffing & Emergency Dept Operations
    Former Chief Operating Officer at HCA HealthcareNovember 3, 2022
- H&E EQUIPMENT SERVICES - HEES
  - H&E Equipment, Ashtead, & US Equipment Rental Demand & Rates
    Former SVP at H&E EquipmentDecember 3, 2022
- Heico - HEI
- Hellofresh SE - HFGG
- Hermes Investment Management
  - Hermes Investment Management: Responsible Investment
    Current Head of Investment at Hermes Investment ManagementDecember 14, 2019
- Hilton Worldwide - HLT
  - Hilton Brand Strategy, Loyalty & Distribution
    Former Global Head of Corporate Strategy at Hilton WorldwideJune 10, 2020
- Home Depot Inc - HD
  - Home Depot Pro vs DIY Customer Behaviour
    Former Strategy Director at The Home DepotMarch 11, 2022
  - The Home Depot Pro, Cost Structure, & Growth Opportunities
    Former District Manager at The Home DepotOctober 12, 2021
- Howden Joinery Group PLC - HWDN
- HUBSPOT INC - HUBS
  - LiveChat Software: A Partner Perspective
    Current LiveChat PartnerJanuary 4, 2023
I
- IAA - IAA
- Iberostar Group
  - Google & Travel Value Chain Structure
    Former Head of Google Travel Vertical Search April 23, 2020
- IDEXX Laboratories Inc - IDXX
  - Zoetis, IDEXX Laboratories and Animal Diagnostics Competition
    Former Commercial Executive at Zoetis and IDEXX LaboratoriesJanuary 27, 2023
- iFIT
  - Peloton, iFIT, & The Connected Fitness Market
    Former Sales Director at iFITNovember 5, 2021
  - iFIT vs Peloton: Connected Fitness
    Current SVP of Product at Clmbr and former VP of Product Development at iFITDecember 7, 2021
- IKEA - IKEA
  - IKEA, Wayfair, & Omnichannel Furniture Retail
    In Practise Weekly AnalysisApril 19, 2022
  - IKEA: Physical to Omni-Channel Furniture Retail
    Former Deputy CEO of IKEA France and GermanyApril 15, 2022
- Illumina - ILMN
  - Illumina: Grail Acquisition & Early Cancer Detection
    Former Medical Director at GRAILNovember 19, 2020
  - Illumina & The Evolution of Next-Generation Sequencing
    Former Director at Illumina, Thermo Fisher Scientific and Pillar BiosciencesNovember 17, 2020
- Illumina Inc - ILMN
- Inchcape PLC - INCH
  - UK Used Car Market Competitive Landscape
    Former Group Used Car Director at InchcapeAugust 31, 2022
- Inditex - ITX
  - Mango and Sustainable Fashion Sourcing Strategies
    Former Global Head of Buying and Sourcing at Mango and Buying Manager at InditexDecember 29, 2019
- InPost - INPST
- Instacart
  - Ocado & Online Grocery Economics
    Founder of Strategic Food Retail and Partner at The Partnering GroupJanuary 6, 2021
- Intel Corp - INTC
- Intuit - INTU
  - UK SMB Accounting Software: Xero vs Sage vs Intuit
    Current VP Sales at FreeAgent & Former VP Sales at XeroJune 17, 2020
- Intuitive Surgical Inc - ISRG
  - Intuitive Surgical: Selling $2m da Vinci Robots
    Former Area Sales Manager at Intuitive Surgical February 10, 2021
- Ituran - ITRN
  - In-Vehicle Telematics Value Chain Structure
    Former Vice President IoT at Sierra WirelessOctober 24, 2020
J
- Jaguar Land Rover
- James Hardie Industries Plc - JHX
  - Lousiana-Pacific, James Hardie, & US Building Products Competition
    Former Sales Manager at Louisiana-PacificFebruary 24, 2023
- Jeronimo Martins SGPS SA - JMT
  - Dino Polska, Tesco, and Polish Food Retail
    Former CFO of Tesco Central EuropeDecember 8, 2021
- Johnson & Johnson - JNJ
  - Alcon & Global Contact Lenses Competition
    Former Director at AlconFebruary 8, 2023
  - Alcon AG: Competitive Dynamics in Eye Surgery
    Former Corporate Sales Exec at AlconFebruary 14, 2023
- J Sainsbury PLC - SBRY
  - UK Online and Offline Grocery Models
    In Practise Weekly AnalysisJuly 19, 2021
  - Sainsbury's, Tesco, & UK Dark Grocery Stores
    Former Director at Sainsbury'sJuly 16, 2021
- Jubilant Foodworks - JUBLFOOD
  - Pizza Hut & The Indian Pizza Market
    Managing Director Pizza Hut India & Former CEO Domino's, Indonesia November 16, 2020
- Judges Scientifc PLC - JDG
- Just Eat Takeaway - TKWY
K
- Kambi Group - KAMBI
- KAR Auction Services - KAR
- KB HOME - KBH
  - Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
    November 15, 2022
  - NVR Inc & US Land Development
    Former VP at KB HomeNovember 13, 2022
- Kelly Partners Group - KPG
- Kering - KER
  - Bottega Veneta: Luxury Brand Building
    Former Chief Marketing Officer at Bottega Veneta, KeringApril 18, 2020
  - Online Luxury Fashion: Marketplaces vs Retailers
    Chief Commercial Director at MytheresaAugust 19, 2020
- Kerring - KER
  - Salvatore Ferragamo & Luxury Retail Unit Economics
    Former CFO at AmplifonMarch 20, 2021
- KNIGHT TRANSPORTATION - KNX
  - Old Dominion, Saia, & US LTL Competition
    Former Territory Manager at Saia & AAA Cooper, Knight TransportationNovember 20, 2022
- Kone Oyj - KNEBV
- Kroger Co - KR
  - Sainsbury's, Tesco, & UK Dark Grocery Stores
    Former Director at Sainsbury'sJuly 16, 2021
  - Dematic, Ocado, & Centralised vs Decentralised Online Grocery Fulfilment
    Former Commercial Director of Micro-Fulfillment at DematicApril 11, 2021
- Kuehne und Nagel International AG - KNIN
  - Amazon's Outsourced Fulfilment Strategy: 3PL Customer Perspective
    Former Director European External Fulfilment at Amazon April 3, 2021
L
- ladyinlondon.com
  - The Growth in Influencer Marketing
    Author, A Lady in London and a Leading Travel Influencer March 20, 2020
- Lagercrantz Group AB
  - Bergman & Beving: The Original Serial Acquirer
    CEO of Bergman & BevingJanuary 21, 2023
  - Bergman & Beving, Lagercrantz, Nordic B2B Distribution & M&A
    In Practise AnalysisJanuary 31, 2023
- LAWSON PRODUCTS INC - LAWS
  - Distribution Solutions Group: TestEquity, Gexpro, & Lawson
    Former SVP at TestEquityJanuary 10, 2023
  - Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
    January 11, 2023
- Lear Corporation - LEAR
  - Auto OEM and Tier-1 Dynamics
    Former President and CEO of Interior Systems at Faurecia April 13, 2019
- Lectra - LSS
  - Lectra: Selling CAD / CAM Equipment
    Former Sales Director at LectraMarch 10, 2022
- Lemonade, Inc - LMND
  - The Auto Insurance Claims Process
    Former Claims Manager at State Farm January 13, 2021
  - Lemonade, Inc: Disrupting the Insurance Industry
    Founding Member at Lemonade, Inc & Former President at AIGJune 13, 2020
- Leslie's - LESL
  - POOLCORP, Heritage, Leslie's, & Swimming Pool Products Distribution
    In Practise Weekly AnalysisMarch 14, 2022
- LG Chem Power Inc
  - Tesla EV Battery Innovation and Strategy
    Former CEO, LG Chem PowerDecember 28, 2019
  - Tesla Battery Manufacturing & Energy Storage
    Former Lead Engineer at Tesla and Solar CityMarch 20, 2023
- Lidl
  - Aldi, Ocado, & Online Grocery Business Models
    Former CEO, Aldi UKOctober 22, 2021
  - Dino Polska: Growth Runway & Competition
    Former Purchasing Director at PoloMarket & Former Purchasing Director at Lidl PolandDecember 15, 2021
  - Lidl: Hard Discounter Business Models
    Former CEO, Lidl UK May 11, 2020
  - Naked Wines & The Online Wine Opportunity
    Founder and CEO at Vioneers and Former Executive at LidlOctober 24, 2020
  - Lidl in Ireland: from 0 to 12% market share in 20 years
    Former Head of Sales Organisation, Lidl Ireland and current Managing Director, McKee's FoodsAugust 15, 2020
  - Mercadona and Discount Food Retail
    Current CEO of Future Retail and former CEO of Dinosol SupermercadosApril 25, 2019
  - Lidl and Hard Discounter Culture
    Former CEO, Lidl UK January 16, 2020
  - Aldi: Hard Discounter Business Models
    Former CEO, Aldi UKMay 20, 2020
  - Hard Discounter Business Models: Aldi's Disruption of UK Food Retail
    Former CEO, Aldi UKApril 26, 2020
  - ASDA and UK Food Retail
    Former Vice President, Fresh, Frozen & Chilled at Asda and former Buying Director, Iceland FoodsOctober 29, 2019
  - Hard Discounters vs Big Four UK Grocers: Asda Case Study
    Former Vice President, Fresh, Frozen & Chilled at Asda and former Buying Director, Iceland FoodsMay 19, 2020
  - Lidl: Hard Discounter Private Label Strategy
    Former CEO, Lidl UK September 11, 2020
  - Leadership Principles: Lessons from 25 Years in Consumer Retail
    Former Vice President, Fresh, Frozen & Chilled at Asda and former Buying Director, Iceland FoodsMay 14, 2020
- Lifco AB - LIFCOb
  - Addtech & B2B Industrial Distribution
    Former CEO at Addtech Business UnitJuly 30, 2021
  - Bergman & Beving, Lagercrantz, Nordic B2B Distribution & M&A
    In Practise AnalysisJanuary 31, 2023
  - Lifco AB and Ahlberg Cameras: Portfolio Company and Post-Acquisition Review
    Former Director, Ahlberg Cameras AB, Lifco Portfolio CompanyApril 5, 2022
- Linde PLC - LIN
  - Leadership in M&A
    Principal at Nexant and Former Global Head of Specialty Gases & Equipment at Linde December 12, 2019
- LiveChat Software - WSE:LVC
  - Livechat Software: Customer Angle
    Former Director of Customer Service, IKEAOctober 13, 2022
  - LiveChat Software: Competitor Perspective
    Former Group Product Manager at IntercomDecember 16, 2021
  - Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
    October 19, 2022
  - LiveChat Software: A Partner Perspective
    Current LiveChat PartnerJanuary 4, 2023
  - Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
    January 11, 2023
- LiveTiles Limited - LVT
  - LiveTiles, Unily and the Intranet-in-a-Box Market
    Former Vice President, Strategic Accounts at UnilyJuly 18, 2021
  - LiveTiles & The Microsoft Sharepoint Ecosystem
    Microsoft GTM Director at AvePoint and former CMO at BeezyDecember 31, 2021
  - LiveTiles: Competitor Perspective
    Former VP of Business Development at UnilyAugust 27, 2021
  - LiveTiles and The Intranet-In-A-Box Market: Competitor Perspective
    Former Chief Growth Officer at ValoFebruary 11, 2022
- L'Oreal - OR
  - Feelunique, Adore Beauty, & Beauty as an Online Category
    In Practise Weekly AnalysisOctober 4, 2021
  - Walgreens and The US Mass Beauty Market
    Former SVP of Consumer Beauty at Coty and Group VP of Beauty at WalgreensOctober 22, 2019
- LOUISIANA PACIFIC CORP - LPX
  - AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
    March 2, 2023
  - Lousiana-Pacific, James Hardie, & US Building Products Competition
    Former Sales Manager at Louisiana-PacificFebruary 24, 2023
- Lowe`s Companies Inc - LOW
  - Home Depot Pro vs DIY Customer Behaviour
