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Jun 9, 2026
Ryanair MRO Strategy & CFM56 Shop Visit Turnaround Times
Partner Interview
General Electric•US•Mega CapFTAI AviationChromalloyRyanair Holdings plcSafranRTXAARScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJun 9, 2026
Clínica Baviera: UK Turnaround Strategy & Optimax Integration
Partner Interview
Clínica Baviera, S.A.•ES•Small CapHealth CareJun 9, 2026
Sectra vs Visage: Server-Side Rendering & Remote Radiology Architecture
Partner Interview
SECTRA•SE•Large CapPro MedicusMission Critical Products & ServicesHealth CareJun 8, 2026
GE Vernova vs Siemens: H-Class Gas Turbine Competition & Service Economics
Partner Interview
GE Vernova•US•Mega CapSiemens EnergyMitsubishi Heavy Industries, Ltd.FTAI AviationScale EconomiesPhysical Infra & NetworksLow Cost OperatorsIndustrialsUtilitiesJun 8, 2026
Wildfire Retardant, Air Tanker Capacity & US Federal Firefighting Policy
Jun 8, 2026
Generac: Home Standby Dominance & Dealer Network Economics
Partner Interview
Generac•US•Large CapCumminsCaterpillarIndustrialsJun 8, 2026
Vistry Group: Project Delays, Cost Overruns & Multi-Year Turnaround
Partner Interview
Vistry Group•GB•Small CapBarratt Redrow plcTaylor WimpeyPersimmonCornered ResourceConsumer DiscretionaryJun 8, 2026
Crocs: Brand, Product Commoditization & Growth Outlook
Partner Interview
Crocs•US•Mid CapNikeConsumer DiscretionaryJun 8, 2026
Marvell vs Broadcom: The 1.6T Optical DSP Market Share Battle
Partner Interview
Marvell Technology•US•Mega CapLumentumCoherentAnthropicOpenAIAstera LabsBroadcomGoogleMicrosoftAmazonNVIDIANetwork EffectsSwitching CostsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesInformation TechnologyCommunication ServicesConsumer DiscretionaryJun 8, 2026
Advantest vs Teradyne: GPU Test Market Share & Power Supply Advantage
Partner Interview
Advantest•JP•Mega CapTSMCTeradyneNVIDIARoboTechnik Intelligent Technology Co., LTDSwitching CostsProcess PowerMission Critical Products & ServicesInformation TechnologyIndustrialsJun 5, 2026
CCC Intelligent Solutions: Proprietary Data Moat & AI Risk
IP Forensics
Jun 5, 2026
Credit Acceptance: Collection rates below forecast and Economic Profit
Reported finance charges revenue grew 22% from 2023 to 2025 while $1.246B in credit losses on forecast changes flowed below the line.
Credit Acceptance•US•Mid Cap
Jun 5, 2026
Siemens Energy & GE Vernova: Power Transformer Economics & Data Center Demand
Partner Interview
Siemens Energy•DE•Large CapGE VernovaMitsubishi Heavy Industries, Ltd.SiemensHitachiFTAI AviationScale EconomiesPhysical Infra & NetworksLow Cost OperatorsIndustrialsUtilitiesJun 5, 2026
Franco-Nevada, Wheaton, Royal Gold: Competitive Dynamics & Barriers to Entry
Partner Interview
FrancoNevada•CA•Large CapWheaton Precious MetalsRoyal GoldTriple Flag Precious MetalsGold RoyaltyAnglo AmericanBHP GroupMaterialsJun 5, 2026
SAP SuccessFactors: Customer Retention & Workday Competition
Jun 5, 2026
Tracsis: Tap Converter Contract & Multi Modal Optionality
Jun 4, 2026
Baltic Classifieds Group: Aruodas Monopoly, Vulnerabilities & Broker Unit Economics
Partner Interview
Baltic Classifieds Group•LT•Small CapScout24 SESMG Swiss Marketplace GroupNetwork EffectsAuctions & ClassifiedsCommunication ServicesIndustrialsReal EstateJun 4, 2026
Brady Corporation: Honeywell PSS Acquisition, Zebra Competition & the Auto ID Market
Partner Interview
Brady•US•Mid CapZebra TechnologiesInformation TechnologyIndustrialsJun 4, 2026
Monday.com vs Asana: Enterprise Pricing & Sales Team Buy-In
Partner Interview
mondaycom•IL•Mid CapAsanaSmartsheetB2B SoftwareInformation TechnologyJun 4, 2026
Ford & Blue Bird: Godzilla Engine Supply Agreement & Propane School Bus Partnership
Partner Interview
Blue Bird•US•Mid CapFordIndustrialsConsumer DiscretionaryShowing 20 of 1000 results