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Apr 23, 2026

Cryoport & Cell Therapy Logistics: Competitive Moat, Switching Costs & Scaling Challenges

Senior Director at AstraZeneca
Partner Interview
Cryoport•US•Small CapThermo Fisher ScientificFedExSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BasePhysical Infra & NetworksIndustrialsHealth Care
Apr 23, 2026

Byrna Technologies: Product Quality, Management Culture & Growth Challenges

Former Chief Supply Chain Officer at Byrna Technologies Inc.
Partner Interview
Byrna•US•Small CapIndustrials
Apr 23, 2026

Carvana: Building a Digital Wholesale Auction from Scratch

Former Senior Executive at Carvana
Partner Interview
Carvana•US•Large CapManheimDriveTimeACV AuctionsCarMaxCounter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsLow Cost OperatorsConsumer DiscretionaryIndustrials
Apr 23, 2026

Altus Group: Leadership, Execution & Turnaround Strategy

Director at TransUnion
Partner Interview
Altus Group•CA•Mid CapCoStar GroupReal Estate
Apr 23, 2026

The Trade Desk: Challenges from Amazon DSP & Big Tech Competition

Former Manager at The Trade Desk
Partner Interview
The Trade Desk•US•Large CapAmazonMagnitePubMaticGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Apr 23, 2026

Grupa Pracuj: ATS Unit Economics, Classifieds Integration & Switching Costs

Former Group Product Manager, Grupa Pracuj
Partner Interview
Grupa Pracuj Socit Anonyme•PL•Mid CapLinkedInRecruitIndustrialsInformation Technology
Apr 23, 2026

Loar Holdings: Build-to-Print vs PMA & Operating Model

Former President of LOAR Group Subsidiary
Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Apr 23, 2026

Visa & Mastercard: Stablecoin Settlement Strategy & Bank Relationships

General Manager Americas, Stablecoin Infrastructure Provider
Partner Interview
Visa•US•Mega CapMastercardAdyenCheckout.comShift4 PaymentsNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Apr 23, 2026

Lam Research: TSMC Share Management & Market Position Strategy

Former Senior Vice President at Lam Research
Partner Interview
Lam Research•US•Mega CapKLATSMCASM InternationalTokyo ElectronProcess PowerSwitching CostsMission Critical Products & ServicesInformation Technology
Apr 22, 2026

The Trade Desk vs Publicis: Principal Media Trading & Agency Fee Transparency

Media Director at WPP
Partner Interview
The Trade Desk•US•Large CapAmazonGoogleOpenAIPubMaticWPPOmnicomPublicis GroupeNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Apr 21, 2026

Tracsis: Leadership & Delivery Framework

Former Head of Delivery, Tracsis plc
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IP Interview
Tracsis•GB•Small CapEYCHAPTERSIVU Traffic TechnologiesInformation TechnologyHealth Care
Apr 21, 2026

Old Dominion vs Estes: Pricing Gap, Service Levels & Operating Ratio Comparison

Vice President, Great Plains Region at Estes Express Lines
Partner Interview
Old Dominion Freight Line•US•Large CapSaiaXPOPhysical Infra & NetworksIndustrials
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Apr 21, 2026

Workday, Progressive Insurance, Games Workshop

WorkdaySAPHasbroThe ProgressiveLemonadeOracleWorkdaySAPHasbroThe ProgressiveLemonadeOracle
Apr 20, 2026

Kinsale Capital: Broker Perspective on Coverage, Commission & Market Position

Former Professional Liability Broker at Brown & Brown
Partner Interview
Kinsale Capital Group•US•Mid CapMarkelBrown & BrownRyan Specialty GroupW R Berkley CorpProcess PowerInsurers & FinancialsSerial AcquirerFinancials
Apr 20, 2026

Dick's Sporting Goods: Merchandising Strategy & Execution Culture

Former Vice President & General Merchandise Manager at Dicks Sporting Goods
Partner Interview
DICKS Sporting Goods•US•Large CapNikeadidasAmazonScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
Apr 20, 2026

Auto Trader Group: Dealer Revolt & Impact of Product Changes on Lead Generation

Founder and Chairman of the Independent Motor Dealers Association (IMDA)
Partner Interview
Auto Trader Group•GB•Mid CapMotorpointCarGurusNetwork EffectsMarketplaces & PlatformsLow Cost OperatorsCommunication ServicesConsumer Discretionary
Apr 20, 2026

Synopsys AI Strategy: DSO.ai, Workflow Agents & Generative RTL

Former Chief Marketing Officer & Senior VP Enterprise Marketing, Synopsys
Partner Interview
Synopsys•US•Large CapCadence Design SystemsTSMCSwitching CostsProcess PowerB2B SoftwareMission Critical Products & ServicesInformation Technology
Apr 20, 2026

The Trade Desk vs Amazon DSP: Open Web Budget Shifts & CPG Advertiser Testing

Media Director at WPP
Partner Interview
The Trade Desk•US•Large CapAmazonGoogleWPPOmnicomPubMaticMagniteOpenAINetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Apr 20, 2026

Lemonade: Pet & Renters Pricing Models vs Auto Insurance Challenges

Former Actuarial Director, Lemonade
Partner Interview
Lemonade•US•Mid CapState FarmUSAAThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials
Apr 20, 2026

EliseAI: Real Estate AI Sales Strategy, Pricing & Product Bundling

Former Enterprise Account Executive, EliseAI
Partner Interview
EliseAIYardiRealPageEquity ResidentialAppFolioSwitching CostsB2B SoftwareHealth CareReal EstateInformation Technology

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