    Former Strategy Director at The Home DepotMarch 11, 2022
  - The Home Depot Pro, Cost Structure, & Growth Opportunities
    Former District Manager at The Home DepotOctober 12, 2021
- LumApps
  - LiveTiles: Competitor Perspective
    Former VP of Business Development at UnilyAugust 27, 2021
- Lumen Technologies Inc - LUMN
  - Cogent Communications, Microsoft, & Dark Fiber Networks
    Former Director, Global Network Engineering at MicrosoftNovember 21, 2022
- LVMH Moet Hennessy Louis Vuitton SE - LVMH
  - Feelunique, Adore Beauty, & Beauty as an Online Category
    In Practise Weekly AnalysisOctober 4, 2021
  - Estee Lauder: Beauty Innovation
    Former President at Estee Lauder and LVMH Beauty November 10, 2019
  - Belmond: Creating Extraordinary Experiences
    Senior Vice President at Belmond, LVMHJanuary 14, 2021
  - Salvatore Ferragamo & Luxury Retail Unit Economics
    Former CFO at AmplifonMarch 20, 2021
  - Bottega Veneta: Luxury Brand Building
    Former Chief Marketing Officer at Bottega Veneta, KeringApril 18, 2020
  - YOOX-NET-A-PORTER & Online Luxury Distribution Models
    Former Chief Operating Officer at YOOX NET-A-PORTER GROUPSeptember 15, 2020
  - Online Luxury Fashion: Marketplaces vs Retailers
    Chief Commercial Director at MytheresaAugust 19, 2020
  - RIMOWA & Luxury Retail Distribution
    Former Managing Director at RIMOWA and GoyardApril 4, 2020
- Lyft - LYFT
  - Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving
    Current EVP, Autonomous Driving at Lyft and Former VP Street View at GoogleAugust 28, 2020
  - Uber: Relationship with Drivers
    Former Strategy & Operations Manager at UberDecember 10, 2019
M
- Made.com - MADE
  - Made.com, Westwing, & European Online Furniture
    Former Managing Director at Made.comJanuary 4, 2022
  - Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
    In Practise Weekly UpdateAugust 23, 2022
  - MADE, Westwing, & Niche vs Mass E-commerce Models
    In Practise Weekly AnalysisJanuary 10, 2022
  - Wayfair, Made.com, & European Online Furniture
    Former Managing Director at Made.comAugust 20, 2022
- Magnite - MGNI
  - Tremor International: SSP & DSP Vertical Integration
    Former VP at MediaMathJuly 20, 2022
  - Amazon Ads, Google DoubleClick & the Ad Tech Value Chain
    Former Director at Amazon AdvertisingFebruary 20, 2023
  - Tremor International Growth Opportunities and Challenges
    Former VP at Tremor InternationalFebruary 12, 2023
  - The Trade Desk & The CTV Industry Structure
    Former Chief Revenue Officer at The Trade DeskJanuary 28, 2022
  - The Connected TV Advertising Value Chain
    Former Head of Sales at Magnite and Director of SlingTVNovember 11, 2021
- Mango
  - Mango and Sustainable Fashion Sourcing Strategies
    Former Global Head of Buying and Sourcing at Mango and Buying Manager at InditexDecember 29, 2019
- Manheim
  - ACV Auctions Competitive Advantage & Threats
    Former Director at ACV AuctionsSeptember 11, 2022
- Manolete Partners - MANO
  - Manolete Partners & Insolvency Litigation Finance
    Former Investment Manager, Augusta Ventures LLPJune 18, 2021
- MANPOWERGROUP - MAN
  - Manpower, Upwork & Global Enterprise Recruitment Contracts
    Former President at Manpower GroupApril 25, 2021
  - Traditional Recruitment Agencies, Upwork, & Fiverr
    In Practise Weekly AnalysisApril 26, 2021
  - Upwork, Fiverr, & Freelance Marketplaces
    In Practise Weekly AnalysisJune 28, 2021
- Maravai Lifesciences Holdings Inc - MRVI
  - Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
    November 23, 2022
  - Maravai Lifesciences: Trilink Customer
    Director at Beam TherapeuticsNovember 20, 2022
  - Maravai LifeSciencies: Trilink Biotech
    Principal Scientist at ModernaNovember 2, 2022
- MARINEMAX INC - HZO
  - OneWater & Marine Boat Retailing through the Cycle
    Former General Manager at MarineMaxJanuary 23, 2023
  - OneWater Marine & Boat Retailing
    Former Director at Malibu BoatsAugust 5, 2022
  - OneWater Marine: Boat Manufacturer and Dealer Relationship
    Former VP at Brunswick CorporationOctober 12, 2022
- Markel - MKL
  - Hagerty International: UK Classic Car Insurance
    Former Director at HagertyJanuary 16, 2023
- Marks and Spencer Group PLC - MKS
  - Last Mile Delivery Challenges
    Former General Logistics Manager, Marks and SpencerOctober 17, 2019
- Marlowe - MRL.L
  - AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
    March 2, 2023
  - Marlowe: WorkNest Acquisition
    Former Sales Director at WorkNestFebruary 27, 2023
- Marriott International Inc - MAR
  - Marriott International: Dealing with COVID-19
    Current Area Director of Operations at Marriott International May 19, 2020
- Masimo - MASI
  - Masimo & Hospital and At-Home Patient Monitoring Devices
    Director of Virtual Care Operations at St. Luke's University Health NetworkMarch 13, 2023
  - AMZN, ServiceNow, Atlassian, DDOG, Masimo, CACC, 10x, FDM, Alphawave
    March 14, 2023
  - Masimo & At-Home Continuous Monitoring
    Former Strategic Director at GE HealthcareMay 17, 2021
  - Selling Masimo SET & Patient SafetyNet Devices
    Former Sales Account Manager at Masimo and Current Territory Manager at StrykerFebruary 2, 2021
- Mastercard Inc - MA
  - Mastercard: Data Analytics & Value-Added Services
    Former VP Global Product Manager at MastercardMarch 2, 2022
  - Adyen: Pricing, Culture & Talent
    Former VP Account Management at AdyenMarch 17, 2023
  - BNPL, Visa & Mastercard
    Former Director, AffirmNovember 16, 2021
- Match Group - MTCH
  - Tinder: Optimizing Lifetime Value
    Former Director of Finance at TinderAugust 7, 2020
- MaxCyte - MXCT
  - Maxcyte's Technology, Pricing, & Growth Outlook
    Former Midwest Sales Manager at MaxCyteAugust 27, 2022
  - MaxCyte: Selling ExPERT Cell Engineering Platforms
    Former Midwest Sales Manager at MaxCyteOctober 20, 2021
- McDonald's - MCD
  - Scaling Uber EATS in London
    Former Head of Uber Eats, London August 17, 2020
  - Deliveroo & Dark Kitchens
    Former Head of Operations, Deliveroo Editions, Middle EastAugust 13, 2020
  - Brand Turnarounds: McDonald's 2003-2005
    Former Global CMO, McDonald'sApril 25, 2020
- Medtronic PLC - MDT
  - Masimo & At-Home Continuous Monitoring
    Former Strategic Director at GE HealthcareMay 17, 2021
- Mercadona
  - Mercadona and Discount Food Retail
    Current CEO of Future Retail and former CEO of Dinosol SupermercadosApril 25, 2019
- Mercell Holding AS - MRCEL NO
  - Mercell Holding & e-Procurement Marketplaces
    Former Director at Vortal Connecting BusinessAugust 20, 2021
- Merck animal healthcare
  - Zoetis Animal Health: Pricing, Generics & Livestock Producers
    Former Marketing Director at ZoetisJanuary 10, 2023
- Meta Platforms - META
  - Pinterest Positioning, Attribution & IDFA
    Former Partner Manager at PinterestJanuary 10, 2023
- Michael Kors - CPRI
  - Bottega Veneta: Luxury Brand Building
    Former Chief Marketing Officer at Bottega Veneta, KeringApril 18, 2020
- Microsoft Corp - MSFT
  - Selling Microsoft Office 365 Commercial
    Former Modern Workplace Leader, Americas at MicrosoftOctober 28, 2021
  - AWS Series: Kubernetes & The Portability Illusion
    In Practise Weekly AnalysisAugust 30, 2022
  - Nintendo: Everlasting Gaming IP
    Former Chairman and President at Sony Computer Entertainment October 5, 2020
  - The History of x86, ARM, & Amazon's Graviton Processor
    Principal Developer Advocate at Honeycomb and Former SRE Leader at GoogleSeptember 9, 2022
  - Google AI in Search, YouTube, Assistant vs ChatGPT
    Former Group Product Manager at GoogleFebruary 28, 2023
  - Snowflake, Synapse, and Redshift: Customer Angle
    Former Director of Technology at Capital OneFebruary 13, 2023
  - New Relic vs Datadog: Fight for Observability
    Former Head of Marketing, EMEA at New RelicSeptember 27, 2020
  - Cogent Communications: Hyperscalers' Dark Fiber Demand
    Network Acquisition Executive at HyperscalerJanuary 23, 2023
  - AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
    March 2, 2023
  - Amazon Web Services: EC2 Graviton Strategy
    Former Senior Manager at Amazon Web ServicesSeptember 8, 2022
  - AWS: Culture, EC2, EBIT Margins & Market Share Outlook
    Former Senior Manager at Amazon Web ServicesAugust 24, 2022
  - AWS: Long-Run and Normalised FCF Margin Estimates
    In Practise AnalysisNovember 6, 2022
  - LiveTiles, Unily and the Intranet-in-a-Box Market
    Former Vice President, Strategic Accounts at UnilyJuly 18, 2021
  - Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
    October 11, 2022
  - Amazon Ads: 1P and 3P Spend Breakdown
    Former Sales Manager at Amazon AdvertisingMarch 2, 2023
  - Google Workspace: SMB to Enterprise Sales
    Former Product Marketing Exec at GoogleFebruary 17, 2023
  - SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition
    Former Director at Google CloudSeptember 16, 2022
  - AWS Series: Hyperscale Data Centers, Physical Moats, & Server Lifetime
    In Practise AnalysisOctober 26, 2022
  - Atlassian: Confluence Strategy & Competition
    Former Program Management executive at AtlassianMarch 20, 2023
  - Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
    In Practise Weekly UpdateAugust 23, 2022
  - Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
    February 22, 2023
  - Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
    September 20, 2022
  - Google Search, Bing & The Threat Of Disruption
    Former Product Lead at GoogleFebruary 14, 2023
  - Databricks, Snowflake, GCP, & Public Cloud Competition
    Former Director at Google CloudOctober 10, 2022
  - Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
    November 23, 2022
  - LiveTiles & The Microsoft Sharepoint Ecosystem
    Microsoft GTM Director at AvePoint and former CMO at BeezyDecember 31, 2021
  - AWS: Running a Hyperscale Data Center
    Former Director at Amazon Web ServicesOctober 21, 2022
  - Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC
    October 5, 2022
  - Cogent Communications, Microsoft, & Dark Fiber Networks
    Former Director, Global Network Engineering at MicrosoftNovember 21, 2022
  - AWS: Containers, Kubernetes, & EC2 Stickiness
    Former Senior Manager at Amazon Web ServicesAugust 25, 2022
  - Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
