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Jan 18, 2026

BFF: Public-Receivables Moat, Local Collection, and LPI Economics

Former Manager at BFF
IP Icon
IP Interview
BFF Bank Societ per AzioniITSmall CapBanca Sistema S.p.A.Financials
Jan 18, 2026

DCC Plc: US Propane M&A Strategy, Process & Criteria

Former Analyst at DCC Plc
Partner Interview
DCCIEMid CapAmeriGasFerrellgasScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsUtilities
Jan 18, 2026

Amazon Ads Evolution & DSP Share Gains

Former VP at Amazon Advertising
Partner Interview
AmazonUSMega CapThe Trade DeskRokuMagniteGoogleNetflixWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary
Jan 17, 2026

Baltic Classifieds Group: Real Estate Broker Economics & Listing Costs

Current Director at a Real Estate Brokerage in Lithuania and Estonia
Partner Interview
Baltics Classifieds GroupHemnetRightmoveScout24 SEVend Marketplaces ASASMG Swiss Marketplace GroupNetwork EffectsAuctions & ClassifiedsCommunication ServicesReal Estate
Jan 15, 2026

Honeywell Aerospace: Air and Thermal Systems OE & Aftermarket

Former EVP at Wencor and Honeywell
IP Icon
IP Interview
HoneywellUSLarge CapTransDigm GroupHEICORTXEatonThe BoeingAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
Jan 15, 2026

Constellation Software: Public Sector Churn & Switching Costs

Former Portfolio Manager, Trapeze US
Partner Interview
Constellation SoftwareCALarge CapTopicusAsseco Poland Socit AnonymeRoperLumine GroupSwitching CostsSerial AcquirerB2B SoftwareInformation TechnologyIndustrials
Jan 15, 2026

Old Dominion: Capacity, Pricing Discipline & the Post-Yellow Landscape

Former Senior LTL Sales Executive
Partner Interview
Old Dominion Freight LineUSLarge CapXPOSaiaMainfreightUnited Parcel ServiceFedExPhysical Infra & NetworksIndustrials
Jan 15, 2026

DCC Plc: Mobility & Card Business

Former Managing Director at DCC Plc
Partner Interview
DCCIEMid CapAlimentation Couche-TardBP p.l.c.UGIVivo EnergyScale EconomiesSerial AcquirerPhysical Infra & NetworksVertically Integrated RetailerEnergyIndustrialsConsumer DiscretionaryConsumer StaplesUtilities
Jan 15, 2026

Allegro: Amazon Poland GMV Trajectory & Marketplace Mix

Former Manager at Amazon
Partner Interview
AllegroLUMid CapAmazonInPostShopeeTemuScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
Jan 14, 2026

Esquire Financial Holdings: Niche Moat in Law Firm Banking

Former VP at Esquire Financial Holdings
Partner Interview
Esquire FinancialUSSmall CapFirst Busey CorporationFirst Mid BancsharesBank of South Carolina CorporationCadence BankWells Fargo & CompanyFinancials
Jan 14, 2026

DCC Plc: UK LPG Business & Market Structure

Former Logisitics Manager at DCC UK (Flogas)
Partner Interview
DCCIEMid CapUGIScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsUtilities
Jan 14, 2026

Dassault Systèmes: Medidata's Integration, Growth & Culture

Former SVP of Global Sales, Services and Enablement at Dassault Systèmes
Partner Interview
Dassault SystèmesFRLarge CapSiemensMedidata SolutionsVeevaCertaraIQVIASwitching CostsB2B SoftwareInformation TechnologyIndustrialsHealth Care
Jan 13, 2026

PAR Brink, Olo, and Qu: Positioning in the Restaurant Tech Stack

Former Director at Qu POS
Partner Interview
PARUSSmall CapUpserveToastDoorDashNetwork EffectsMarketplaces & PlatformsInformation TechnologyFinancialsConsumer DiscretionaryCommunication Services
Jan 13, 2026

IMCD: Portfolio Defensibility & China’s Price Deflation

Former Director at Azelis
Partner Interview
IMCDNLMid CapAzelisBrenntagB2B MiddlemenMaterialsIndustrials
Jan 13, 2026

Zeta Global: Marketing Platform Economics, Pricing & Competition

Former VP at Zeta Global
Partner Interview
Zeta GlobalUSMid CapSalesforceSnowflakeLiveRampAmazonGoogleOracleSwitching CostsScale EconomiesNetwork EffectsB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Jan 13, 2026

MTU Aero Engines: Customer's Perspective on LEAP vs GTF Engines

Maintenance Director of a Large Asian Airline
Partner Interview
MTU Aero EnginesDELarge CapFTAI AviationGE AerospaceRTXRolls-RoyceSafranStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jan 13, 2026

Chime: US Digital Banking Market & Products Overview

Former Product Manager at Chime
Partner Interview
ChimeBlockPayPalCapital One FinancialBank of America CorpWells Fargo & CompanyRevolutFinancialsInformation TechnologyIndustrials
Jan 13, 2026

NVIDIA: Beyond the Wafer Constraints, Packaging, HBM & Testing

Former Senior Executive at Qualcomm
Partner Interview
NVIDIAUSMega CapQualcommTSMCIntelASMLAdvantestTeradyneASESK hynixSamsung ElectronicsBE Semiconductor IndustriesLam ResearchKLAGoogleAmazonSwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication Services
Jan 13, 2026

Monday.com: AI Features & Platform Expansion

Monday.com Premium Partner
Partner Interview
mondaycomILMid CapAtlassianAirtableSalesforceHubSpotSwitching CostsB2B SoftwareInformation TechnologyCommunication Services
Jan 13, 2026

PAR Technology: Unified Core & Open APIs

Former Director at Oracle
Partner Interview
PARUSSmall CapUpserveQu POSOracleSwitching CostsB2B SoftwareInformation Technology

Showing 20 of 1000 results