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Moats

Business Models

Jan 13, 2026

PAR Brink, Olo, and Qu: Positioning in the Restaurant Tech Stack

Former Director at Qu POS
Partner Interview
PARUSSmall CapUpserveToastDoorDashNetwork EffectsMarketplaces & PlatformsInformation TechnologyFinancialsConsumer DiscretionaryCommunication Services
Jan 13, 2026

IMCD: Portfolio Defensibility & China’s Price Deflation

Former Director at Azelis
Partner Interview
IMCDNLMid CapAzelisBrenntagB2B MiddlemenMaterialsIndustrials
Jan 13, 2026

Zeta Global: Marketing Platform Economics, Pricing & Competition

Former VP at Zeta Global
Partner Interview
Zeta GlobalUSMid CapSalesforceSnowflakeLiveRampAmazonGoogleOracleSwitching CostsScale EconomiesNetwork EffectsB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Jan 13, 2026

MTU Aero Engines: Customer's Perspective on LEAP vs GTF Engines

Maintenance Director of a Large Asian Airline
Partner Interview
MTU Aero EnginesDELarge CapFTAI AviationGE AerospaceRTXRolls-RoyceSafranStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jan 13, 2026

Chime: US Digital Banking Market & Products Overview

Former Product Manager at Chime
Partner Interview
ChimeBlockPayPalCapital One FinancialBank of America CorpWells Fargo & CompanyRevolutFinancialsInformation TechnologyIndustrials
Jan 13, 2026

NVIDIA: Beyond the Wafer Constraints, Packaging, HBM & Testing

Former Senior Executive at Qualcomm
Partner Interview
NVIDIAUSMega CapQualcommTSMCIntelASMLAdvantestTeradyneASESK hynixSamsung ElectronicsBE Semiconductor IndustriesLam ResearchKLAGoogleAmazonSwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication Services
Jan 13, 2026

Monday.com: AI Features & Platform Expansion

Monday.com Premium Partner
Partner Interview
mondaycomILMid CapAtlassianAirtableSalesforceHubSpotSwitching CostsB2B SoftwareInformation TechnologyCommunication Services
Jan 13, 2026

PAR Technology: Unified Core & Open APIs

Former Director at Oracle
Partner Interview
PARUSSmall CapUpserveQu POSOracleSwitching CostsB2B SoftwareInformation Technology
Jan 13, 2026

DCC plc: US Propane Business & Market Structure

Former General Manager at DCC
Partner Interview
DCCIEMid CapAmeriGasFerrellgasScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsUtilities
Jan 13, 2026

Core & Main: Market Structure & Local Execution

VP of Sales at Waterworks Supplier
Partner Interview
Core & MainUSLarge CapFergusonAdvanced Drainage SystemsB2B MiddlemenIndustrials
Jan 9, 2026

CarMax: Inventory Missteps, Omnichannel Friction, and the Carvana Challenge

Former Executive Vice President at CarMax
Partner Interview
CarMaxUSMid CapCarvanaLithia MotorsAsbury Automotive GroupPenske Automotive GroupACV AuctionsCounter PositioningNetwork EffectsLow Cost OperatorsVertically Integrated RetailerAuctions & ClassifiedsConsumer DiscretionaryIndustrials
Jan 9, 2026

Monday.com: A Customer's Perspective

Director of Product Management at Monday.com's Customer
Partner Interview
mondaycomILMid CapGitLabSalesforceAtlassianSwitching CostsB2B SoftwareInformation Technology
Jan 9, 2026

BFF: Monetizing Public-Sector Payment Delays

Former Sales Director at BFF
IP Interview
BFF Bank Societ per AzioniITSmall CapBanca Sistema S.p.A.Financials
Jan 8, 2026

PAR Technology: Cloud Advantage and Enterprise Integrations

Former Sales Director at Qu POS
Partner Interview
PARUSSmall CapUpserveToastOracleLightspeed CommerceGustoSwitching CostsB2B SoftwareInformation TechnologyFinancials
Jan 8, 2026

Root Inc: Carvana & Building a Scalable Partnerships Platform

Former Product Manager at Root Inc.
Partner Interview
RootUSSmall CapCarvanaBerkshire HathawayThe ProgressiveLemonadeCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsConsumer Discretionary
Jan 8, 2026

Vinted & European Second-Hand Goods Market

Former Executive at Tradera
Partner Interview
VintedEtsyeBayPoshmarkNetwork EffectsMarketplaces & PlatformsConsumer Discretionary
Jan 8, 2026

Kinsale Capital Group: In-House Software & Underwritting Automation

Former Software Developer at Kinsale Capital
Partner Interview
Kinsale Capital GroupUSMid CapMarkelW R Berkley CorpChubbRyan Specialty GroupProcess PowerInsurers & FinancialsFinancials
Jan 8, 2026

TSMC: Customer Contract Economics, Capacity & Yield

Former Senior Executive at Qualcomm
Partner Interview
TSMCTWMega CapIntelMicron TechnologyNVIDIAASMLSamsung ElectronicsGLOBALFOUNDRIESUMC, Inc.Switching CostsProcess PowerMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryIndustrials
Jan 8, 2026

Johnson Controls International: Culture & HVAC Competitive Landscape

Former Executive at Johnson Controls International
Partner Interview
Johnson Controls InternationalIELarge CapTrane TechnologiesCarrier GlobalDaikin IndustriesLennox InternationalWatscoB2B MiddlemenIndustrials
Jan 7, 2026

Credit Acceptance, Carvana, and U.S. Subprime Auto: Ancillary Product Economics, Advances, and Dealer Incentives

US Auto F&I Advisor
IP Interview
Credit AcceptanceUSMid CapCarMaxCarvanaLithia MotorsAmerican Credit AcceptanceCapital One FinancialCounter PositioningCornered ResourceProcess PowerLow Cost OperatorsVertically Integrated RetailerInsurers & FinancialsConsumer DiscretionaryFinancials