    September 6, 2022
  - Bechtle AG & The Microsoft Partner Ecosystem
    Former Director at Bechtle AG May 19, 2021
  - Snowflake Positioning vs AWS, GCP, Azure
    Former Director of Google CloudJuly 1, 2022
  - OKTA, Microsoft E5, & Identity Competition
    Former Chief Information Officer at Sainsbury'sOctober 2, 2022
  - Amazon Web Services: Data Center Economics
    Former Director at Amazon Web ServicesNovember 29, 2022
  - Investor Dialogue: Amazon Web Services
    October 6, 2022
  - Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
    February 15, 2023
  - AWS Graviton’s Process Power
    In Practise AnalysisSeptember 12, 2022
  - AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
    Former Head of Strategy, Amazon AWS West-USJuly 22, 2022
  - Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
    Former Product Leader at Google Cloud Platform September 8, 2020
  - Azure, GCP, BigQuery, Snowflake & Cloud Competition
    Former Director of Google CloudSeptember 3, 2022
  - Google Workspace vs Microsoft 365
    Former Strategy Executive at Google WorkspaceFebruary 6, 2023
  - Atlassian: Reselling Jira and Confluence
    Former VP, Product at Adaptavist, largest European Atlassian Reseller October 1, 2020
  - AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
    Former Director of Google CloudAugust 19, 2022
  - HashiCorp: Terraform Open-Source to Paid
    Former Cloud Engineer at InditexSeptember 30, 2022
- MIX TELEMATICS - MIXT
  - OnStar & In-Vehicle Telematics
    Former Director of Corporate Strategy at General MotorsDecember 18, 2020
- Moderna
  - Maravai LifeSciencies: Trilink Biotech
    Principal Scientist at ModernaNovember 2, 2022
- Momentum Group
  - Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
    February 22, 2023
  - Bergman & Beving, Luna, & Nordic Tools Distribution
    Former Board Member at Bergman & BevingFebruary 19, 2023
- Monday.com - MNDY
  - Monday.com: Comparison with Asana, Airtable and Jira
    Former Product Manager at Monday.comFebruary 6, 2023
- Monster Beverage Corp - MNST
  - Fever Tree vs Monster Beverage Distribution Strategy
    Former National Account Manager at Fever TreeFebruary 2, 2022
  - Monster, Fever Tree & Non-Alcoholic Beverage Distribution
    In Practise Weekly AnalysisFebruary 7, 2022
- Moonpig Group - LON:MOON
  - Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
    February 22, 2023
  - Moonpig & UK Greeting Cards: History & Management
    Former Chief Manufacturing Officer at MoonpigFebruary 21, 2023
- Motorpoint - MOTR
  - Cazoo, Cinch, Motorpoint & UK Used Car Market
    Former Director at CarNext, LeasePlan & Former COO at Carwow June 3, 2021
  - AerCap, Aircraft Leasing, & Auto Dealer Business Models
    In Practise Weekly AnalysisJune 7, 2021
  - UK Used Car Market Competitive Landscape
    Former Group Used Car Director at InchcapeAugust 31, 2022
  - Vertu Motors & UK Franchise Auto Dealers
    Former Global Sales Director at Jaguar Land RoverApril 10, 2021
  - Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
    September 6, 2022
  - Motorpoint, Cazoo, & Imperial Car Supermarkets
    Former Operations Director at Imperial Car Supermarket, Cazoo April 1, 2021
- MSC INDL DIRECT INC - MSM
  - Fastenal: Onsites & FAST Vending Solutions
    Former District Manager at FastenalOctober 13, 2021
  - Fastenal's Industrial Vending Competitive Advantage
    In Practise Weekly AnalysisOctober 18, 2021
- MTU Aero Engines AG - MTXGn
  - Safran: CFM56 & LEAP MRO
    Former Sales and MRO Director at SafranAugust 11, 2021
- MURPHY USA INC - MUSA
  - Circle K's US Unit Growth and Fuel Margin Outlook
    In Practise AnalysisNovember 22, 2022
  - Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
    November 23, 2022
  - Couche-Tard, C-stores, & The Impact of Electric Vehicles
    In Practise Weekly AnalysisNovember 1, 2021
  - Circle K: US C-Store Asset Quality & Unit Growth
    Former VP at Circle KNovember 20, 2022
- Mytheresa
  - Online Luxury Fashion: Marketplaces vs Retailers
    Chief Commercial Director at MytheresaAugust 19, 2020
N
- N26
  - N26: Disrupting the Banking System
    Former Head of Growth, N26March 24, 2020
- Naked Wines - WINE
- NANOSTRING TECH INC - NSTG
  - 10x Genomics: Visium, NanoString Tech & Future of Single-Cell Analysis
    Former Sales Manager at 10x GenomicsMarch 6, 2023
- NAUTILUS INC - NLS
  - Peloton, iFIT, & The Connected Fitness Market
    Former Sales Director at iFITNovember 5, 2021
- Nestlé - NESN
  - Leadership Principles: Lessons From 20 Years In Consumer Goods
    Former President and CEO Nestlé Nutrition North America and current CEO, North America at ShiftlineupMay 12, 2020
- Netflix Inc - NFLX
- New Look
  - The Evolution of Buying and Merchandising Functions in Mid-Market Fashion Retail
    Former Head of Buying at New Look December 12, 2019
- New Relic - NEWR
- Next PLC - NXT
  - Next PLC: Sourcing Capabilities & UK Apparel Competition
    Former Sourcing Director at NextOctober 19, 2022
- Nielsen Holdings PLC - NLSN
  - YouGov & Online Market Research
    Founding Director at YouGovJanuary 26, 2021
- Nikola - NKLA
  - Nikola: Disrupting Trucking Industry Incumbents?
    Former CEO & Chairman, Daimler Trucks AsiaJuly 28, 2020
- Nimbus Kitchens
  - Nimbus Kitchens, Roberta's Pizza & Ghost Kitchens
    Cofounders of Nimbus KitchensMarch 10, 2021
- Nintendo - NTDOY
  - Nintendo: Everlasting Gaming IP
    Former Chairman and President at Sony Computer Entertainment October 5, 2020
- Nobia - NOBI
  - Competing with Howdens Joinery
    Former Commercial Director at Benchmarx Kitchens & Joinery, Travis PerkinsAugust 14, 2020
- Nordzucker AG
  - Leading Europe's Second Largest Sugar Producer
    Former CEO at Nordzucker AGMarch 28, 2020
- Novartis - NOVN
  - Challenges for Young Leaders: Moving Into a Leadership Position
    Former Executive Committee Member and Head of HR, Novartis January 29, 2020
- NSM Insurance Group
  - Hagerty vs NSM Insurance Group: Classic Car Insurance
    Former Manager at NSM Insurance GroupApril 30, 2022
- NVR Inc - NVR
  - Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
    November 15, 2022
  - NVR Inc & US Land Development
    Former VP at KB HomeNovember 13, 2022
O
- Ocado - OCDO
- OHB SE - OHB
  - OHB & European Space Systems
    Former Director, SmallGEO at OHB SESeptember 8, 2022
- OKTA INC - OKTA
  - Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC
    October 5, 2022
  - OKTA, Microsoft E5, & Identity Competition
    Former Chief Information Officer at Sainsbury'sOctober 2, 2022
- Old Dominion Freight Lines - ODFL
- Olo - OLO
- Omni Bridgeway - OBL
- OneWater Marine Inc - ONEW
- Opendoor
  - Zillow Group: Premier Agent Pricing Strategies
    Former Senior Vice President at Zillow GroupSeptember 9, 2020
  - Opendoor versus Zillow Group
    Former Director FP&A at Netflix & Former Head of Strategy & Finance at OpendoorJuly 25, 2020
- Oracle Corp - ORCL
- Otis Worldwide Corp - OTIS
- OVERSTOCK COM INC - OSTK
  - Supplying RH & Wayfair
    RH and Wayfair Furniture SupplierDecember 22, 2022
  - Wayfair, CastleGate, & Damages: A Supplier's Perspective
    Founder & Former CEO of a US Furniture WholesalerAugust 12, 2022
P
- Pacific Biosciences - PACB
  - Illumina & The Evolution of Next-Generation Sequencing
    Former Director at Illumina, Thermo Fisher Scientific and Pillar BiosciencesNovember 17, 2020
- Papa John's Pizza - PZZA
  - Yum! Brands: Scaling Pizza Hut in China
    Former VP Corporate Planning at Yum! BrandsNovember 5, 2020
- Par Technology - PAR
  - Brink versus Olo: The Competitive End Game
    In Practise Weekly AnalysisJuly 26, 2021
  - Brink POS, Olo, & A History of Restaurant POS
    Former President Xenial, Global Payments IncJuly 23, 2021
- Peloton Interactive - PTON
  - Peloton, iFIT, & The Connected Fitness Market
    Former Sales Director at iFITNovember 5, 2021
  - iFIT vs Peloton: Connected Fitness
    Current SVP of Product at Clmbr and former VP of Product Development at iFITDecember 7, 2021
- PENN NATIONAL GAMING INC - PENN
  - Evolution Gaming, Kambi, & US Gaming Regulation
    Former Director at Penn National Gaming & Director of New Markets at FanDuelJuly 30, 2021
- PENSKE AUTOMOTIVE GROUP - PAG
  - US Franchise Auto Dealers: Shifting Omnichannel
    Owner & Operator of Bill Knight AutomotiveMarch 6, 2021
- PepsiCo Inc - PEP
  - CPG Sales and Distribution
    Former VP of Sales at PepsiCo and Snyder's-Lance December 28, 2019
- Pernod Ricard SA - PERP
  - Diageo, Fever Tree, Naked Wines & A History of US Alcohol Distribution
    In Practise Weekly AnalysisSeptember 20, 2021
  - A History of US Wine & Spirits Distribution
    Former CEO of The Henry Wine GroupSeptember 17, 2021
- Pershing Square Tontine Holdings Ltd - PSTH
  - Universal Music, Spotify, & The Music Industry
    Former Chairman and CEO, Sony Music, UKJuly 6, 2021
- Pfizer Inc - PFE
  - Maravai LifeSciencies: Trilink Biotech
    Principal Scientist at ModernaNovember 2, 2022
- Philip Morris International Inc - PM
  - Swedish Match, Snus, & Smokefree Tobacco Products
    Former Managing Director at Swedish MatchSeptember 25, 2021
- Pinterest - PINS
  - Pinterest: Middle of the Funnel
    Former Global Head of Customer Success and Operations at PinterestNovember 9, 2020
  - Pinterest Positioning, Attribution & IDFA
    Former Partner Manager at PinterestJanuary 10, 2023
- PLANET FITNESS INC - PLNT
  - Investor Dialogue: Basic Fit, The Gym Group, & Discount Gyms
    May 14, 2022
- Playtech PLC - PTEC
  - Evolution Gaming, Red Tiger, & Online Casino Gaming Regulation
    Former Director at Red TigerAugust 31, 2021
  - Building an Online Live Casino Offering
    Current Commercial Director at Paddy Power BetfairMarch 25, 2021
  - Ezugi, Evolution Gaming, & LATAM Live Casino
    Former Head of LATAM for Ezugi & Pragmatic PlayNovember 4, 2021
- Polarcus
  - Polarcus: Seismic Acquisition Restructuring
    Former CEO at PolarcusMay 16, 2020
- POOLCORP - POOL
  - Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
    November 15, 2022
  - POOLCORP: Installations, Competition, & Vertical Integration
    Former Regional Director at POOLCORPMarch 11, 2022
  - POOLCORP, Heritage, Leslie's, & Swimming Pool Products Distribution
    In Practise Weekly AnalysisMarch 14, 2022
  - POOLCORP: US Swimming Pool Distribution
    Former Business Development Representative at POOLCORPNovember 7, 2020
- Porch Group Inc - PRCH
  - Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
    October 19, 2022
  - Porch Group: Home Services to Insurance
    Former General Manager at Porch GroupOctober 12, 2022
- Poshmark
  - UberX and UberEats: Setting the Take Rate
    Former Global Head of Pricing and Strategic Initiatives at Uber February 16, 2020
  - Lessons from Raising $90m in Venture Capital
    Former Global Head of Pricing and Strategic Initiatives at Uber February 17, 2020
- Pratt & Whitney - UTC
  - Pratt & Whitney: Selling Aircraft Engines
    Former Aftermarket Sales at Pratt & Whitney, EMEA & Founder of Ventum Aviation ServicesMay 22, 2020
- PRAXAIR INC - PX
  - Leadership in M&A
    Principal at Nexant and Former Global Head of Specialty Gases & Equipment at Linde December 12, 2019
- Procter & Gamble - PG
  - Building Brands: Lessons From 16 Years at P&G
    Former Associate Brand Director - Fabric Care at P&GMay 22, 2020
  - Building Great Brands: Launching P&G Products in Asia
    Former Associate Brand Director - Fabric Care at P&GMay 31, 2020
- Progressive Insurance - PGR
  - Pricing Auto Insurance Policies
    Former Chief Underwriting Officer, P&C, Generali Germany December 9, 2020
  - The Auto Insurance Claims Process
    Former Claims Manager at State Farm January 13, 2021
  - Auto Insurance Agency / Carrier Pricing Dynamics
    Founder and CEO at Auto Mate InsuranceJanuary 28, 2021
- Pubmatic - PUBM
  - The Trade Desk & The CTV Industry Structure
    Former Chief Revenue Officer at The Trade DeskJanuary 28, 2022
  - The Connected TV Advertising Value Chain
    Former Head of Sales at Magnite and Director of SlingTVNovember 11, 2021
- Purplebricks - PURP
  - Purplebricks: An Unsustainable Business Model?
    Founder and CEO at Emoov and Current Director at Keller WilliamsSeptember 4, 2020
  - Purplebricks: Disrupting UK Real Estate Agencies
    Former UK Chief Executive Officer at Purplebricks August 27, 2020
Q
- Qiagen NV - QIA
  - DiaSorin: Distribution and Pricing
    Former General Manager at bioMérieuxJune 25, 2021
- Quilter - QLT
  - St. James's Place & UK Wealth Management
    Current Head of Strategy at Quilter and Former Corporate Strategy at St. James's PlaceJuly 13, 2020
R
- Rakuten Group - 4755
  - Rakuten Symphony & European 5G Buildout
    Former VP at Rakuten GroupMay 13, 2022
- Randstad NV - RAND
  - Manpower, Upwork & Global Enterprise Recruitment Contracts
    Former President at Manpower GroupApril 25, 2021
- Receipt Bank
  - Just Eat: Lessons from Scaling an Online Marketplace
    Former Global COO at Just Eat and Current CEO at Receipt BankJanuary 16, 2020
- Redbubble - RBL
- RE/MAX HOLDINGS INC - RMAX
  - eXp World, RE/MAX, & US Real Estate Brokerage
    Former AVP at RE/MAXMay 5, 2022
- Restaurant Brands International - QSR
  - Burger King UK: Offline to Online Food Delivery
    Current CEO of Burger King UKApril 15, 2021
  - Online Food Delivery: A Restaurant's Perspective
    Former Domino's UK CEO & Current Burger King UK CEOApril 29, 2021
- Restoration Hardware - NYSE:RH
  - Supplying RH & Wayfair
    RH and Wayfair Furniture SupplierDecember 22, 2022
- Rightmove - RMV
  - Purplebricks: An Unsustainable Business Model?
    Founder and CEO at Emoov and Current Director at Keller WilliamsSeptember 4, 2020
  - Purplebricks: Disrupting UK Real Estate Agencies
    Former UK Chief Executive Officer at Purplebricks August 27, 2020
- RIMOWA - LVMH
  - RIMOWA & Luxury Retail Distribution
    Former Managing Director at RIMOWA and GoyardApril 4, 2020
- Rolex
  - IWC versus Rolex & Cartier: Brand Marketing
    Former Marketing Director at Richemont, IWC SchaffhausenApril 5, 2020
- Rolls Royce Group - RR
  - Leading Through Change and Crisis
    Former President, Defence at Rolls-Royce Group and former CFO, EADS May 7, 2020
- Root Insurance - ROOT
- Ryanair - RYA
  - US Flag Carrier Airlines: Culture, Margins, and Business vs Leisure Travel
    Former COO at Delta Air Lines and Former Global Head of Transportation at AirbnbSeptember 24, 2020
- Ryan Specialty Group - RYAN
  - Ryan Specialty Group & CRC Group: Wholesale Broking
    Former SVP at CRC Insurance and current EVP at USG Insurance ServicesFebruary 1, 2022
  - Ryan Specialty & The Wholesale Insurance Broking Market Structure
    Former President at AmwinsMarch 1, 2022
S
- S4 Capital - SFOR
  - The Media Planning and Buying Process
    Former Global Data Strategy Director at MediaCom and Current Director at YouGovFebruary 11, 2021
  - From WPP to S4 Capital: Rewriting the Advertising Industry
    Founder of WPP and Founder, Executive Chairman S4 CapitalDecember 28, 2020
- Sabre - SABR
  - Sabre, Travelocity & the Future of Travel Distribution
    Founder of Travelocity, Former Chairman at Kayak.com and Former CIO at Sabre June 15, 2020
- Safestore Holdings PLC - SAFE
  - Safestore Holdings & UK Self Storage
    Former Operations Director at Safestore HoldingsNovember 25, 2021
- Safran SA - SAF
  - CFM International: 37 Years Selling Aircraft Engines
    Former VP, Sales at GE Aviation August 6, 2020
  - Safran: CFM56 & LEAP MRO
    Former Sales and MRO Director at SafranAugust 11, 2021
  - Pratt & Whitney: Selling Aircraft Engines
    Former Aftermarket Sales at Pratt & Whitney, EMEA & Founder of Ventum Aviation ServicesMay 22, 2020
  - Safran & CFM56 Engine Overhaul
    Former Program Manager at Safran NacellesMay 30, 2020
- Sage - SGE
  - SaaS Business Models and the UK HCM Market
    Former Product Marketing Director HCM Solutions, SageJune 3, 2020
  - UK SMB Accounting Software: Xero vs Sage vs Intuit
    Current VP Sales at FreeAgent & Former VP Sales at XeroJune 17, 2020
- SAIA INC - SAIA
  - Fedex Freight, Old Dominion, & US LTL Trucking
    Former Senior Vice President at FedexDecember 4, 2022
  - Old Dominion, Saia, & US LTL Competition
    Former Territory Manager at Saia & AAA Cooper, Knight TransportationNovember 20, 2022
- Salesforce.Com Inc - CRM
  - Monday.com: Comparison with Asana, Airtable and Jira
    Former Product Manager at Monday.comFebruary 6, 2023
  - Salesforce: MuleSoft Strategy
    Former SVP at MuleSoftSeptember 21, 2022
  - Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
    September 27, 2022
- Salvatore Ferragamo - SFER
  - Salvatore Ferragamo & Luxury Retail Unit Economics
    Former CFO at AmplifonMarch 20, 2021
- Sandvik AB - SAND
  - Epiroc, Sandvik & Mining Equipment Competition
    Former Country Chief Commercial Officer at GlencoreFebruary 27, 2023
- SAP - SAP
  - SaaS Business Models and the UK HCM Market
    Former Product Marketing Director HCM Solutions, SageJune 3, 2020
- SAP SE - SAPG
  - SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition
    Former Director at Google CloudSeptember 16, 2022
  - Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
    September 20, 2022
- Satair - AIR
  - Satair & Aerospace Distribution
    Former VP at SatairAugust 3, 2020
- Schindler Holding AG - SCHP
  - KONE: European New Installation & Maintenance Contract Pricing
    Former Sales Director at KONE CorporationJune 5, 2022
  - Schindler Elevators & Maintenance Margin Pressure
    Former Regional Manager at Schindler CorporationOctober 1, 2022
  - Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC
    October 5, 2022
  - Otis & Schindler Elevators: Over-Earning on Maintenance?
    In Practise AnalysisOctober 3, 2022
- SDI - SDI Group
  - SDI Group: Niche Manufacturing Serial Acquirer
    CEO of SDI GroupOctober 16, 2022
  - Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
    In Practise AnalysisOctober 16, 2022
  - Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
    October 19, 2022
- Sealed Air Corporation - SEE
  - Leading Sealed Air's Transformation
    Former Chief Executive Officer at Sealed Air Corporation April 10, 2020
- Seek Ltd - SEK
  - Redbubble, SEEK, Etsy, & Scaling a Three-Sided Marketplace
    In Practise Weekly AnalysisSeptember 27, 2021
  - From SEEK to Redbubble: Scaling Two & Three-Sided Marketplaces
    Current Chief Executive Officer at RedbubbleSeptember 24, 2021
- Sephora - LVMH
  - Douglas Holding: Beauty Retail M&A Challenges
    Former Managing Director and Board Member, LVMH Italy. December 1, 2019
  - Feelunique & Online Beauty Retail
    Founder of FeeluniqueOctober 1, 2021
  - eBay & Zynga: Building Online Communities
    Former Manager, PowerSeller Program at eBay & Global Community Director at ZyngaJune 28, 2020
- ServiceNow Inc - NOW
  - ServiceNow Strategic Positioning
    Former VP at DXC Technology and CognizantNovember 1, 2021
  - ServiceNow Customer Perspective: Growth Potential in New Product Areas
    Former CIO at Global CPG companyMarch 23, 2023
  - ServiceNow: Competing with Jira & Datadog
    Current CTO at ServiceNow CustomerMarch 6, 2023
  - AMZN, ServiceNow, Atlassian, DDOG, Masimo, CACC, 10x, FDM, Alphawave
    March 14, 2023
  - ServiceNow: Product Positioning & Customer Stickiness
    ServiceNow Engineer & Architect at WayfairJanuary 14, 2022
- SHAKE SHACK INC - SHAK
  - Online Food Delivery: A Restaurant's Perspective
    Former Domino's UK CEO & Current Burger King UK CEOApril 29, 2021
- Shopify - SHOP
  - Amazon FBA & 3P Sales: A Seller's Perspective
    Amazon Third-Party Seller for 16 yearsNovember 30, 2022
  - Amazon Logistics: US Network Buildout & Rationalization
    President of MWPVL, a Leading Supply Chain and Distribution ConsultancyMarch 21, 2023
  - GoDaddy: Domains, Add-ons, and Competing with Shopify
    Former SVP Domains and Security at GoDaddyMarch 3, 2022
  - Global-e: Cross-Border E-commerce
    Former VP at Global-eFebruary 13, 2023
  - Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch
    In Practise AnalysisFebruary 9, 2023
  - Wix, Shopify, & Selling to Agencies
    Former Senior Director at WixJune 30, 2022
  - Shopify: Creativity at Scale
    Former Director of Getting Shit Done at ShopifyJuly 13, 2020
- Sierra Wireless - SWIR
  - In-Vehicle Telematics Value Chain Structure
    Former Vice President IoT at Sierra WirelessOctober 24, 2020
- Slerp
  - Slerp & UK White Label Restaurant Food Delivery
    Founder of Slerp and Co-Founder of CrosstownMay 21, 2021
  - Bechtle AG, Software Reselling, & White Label Food Delivery
