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Dec 9, 2025
Motorola Solutions: Public Safety Segment's Barriers to Entry & Axon Competition
Former North America Director of Sales at Motorola Solutions
Partner Interview
Motorola Solutions•US•Large CapAxon EnterpriseL3harrisConstellation SoftwareSwitching CostsB2B SoftwareInformation TechnologyIndustrialsDec 9, 2025
Carvana: Root & Embedded Insurance Moat
Former Senior Executive at Root
Partner Interview
Carvana•US•Large CapRootCarMaxThe ProgressiveState FarmThe AllstateTeslaLemonadeCounter PositioningScale EconomiesBrand EquityProcess PowerVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsFinancialsConsumer DiscretionaryDec 9, 2025
Wayfair: CastleGate 3PL Opportunity & Replatforming
Former Head of Product at Wayfair
Partner Interview
Wayfair•US•Large CapAmazonWilliams-SonomaArhausRHThe Home DepotWestwinghome24Counter PositioningScale EconomiesNetwork EffectsSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryDec 9, 2025
Allegro: 1P Operations & Logistics Economics
Former 1P Category Head at Allegro
Partner Interview
Allegro•LU•Mid CapInPostShopeeTemuAmazonScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesDec 9, 2025
Cellebrite, Magnet & M&A Strategy in the Digital Intelligence Industry
Former M&A Manager at Magnet Forensics
Dec 8, 2025
Auto1 Group: European Used Car Retail Economics
Former Managing Director at Auto1
Partner Interview
AUTO1•DE•Mid CapCarvanaVroomCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryDec 8, 2025
Flywire Corporation: US University Perspective & Cross-Selling Motion
Former Executive at Flywire
Partner Interview
Flywire•US•Small CapPaymentusFiservStripeFinancialsInformation TechnologyDec 8, 2025
Sezzle: Subscription-Led BNPL and $0 MDR Model
Former Enterprise Account Executive at Sezzle
Partner Interview
Sezzle•US•Small CapAffirmKlarna Group plcAfterpayFinancialsInformation TechnologyDec 8, 2025
Coupang: Korean E-Commerce Ad Sales
Former Sales Executive at Coupang
Partner Interview
Coupang IncTikTok ShopAmazonSeaByteDanceScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesDec 8, 2025
Carvana: Service Expansion Amid Reconditioning Capacity Limits
Former Associate Director of Inspection Centers at Carvana
Partner Interview
Carvana•US•Large CapCarMaxAmazonLithia MotorsPenske Automotive GroupAutoNationHertz GlobalManheimSonic AutomotiveTricolor AutoCounter PositioningScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerLow Cost OperatorsPhysical Infra & NetworksAuctions & ClassifiedsConsumer DiscretionaryIndustrialsDec 8, 2025
Zeta Global & Snowflake: Partnership
Retail Sales Executive at Snowflake
Partner Interview
Zeta Global•US•Mid CapAdobeSalesforceSnowflakeSwitching CostsB2B SoftwareInformation TechnologyDec 8, 2025
Christian Dior: Business Mix & Growth History
Former Director at Christian Dior
Partner Interview
LVMH•FR•Mega CapRichemontChristian DiorHermèsBrunello CucinelliPradaChanelBrand EquityUnique IP & BrandsConsumer DiscretionaryDec 8, 2025
Miller Industries: Unit Economics, Competition & Tariffs
CEO of East Penn Truck Equipment Inc.
Partner Interview
Miller Industries•US•Small CapOshkoshNRC IndustriesLandollIndustrialsConsumer DiscretionaryDec 8, 2025
CNH vs Deere : Go To Market & Dual Brand Strategy
Former Sales Director at a CNH Equipment Dealer
Dec 8, 2025
Allegro: Chinese Merchants & Temu Competition
Former Account Manager at Allegro
Partner Interview
Allegro•LU•Mid CapInPostShopeeTemuAmazonScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesDec 8, 2025
Chipotle Mexican Grill: Competiton, Unit Economics & Management
Former Regional VP at Chipotle
Partner Interview
Chipotle•US•Large CapJack in the BoxCAVAWingstopYum! BrandsFranchisorsConsumer DiscretionaryDec 6, 2025
DCC Plc: Flogas and Naturgy Ireland
Former Senior Manager at Flogas Energy Ireland, DCC Plc
Partner Interview
DCC•IE•Mid CapScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsDec 6, 2025
GE Aerospace: Safran Partnership, LEAP Reliability & Long Term Service Agreements
Former Chief Engineer at GE Aerospace
Partner Interview
GE Aerospace•US•Mega CapSafranRolls-RoyceRTXHoneywellLufthansa TechnikDelta TechOpsMTU Aero EnginesHowmet AerospaceBerkshire HathawaySwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancialsDec 5, 2025
SoftwareONE: US Market, Governance & Crayon Acquisition
Former President & Member of the Executive Board at SoftwareOne
Partner Interview
SoftwareONE•CH•Small CapInsight EnterprisesSoftcatSHI InternationalCDWBechtleBytes TechnologyMicrosoftSwitching CostsB2B MiddlemenPhysical Infra & NetworksInformation TechnologyMaterialsDec 5, 2025
Mercado Libre: FMCG Economics & Competition
Former Head of Marketplace at Mercado Libre
Partner Interview
MercadoLibre•UY•Large CapAmazonShopeeSeaMagazine LuizaAmericanasScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesShowing 20 of 1000 results