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Moats

Business Models

Dec 3, 2025

FTAI Aviation: Competitive Advantage & Opportunities

Former Engineering Director, FTAI Aviation
Partner Interview
FTAI AviationUSLarge CapAARMTU Aero EnginesSafranGeneral ElectricStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Dec 3, 2025

StubHub: IPO & Secondary Online Ticketing Market

Former IR & Strategic Finance Director at StubHub
Partner Interview
Vivid SeatsUSSmall CapLive Nation EntertainmentLiberty MediaCommunication Services
Dec 3, 2025

Besi & Hybrid Bonding’s Path to Scale: From Yield Bottlenecks to 2026–2030 Adoption

Former Director of Assembly at Intel
Partner Interview
BE Semiconductor IndustriesNLLarge CapTSMCTaiwan Semiconductor Manufacturing Company LimitedAdvanced Micro DevicesNVIDIAAppleSamsung ElectronicsMicron TechnologyIntelSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer Discretionary
Dec 3, 2025

Murphy USA: Management & Culture

Former District Manager at Murphy USA
Partner Interview
Murphy USAUSMid CapAlimentation Couche-TardCasey's General StoresSerial AcquirerVertically Integrated RetailerConsumer DiscretionaryConsumer Staples
Dec 3, 2025

Paymentus: PMS Lock-In, Admin Fees, and Payments Commoditization

Former Technology Leader at a Paymentus Customer
Partner Interview
PaymentusUSMid CapRealPageYardiAppFolioCushman WakefieldSwitching CostsB2B SoftwareFinancialsInformation TechnologyHealth CareReal Estate
Dec 3, 2025

Miller Industries: Advantages Over Competitors & Current Market Weakness

COO at Guardian Fleet Services
Partner Interview
Miller IndustriesUSSmall CapOshkoshNRC IndustriesLandollIndustrialsConsumer Discretionary
Dec 2, 2025

StubHub: Competition, Pricing & GenAI

Former Strategic Finance Director at StubHub
Partner Interview
Vivid SeatsUSSmall CapLive Nation EntertainmentLiberty MediaCommunication Services
Weekly update
Dec 2, 2025

Low Cost Operators: Aldi, Costco, Amazon, Carvana, Ryanair, Wise

Dec 1, 2025

Research Solutions: Products Overview & Market Dynamics

Former Chief Product Officer at Research Solutions
Partner Interview
Research SolutionsUSSmall CapClarivateRELXInformation TechnologyIndustrials
Dec 1, 2025

Root Inc: Growth Outside the DTC Channel

Former Director of State Management at Root Inc.
Partner Interview
RootUSSmall CapCarvanaThe ProgressiveBerkshire HathawayLemonadeTeslaCounter PositioningScale EconomiesBrand EquityProcess PowerVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary
Dec 1, 2025

Mercado Libre: Logistics Network Automation & Operating Leverage

Former Operations Director at Mercado Libre
Partner Interview
MercadoLibreUYLarge CapAmazonShopeeSeaMagazine LuizaAmericanasScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication Services
Dec 1, 2025

DHL Supply Chain: From Regional Operations to Global Discipline

Former Global Strategy Senior Program Manager at DHL Supply Chain
IP Interview
DHLDELarge CapGXO LogisticsFedExUnited Parcel ServiceKuehne Nagel InternationalPhysical Infra & NetworksIndustrials
Dec 1, 2025

Allegro: Logistics Expansion & Inpost Reliance

Former Logistics Manager at Allegro
Partner Interview
AllegroLUMid CapInPostShopeeAmazonScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation Technology
Dec 1, 2025

SoftwareONE: Microsoft Relationship & Business Model Strategy

Former Senior Executive at SoftwareONE
Partner Interview
SoftwareONECHSmall CapMicrosoftBechtleSwitching CostsPhysical Infra & NetworksB2B MiddlemenInformation Technology
Dec 1, 2025

Richemont: Van Cleef & Arpels Growth, Middle East & Alhambra

Former Executive at Van Cleef & Arpels
Partner Interview
RichemontCHLarge CapLVMHKeringBrand EquityUnique IP & BrandsConsumer Discretionary
IP Research Resource
Dec 1, 2025

Raspberry Pi: Anatomy & Design of Single-Board Computers

IP Company Learning Journey
Raspberry PiGBSmall CapNVIDIAQualcommTSMCTaiwan Semiconductor Manufacturing Company LimitedNetwork EffectsSwitching CostsProcess PowerMission Critical Products & ServicesInformation Technology
Nov 30, 2025

Waymo: Autonomous Vehicle Rollout Strategy

Former Director at Waymo
IP Interview
WaymoUberLyftTeslaMobileye GlobalWayveMotionalGoogleNetwork EffectsBrand EquityProcess PowerMarketplaces & PlatformsPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer DiscretionaryCommunication Services
Nov 30, 2025

Research Solutions: AI Impact on Research Workflows & RELX's Scopus

Former VP of Product Management at Elsevier
Partner Interview
Research SolutionsUSSmall CapRELXClarivateInformation TechnologyIndustrials
Nov 30, 2025

AWS and Amazon Bedrock: AI Growth Strategy

Former Generative AI Director at Amazon Web Services
Partner Interview
AmazonUSMega CapMicrosoftGoogleOracleNVIDIAOpenAIBroadcomScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication Services
Nov 30, 2025

Monday.com: Culture & Market Adoption

Former Director at Monday.com
Partner Interview
mondaycomILMid CapGitLabSalesforceHubSpotSwitching CostsB2B SoftwareInformation Technology