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March 26, 2025
Eurowag: Multiplatform Complexity
Former Director at Eurowag
Partner Interview
Eurowag
Trimble
WEX
Corpay
Edenred
Information Technology
Financials
Show 7 industries
March 25, 2025
Brown-Forman: Bourbon Oversupply & Craft Competition
Former VP at Brown-Forman
Partner Interview
Brown-Forman
Diageo
Pernod Ricard
Davide CampariMilano
Rémy Cointreau
Constellation Brands
MGP Ingredients
TFF
Brand Equity
Unique IP & Brands
Consumer Staples
Materials
Show 8 industries
March 25, 2025
KX: Data Processing Efficiency
Former Product Marketing Executive at KX
Partner Interview
KX
Databricks
Snowflake
Alphabet
Amazon
Microsoft
International Business Machines
Switching Costs
Network Effects
Scale Economies
B2B Software
Physical Infra & Networks
Marketplaces & Platforms
Vertically Integrated Retailer
Information Technology
Communication Services
Consumer Discretionary
Show 14 industries
March 25, 2025
Heartland Express: Operating Model & Trucking Growth Challenges
Former Director of Sales at Heartland Express
Partner Interview
Heartland Express
Saia
FedEx
United Parcel Service
JB Hunt Transport Services
KnightSwift Transportation
Physical Infra & Networks
Industrials
Show 5 industries
March 25, 2025
Constellation Software, Volaris, & M&A Sourcing and Deal Process
Former M&A Business Development at Constellation Software
IP Interview
Constellation Software
Vitec Software
Switching Costs
B2B Software
Serial Acquirer
Information Technology
Show 4 industries
March 25, 2025
NVIDIA & Generative AI Fundamentals
Former Accelerated Computing Leader at AWS
Partner Interview
NVIDIA
Amazon Web Services
Google
Microsoft
Oracle
Broadcom
OpenAI
Network Effects
Switching Costs
Marketplaces & Platforms
Physical Infra & Networks
B2B Software
Information Technology
Show 7 industries
March 25, 2025
Bajaj Finance: Unsecured Lending Economics
Former Head of Personal Loans at Bajaj Finserv
Partner Interview
Bajaj Finance
Bajaj Finserv
ICICI Bank
HDFC Bank
Kotak Mahindra Bank
Axis Bank
Financials
Show 9 industries
March 25, 2025
Eurowag: IT Integration Challenges
Former Senior IT Director at Eurowag
Partner Interview
Eurowag
Edenred
WEX
Corpay
Financials
Show 3 industries
Weekly update
March 25, 2025
Formula 1, Microsoft Copilot, Netflix, Adyen, Subprime Autos, WIZZ, Veralto
Netflix
Microsoft
OpenAI
Carvana
Adyen
Wizz Air
Amazon
Credit Acceptance
CarMax
March 25, 2025
Fever-Tree & Molson Coors: a Walmart Buyer's Perspective
Category Director, Beverages at Walmart
IP Interview
Fevertree Drinks
Molson Coors Beverage
Nestlé
Q Mixers
Heineken
Brand Equity
Unique IP & Brands
Consumer Staples
Show 7 industries
IP Research Resource
March 24, 2025
Credit Acceptance, Westlake, Carvana, & US Auto Subprime Lending
IP Research Roundup
Credit Acceptance
Exeter Finance
Westlake Financial Services
Carvana
CarMax
DriveTime
Banco Santander
Bridgecrest
Cornered Resource
Process Power
Counter Positioning
Insurers & Financials
Vertically Integrated Retailer
Low Cost Operators
Financials
Consumer Discretionary
Show 11 industries
March 24, 2025
Microsoft Copilot, ChatGPT, & LLM Profitability
Former AI / LEngineering Director at Microsoft Azure
Partner Interview
Microsoft
OpenAI
Amazon
Alphabet
Google
Oracle
Switching Costs
Network Effects
Scale Economies
Physical Infra & Networks
Vertically Integrated Retailer
Marketplaces & Platforms
B2B Software
Information Technology
Consumer Discretionary
Communication Services
Show 11 industries
March 24, 2025
Centene: Medicaid Margins & Provider Network Challenges
Former VP at Centene Corporation
Partner Interview
Centene
Molina Healthcare
The Cigna
Elevance Health
UnitedHealthcare
Aetna
Humana
Health Care
Show 5 industries
March 24, 2025
IDEX: Mott Corporation Acquisition
Former Chief Financial Officer at Mott Corporation, an Idex company
Partner Interview
IDEX
Switching Costs
Mission Critical Products & Services
Industrials
Show 4 industries
March 24, 2025
Secure Energy Services: Competition & Growth Opportunities
Former Business Development Executive at Secure Energy Services
Partner Interview
Secure Energy Services
Waste Connections
GFL Environmental
Scale Economies
Physical Infra & Networks
Energy
Industrials
Show 8 industries
March 24, 2025
Formula 1 Group: Media Rights Strategy & Free vs Pay-TV
Former Media Rights Executive at Formula 1 Group
IP Interview
Formula One
Liberty Media
Communication Services
Show 4 industries
March 23, 2025
The Trade Desk: Freewheel Ad Server & Publisher Monetization
Former Senior Director at FreeWheel
IP Interview
Netflix
Comcast
The Trade Desk
Amazon
Google
Roku
Walt Disney
Paramount Global
Warner Bros. Discovery
Counter Positioning
Network Effects
Scale Economies
Switching Costs
Brand Equity
Marketplaces & Platforms
Vertically Integrated Retailer
Physical Infra & Networks
Unique IP & Brands
Communication Services
Consumer Discretionary
Show 11 industries
March 21, 2025
Veralto: Hach Industrial Sales Process & Service Density
Former Sales Manager at Hach
IP Interview
Danaher
Veralto
Badger Meter
Xylem
Waters
Veolia Environnement
Thermo Fisher Scientific
Switching Costs
OEMs w/ Installed Base
Mission Critical Products & Services
Serial Acquirer
Health Care
Industrials
Information Technology
Utilities
Show 19 industries
March 21, 2025
Hershey's: West Africa Cocoa Supply Dynamics
Current Director at Barry Callebaut
Partner Interview
The Hershey Company
Ferrero
Mondelez International
Chocoladefabriken Lindt Sprngli
Barry Callebaut
Nestlé
Consumer Staples
Show 4 industries
March 20, 2025
Netflix India: Market Overview & Content Strategy
IP Interview
Netflix
Walt Disney
Amazon
Reliance
Warner Bros. Discovery
Counter Positioning
Brand Equity
Network Effects
Scale Economies
Switching Costs
Marketplaces & Platforms
Unique IP & Brands
Vertically Integrated Retailer
Physical Infra & Networks
Communication Services
Consumer Discretionary
Materials
Show 11 industries
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