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September 10, 2025
Blackline Safety: Honeywell Competition In Connected Gas Detection
Former Marketing Director at Honeywell
Partner Interview
Blackline SafetyHoneywellMSA Safety IncorporatedFortive CorporationDrgerwerkIndustrialsInformation TechnologyHealth CareSeptember 10, 2025
Shopee: Indonesia Competitive Environment
Country Executive at Lazada
Partner Interview
SeaByteDanceAlibabaScale EconomiesNetwork EffectsVertically Integrated RetailerConsumer DiscretionaryCommunication ServicesSeptember 10, 2025
TransDigm: Aftermarket Pricing Power and OEM-Distributor Dynamics
Former Director at Satair
Partner Interview
TransDigm GroupHEICOThe BoeingHoneywellAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsSeptember 10, 2025
Apple, Meta, Google: Smart Glasses Competition
Former Prototype Development Manager at Apple
Partner Interview
MetaAppleGoogleMicrosoftSamsung ElectronicsNetwork EffectsBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation TechnologySeptember 10, 2025
Craneware: Hospital Chargemaster Software & Company History
Former Sales Executive at Craneware
September 10, 2025
Nubank: Mexico Market & Growth Drivers
Former Director at Nubank
Partner Interview
NuCapital One FinancialMercadoLibreBanco Bilbao Vizcaya ArgentariaFinancialsConsumer Discretionary
Weekly update
September 9, 2025
Copart, GEICO vs Progressive, Meta, CSU AI Risk, TransDigm Demand Drivers
IAACopartTopicusThe AllstateConstellation Software
September 8, 2025
Topicus: Education Software AI Efficiencies
Former Executive at Topicus
Partner Interview
Constellation SoftwareTopicusLumine GroupCHAPTERSRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrialsSeptember 8, 2025
Copart Canada: The International Growth Playbook
Former Senior Director of Sales at Copart
Partner Interview
CopartRB GlobalIAARitchie Bros AuctioneersNetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer DiscretionarySeptember 8, 2025
Constellation Software: Modaxo and AI Impact on Transportation Software
Former Portfolio Manager, Trapeze US
Partner Interview
Constellation SoftwareTopicusLumine GroupCHAPTERSRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrialsSeptember 8, 2025
Deere: Evolution of the Parts Business for Dealerships
Current Parts VP at John Deere dealership
September 8, 2025
TransDigm: Aftermarket Demand Drivers
Former Director at Korry Electronics
Partner Interview
TransDigm GroupHEICOThe BoeingHoneywellAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsSeptember 5, 2025
RPMGlobal: Americas Sales Org
Former Sales Manager at RPMGlobal
September 5, 2025
Ultimate Software: Parallel Payroll Runs, Service Playbook, and the Kronos Merger
Former VP of Sales at UKG
Partner Interview
UKGADPPaychexPaycom SoftwarePaycor HCMPaylocityRipplingWorkdaySwitching CostsB2B SoftwareIndustrialsInformation TechnologySeptember 5, 2025
QXO, Home Depot, SRS, & Building Product Distribution Market Structure
Former Director of Growth at CertainTeed
September 5, 2025
Deere & Company: Spare Parts Aftermarket Control & All-Makes Threat
Former Business Manager at John Deere
September 3, 2025
Copart vs IAA: A History of Competition & Catastrophe Strategy
Former Senior Vice President at GEICO
Partner Interview
CopartRB GlobalNetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer DiscretionarySeptember 3, 2025
RPMGlobal: Underground vs Open-Pit Scheduling
Former Sales Executive at RPMGlobal
September 3, 2025
Williams-Sonoma: Omnichannel Execution & Markdown Discipline
Former Manager at Pottery Barn
September 3, 2025
GEICO: Management and Culture
Former Senior Vice President at GEICO
Partner Interview
Berkshire HathawayThe ProgressiveScale EconomiesInsurers & FinancialsSerial AcquirerFinancials