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Jun 20, 2026

Klaviyo: Pricing, Switching Costs & Competitive Positioning vs Salesforce and Braze

Partner Interview

Klaviyo•US•Mid CapBrazeSalesforceSwitching CostsB2B SoftwareInformation Technology

Jun 17, 2026

Lennar Even Flow Construction: Subcontractor Cost Advantages by Trade

Partner Interview

Lennar•US•Large CapD.R. HortonBerkshire HathawayScale EconomiesInsurers & FinancialsSerial AcquirerConsumer DiscretionaryFinancials

Jun 17, 2026

Mips: Koroyd Acquisition, IP Strategy & Helmet Technology Evolution

Partner Interview

Mips•SE•Mid CapConsumer Discretionary

Jun 17, 2026

Audinate & Dante: AV Integration Firm Perspective on Walled Gardens vs Open Standards

Partner Interview

Audinate•AU•Small CapInformation Technology

Jun 17, 2026

Universal Music Group: Artist Deal Economics & Label Moat

Partner Interview

Universal Music•NL•Large CapSpotifyCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication Services

Jun 17, 2026

Nvidia, Intel & the GPU-to-CPU Ratio in Agentic AI Infrastructure

Partner Interview

NVIDIA•US•Mega CapAnthropicOpenAITSMCIntelArmGoogleAmazonMicrosoftApplied MaterialsProcess PowerSwitching CostsNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary

Jun 17, 2026

Cerillion: BSS Sales Process, Contract Structure & Competitive Positioning

Partner Interview

Cerillion•GB•Small CapInformation Technology

Jun 17, 2026

TransDigm: Adams Rite Operations, Pricing Power & PMA Risk

Partner Interview

TransDigm Group•US•Large CapWencorChromalloyJet Parts EngineeringSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsHealth Care

Jun 17, 2026

Starlink, EchoStar & the S-Band Spectrum Acquisition Strategy

Partner Interview

SpaceXGlobalstarIridium CommunicationsEchoStarAST SpaceMobileViasatCommunication ServicesInformation Technology

Weekly update

Jun 16, 2026

Google Gemini, Azure GPU Planning, Toast, CCC's AI Risk

Google•US•Mega CapMicrosoftAmazonCCC Intelligent SolutionsToast

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Boston Scientific: Ureteroscopy, LithoVue & the Shift to Suction Technology

Netflix Culture & Bela Bajaria Content Leadership Style

Carvana: Reconditioning Cost Reduction & CARLI System Implementation

GE Aerospace: CFM LLPs, PMA Parts & Next-Generation Engine Risk

Zeta Global: First-Party Data & DSP Strategy for Mid-Market Agencies

Generac: C&I Distribution Model & Data Center Market Entry

SAP vs Oracle Fusion: Cloud Architecture, AI Strategy & Competitive Positioning

CCC vs Mitchell: Collision Repair Shop Workflow & Estimating

Sabre vs Amadeus: GDS Technology Gap & NDC Transition

FanDuel, DraftKings & the Parlay Bet Moat vs Prediction Markets

Klaviyo: Pricing, Switching Costs & Competitive Positioning vs Salesforce and Braze

Lennar Even Flow Construction: Subcontractor Cost Advantages by Trade

Mips: Koroyd Acquisition, IP Strategy & Helmet Technology Evolution

Audinate & Dante: AV Integration Firm Perspective on Walled Gardens vs Open Standards

Universal Music Group: Artist Deal Economics & Label Moat

Nvidia, Intel & the GPU-to-CPU Ratio in Agentic AI Infrastructure

Cerillion: BSS Sales Process, Contract Structure & Competitive Positioning

TransDigm: Adams Rite Operations, Pricing Power & PMA Risk

Starlink, EchoStar & the S-Band Spectrum Acquisition Strategy

Google Gemini, Azure GPU Planning, Toast, CCC's AI Risk