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Apr 4, 2026
SANUWAVE Health: Sales Economics & Reimbursement Challenges
Former Sales Account Manger at SANUWAVE
Partner Interview
SANUWAVE Health, Inc.
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US
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Small Cap
Health Care
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Apr 4, 2026
RealPage & Yardi: Pricing Power, Product Strategy & AI Competition from EliseAI
Former Senior Director of Strategic Implementations, RealPage
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AppFolio
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EliseAI
Yardi
RealPage
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Apr 4, 2026
Halyk Bank: Government Connections & Corporate Market Dominance in Kazakhstan
Former President at Halyk
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Halyk Bank of Kazakhstan
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GB
Kaspikz
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Apr 4, 2026
HBM, DRAM & NAND: Memory Hierarchy for AI Workloads
Former Vice President at Samsung Semiconductor
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SK hynix
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KR
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Micron Technology
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Apr 4, 2026
CTS Eventim vs Ticketmaster: German Ticketing Market Structure & Competitive Dynamics
Former Sales Director at CTS Eventim
Partner Interview
CTS Eventim
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DE
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Live Nation Entertainment
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Apr 4, 2026
Astrana Health: Contract Structure, Risk Management & Building a Durable Medicare Advantage Business
Former Chief Operating Officer at P3 Health Partners
Partner Interview
Astrana Health
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US
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The Pennant
Optum
Health Care
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Apr 4, 2026
Jack Henry: Middleware, API Strategy & Banking as a Service
Former Executive at Jack Henry
IP Interview
Jack Henry & Associates
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US
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Fiserv
nCino
Q2
Alkami
Financials
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Apr 4, 2026
Futu Holdings & Interactive Brokers: Asian Retail Brokerage Platforms
Former Head of Global Markets Expansion at Futu
Partner Interview
Futu
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HK
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Large Cap
ByteDance
Interactive Brokers
Tencent
Financials
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Apr 4, 2026
Markel: UK National Markets vs London Market Structure
Former Managing Director, Markel UK
IP Interview
Markel
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US
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Brown & Brown
Chubb
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Apr 3, 2026
CCC vs Mitchell: Casualty vs Auto Physical Claims Process and Costs
Former Senior Vice President at GEICO
IP Interview
CCC Intelligent Solutions
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US
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Enlyte Inc
The Progressive
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Apr 2, 2026
Toast Inc: Customer Success Strategy & Account Management Structure
Former Manager, Customer Success at Toast
IP Interview
Toast
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US
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PAR
Block
OpenTable
Booking Holdings
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Apr 2, 2026
Toast: Onboarding Process, Downselling Risk & Retention Metrics
Former Chief of Staff, Sr. Director of Hardware Operations at Toast
IP Interview
Toast
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US
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Large Cap
OpenTable
PAR
Block
Switching Costs
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Apr 2, 2026
GPGI Inc & Husky Injection Molding: PET Systems Market Dominance & Service Strategy
Former Business Development Manager at Husky Injection Molding Systems
Partner Interview
GPGI Inc
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US
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Mid Cap
Switching Costs
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Materials
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Apr 2, 2026
Lottomatica & SKS365: Platform Migration & Post-Acquisition Integration
Former CEO at SKS365 Group
Partner Interview
Lottomatica
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IT
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Flutter Entertainment
Entain
Consumer Discretionary
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Apr 2, 2026
Halyk Bank: Political Transitions, Market Share Risk & Quasi-Sovereign Lending
Former Director at Halyk Bank
Partner Interview
Halyk Bank of Kazakhstan
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GB
Kaspikz
Financials
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Apr 2, 2026
Primo Brands: Direct Sales, Costco Partnership & Service Level Economics
Former Director at Primo Water
Partner Interview
Primo Brands Corporation
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US
•
Mid Cap
Consumer Staples
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Apr 2, 2026
Monday.com vs Asana: AI Integration & Retention
Former Head of Systems and Process Automation at US Accounting Firm
Partner Interview
mondaycom
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IL
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Mid Cap
Salesforce
Asana
HubSpot
Atlassian
Switching Costs
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Apr 2, 2026
Infineon vs Texas Instruments: Automotive Radar Chip Architecture & Market Dynamics
Former Head of Advanced Automotive Systems at Infineon Technologies
Partner Interview
Infineon
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DE
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Large Cap
ON Semiconductor
Texas Instruments
Renesas Electronics
Switching Costs
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Apr 1, 2026
TransDigm, Jet Parts & Victor Sierra: Strategic Entry into Non-OEM Aftermarket
Former Director at Boeing & Jet Parts Engineering
Partner Interview
TransDigm Group
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US
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HEICO
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Apr 1, 2026
SK hynix, Micron & The DRAM Market: Capex Strategy and 80% Gross Margins
Former Senior Fellow of Micron Technology and VP at Sandisk
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SK hynix
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KR
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TSMC
Micron Technology
Samsung Electronics
Applied Materials
Advanced Micro Devices
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