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IP References
Jun 2, 2026

Markel Insurance: US Org Structure & Simon Wilson References

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Management CheckMarkelUSLarge CapProcess PowerInsurers & FinancialsFinancials
Jun 1, 2026

SK Hynix, Samsung & Micron: DRAM Pricing Power in the AI Infrastructure Build

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SK hynixKRMega CapTSMCNVIDIAMicron TechnologySamsung ElectronicsSwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer Discretionary
Jun 1, 2026

Workday: Value Management's Role in Enterprise Sales

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WorkdayUSLarge CapUKGOracleSap SeSwitching CostsB2B SoftwareInformation Technology
Jun 1, 2026

SK Hynix vs Samsung: New Fab Capacity, Production Ramp & Market Impact Through 2030

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SK hynixKRMega CapTSMCSamsung ElectronicsMicron TechnologyNVIDIASwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer Discretionary
Jun 1, 2026

Workday: Barclays Deal Case Study & Negotiation Strategy

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WorkdayUSLarge CapSap SeOracleUKGSwitching CostsB2B SoftwareInformation Technology
Jun 1, 2026

Sygnity: VMS Switching costs, Mission Criticality & AI Impact

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SygnityPLSmall CapConstellation SoftwareTopicusAsseco Poland Socit AnonymeSwitching CostsB2B SoftwareSerial AcquirerInformation Technology
Jun 1, 2026

PayPal: Enterprise Sales Dysfunction & Failed Branded Checkout Revival

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PayPalUSLarge CapBraintreeAdyenStripeNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Jun 1, 2026

Huuuge Inc: Industry Decline, Unit Economics & Management

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HuuugeUSSmall CapPlaytikaZyngaSciPlayCommunication Services
Jun 1, 2026

Fannie Mae: FICO's Role in Loan Pricing vs Eligibility

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Fair IsaacUSLarge CapFederal Home Loan MortgageFederal National Mortgage AssociationFannie MaeInformation TechnologyFinancials
Jun 1, 2026

Sectra: PACS Growth Strategy, Philips Partnership & Cloud Transition

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SECTRASELarge CapPhilipsPro MedicusMission Critical Products & ServicesHealth CareEnergy
Jun 1, 2026

Judges Scientific: GDS Growth History & Commercial Business

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Judges ScientificGBSmall CapHalmaProcess PowerSwitching CostsSerial AcquirerIndustrialsInformation Technology
Jun 1, 2026

Boku: DCB Moat, LPM Competition & B2B vs B2C Strategy

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BokuUSSmall CapBraintreeCheckout.comAdyenStripeNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Jun 1, 2026

Hippocratic AI: Epic's Monopoly & Barriers to Healthcare Innovation

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Hippocratic AIEpic Systems CorporationCernerHealth Care
Jun 1, 2026

Franco-Nevada, Wheaton & Royal Gold: A Miner CFO's Perspective on Streaming Finance

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FrancoNevadaCALarge CapWheaton Precious MetalsRoyal GoldOsisko MetalsTriple Flag Precious MetalsRoyal Bank of CanadaBank of MontrealMaterialsFinancials
May 30, 2026

Workday: Customer API Strategy & Internal AI Agent Development

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WorkdayUSLarge CapOpenAIDatabricksUKGOracleSap SeSwitching CostsB2B SoftwareInformation Technology
May 29, 2026

Ryan Specialty MGU: Underwriting Structure, Commission Economics & Carrier Relationships

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Ryan Specialty GroupUSMid CapRT SpecialtyMarkelW R Berkley CorpChubbProcess PowerInsurers & FinancialsFinancialsConsumer Staples
May 29, 2026

Avantor: Process Chemicals Penetration & Pipeline Challenges

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AvantorUSMerckCytivaDanaherSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerMaterialsHealth Care
May 29, 2026

AppFolio: Enterprise Sales Strategy & Moving Upmarket

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AppFolioUSMid CapYardiAnthropicThoma BravoSalesforceRealPageEliseAISwitching CostsB2B SoftwareInformation TechnologyHealth Care
May 29, 2026

Inter Cars: Competitive Positioning, Cross-Border Scalability & Supplier Payment Dynamics

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Inter CarsPLLarge CapAuto PartnerLKQMEKOScale EconomiesB2B MiddlemenConsumer Discretionary
May 28, 2026

Salesforce Agentforce: Implementation Challenges & Customer Adoption

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SalesforceUSLarge CapAnthropicOpenAIHubSpotOracleMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology

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