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Found 1000+ results in 7ms
March 25, 2025

Brown-Forman: Bourbon Oversupply & Craft Competition

Former VP at Brown-Forman
Partner Interview
Brown-FormanDiageoPernod RicardDavide CampariMilanoRémy CointreauConstellation BrandsMGP IngredientsTFFBrand EquityUnique IP & BrandsConsumer StaplesMaterials
March 25, 2025

KX: Data Processing Efficiency

Former Product Marketing Executive at KX
Partner Interview
KXDatabricksSnowflakeAlphabetAmazonMicrosoftInternational Business MachinesSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
March 25, 2025

Heartland Express: Operating Model & Trucking Growth Challenges

Former Director of Sales at Heartland Express
Partner Interview
Heartland ExpressSaiaFedExUnited Parcel ServiceJB Hunt Transport ServicesKnightSwift TransportationPhysical Infra & NetworksIndustrials
March 25, 2025

Constellation Software, Volaris, & M&A Sourcing and Deal Process

Former M&A Business Development at Constellation Software
IP Interview
Constellation SoftwareVitec SoftwareSwitching CostsB2B SoftwareSerial AcquirerInformation Technology
March 25, 2025

NVIDIA & Generative AI Fundamentals

Former Accelerated Computing Leader at AWS
Partner Interview
NVIDIAAmazon Web ServicesGoogleMicrosoftOracleBroadcomOpenAINetwork EffectsSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksB2B SoftwareInformation Technology
March 25, 2025

Bajaj Finance: Unsecured Lending Economics

Former Head of Personal Loans at Bajaj Finserv
Partner Interview
Bajaj FinanceBajaj FinservICICI BankHDFC BankKotak Mahindra BankAxis BankFinancials
March 25, 2025

Eurowag: IT Integration Challenges

Former Senior IT Director at Eurowag
Partner Interview
EurowagEdenredWEXCorpayFinancials
Weekly update
March 25, 2025

Formula 1, Microsoft Copilot, Netflix, Adyen, Subprime Autos, WIZZ, Veralto

NetflixMicrosoftOpenAICarvanaAdyenWizz AirAmazonCredit AcceptanceCarMax
March 25, 2025

Fever-Tree & Molson Coors: a Walmart Buyer's Perspective

Category Director, Beverages at Walmart
IP Interview
Fevertree DrinksMolson Coors BeverageNestléQ MixersHeinekenBrand EquityUnique IP & BrandsConsumer Staples
IP Research Resource
March 24, 2025

Credit Acceptance, Westlake, Carvana, & US Auto Subprime Lending

IP Research Roundup
Credit AcceptanceExeter FinanceWestlake Financial ServicesCarvanaCarMaxDriveTimeBanco SantanderBridgecrestCornered ResourceProcess PowerCounter PositioningInsurers & FinancialsVertically Integrated RetailerLow Cost OperatorsFinancialsConsumer Discretionary
March 24, 2025

Microsoft Copilot, ChatGPT, & LLM Profitability

Former AI / LEngineering Director at Microsoft Azure
Partner Interview
MicrosoftOpenAIAmazonAlphabetGoogleOracleSwitching CostsNetwork EffectsScale EconomiesPhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsB2B SoftwareInformation TechnologyConsumer DiscretionaryCommunication Services
March 24, 2025

Centene: Medicaid Margins & Provider Network Challenges

Former VP at Centene Corporation
Partner Interview
CenteneMolina HealthcareThe CignaElevance HealthUnitedHealthcareAetnaHumanaHealth Care
March 24, 2025

IDEX: Mott Corporation Acquisition

Former Chief Financial Officer at Mott Corporation, an Idex company
Partner Interview
IDEXSwitching CostsMission Critical Products & ServicesIndustrials
March 24, 2025

Secure Energy Services: Competition & Growth Opportunities

Former Business Development Executive at Secure Energy Services
Partner Interview
Secure Energy ServicesWaste ConnectionsGFL EnvironmentalScale EconomiesPhysical Infra & NetworksEnergyIndustrials
March 24, 2025

Formula 1 Group: Media Rights Strategy & Free vs Pay-TV

Former Media Rights Executive at Formula 1 Group
IP Interview
Formula OneLiberty MediaCommunication Services
March 23, 2025

The Trade Desk: Freewheel Ad Server & Publisher Monetization

Former Senior Director at FreeWheel
IP Interview
NetflixComcastThe Trade DeskAmazonGoogleRokuWalt DisneyParamount GlobalWarner Bros. DiscoveryCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesConsumer Discretionary
March 21, 2025

Veralto: Hach Industrial Sales Process & Service Density

Former Sales Manager at Hach
IP Interview
DanaherVeraltoBadger MeterXylemWatersVeolia EnvironnementThermo Fisher ScientificSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareIndustrialsInformation TechnologyUtilities
March 21, 2025

Hershey's: West Africa Cocoa Supply Dynamics

Current Director at Barry Callebaut
Partner Interview
The Hershey CompanyFerreroMondelez InternationalChocoladefabriken Lindt SprngliBarry CallebautNestléConsumer Staples
March 20, 2025

Netflix India: Market Overview & Content Strategy

IP Interview
NetflixWalt DisneyAmazonRelianceWarner Bros. DiscoveryCounter PositioningBrand EquityNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryMaterials
March 20, 2025

Fairfax Financial: Retail Subsidiaries Perspective

Former CFO at Fairfax Financial Retail Subsidiary
Partner Interview
Fairfax FinancialFinancials