    In Practise Weekly AnalysisMay 23, 2021
- SLM Solutions - AM3D.DE
  - SLM Solutions & 3D Metal Printing
    Former CEO at SLM Solutions SoftwareFebruary 4, 2022
  - Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
    September 6, 2022
  - SLM Solutions & Additive Manufacturing
    Former CEO at EOSAugust 30, 2022
- Snapchat - SNAP
  - Pinterest: Middle of the Funnel
    Former Global Head of Customer Success and Operations at PinterestNovember 9, 2020
- Snowflake - SNOW
  - Snowflake, Synapse, and Redshift: Customer Angle
    Former Director of Technology at Capital OneFebruary 13, 2023
  - Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
    In Practise Weekly UpdateAugust 3, 2022
  - Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
    October 11, 2022
  - Snowflake: Investment Trends & Cost Optimization
    Former CIO at Global CPG companyMarch 27, 2023
  - Databricks, Snowflake, GCP, & Public Cloud Competition
    Former Director at Google CloudOctober 10, 2022
  - ServiceNow: Competing with Jira & Datadog
    Current CTO at ServiceNow CustomerMarch 6, 2023
  - Alteryx: Land and Expand
    Former Senior Vice President at AlteryxSeptember 29, 2020
  - Snowflake Positioning vs AWS, GCP, Azure
    Former Director of Google CloudJuly 1, 2022
  - Investor Dialogue: Amazon Web Services
    October 6, 2022
  - AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
    Former Head of Strategy, Amazon AWS West-USJuly 22, 2022
  - Azure, GCP, BigQuery, Snowflake & Cloud Competition
    Former Director of Google CloudSeptember 3, 2022
  - Snowflake, Redshift, & AWS Partner Program
    ISV Partner Sales Lead at Amazon Web ServicesJuly 27, 2022
  - Databricks: Melting the SNOW
    Former Director at AWS and Current Strategic Executive at DatabricksOctober 29, 2022
- Sonova Holding AG - SOON
  - Sonova, Hearing Aid Fittings, & OTC Channel Growth
    Former Director at Sonova GroupOctober 27, 2022
  - Hearing Aids Manufacturing: A Sustainable Oligopoly?
    Former Managing Director, Sivantos September 20, 2020
  - GN Store Nord & Hearing Aids
    Former Director at GN Store NordMarch 26, 2023
- Sony Corporation - SNE
  - Nintendo: Everlasting Gaming IP
    Former Chairman and President at Sony Computer Entertainment October 5, 2020
  - PlayStation: History of the Game Console
    Former SVP, Corporate Strategy and Development at PlayStation, Sony June 30, 2020
  - Major Record Labels: Business Model Evolution
    Former Chairman and CEO, Sony Music, UKOctober 14, 2020
- Southern Glazer's
  - Fever Tree: Southern Glazer's US Distribution Relationship
    Former VP at Southern Glazer's Wine & SpiritsNovember 28, 2022
- Southern Glazer's Wine & Spirits
  - Fever Tree: US Distribution
    Current Executive Vice President at Southern Glazer's Wine & Spirits June 6, 2020
- Southwest Airlines - LUV
  - US Flag Carrier Airlines: Culture, Margins, and Business vs Leisure Travel
    Former COO at Delta Air Lines and Former Global Head of Transportation at AirbnbSeptember 24, 2020
- Specsavers
  - EssilorLuxottica, Specsavers & The Eyewear Value Chain
    Former Co-CEO at Specsavers, UKFebruary 25, 2021
- Spirax-Sarco Engineering PLC - SPX
  - Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
    In Practise Weekly UpdateAugust 3, 2022
  - Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
    September 6, 2022
  - Spirax Sarco: Thermocoax & Thermal Heating Solutions
    Former Managing Director at ThermocoaxNovember 27, 2022
  - Spirax Sarco: US Steam Positioning & Distribution
    Former National Sales Director at Spirax Sarco USAAugust 17, 2022
  - Spirax Sarco: Decentralisation, Supply Chain & Operations
    Former Group Supply Chain Director at Spirax SarcoSeptember 21, 2022
  - Spirax-Sarco Engineering: Chromalox
    Former CEO of Chromalox, Spirax-Sarco EngineeringSeptember 4, 2022
  - Spirax Sarco: Steam Properties & Competitive Landscape
    Former General Manager at Spirax SarcoJuly 31, 2022
  - Spirax-Sarco Engineering: The Power of Direct Sales
    Former General Manager at Spirax Sarco EngineeringSeptember 21, 2020
  - Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
    September 27, 2022
- Spirit Airlines - SAVE
  - Spirit Airlines: Airline Crisis Management
    Former CEO at Spirit AirlinesMay 11, 2020
- Splunk - SPLK
  - Selling Microsoft Office 365 Commercial
    Former Modern Workplace Leader, Americas at MicrosoftOctober 28, 2021
  - New Relic vs Datadog: Fight for Observability
    Former Head of Marketing, EMEA at New RelicSeptember 27, 2020
  - Datadog, Open Telemetry, & A History of Observability
    Principal Developer Advocate at Honeycomb and Former SRE Leader at GoogleNovember 6, 2022
  - Elastic Positioning & Growth Strategies
    Former VP at ElasticJuly 19, 2022
  - Chronosphere: Datadog, Prometheus, & Centralizing Observability
    Sales Account Manager at ChronosphereJanuary 11, 2023
  - Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
    Former Product Leader at Google Cloud Platform September 8, 2020
- Spotify - SPOT
  - Acast, Spotify, & Podcast Monetization
    Former Global Head of Strategy at AcastMay 1, 2022
  - The Podcasting Advertising Ecosystem
    Former Director at Spotify and Current Managing Director at AcastSeptember 2, 2020
  - Acast: Podcast Advertising Platforms and Growth Opportunity
    Former Manager at Acast ABMay 13, 2022
  - Universal Music, Warner, Spotify, & Artist Bargaining Power
    Former CEO of Sony MusicAugust 11, 2022
  - Spotify, Universal, & Major Label Bargaining Power
    Former CEO at EMI Group & Board Member at Pandora MediaJuly 19, 2021
  - Spotify: Marketing Music Artists Online
    Former Head of Artist & Label Marketing Central Europe at Spotify January 30, 2020
  - Major Record Labels: Business Model Evolution
    Former Chairman and CEO, Sony Music, UKOctober 14, 2020
  - Universal Music, Spotify, & The Music Industry
    Former Chairman and CEO, Sony Music, UKJuly 6, 2021
  - Spotify & The Economics of the Music Industry
    Former CEO at EMI Group & Board Member at Pandora MediaJune 11, 2020
  - Acast: Podcast Advertising Formats, Adoption, & Competitive Landscape
    Former Senior Account Director at AcastAugust 4, 2022
- Squarespace
  - Wix: Agency Partner Perspective
    Current Wix PartnerMay 28, 2022
  - Wix, Squarespace, & Webflow Competition
    Former Group Product Manager at SquarespaceApril 21, 2022
  - Wix and Squarespace: Agency Partner Programs
    Current Wix and Square Agency PartnerMay 25, 2022
  - Investor Dialogue: Wix
    April 24, 2022
  - Squarespace: Culture and Product Positioning
    Former Product Manager at SquarespaceApril 2, 2022
  - Wix: Partner Program Developments
    Current Wix PartnerJune 9, 2022
  - GoDaddy: Domains, Add-ons, and Competing with Shopify
    Former SVP Domains and Security at GoDaddyMarch 3, 2022
  - Wix vs Squarespace: Competing for Agencies
    Former Product Manager at SquarespaceMay 13, 2022
  - Webflow: Enterprise Customer Angle
    Current CTO at Shift TechnologiesOctober 19, 2022
  - Wix, Shopify, & Selling to Agencies
    Former Senior Director at WixJune 30, 2022
- State Farm
  - Hagerty International: UK Classic Car Insurance
    Former Director at HagertyJanuary 16, 2023
- Steinhoff
  - Steinhoff: Bankruptcy Lessons
    Former Supply Chain Director, SteinhoffJanuary 14, 2020
- Ste. Michelle Wine Estates
  - Napa Wine & The Winemaking Process
    Former Director at Ste. Michelle Wine EstatesSeptember 7, 2021
- Stitch Fix Inc - SFIX
  - Stitch Fix, Direct Buying, & Personalising Apparel Shopping
    In Practise Weekly AnalysisNovember 15, 2021
  - Stitch Fix: Launching Direct Buying
    Former Senior Strategy Director at Stitch FixNovember 12, 2021
  - Stitch Fix: Integrating Fix and Freestyle
    Former VP at Stitch Fix & Former SVP at GAP OnlineJanuary 25, 2022
- St. James's Place - SJP
  - St. James's Place & UK Wealth Management
    Current Head of Strategy at Quilter and Former Corporate Strategy at St. James's PlaceJuly 13, 2020
- Stripe
  - Adyen, Stripe, Checkout, & Payment Acquirers
    Former Director at StripeAugust 18, 2022
  - Adyen: Pricing, Culture & Talent
    Former VP Account Management at AdyenMarch 17, 2023
  - Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
    In Practise Weekly UpdateAugust 23, 2022
  - Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
    March 21, 2023
- Stryker Corporation - SYK
  - Intuitive Surgical: Selling $2m da Vinci Robots
    Former Area Sales Manager at Intuitive Surgical February 10, 2021
  - Selling Masimo SET & Patient SafetyNet Devices
    Former Sales Account Manager at Masimo and Current Territory Manager at StrykerFebruary 2, 2021
- Subway
  - Restaurant Franchisees & Online Food Delivery
    Former Senior Director, Business Development at Subway June 19, 2020
- Sustainability Accounting Standards Board (SASB)
  - SASB: Reporting on Sustainability Metrics
    Current Board Member of The Sustainability Accounting Standards BoardDecember 1, 2019
- Swatch Group AG - UHR
  - Swatch Group: Swiss Luxury Watchmaking
    Former CEO at Jacquet Droz, Swatch GroupMay 24, 2020
- Swedish Match AB - SWMA
  - Swedish Match, Snus, & Smokefree Tobacco Products
    Former Managing Director at Swedish MatchSeptember 25, 2021
- Synopsys Inc - SNPS
  - Alphawave Semi, Synopsys & Silicon IP
    Former Program Manager at Alphawave IP GroupMarch 9, 2023
T
- Takeda Pharmaceutical Company
  - Grifols & The Plasma Market - Part I
    Former Northwest Division Medical Director at Grifols and former Associate Corporate Medical Director at BPL PlasmaSeptember 30, 2021
  - Grifols & The Plasma Market - Part II
    Former Northwest Division Medical Director at Grifols and former Associate Corporate Medical Director at BPL PlasmaOctober 5, 2021
- Take-Two Interactive Software Inc - TTWO
  - The Value of Gaming Intellectual Property
    Former Senior Director at NCSOFT and Take-Two Interactive SoftwareJuly 8, 2020
  - Massive Entertainment: Game Development, Design & Monetization
    Founder of Massive Entertainment, UbisoftOctober 15, 2020
- Target Corp - TGT
  - Ulta Beauty & US Beauty Retail
    Former VP at Ulta BeautySeptember 22, 2022
- Temenos AG - TEMN
  - Temenos: History, Management, and Strategic Direction
