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Weekly update
September 19, 2024
Perimeter Solutions, Airbnb, Tesla, HEICO, CMG, Croda, TerraVest, TopBuild, Zscaler
Tesla
Airbnb
Zscaler
TopBuild
Computer Modelling
HEICO
Schlumberger
IP Research Analysis
September 19, 2024
Perimeter Solutions: Product Litigation & New Entrants
IP Research Analysis
IP Research
Perimeter Solutions
Compass Minerals International
Switching Costs
Scale Economies
Mission Critical Products & Services
Materials
Show 6 industries
September 17, 2024
TerraVest & the Propane Tank Market: Unit Costs and Legacy Tanks Conversion
Former VP of Business Development at TerraVest
Partner Interview
TerraVest Industries
Maxfield Inc.
TRIARC TANK
Manchester Tank
Quality Steel Corporation
Metsa Tanks
Serial Acquirer
Energy
Show 4 industries
September 16, 2024
Tesla Repair Network & Vertical Integration
Former Collision Repair Manager at Tesla
IP Interview
Tesla
Monro
Service King
Caliber Collision
Gerber Collision & Glass
Toyota
Asbury Automotive Group
Lithia Motors
Boyd Autobody & Glass
Process Power
Brand Equity
Consumer Discretionary
Show 7 industries
September 16, 2024
Zscaler: Sales Org & Competition in SASE
Former Sales Executive at Zscaler
Partner Interview
Zscaler
Palo Alto Networks
Fortinet
Netskope
Check Point Software
Okta
Information Technology
Show 6 industries
September 16, 2024
Croda: Life Sciences Specialty Chemicals
Former Senior Executive as Croda
Partner Interview
Croda International
IMCD
Azelis
Brenntag
Basf
B2B Middlemen
Materials
Industrials
Show 9 industries
September 13, 2024
Perimeter Solutions: Fighting Wildfires, PHOS-CHEK & Alternative Products
Former Director at SEI Industries & Wildfire Officer, British Columbia
IP Interview
Perimeter Solutions
TransDigm Group
Compass Minerals International
Switching Costs
Scale Economies
Mission Critical Products & Services
Serial Acquirer
Materials
Industrials
Show 10 industries
September 13, 2024
Computer Modelling Group: Geographic Expansion & Sales
Former Executive at Computer Modelling Group
Partner Interview
Computer Modelling
Schlumberger
Switching Costs
B2B Software
Information Technology
Energy
Show 8 industries
September 13, 2024
TopBuild, Owens Corning, Installed Building Products & US Building Insulation Market: Supplier Relationships and Pricing Dynamics
Former Executive VP of Strategic Accounts at Builders FirstSource
Partner Interview
TopBuild
Builders FirstSource
Owens Corning
Knauf
CertainTeed
Johns Manville
Installed Building Products
Consumer Discretionary
Industrials
Show 8 industries
September 12, 2024
Airbnb: Org Structure, Culture, & Growth Challenges
Former Senior Executive at Airbnb
IP Interview
Airbnb
Booking Holdings
Expedia
TripAdvisor
Google
Network Effects
Marketplaces & Platforms
Consumer Discretionary
Communication Services
Show 8 industries
September 12, 2024
PMA Parts Competition and Threat to OEMs
at a Leading PMA Company
Partner Interview
HEICO
Jet Parts Engineering
TransDigm Group
The Boeing
RTX
Switching Costs
Process Power
Mission Critical Products & Services
Serial Acquirer
Industrials
Show 4 industries
Weekly update
September 12, 2024
Perimeter Solutions vs Fortress, FTAI, Intuitive Surgical, Capital One, TerraVest, Bonesupport, TDG, Ryerson, Dynatrace
BONESUPPORT
FTAI Aviation
Ryerson
Dynatrace
TransDigm Group
Splunk
Perimeter Solutions
IP Research Analysis
September 12, 2024
Perimeter Solutions vs Fortress: Aerial Fire Retardant Competition
IP Research
IP Research
Perimeter Solutions
Compass Minerals International
TransDigm Group
Switching Costs
Scale Economies
Mission Critical Products & Services
Serial Acquirer
Materials
Industrials
Show 10 industries
September 9, 2024
TransDigm: Culture & Pricing
Former President at TransDigm
IP Interview
TransDigm Group
Loar
HEICO
Switching Costs
Mission Critical Products & Services
Serial Acquirer
Industrials
Show 4 industries
September 9, 2024
Intuitive Surgical: ASC's, Hugo Comparison & Efficiency Gains
Urology Surgeon
IP Interview
Intuitive Surgical
Medtronic
Johnson & Johnson
Switching Costs
OEMs w/ Installed Base
Health Care
Show 7 industries
September 9, 2024
Dynatrace: Cybersecurity & Observability Customer Perspective
VP of IT at Fox Rent-a-Car
Partner Interview
Zscaler
Dynatrace
Palo Alto Networks
Datadog
Splunk
Switching Costs
B2B Software
Information Technology
Show 5 industries
September 9, 2024
Capital One Auto Navigator: Defining Credit Policies
Former Business Director at Capital One
IP Interview
Credit Acceptance
Ally Financial
Westlake Financial Services
Capital One Financial
Carvana
CarMax
TrueCar, Inc.
Cornered Resource
Process Power
Counter Positioning
Insurers & Financials
Vertically Integrated Retailer
Low Cost Operators
Financials
Consumer Discretionary
Show 8 industries
September 9, 2024
Ryerson, Reliance Steel & Metal Service Centers: M&A, Customer Mix and ERP Conversion
Former VP & General Manager at Ryerson
Partner Interview
Ryerson
Kloeckner Metals Corporation
Reliance Steel & Aluminum Co.
Materials
Show 4 industries
Company Profile
September 7, 2024
FTAI Aviation
IP Company Learning Journey
IP Research
FTAI Aviation
Safran
General Electric
MTU Aero Engines
HEICO
Scale Economies
Process Power
Switching Costs
Physical Infra & Networks
Low Cost Operators
OEMs w/ Installed Base
Mission Critical Products & Services
Serial Acquirer
Industrials
Show 4 industries
September 6, 2024
Bonesupport: CERAMENT, Bone Infections & Use Cases
Former Sales Manager at Bonesupport
IP Interview
BONESUPPORT
Stryker
Johnson & Johnson
Medtronic
Health Care
Show 9 industries
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