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Moats

Business Models

Today at 19:43

Intuitive Surgical: Europe Capital Equipment & Instrument Sales

Former Sales Executive at Intuitive Surgical
IP Interview
Intuitive SurgicalMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed BaseHealth Care
Today at 12:48

Hemnet: Broker Incentives & Commission Kickbacks

Current Franchise Owner at Fastighetsbyrån
Partner Interview
HemnetSchibstedRightmoveZooplaREA GroupScout24 SENetwork EffectsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryReal Estate
Today at 12:44

Magnite: Ad Server Stickiness & SSP Consolidation

Former Senior Sales Executive at Magnite
Partner Interview
MagniteThe Trade DeskNetflixWalt DisneyParamount GlobalGoogleNetwork EffectsCounter PositioningBrand EquityMarketplaces & PlatformsUnique IP & BrandsCommunication ServicesInformation Technology
Today at 12:44

Bio-Rad: Switching Costs and Competitive Dynamics in Single-Cell & Digital PCR

Former Director at Bio-Rad Laboratories
Partner Interview
Bio-Rad Laboratories10X GenomicsThermo Fisher ScientificQiagenRocheBrukerBerkeley LightsIlluminaNateraCytivaGuardant HealthSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseHealth Care
IP Research Resource
August 18, 2025

Kneat: Life Sciences Validation Software Workflow

IP Research
KneatcomVeevaSwitching CostsB2B SoftwareHealth Care
August 18, 2025

Wise: Revolut FX Margins & Cross-Subsidies

Former Director at Revolut Business
Partner Interview
WiseRevolutVisaWestern UnionRemitly GlobalMastercardNetwork EffectsFinancialsInformation Technology
August 18, 2025

Equifax: The Work Number & TrueWork Waterfall Strategies

Former Product Manager at TrueWork
Partner Interview
EquifaxExperianTransUnionAutomatic Data ProcessingNetwork EffectsUnique IP & BrandsIndustrials
August 18, 2025

Wolters Kluwer: UpToDate Pricing & Gen AI Threats

Former Director at Wolters Kluwer Clinical Effectiveness
Partner Interview
Wolters KluwerRELXVeradigmIndustrialsHealth Care
August 18, 2025

Sartorius: Upstream Bioprocessing Market Dominance

Former Senior Product Management Director at Sartorius Stedim Biotech
Partner Interview
Sartorius Stedim BiotechDanaherGeneral ElectricPall CorporationMerckThermo Fisher Scientific3MRepligenLonza GroupRocheSwitching CostsProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareIndustrialsMaterials
August 18, 2025

Deere & Company: Embedded Systems & Data Integration

Former John Deere VP
IP Interview
Deere & CompanyCNH Industrial N.V.AGCOMahindra MahindraTitan MachineryIndustrialsConsumer Discretionary
August 18, 2025

Medpace: Culture & Leadership Style

Former Business Development Executive at Medpace
Partner Interview
MedpaceIQVIACharles River Laboratories InternationalICONHealth Care
August 18, 2025

Equifax: The Work Number Pricing Strategy

Former Sales Director at Equifax
Partner Interview
EquifaxExperianTransUnionAutomatic Data ProcessingNetwork EffectsUnique IP & BrandsIndustrials
August 18, 2025

Hemnet: ARPU Expansion

Fomer Sales Director at Hemnet
Partner Interview
HemnetSchibstedRightmoveZooplaREA GroupScout24 SENetwork EffectsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryReal Estate
August 18, 2025

Wolters Kluwer: UpToDate’s Value Proposition & Retention

Former Account Manager at Wolter Kluwer UpToDate
Partner Interview
Wolters KluwerRELXVeradigmIndustrialsHealth Care
August 18, 2025

AMETEK: Gatan Operations & Comparison To Roper

Former Executive at Gatan
Partner Interview
AMETEKRoperJudges ScientificIDEXProcess PowerSwitching CostsSerial AcquirerMission Critical Products & ServicesIndustrialsInformation Technology
August 15, 2025

Somero vs Ligchine: Levelling Technology and Patent Cliff

Former Director at Ligchine
IP Interview
Somero EnterprisesDoverOEMs w/ Installed BaseIndustrials
August 14, 2025

Deere & Company: Evolution Of Parts Availability

Former Strategy Director at John Deere
IP Interview
Deere & CompanyCNH Industrial N.V.AGCOMahindra MahindraJCBCaterpillarTitan MachineryTractor SupplyIndustrialsConsumer Discretionary
Weekly update
August 14, 2025

Diageo, RTDs, & Don Julio, NVR Operations, Wise vs Currencycloud, Cartier & WOSG, GEICO

WiseNVRMSCIRolexLennarVisaWatches of Switzerland GroupRichemont
IP Research Analysis
August 14, 2025

Diageo, RTDs, & Spirits vs Beer Distribution Networks

IP Research
IP ResearchDiageo plcPernod RicardBeam SuntoryFevertree DrinksBrand EquityUnique IP & BrandsConsumer Staples
August 13, 2025

Diageo, Spirits RTDs, & Don Julio

Former VP at Diageo and Former VP at Reyes Beer Distribution
IP Interview
Diageo plcBrown-FormanPernod RicardBeam SuntoryConstellation BrandsBrand EquityUnique IP & BrandsConsumer Staples