    Former Executive Team Member at TemenosAugust 4, 2022
  - Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
    In Practise Weekly UpdateAugust 8, 2022
- Tesco - TSCO
  - UK Online and Offline Grocery Models
    In Practise Weekly AnalysisJuly 19, 2021
  - Lidl: Hard Discounter Business Models
    Former CEO, Lidl UK May 11, 2020
  - Dino Polska, Tesco, and Polish Food Retail
    Former CFO of Tesco Central EuropeDecember 8, 2021
  - Lidl in Ireland: from 0 to 12% market share in 20 years
    Former Head of Sales Organisation, Lidl Ireland and current Managing Director, McKee's FoodsAugust 15, 2020
  - Ocado & Online Grocery Economics
    Founder of Strategic Food Retail and Partner at The Partnering GroupJanuary 6, 2021
  - Sainsbury's, Tesco, & UK Dark Grocery Stores
    Former Director at Sainsbury'sJuly 16, 2021
  - Aldi: Hard Discounter Business Models
    Former CEO, Aldi UKMay 20, 2020
  - ASDA and UK Food Retail
    Former Vice President, Fresh, Frozen & Chilled at Asda and former Buying Director, Iceland FoodsOctober 29, 2019
  - Hard Discounters vs Big Four UK Grocers: Asda Case Study
    Former Vice President, Fresh, Frozen & Chilled at Asda and former Buying Director, Iceland FoodsMay 19, 2020
  - Leadership Principles: Lessons from 25 Years in Consumer Retail
    Former Vice President, Fresh, Frozen & Chilled at Asda and former Buying Director, Iceland FoodsMay 14, 2020
- Tesla Inc - TSLA
  - Tesla: Service, Support & Operations Network
    Former Senior Director of Service, Support & Operations EMEA at TeslaJuly 28, 2020
  - Tesla's Culture and Manufacturing Challenges
    Former VP Daimler and Executive Board Member at TeslaOctober 28, 2019
  - Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving
    Current EVP, Autonomous Driving at Lyft and Former VP Street View at GoogleAugust 28, 2020
  - Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
    March 21, 2023
  - EV Penetration & Circle K Norway's EV Experiment Lab
    In Practise AnalysisDecember 16, 2022
  - Tesla EV Battery Innovation and Strategy
    Former CEO, LG Chem PowerDecember 28, 2019
  - Coronavirus: Auto Supply Chain Impact
    Current General Manager, Procurement and Supply Chain, SAIC General Motors Corporation March 28, 2020
  - Tesla Battery Manufacturing & Energy Storage
    Former Lead Engineer at Tesla and Solar CityMarch 20, 2023
- Tetra Pak
  - Greatview, Tetra Pak, & Aseptic Packaging
    Former Director at Tetra PakOctober 17, 2022
- Texas Instruments Inc - TXN
  - Analog Devices vs Texas Instruments Positioning
    Former Senior Manager at Analog DevicesOctober 28, 2022
- Thales SA - TCFP
  - OHB & European Space Systems
    Former Director, SmallGEO at OHB SESeptember 8, 2022
- The Access Group
  - Software Buy and Build Strategy: Lessons from 18 Acquisitions
    Cofounder and Former Commercial Director at The Access Group February 21, 2020
- The Gym Group - GYM
  - The Gym Group: Low Cost Economies of Scale
    Founder of The Gym GroupMarch 3, 2021
  - Basic-Fit, The Gym Group & Discount Gym Economics
    In Practise Weekly AnalysisMay 17, 2022
  - Investor Dialogue: Basic Fit, The Gym Group, & Discount Gyms
    May 14, 2022
- The Hut Group - THG
  - Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
    November 15, 2022
  - The Hut Group: Myprotein & Nutrition Division
    Former VP, The Hut GroupNovember 9, 2022
  - Feelunique & Online Beauty Retail
    Founder of FeeluniqueOctober 1, 2021
- Thermo Fisher Scientific - TMO
  - Illumina & The Evolution of Next-Generation Sequencing
    Former Director at Illumina, Thermo Fisher Scientific and Pillar BiosciencesNovember 17, 2020
- THE TRADE DESK INC - TTD
  - The Trade Desk & CTV Value Chain Power Dynamics
    In Practise Weekly AnalysisJanuary 31, 2022
  - Tremor International: SSP & DSP Vertical Integration
    Former VP at MediaMathJuly 20, 2022
  - Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
    February 22, 2023
  - Amazon Ads & The Retail Media Landscape
    Current EVP at Skai (formerly Kenshoo)February 15, 2023
  - The Trade Desk & The CTV Industry Structure
    Former Chief Revenue Officer at The Trade DeskJanuary 28, 2022
  - The Connected TV Advertising Value Chain
    Former Head of Sales at Magnite and Director of SlingTVNovember 11, 2021
- T-Mobile US Inc - TMUS
  - Cogent Communications, Microsoft, & Dark Fiber Networks
    Former Director, Global Network Engineering at MicrosoftNovember 21, 2022
- Topicus - TOI.V
  - Topicus: M&A Strategy & Growth Runway
    Former Director at TopicusAugust 13, 2021
  - Constellation Software Competitive Risks
    Former Portfolio Head, M&A at Constellation SoftwareFebruary 27, 2023
  - Constellation Software: Competition, Hurdle Rates & Deal Flow
    Former M&A Executive at Constellation SoftwareFebruary 6, 2023
  - Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
    December 6, 2022
  - Topicus, TSS, & Dutch Notary Software
    Former Managing Director at TSSDecember 5, 2022
  - Addtech and Topicus: Competitively Advantaged Buyers
    In Practise Weekly AnalysisJuly 12, 2021
  - Topicus, Transdigm and Value-Based Pricing
    In Practise Weekly AnalysisJuly 5, 2021
  - Topicus, PharmaPartners, & VMS Value-Based Pricing
    Former Managing Director at Total Specific SolutionsJuly 5, 2021
- TransDigm Group Inc - TDG
  - TransDigm: Value-Based Pricing Strategy
    Former President at TransDigmJune 7, 2020
  - TransDigm, AdelWiggins, & The Aerospace Aftermarket
    Former President at TransdigmAugust 19, 2021
  - TransDigm's Product Innovation, Howley, & TDG 10-year equity returns
    In Practise Weekly AnalysisAugust 23, 2021
  - Topicus, Transdigm and Value-Based Pricing
    In Practise Weekly AnalysisJuly 5, 2021
  - Satair & Aerospace Distribution
    Former VP at SatairAugust 3, 2020
  - HEICO, Transdigm, & PMA Parts
    Former Director at Transdigm and Current at HEICO CompetitorMay 24, 2022
  - TransDigm: Telair Acquisition & OEM Aftermarket Pressure
    Former Chief Customer Officer at Telair, Transdigm July 6, 2020
  - TransDigm: Esterline Technologies Acquisition
    Former VP & Product Line Manager, Esterline Technologies June 12, 2020
  - Investor Dialogue: HEICO, Transdigm, & Terminal Values
    June 23, 2022
- Travis Perkins - TPK
  - Competing with Howdens Joinery
    Former Commercial Director at Benchmarx Kitchens & Joinery, Travis PerkinsAugust 14, 2020
- Tremor International - TRMR
  - Tremor International: SSP & DSP Vertical Integration
    Former VP at MediaMathJuly 20, 2022
  - Amazon Ads, Google DoubleClick & the Ad Tech Value Chain
    Former Director at Amazon AdvertisingFebruary 20, 2023
  - Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
    February 15, 2023
  - Tremor International Growth Opportunities and Challenges
    Former VP at Tremor InternationalFebruary 12, 2023
  - The Trade Desk & The CTV Industry Structure
    Former Chief Revenue Officer at The Trade DeskJanuary 28, 2022
  - The Connected TV Advertising Value Chain
    Former Head of Sales at Magnite and Director of SlingTVNovember 11, 2021
- TRUPANION INC - TRUP
  - Trupanion, Chewy, & Pet Insurance Growth Opportunities
    Former General Manager at TrupanionJanuary 16, 2023
  - Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife
    January 18, 2023
- Twilio - TWLO
  - Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
    In Practise Weekly UpdateAugust 8, 2022
  - Twilio: Positioning & Growth Opportunities
    Former VP and General Manager at TwilioAugust 6, 2022
  - Twilio Management & Culture
    Former Senior Manager at TwilioJuly 4, 2022
- Twitter Inc - TWTR
  - Pinterest Positioning, Attribution & IDFA
    Former Partner Manager at PinterestJanuary 10, 2023
U
- Uber - UBER
- Ubisoft - UBI
  - Massive Entertainment: Game Development, Design & Monetization
    Founder of Massive Entertainment, UbisoftOctober 15, 2020
- UBM - INF
  - Relationship between the CFO and CEO
    Former CFO, UBM and Vice Chairman of the Board, eDreamsNovember 24, 2019
- UiPath
  - RPA Software: Blue Prism, UiPath, & Automation Anywhere
    Former VP at Accenture and EPAM Systems October 8, 2020
- Ulta Beauty Inc - ULTA
  - Ulta Beauty & US Beauty Retail
    Former VP at Ulta BeautySeptember 22, 2022
  - Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
    September 27, 2022
- Unilever - ULVR
  - The Evolution of Corporate Innovation and R&D
    Former Executive Director Innovation at Diversey October 29, 2019
  - Circular Economy: Building Demand for Recycled Plastic
    Current Head of Sustainability at Danone, Brazil. November 28, 2019
- Unily
  - LiveTiles, Unily and the Intranet-in-a-Box Market
    Former Vice President, Strategic Accounts at UnilyJuly 18, 2021
  - LiveTiles: Competitor Perspective
    Former VP of Business Development at UnilyAugust 27, 2021
- United Internet AG - UTDI
  - United Internet & The German Fiber Market
    Former Director at 1&1 VersatelNovember 29, 2021
- United Parcel Service Inc - UPS
  - Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch
    In Practise AnalysisFebruary 9, 2023
- United Rentals Inc - URI
- Unity Technologies
  - Unity Technologies: Game Engine Industrial Applications
    Director, Autos, Transportation & Manufacturing at Unity Technologies July 20, 2020
  - Unity Technologies & Game Engine Economics
    Former Head of Strategy APAC at Unity Technologies July 15, 2020
- Universal Music - UMG
- Upwork - UPWK
V
- Vacasa
  - Airbnb vs HomeAway: Inventory Quality
    Former CEO at Vacasa Europe and Board Member at HomeAwaySeptember 1, 2020
- Valeo - FR
  - Tier-1 versus OEM: Powertrain Dynamics
    Senior Vice President of Sales and Business Development, Valeo SA April 13, 2019
- Varta AG - VAR1
  - VARTA AG & Lithium-Ion Microbatteries
    Former Director at Varta AGMarch 23, 2022
- Veolia - VIE
  - Building a Sustainable UK Recycling System
    Former Operations Director at VeoliaNovember 30, 2019
- Vertu Motors - VTU
- Victoria PLC - VCP
- Virgin Wines - VINO
  - Naked Wines: Operational Changes & Strategic Opportunities
    Former VP at Naked Wines USNovember 11, 2022
- Visa Inc - V
- Vivendi SA - VIV
  - Universal Music, Spotify, & The Music Industry
    Former Chairman and CEO, Sony Music, UKJuly 6, 2021
- Vivino
- Volkswagen - VOW3
  - In-Vehicle Telematics Value Chain Structure
