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Found 1000+ results in 8ms

Moats

Business Models

Dec 24, 2025

DoorDash Inc: DashPass Strategy, Churn, and Pricing

Former Strategy & Operations Lead of DashPass at DoorDash
Partner Interview
DoorDash•US•Large CapAmazonProsusUberNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation Technology
Dec 24, 2025

Kaspi: Hepsiburada & Turkish E-commerce

Former Head of Marketplace Operations at Hepsiburada
Partner Interview
Kaspikz•KZ•Large CapAmazonAlibabaScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
Dec 24, 2025

FTAI Aviation: MRO Market Share and PMA Opportunity

Former Director at CFM International and Korry Electronics, Transdigm
Partner Interview
FTAI Aviation•US•Large CapSafranGE AerospaceTransDigm GroupHEICOChromalloyAir France-KLMSouthwest AirlinesStandardAeroMTU Aero EnginesScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Dec 24, 2025

Copart: International Import Share & IAA Pricing Gap

International Copart Buyer
IP Interview
Copart•US•Large CapRitchie Bros AuctioneersIAANetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer Discretionary
Dec 23, 2025

Jack Henry & Associates: Core Banking & Product Innovation

Former Executive at Jack Henry
Partner Interview
Jack Henry & Associates•US•Large CapFiservTemenosFinancialsInformation Technology
Dec 23, 2025

Distributing Fever-Tree across Central United States

Vice President & General Manager at Glazer's Beer & Beverage
Partner Interview
Fevertree Drinks•GB•Small CapMolson Coors BeverageBrand EquityUnique IP & BrandsConsumer Staples
Dec 23, 2025

Pinewood: Keyloop & UK Market Competition

Former VP of FP&A at Keyloop
Partner Interview
Pinewood Technologies•GB•Small CapLithia MotorsGroup 1 AutomotiveCDK GlobalConsumer DiscretionaryInformation Technology
Dec 23, 2025

Bank of Georgia: Rational Duopoly & Political Uncertainty

Former Director at Bank of Georgia
Partner Interview
Bank of Georgia Group•GB•Mid CapTBC Bank GroupJoint Stock Company Kaspi.kzBanca TransilvaniaFinancialsInformation Technology
Dec 23, 2025

Amazon: Poland Retail Launch & Allegro

Former Manager at Amazon
IP Interview
Amazon•US•Mega CapAllegroInPostShopeeTemuScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
Dec 22, 2025

Honeywell Aerospace: APU and Avionics Business Jet Aftermarket

Former Vice President and General Manager at Honeywell Aerospace
IP Interview
Honeywell•US•Large CapTransDigm GroupHEICOThalesRTXSwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
Dec 22, 2025

Swiss Marketplace Group: Understanding COMCO & Price Surveillance

Current Swiss Competition & Pricing Consultant
Partner Interview
SMG Swiss Marketplace GroupRightmoveHemnetBaltic Classifieds GroupVend Marketplaces ASAREA GroupNetwork EffectsAuctions & ClassifiedsCommunication Services
Dec 22, 2025

OppFi: Charter Bank Partnerships & State APR Export in US Online Subprime Lending

Former VP at OppFi
IP Interview
OppFi•US•Small CapgoeasyWorld AcceptanceInsurers & FinancialsIndustrialsFinancialsInformation Technology
Dec 22, 2025

Research Solutions: Headless API, Publishers' Agreements & M&A

Former Chief Marketing Officer at Research Solutions
Partner Interview
Research Solutions•US•Small CapRELXClarivateInformation TechnologyIndustrials
Dec 21, 2025

Adyen vs Stripe: Competitive Positioning

Former Head of Enterprise Payments at Stripe and Google Pay
Partner Interview
Adyen•NL•Large CapGoogleStripeVisaMastercardAppleCheckout.comBraintreeWorldpayFiservNetwork EffectsBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksFinancialsInformation TechnologyCommunication ServicesConsumer Discretionary
Dec 21, 2025

Blackline Safety: Northern Ireland Water Customer Case Study

Current Health & Safety Executive at Northern Ireland Water
IP Interview
Blackline Safety•CA•Small CapHoneywellMSA SafetyDrgerwerkFortive CorporationIndustrialsInformation TechnologyHealth Care
Dec 20, 2025

On Running: New Balance’s China Playbook & On Opportunity

Former New Balance Marketing Director
Partner Interview
On RunningNikeadidasLululemonUnder ArmourDeckers OutdoorAllbirdsConsumer Discretionary
Dec 20, 2025

Align Technology: Moat, Pricing Pressure & GP Shift

Former Sales Director at Align Technology
Partner Interview
Align Technology•US•Large CapSolventumHealth Care
Dec 19, 2025

Beyond CUDA: How TPUs and Trainium May Pressure NVIDIA

Former Chip Engineer at Google
Partner Interview
Microsoft•US•Mega CapGoogleAmazonNVIDIAOpenAIAdvanced Micro DevicesTSMCIntelQualcommMetaSwitching CostsNetwork EffectsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesInformation TechnologyCommunication ServicesConsumer Discretionary
Dec 19, 2025

LGI Homes: From Volume Starter Homes to Margin-Driven Upgrades

Former VP of Sales at LGI Homes
Partner Interview
LGI Homes•US•Small CapLennarD.R. HortonMeritage HomesCornered ResourceConsumer Discretionary
Dec 19, 2025

Monday.com: Culture, Competitors & AI Risk

Former Director at Monday.com
Partner Interview
mondaycom•IL•Mid CapSmartsheetAsanaHubSpotClickUpMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology