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Mar 9, 2026
Grindr: Product Strategy, Ad Load Testing & Free User Experience
Former Senior Product Manager, New Verticals at Grindr
Partner Interview
Grindr•SGMatch GroupNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyCommunication ServicesMar 9, 2026
America's Car-Mart: Evolution from $10K to $20K Vehicles & Impact on Customer Retention
Former General Manager at America's CAR-MART Inc.
Partner Interview
Americas CarMart•US•Small CapCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryMar 9, 2026
TT Electronics, Cicor Technologies, & the EMS M&A Landscape
Former Executive Vice President at TT Electronics
Partner Interview
Cicor Technologies Ltd.•CH•Small CapTT ElectronicsInformation TechnologyMar 9, 2026
Guidewire: Value-Based Pricing, Claims vs Policy Products & SI Channel Strategy
Former Vice President of Product Marketing at Guidewire Software
Mar 9, 2026
Vinted vs Vestiaire Collective: SHEIN Risk & Moving Upmarket to Designer Resale
Fashion Stylist and Creative Consultant
Partner Interview
VintedSHEINLVMHKeringCounter PositioningBrand EquityVertically Integrated RetailerUnique IP & BrandsConsumer DiscretionaryMar 9, 2026
Nemetschek: Allplan vs Graphisoft Competition & AI Disruption Risks
Former Executive at a leading European Engineering and Design Software Group
Partner Interview
Nemetschek•DE•Mid CapAutodeskSwitching CostsB2B SoftwareInformation TechnologyMar 9, 2026
Monolithic Power Systems: How MPS Disrupted TI & ADI in Power Management
Former Director at Texas Instrument & Analog Devices
Partner Interview
Monolithic Power Systems•US•Large CapAnalog DevicesTexas InstrumentsInformation TechnologyMar 9, 2026
KLA vs Applied Materials: Optical Inspection Competition & Architecture
Former General Manager at KLA
Partner Interview
KLA•US•Large CapApplied MaterialsLam ResearchASMLNVIDIATSMCSwitching CostsProcess PowerMission Critical Products & ServicesOEMs w/ Installed BaseInformation Technology
Weekly update
Mar 9, 2026
Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace
HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonHoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon
Mar 9, 2026
The Trade Desk: Take Rate Pressure, Competition & Mid-Market Expansion Strategy
Former Vice President at The Trade Desk
Partner Interview
The Trade Desk•US•Large CapAmazonMagnitePubMaticGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryMar 9, 2026
Cicor Technologies: Management Team, M&A Strategy, & Defense Market Positioning
Former Sales Manager at Cicor Group
Partner Interview
Cicor Technologies Ltd.•CH•Small CapTT ElectronicsInformation TechnologyMar 9, 2026
Cicor Technologies: EMS Consolidation Opportunity
Former General Manager at TT Electronics
Partner Interview
Cicor Technologies Ltd.•CH•Small CapTT ElectronicsInformation TechnologyWeekly update
Mar 9, 2026
Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace
HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonHoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon
Mar 6, 2026
Halyk Bank: Corporate Lending Strategy & Conservative Risk Management
Former Head of VIP Banking at Halyk Bank
Partner Interview
Halyk Bank of Kazakhstan•GBFinancialsMar 6, 2026
Honeywell Aerospace: Aftermarket Pricing Strategy & MSA Economics
Former CFO, Americas at Honeywell Aerospace International Inc.
Mar 6, 2026
Baltic Classifieds: Autoplius, Dealer Economics & Customer Satisfaction
Current Used Car Dealer Customer of AutoPlius
Partner Interview
Baltics Classifieds GroupMar 6, 2026
Constellation Software: Vela Operating Strategy & Portfolio Management Approach
Former M&A Executive at Constellation Software
Partner Interview
Constellation Software•CA•Large CapLumine GroupTopicusSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyMar 6, 2026
CAVA vs Chipotle: Food Safety Risks
Former Director of Food Safety and Quality Assurance at CAVA
Partner Interview
CAVA•US•Mid CapYum! BrandsChipotleConsumer DiscretionaryMar 6, 2026
inTEST Corporation: Ambrell & Videology Moat & Unit Economics
Former President of inTEST Corporation
Partner Interview
inTEST•US•Small CapTSMCAdvantestTeradyneSwitching CostsProcess PowerMission Critical Products & ServicesInformation TechnologyMar 6, 2026
Constellation Software: Trapeze & Transportation Software Customer Stickiness
Former Portfolio Manager, Trapeze US
Partner Interview
Constellation Software•CA•Large CapTopicusLumine GroupCHAPTERSRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrialsShowing 20 of 1000 results