    Former Vice President IoT at Sierra WirelessOctober 24, 2020
- Vroom - VRM
W
- Walgreens Boots Alliance Inc - WBA
  - Walgreens and The US Mass Beauty Market
    Former SVP of Consumer Beauty at Coty and Group VP of Beauty at WalgreensOctober 22, 2019
  - Bacardi Brand Marketing & Storytelling
    Former Chief Marketing Officer at Bacardi & Walgreens Boots AllianceApril 4, 2020
- Walmart Inc - WMT
  - Costco Wholesale vs Sam's Club
    Former General Manager, Sam's ClubJune 19, 2022
  - Lidl: Hard Discounter Business Models
    Former CEO, Lidl UK May 11, 2020
  - Ocado & Online Grocery Economics
    Founder of Strategic Food Retail and Partner at The Partnering GroupJanuary 6, 2021
  - Ocado Solutions Platform: Powering Global Online Grocery
    Former Chief Commercial Officer at Ocado Solutions, OcadoSeptember 22, 2020
  - Costco: APAC & China Store Growth Potential
    Former Director at CostcoOctober 10, 2022
  - Aldi: Hard Discounter Business Models
    Former CEO, Aldi UKMay 20, 2020
  - Hard Discounters vs Big Four UK Grocers: Asda Case Study
    Former Vice President, Fresh, Frozen & Chilled at Asda and former Buying Director, Iceland FoodsMay 19, 2020
  - Amazon Advertising
    Founder and Managing Director at Marketplace AMP, Amazon Advertising AgencyJuly 14, 2021
- Walt Disney Co - DIS
  - Amazon Prime's Sports Rights Strategy
    Former Head of Global Sport at Amazon Prime VideoFebruary 28, 2023
- WANdisco - WAND
  - WANdisco & IoT Growth Opportunities
    Former Director at WANdiscoOctober 25, 2022
- Warner Music Group - WMG
  - Universal Music, Warner, Spotify, & Artist Bargaining Power
    Former CEO of Sony MusicAugust 11, 2022
  - Spotify, Universal, & Major Label Bargaining Power
    Former CEO at EMI Group & Board Member at Pandora MediaJuly 19, 2021
  - Major Record Labels: Business Model Evolution
    Former Chairman and CEO, Sony Music, UKOctober 14, 2020
  - Universal Music, Spotify, & The Music Industry
    Former Chairman and CEO, Sony Music, UKJuly 6, 2021
- Waste Management Inc - WM
  - The Early Days of Scaling GFL Environmental
    Former VP at GFL EnvironmentalMarch 17, 2022
- WATSCO INC - WSO
  - Watsco: Gross Margin and Return Predictability
    In Practise AnalysisNovember 14, 2022
  - Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
    November 15, 2022
  - Watsco: A Customer for 40 Years
    Owner and CEO at Florida Heat & Air, IncNovember 24, 2020
  - Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
    September 20, 2022
  - US HVAC Demand Cycles & OEM / Distributor Relationships
    Former Branch Manager at DASCO, a Watsco CompanyMay 12, 2021
  - Investor Dialogue: Watsco
    September 18, 2022
  - Watsco: SEER Pricing Changes and Gross Margin
    Former Territory Manager at WatscoNovember 13, 2022
  - Watsco, Carrier, & History of HVAC Distribution
    Former Senior Territory Manager at WatscoNovember 12, 2022
  - HVAC Distribution and Games Workshop
    In Practise Weekly AnalysisMay 10, 2021
- WAYFAIR INC - W
  - Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
    In Practise Weekly UpdateAugust 17, 2022
  - IKEA, Wayfair, & Omnichannel Furniture Retail
    In Practise Weekly AnalysisApril 19, 2022
  - Williams-Sonoma, Wayfair, & Furniture Supply Chains
    Former Director of Supply Chain at Williams-Sonoma and XPO LogisticsMay 26, 2022
  - Wayfair CastleGate, Amazon, & FBA vs FBW
    In Practise Weekly AnalysisDecember 14, 2021
  - Made.com, Westwing, & European Online Furniture
    Former Managing Director at Made.comJanuary 4, 2022
  - Wayfair's Pricing Strategy and Mature Gross Margin
    In Practise Weekly AnalysisFebruary 14, 2022
  - Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
    In Practise Weekly UpdateAugust 23, 2022
  - MADE, Westwing, & Niche vs Mass E-commerce Models
    In Practise Weekly AnalysisJanuary 10, 2022
  - Wayfair: CastleGate & Online Furniture Logistics
    Former Head of Global Fulfilment Engineering at WayfairDecember 12, 2021
  - Supplying RH & Wayfair
    RH and Wayfair Furniture SupplierDecember 22, 2022
  - Wayfair & CastleGate Logistics Penetration
    In Practise Weekly AnalysisFebruary 28, 2022
  - Wayfair: Pricing Strategy & Gross Margin
    Former Associate Director, Pricing Strategy and Analytics at WayfairFebruary 9, 2022
  - IKEA: Physical to Omni-Channel Furniture Retail
    Former Deputy CEO of IKEA France and GermanyApril 15, 2022
  - Wayfair, Made.com, & European Online Furniture
    Former Managing Director at Made.comAugust 20, 2022
  - Investor Dialogue: Wayfair
    February 22, 2022
  - Wayfair, CastleGate, & Damages: A Supplier's Perspective
    Founder & Former CEO of a US Furniture WholesalerAugust 12, 2022
  - Wayfair: CastleGate and First-Mile Logistics
    Former VP, CastleGate Logistics at WayfairFebruary 23, 2022
  - Wayfair, Amazon, and Building Global Ecommerce Supply Chains
    Former Chief Global Supply Chain Officer at WayfairFebruary 25, 2022
- Westwing Group - WEW.DE
  - Westwing: Business Model Design and Growth Strategy
    Former Regional CFO at WestwingDecember 1, 2021
  - Made.com, Westwing, & European Online Furniture
    Former Managing Director at Made.comJanuary 4, 2022
  - MADE, Westwing, & Niche vs Mass E-commerce Models
    In Practise Weekly AnalysisJanuary 10, 2022
  - IKEA: Physical to Omni-Channel Furniture Retail
    Former Deputy CEO of IKEA France and GermanyApril 15, 2022
  - Wayfair, Made.com, & European Online Furniture
    Former Managing Director at Made.comAugust 20, 2022
- WeWork
  - Leading versus WeWork
    Founder and CEO of Quest Workspaces November 7, 2019
- WILLIAMS SONOMA INC - WSM
  - Williams-Sonoma, Wayfair, & Furniture Supply Chains
    Former Director of Supply Chain at Williams-Sonoma and XPO LogisticsMay 26, 2022
- Winc - WBEV
  - Investor Dialogue: Naked Wines
    May 5, 2022
- WINGSTOP INC - WING
  - Wingstop: The Domino's of Chicken Wings?
    In Practise Weekly AnalysisNovember 22, 2021
  - Wingstop: Franchise Economics, Chicken Sourcing, & US Store Growth
    Former Vice President at WingstopNovember 17, 2021
- Wipro - WIT
  - Cognizant Technologies: BPO to BPaaS
    Former VP, North America at Cognizant Technology SolutionsSeptember 18, 2020
- Wix - Wix
  - Wix: Agency Partner Perspective
    Current Wix PartnerMay 28, 2022
  - Wix, Squarespace, & Webflow Competition
    Former Group Product Manager at SquarespaceApril 21, 2022
  - Wix and Squarespace: Agency Partner Programs
    Current Wix and Square Agency PartnerMay 25, 2022
  - Investor Dialogue: Wix
    April 24, 2022
  - Squarespace: Culture and Product Positioning
    Former Product Manager at SquarespaceApril 2, 2022
  - Wix: Partner Program Developments
    Current Wix PartnerJune 9, 2022
  - GoDaddy: Domains, Add-ons, and Competing with Shopify
    Former SVP Domains and Security at GoDaddyMarch 3, 2022
  - Wix vs Squarespace: Competing for Agencies
    Former Product Manager at SquarespaceMay 13, 2022
  - Webflow: Enterprise Customer Angle
    Current CTO at Shift TechnologiesOctober 19, 2022
  - Wix, Shopify, & Selling to Agencies
    Former Senior Director at WixJune 30, 2022
- Workday - WDAY
  - SaaS Business Models and the UK HCM Market
    Former Product Marketing Director HCM Solutions, SageJune 3, 2020
- Worldline SA - WLN
  - Adyen, Stripe, Checkout, & Payment Acquirers
    Former Director at StripeAugust 18, 2022
- WPP - WPP
  - The Media Planning and Buying Process
    Former Global Data Strategy Director at MediaCom and Current Director at YouGovFebruary 11, 2021
  - From WPP to S4 Capital: Rewriting the Advertising Industry
    Founder of WPP and Founder, Executive Chairman S4 CapitalDecember 28, 2020
  - YouGov & Online Market Research
    Founding Director at YouGovJanuary 26, 2021
- Wren Kitchens
  - Wren Kitchens, Howden Joinery, & the UK Kitchen Market Structure
    Former General Manager at Wren KitchensJanuary 19, 2022
- WS Audiology
  - GN Store Nord & Hearing Aids
    Former Director at GN Store NordMarch 26, 2023
- W W Grainger Inc - GWW
  - Fastenal: Onsites & FAST Vending Solutions
    Former District Manager at FastenalOctober 13, 2021
  - Distribution Solutions Group: TestEquity, Gexpro, & Lawson
    Former SVP at TestEquityJanuary 10, 2023
  - Fastenal's Industrial Vending Competitive Advantage
    In Practise Weekly AnalysisOctober 18, 2021
X
- Xero - XRO
  - SaaS Business Models and the UK HCM Market
    Former Product Marketing Director HCM Solutions, SageJune 3, 2020
  - UK SMB Accounting Software: Xero vs Sage vs Intuit
    Current VP Sales at FreeAgent & Former VP Sales at XeroJune 17, 2020
- XPO Logistics - XPO
  - Amazon's Outsourced Fulfilment Strategy: 3PL Customer Perspective
    Former Director European External Fulfilment at Amazon April 3, 2021
Y
- Yellow Corp - YELL
  - US LTL Trucking: Old Dominion Freight Lines vs YRC Freight
    Former Terminal Manager at Yellow CorpAugust 19, 2022
- YOOX NET-A-PORTER GROUP - CFR
  - YOOX-NET-A-PORTER & Online Luxury Distribution Models
    Former Chief Operating Officer at YOOX NET-A-PORTER GROUPSeptember 15, 2020
- YouGov - YOU
  - The Media Planning and Buying Process
    Former Global Data Strategy Director at MediaCom and Current Director at YouGovFebruary 11, 2021
  - YouGov & Online Market Research
    Founding Director at YouGovJanuary 26, 2021
- Yum! Brands - YUM
  - Yum! Brands: Scaling Pizza Hut in China
    Former VP Corporate Planning at Yum! BrandsNovember 5, 2020
  - Pizza Hut & The Indian Pizza Market
    Managing Director Pizza Hut India & Former CEO Domino's, Indonesia November 16, 2020
- Yum China - YUMC
  - Yum! Brands: Scaling Pizza Hut in China
    Former VP Corporate Planning at Yum! BrandsNovember 5, 2020
  - Domino's Pizza: 5,000+ Store Opportunity in China
    Former Vice President at Domino'sNovember 23, 2020
Z
- Zalando SE - ZALG
- ZENDESK INC - ZEN
- Zillow Group - ZG
  - Zillow Group: Premier Agent Pricing Strategies
    Former Senior Vice President at Zillow GroupSeptember 9, 2020
  - Opendoor versus Zillow Group
    Former Director FP&A at Netflix & Former Head of Strategy & Finance at OpendoorJuly 25, 2020
- Zoetis Inc - ZTS
- Zynga - ZNGA
  - eBay & Zynga: Building Online Communities
    Former Manager, PowerSeller Program at eBay & Global Community Director at ZyngaJune 28, 2020

Search company by index

A

Abcam - ABC

Abcam & Research-Use Antibodies: Customer Perspective II

Abcam & Research Use Antibodies: A Customer Perspective

Acast

Acast, Spotify, & Podcast Monetization

Acast: Podcast Advertising Platforms and Growth Opportunity

Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences

Acast: Podcast Advertising Formats, Adoption, & Competitive Landscape

Accenture - ACN

Cognizant vs EPAM: On-Premise to Cloud Managed Services

Cognizant Technologies: BPO to BPaaS

Accenture: A Culture of Client-Centricity

Accor - AC

China Hotel Management: Comparing SARS to COVID-19

Activision Blizzard - ATVI

The Value of Gaming Intellectual Property

Massive Entertainment: Game Development, Design & Monetization

Fortnite Gameplay Design & Monetization

Esports & The Overwatch League

Unity Technologies: Game Engine Industrial Applications

ACV Auctions - ACVA

ACV Auctions Competitive Advantage & Threats

ACV Auctions, Backlot, CarOffer, & US Wholesale Auto Competition

Carvana, ADESA, ACV, & Wholesale Auto Auctions

ACV Auction, Akerlof's Lemons, & Used Car Adverse Selection

ACV Auctions & US Auto Wholesale Market

BacklotCars, ACV Auctions, ADESA, & US Auto Wholesale Auctions

Carvana, ADESA, & US Auto Wholesale Auction Market

AddLife - ALIF

Addtech & B2B Industrial Distribution

Addtech, Addlife, & Nordic Value-added Distribution

AddLife: Vision Ophthalmology Group Acquisition

Addtech and Topicus: Competitively Advantaged Buyers

AddLife: History & Future M&A Opportunities

Addtech: The History of Bergman & Beving

AddLife: Healthcare 21 Acquisition

Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife

Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG

Addtech AB - ADDTb

Addtech & B2B Industrial Distribution

Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability

Addtech, Addlife, & Nordic Value-added Distribution

Halma, Danaher, CSU & Serial Acquirer Org Structures

Addtech: M&A Process and Strategy

Addtech and Topicus: Competitively Advantaged Buyers

Addtech: The History of Bergman & Beving

Adecco Group AG - ADEN

Manpower, Upwork & Global Enterprise Recruitment Contracts

Adore Beauty - ABY AU

Feelunique, Adore Beauty, & Beauty as an Online Category

Adore Beauty's History, Management Team, & Growth Opportunities

Feelunique & Online Beauty Retail

Adore Beauty & The Australian Beauty Market

ADVANCED DRAINAGE SYSTEM - WMS

Advanced Drainage Systems: Growth Outlook

Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor

Advanced Drainage Systems: Operational Overview

Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife

Adyen NV - ADYEN

Adyen, Stripe, Checkout, & Payment Acquirers

Adyen: Pricing, Culture & Talent

Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco

Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST

Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences

Adyen: A Merchant's Perspective

Adyen: Entering New Markets

AerCap - AER

Challenges for Aircraft Lessors

AerCap & Aircraft Leasing

AerCap, Aircraft Leasing, & Auto Dealer Business Models

AerCap, Air Lease, & A History of Aircraft Leasing

CFM International: 37 Years Selling Aircraft Engines

Affirm

BNPL, Visa & Mastercard

Airbnb - ABNB

Airbnb vs HomeAway: Inventory Quality

From eBay to Airbnb: Marketplace Lessons

Airbnb: Scaling the Supply Side