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Today at 19:08
DriveTime: History of Ugly Duckling & Bridgecrest
Former Collections Manager at DriveTime
IP Interview
Credit Acceptance
Carvana
Exeter Finance
DriveTime
Bridgecrest
Banco Santander
Westlake Financial Services
Cornered Resource
Process Power
Counter Positioning
Insurers & Financials
Vertically Integrated Retailer
Financials
Consumer Discretionary
Show 11 industries
January 27, 2025
Knights PLC: M&A
Former Executive at Knights PLC
Partner Interview
Knights
January 27, 2025
Metro Bank: UK SME Lending & Competition With Smaller Banks
Relationship Director at HSBC
Partner Interview
Metro Bank
NatWest
Barclays
HSBC
Lloyds Banking
Banco Santander
Financials
Show 5 industries
January 27, 2025
Wayfair: Scaling Asia Partner Solutions & Operational Challenges
Former Manager - Asia Partner Solutions at Wayfair
Partner Interview
Wayfair
Amazon
Overstock
Beyond
Walmart
The Home Depot
Williams-Sonoma
Arhaus
Restoration Hardware
Bed Bath & Beyond
Counter Positioning
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
Consumer Discretionary
Consumer Staples
Show 10 industries
January 27, 2025
Raspberry Pi Holdings: Pi Connect & Industrial Stickiness
Current CEO of a Raspberry Pi reseller
Partner Interview
Raspberry Pi
ASUS
Qt Group
NVIDIA
Network Effects
Information Technology
Show 11 industries
January 27, 2025
Lithia, Penske & Remarketing Off-Lease Vehicles
Former General Manager at Lithia & Driveway
IP Interview
Carvana
CarMax
Lithia Motors
Penske Automotive Group
ADESA
Manheim
OPENLANE
Hertz Global
Avis Budget
Sixt
Enterprise Rent-A-Car
Counter Positioning
Network Effects
Vertically Integrated Retailer
Low Cost Operators
Auctions & Classifieds
Consumer Discretionary
Industrials
Show 10 industries
January 27, 2025
Fairfax Financial: Brit Insurance
Former Senior Executive at Brit Insurance
Partner Interview
Fairfax Financial
Financials
Show 4 industries
January 27, 2025
Hermès: Culture & Second-Hand Market
Former Control Manager at Hermès
Partner Interview
Hermès
LVMH
Brand Equity
Unique IP & Brands
Consumer Discretionary
Show 4 industries
January 22, 2025
IDEX Corporation: M&A strategy & Operating model
Former Idex Corporation President
Partner Interview
IDEX
Danaher
Dover
Graco
Switching Costs
OEMs w/ Installed Base
Mission Critical Products & Services
Serial Acquirer
Industrials
Health Care
Show 8 industries
January 22, 2025
Pure Gym: Operational KPIs & Post-COVID Customer Behaviour
Former Regional Director at Pure Gym
IP Interview
The Gym
Basic Fit
Frasers Group
Planet Fitness
JD Sports Fashion
Pure Gym
Scale Economies
Low Cost Operators
Consumer Discretionary
Show 7 industries
January 22, 2025
Netflix, The Trade Desk: CTV Campaign Economics & Publisher Positioning
Current Director at TV advertising agency
IP Interview
Netflix
The Trade Desk
Roku
Walt Disney
Paramount Global
Warner Bros. Discovery
Amazon
Counter Positioning
Network Effects
Brand Equity
Scale Economies
Switching Costs
Marketplaces & Platforms
Unique IP & Brands
Vertically Integrated Retailer
Physical Infra & Networks
Communication Services
Consumer Discretionary
Show 10 industries
January 21, 2025
Amazon Robotics: Sparrow, Sequoia & Automation Economics
Former Head of Systems and Products at Amazon Robotics
Partner Interview
Amazon
Target
Walmart
PDD Holdings
The Kroger
Fanuc
Network Effects
Scale Economies
Switching Costs
Counter Positioning
Vertically Integrated Retailer
Physical Infra & Networks
Consumer Discretionary
Consumer Staples
Industrials
Show 12 industries
January 21, 2025
Mettler-Toledo: Competition & Go-to-Market Strategy
Former Produc Marketing Director at Mettler-Toledo
Partner Interview
MettlerToledo International
Sartorius Stedim Biotech
Thermo Fisher Scientific
Veralto
Switching Costs
Mission Critical Products & Services
OEMs w/ Installed Base
Health Care
Industrials
Show 8 industries
January 21, 2025
Netflix, The Trade Desk, & Linear to CTV Advertising
Current Director at TV advertising agency
IP Interview
Netflix
The Trade Desk
Roku
Walt Disney
Paramount Global
Warner Bros. Discovery
Amazon
Counter Positioning
Network Effects
Brand Equity
Scale Economies
Switching Costs
Marketplaces & Platforms
Unique IP & Brands
Vertically Integrated Retailer
Physical Infra & Networks
Communication Services
Consumer Discretionary
Show 10 industries
January 21, 2025
Broadcom: VMWare Acquisition & Cloud Transition
Former Director at VMWare
Partner Interview
Broadcom
VMware
Microsoft
Amazon Web Services
Google
Citrix Systems
Nutanix
Switching Costs
Network Effects
Physical Infra & Networks
Marketplaces & Platforms
Information Technology
Show 8 industries
January 21, 2025
Westlake: Subprime Auto Loans Origination Process
Former Manager of Originations at Westlake
IP Interview
Credit Acceptance
Carvana
Bridgecrest
DriveTime
Exeter Finance
Westlake Financial Services
Cornered Resource
Process Power
Counter Positioning
Insurers & Financials
Vertically Integrated Retailer
Financials
Consumer Discretionary
Show 8 industries
January 20, 2025
CCC Intelligent Solutions vs Mitchell: Estimate Data Quality
Former Senior Director at CCC Intelligent Solutions
IP Interview
CCC Intelligent Solutions
Enlyte Inc
Solera
Switching Costs
Network Effects
B2B Software
Information Technology
Show 4 industries
January 20, 2025
CellaVision: Sysmex Relationship History & Key Customer Risk
Former Senior Executive at Sysmex
IP Interview
CellaVision
Beckman Coulter
Danaher
Sysmex
Siemens Healthineers
Shenzhen Mindray BioMedical Electronics
Switching Costs
OEMs w/ Installed Base
Mission Critical Products & Services
Serial Acquirer
Health Care
Show 7 industries
January 20, 2025
Dr Lal Pathlabs: Regional Management & B2C Strategy
Former Regional Sales Manager at Dr Lal Pathlabs
Partner Interview
Dr Lal PathLabs
Thyrocare Technologies
Vijaya Diagnostic Centre
Krsnaa Diagnostics
Aspira Pathlab & Diagnostics
January 20, 2025
Ocado Swarm Robotics & The Next Frontier in Warehouse Automation
Former Robotics Director at Ocado
Partner Interview
Amazon
AutoStore
Ocado Group
KUKA
Kion Group
Symbotic
Berkshire Grey
Walmart
The Kroger
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
OEMs w/ Installed Base
Consumer Discretionary
Industrials
Consumer Staples
Show 13 industries
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