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June 17, 2025
Rollins: Outpacing Rentokil - Organic Search & Local Scale
Former VP at Rollins
Partner Interview
Rollins
Rentokil Initial plc
Industrials
Consumer Discretionary
Show 9 industries
June 17, 2025
Adobe: Price Hikes and Revenue Retention - Lessons From Japan
Former Adobe Director
Partner Interview
Adobe
Figma
Canva
Information Technology
Materials
Financials
Show 13 industries
June 17, 2025
Carvana, SilverRock, and DriveTime: Warranty Claims Process
Former Warranty Claims Adjuster at SilverRock
IP Interview
Carvana
SilverRock
DriveTime
CarMax
Bridgecrest
Counter Positioning
Vertically Integrated Retailer
Low Cost Operators
Consumer Discretionary
Materials
Show 9 industries
June 17, 2025
ServiceNow: Customer Perspective
ServiceNow Engineer & Architect at Wayfair
Partner Interview
ServiceNow
Atlassian
Salesforce
Workday
Moveworks
Switching Costs
B2B Software
Information Technology
Show 5 industries
June 17, 2025
Coloplast: Reimbursements, Innovation & Local Operations
Former General Manager at Coloplast
Partner Interview
Coloplast
Medtronic
Johnson & Johnson
Smith & Nephew
ConvaTec Group
Baxter International
Health Care
Show 8 industries
June 16, 2025
Williams-Sonoma: Leadership & Strategic Sourcing
Former VP of Sourcing & Product Development at Williams-Sonoma
Partner Interview
Williams-Sonoma
Wayfair
Restoration Hardware
Arhaus
home24
Westwing
Amazon
Bed Bath & Beyond
Counter Positioning
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
Consumer Discretionary
Show 12 industries
June 16, 2025
Casey’s General Stores: Store Economics & M&A
Former Director of Business Development / M&A at Casey's
Partner Interview
Casey's General Stores
Murphy USA
Alimentation Couche-Tard
Seven i
Viva Energy
Fomento Econmico Mexicano
Serial Acquirer
Vertically Integrated Retailer
Consumer Discretionary
Consumer Staples
Energy
Show 18 industries
June 13, 2025
Synopsys, Cadence Design Systems: Business Model Defensibility
Former VP of R&D at Cadence Design Systems
Partner Interview
Cadence Design Systems
Synopsys
ANSYS
Meta
Apple
NVIDIA
ASML
Taiwan Semiconductor
TSMC
Microsoft
Alphabet
Google
Network Effects
Switching Costs
Brand Equity
Marketplaces & Platforms
Physical Infra & Networks
Information Technology
Communication Services
Consumer Discretionary
Show 20 industries
June 12, 2025
Vista Equity: Value Creation Playbook
Former Value Creation Director at Vista Equity
IP Interview
Constellation Software
Topicus
Lumine Group
Vitec Software
Roper
Switching Costs
B2B Software
Serial Acquirer
Information Technology
Industrials
Show 9 industries
June 11, 2025
QXO: Beacon Roofing M&A Blueprint
Former VP of Finance at Beacon Roofing
IP Interview
QXO
Beacon Roofing Supply
The Home Depot
Builders FirstSource
US Lbm Holdings, LLC
84 Lumber
GMS
Rexel
Information Technology
Industrials
Consumer Discretionary
Show 19 industries
June 11, 2025
Mips: US Industrial Head Protection Market
Former VP of Sales at US PPE Distributor
Partner Interview
Mips
Consumer Discretionary
Show 4 industries
June 11, 2025
Wise: Platform Foundations From B2C to B2B
Former Director at Wise
Partner Interview
Wise
Revolut
JPMorgan Chase
Western Union
Remitly Global
Financials
Information Technology
Show 15 industries
Weekly update
June 11, 2025
Deere Dealership Economics, Adobe vs Figma, Copart, Verra Mobility, Cellavision
Figma
Adobe
Copart
IAA
Halma
Danaher
The Allstate
GEICO
June 10, 2025
Constellation Software vs Private Equity Software Strategy
Former Portfolio Manager at Volaris
IP Interview
Constellation Software
Topicus
Lumine Group
Roper
Switching Costs
B2B Software
Serial Acquirer
Information Technology
Industrials
Show 9 industries
June 9, 2025
Verra Mobility: Government Solutions Contracts & Economics
Former Senior Sales Executive at Verra Mobility
IP Interview
Verra Mobility Corporation
Constellation Software
Conduent
Sensys Gatso
Kapsch TrafficCom
Switching Costs
B2B Software
Industrials
Information Technology
Show 20 industries
June 9, 2025
Adobe: Figma Competition
Former Senior Executive at Figma
Partner Interview
Adobe
Figma
Information Technology
Materials
Show 9 industries
June 9, 2025
Adobe: Canva’s SMB Surge
Former Product Manager at Adobe
Partner Interview
Adobe
Canva
Figma
Information Technology
Financials
Materials
Show 13 industries
June 9, 2025
Danaher: Tariffs Impact & China Supply Chain
Former Supply Chain Executive at Pall
Partner Interview
Danaher
Thermo Fisher Scientific
Repligen
Switching Costs
OEMs w/ Installed Base
Mission Critical Products & Services
Serial Acquirer
Health Care
Show 8 industries
June 6, 2025
Judges Scientific PLC: Geotek’s BoxScan Customer Workflow
Current Director at Tempest Minerals
IP Interview
Judges Scientific
Epiroc
SDI Group
Bentley Systems
Process Power
Serial Acquirer
Industrials
Information Technology
Show 16 industries
IP Research Resource
June 6, 2025
CellaVision: Proprietary Hematology Equipment & Distribution
IP Research Roundup
CellaVision
Danaher
Sysmex
Siemens Healthineers
Abbott Laboratories
Shenzhen Mindray BioMedical Electronics
Switching Costs
OEMs w/ Installed Base
Mission Critical Products & Services
Serial Acquirer
Health Care
Show 8 industries
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