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Sidetrade vs HighRadius: Competitive Dynamics in Order-to-Cash Software

Partner Interview
SidetradeFidelity National Information ServicesConsumer DiscretionaryFinancialsInformation Technology
Aug 13, 2026

Alcon & DORC: Retinal Surgery Equipment Competition & Market Dynamics

Partner Interview
Alcon•CH•Large CapSanofiCarl Zeiss Meditec AGHealth Care
Aug 13, 2026

DoorDash: Owning the Full Restaurant Operating Stack

Partner Interview
DoorDash•US•Large CapOpenTableOpenAIAmazonUberNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation Technology
Aug 13, 2026

Outset Medical's Tablo: Hospital Insourcing & Acute Dialysis Economics

Partner Interview
Outset Medical•US•Small CapFresenius Medical CareBaxter InternationalHealth Care
Aug 13, 2026

monday.com: Enterprise Upmarket Strategy & AI Product Positioning

Partner Interview
mondaycom•IL•Mid CapClickUpOpenAIAnthropicAtlassianSwitching CostsB2B SoftwareInformation Technology
Aug 13, 2026

Reddit: Advertising Sales Evolution & ARPU Growth Drivers

Partner Interview
Reddit•US•Large CapOpenAIMetaGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication Services
Aug 13, 2026

Rentokil & Terminix: Post-Acquisition Integration Failures & Lessons

Partner Interview
Rentokil Initial•GB•Large CapTerminix GlobalIndustrialsConsumer Discretionary
Aug 13, 2026

FICO vs VantageScore: Adoption Barriers & Mortgage Market Dynamics

Partner Interview
Fair Isaac•US•Large CapFannie MaeTransUnionEquifaxExperianNetwork EffectsUnique IP & BrandsInformation TechnologyIndustrialsFinancials
Aug 13, 2026

Martin Marietta & Lhoist: Lime Industry Dynamics & Acquisition Rationale

Partner Interview
Martin Marietta Materials•US•Large CapMaterials
Aug 13, 2026

Copart: Jay Adair's Return, Culture & Competitive Moat vs IAA

Partner Interview
Copart•US•Large CapRitchie Bros AuctioneersIAANetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer Discretionary
Aug 12, 2026

TopBuild & IBP: Insulation Contracting M&A Multiples and Deal Dynamics

Partner Interview
QXO•US•Large CapTopBuildScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyConsumer Discretionary
Aug 12, 2026
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Weekly update

Perimeter Solutions, Wildfire Retardant Contracting & Pricing

Perimeter Solutions•US•Mid Cap
Aug 12, 2026

GE Aerospace & CFM: LEAP LTSA Economics, Contract Renewal & Pricing Architecture

Partner Interview
Safran•FR•Large CapGE AerospaceStandardAeroFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
Aug 12, 2026

Netflix EMEA: Building Out Production & Post-Production Infrastructure

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IP Interview
Netflix•US•Mega CapCounter PositioningMarketplaces & PlatformsCommunication Services
Aug 12, 2026

Uber & Waymo: Competing for the Autonomous Demand Layer

Partner Interview
Uber•US•Large CapWaymoLyftGoogleTeslaNetwork EffectsProcess PowerBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksIndustrialsInformation TechnologyCommunication ServicesConsumer Discretionary
Aug 11, 2026

Adyen: Platform Strategy, Pricing & the Embedded Finance Bet

Partner Interview
Adyen•NL•Large CapCheckout.comBraintreeChargebeeWorldpayPayPalStripeNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Aug 11, 2026

Root Inc: Telematics Advantage, LTV Models & Underwriting Sophistication

Partner Interview
Root•US•Small CapCarvanaGoosehead InsuranceLemonadeThe ProgressiveCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsFinancialsConsumer Discretionary
Aug 10, 2026

Coupang vs Naver: Delivery Speed, Price Matching & Competitive Dynamics

Partner Interview
Coupang Inc•US•Large CapNAVERAmazonNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Aug 10, 2026

FanDuel & DraftKings: US Sports Betting & iGaming Market Dynamics

Partner Interview
Flutter Entertainment•US•Large CapFanDuelBet365DraftKingsKalshiConsumer Discretionary
Aug 10, 2026
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Value Chain

Perimeter Solutions: PHOS-CHEK Value Chain

IP Research
IP ResearchPerimeter Solutions•US•Mid CapSwitching CostsScale EconomiesMission Critical Products & ServicesMaterials
Aug 10, 2026

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