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Moats
Business Models
March 20, 2025
Fairfax Financial: Retail Subsidiaries Perspective
Former CFO at Fairfax Financial Retail Subsidiary
Partner Interview
Fairfax FinancialFinancialsMarch 19, 2025
Bajaj Finance: Unsecured Loans Underwriting
Former Credit Manager at Bajaj Finance
Partner Interview
Bajaj FinanceICICI BankHDFC BankKotak Mahindra BankAxis BankFinancialsMarch 19, 2025
Brown & Brown: Decentralized Model & Profitability
Former Executive at Brown & Brown
Partner Interview
Brown & BrownArthur J GallagherMarsh McLennan CompaniesWillis Towers WatsonAonChubbThe Hanover Insurance GroupThe HartfordInsurers & FinancialsSerial AcquirerFinancialsMarch 19, 2025
Raspberry Pi: Arduino Customer Acquisition Flow
Arduino Sales Consultant
Partner Interview
Raspberry PiQt GroupBroadcomTexas InstrumentsInfineonAdvanced Micro DevicesNetwork EffectsInformation Technology
IP Research Resource
March 16, 2025
Röko IPO & Swedish Serial Acquirers
LifcoHalmaAddtechDiplomaDanaherIndutradeConstellation SoftwareProcess PowerSwitching CostsSerial AcquirerMission Critical Products & ServicesB2B MiddlemenOEMs w/ Installed BaseB2B SoftwareIndustrialsInformation TechnologyHealth Care
March 16, 2025
Wayfair: Marketing Strategy & Challenges
Former Marketing Executive at Wayfair
Partner Interview
WayfairWilliams-SonomaRestoration HardwareAmazonArhaushome24TargetThe Home DepotBeyondKlaviyoFeedonomicsCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryConsumer StaplesInformation TechnologyMarch 16, 2025
Netflix: International Content Creation & Analysis Process
March 16, 2025
Deere & Company: See and Spray Ultimate & Autonomy
Formere Deere & Company Director
Partner Interview
Deere & CompanyCNH IndustrialAGCOMahindra MahindraJCBIndustrialsConsumer DiscretionaryMarch 16, 2025
Exeter Finance: Servicing Subprime Auto Loans
Former Director of Loan Servicing at Exeter
March 16, 2025
Eurowag: Inelo Acquisition & Platform Integration
Former Inelo Director
Partner Interview
TrimbleEdenredEurowagWEXCorpayInformation TechnologyFinancialsMarch 14, 2025
Wizz Air: Route Strategy & Network Planning
Former Revenue & Capacity Management Executive at Wizz Air
March 14, 2025
Hershey's: Demand Price Elasticity
Former Director at Hershey's
Partner Interview
The Hershey CompanyFerreroMondelez InternationalChocoladefabriken Lindt SprngliNestléBarry CallebautConsumer StaplesMarch 13, 2025
Adyen: Balancing Global Reach with Local Expertise
Senior Product Manager at BlaBlaCar
Partner Interview
AdyenDLocalPayPalStripeGlobal PaymentsFiservBlockShift4 PaymentsVisaMastercardNetwork EffectsMarketplaces & PlatformsFinancialsWeekly update
March 12, 2025
GE, Safran, FTAI, and CFM56, AMZN B2B Distribution, NFLX, ASML, Farfetch & Cettire
FTAI AviationAmazonGeneral ElectricSafranAppFolioYardiNetflixFastenalMcKesson
March 10, 2025
Brown & Brown: UK Expansion & GRP Acquisition
Former Sales Executive at Global Risk Partners
Partner Interview
Brown & BrownMarsh McLennan CompaniesArthur J GallagherZurich InsuranceAllianzRyan Specialty GroupInsurers & FinancialsSerial AcquirerFinancialsMarch 10, 2025
Cettire: Managing Luxury Marketplace Operations
E-commerce Manager at Italian Boutique
March 10, 2025
A History of Amazon Business
Former VP at Amazon Business
March 10, 2025
ASML: Supply Chain Resilience & Supplier Agreements
Former Executive at ASML
Partner Interview
ASMLSamsung ElectronicsNVIDIAAppleSK hynixNikonCanonIntelTSMCBE Semiconductor IndustriesSwitching CostsBrand EquityMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryMarch 10, 2025
Fairfax Financial: Brit Insurance & Lloyd's Syndication
Former Senior Executive at BRIT Insurance
Partner Interview
Fairfax FinancialMarkelProcess PowerInsurers & FinancialsFinancialsMarch 9, 2025
GE, Safran, FTAI, and the Modular Design History of the CFM56
Former Chief Engineer at GE Aerospace