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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 Icon
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 Icon
IP Interview
Credit AcceptanceUSMid CapCarMaxCarvanaLithia MotorsAmerican Credit AcceptanceCapital One FinancialCounter PositioningCornered ResourceProcess PowerLow Cost OperatorsVertically Integrated RetailerInsurers & FinancialsConsumer DiscretionaryFinancials
Jan 7, 2026

IMCD, Azelis : Western vs Chinese Principals, Margin Mix and Switching Costs

Former Product Manager at IMCD
Partner Interview
AzelisBEMid CapIMCDBrenntag SEB2B MiddlemenMaterialsIndustrials
Jan 7, 2026

Sofina: Investment Process and Strategic Evolution

Former Senior Investment Professional at Sofina
Partner Interview
SofinaFRSmall CapExor3i GroupKKRApollo Global ManagementInsurers & FinancialsFinancialsConsumer Discretionary
Jan 7, 2026

Johnson Controls International & Tyco Merger

Former Executive at Johnson Controls International
Partner Interview
Johnson Controls InternationalIELarge CapTrane TechnologiesLennox InternationalCarrier EnterpriseWatscoB2B MiddlemenIndustrials
Jan 7, 2026

Descartes Systems: Customs Software Portfolio & Culture

Former Executive at Descartes Systems
Partner Interview
The Descartes SystemsCAMid CapKinaxisConstellation SoftwareTecsysSwitching CostsB2B SoftwareInformation Technology
Jan 7, 2026

BFF: Italian Factoring Moat

Former VP of Operations at BFF
IP Icon
IP Interview
BFF Bank Societ per AzioniITSmall CapBanca Sistema S.p.A.UniCreditFinancials
Jan 7, 2026

Wayfair: In-House Delivery for Loyalty, Outsourced LTL for Flexibility

Account Executive at Western Logistics
IP Icon
IP Interview
WayfairUSLarge CapWilliams-Sonomahome24WestwingArhausAmazonRHFedExUnited Parcel ServiceCounter PositioningScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryIndustrials
Jan 6, 2026

Trane Technologies: Business Systems, Lean Culture & Value Stream Mapping

Former Senior Engineer at Trane Technologies
Partner Interview
Trane TechnologiesIELarge CapJohnson Controls InternationalWatscoB2B MiddlemenIndustrials
Jan 6, 2026

Google: TPU & Broadcom Relationship

Former Chip Engineer at Google
Partner Interview
GoogleUSMega CapBroadcomMarvell TechnologyMicrosoftOpenAIAnthropicAmazonNVIDIAAdvanced Micro DevicesNetwork EffectsSwitching CostsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesCommunication ServicesInformation TechnologyConsumer Discretionary
Jan 6, 2026

U.S. Auto Retail M&A: Franchise Buyers, CarMax, and the Limits to Scale

US Automotive M&A advisor
IP Icon
IP Interview
CarMaxUSMid CapLithia MotorsCarvanaAsbury Automotive GroupPenske Automotive GroupAutoNationCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Jan 6, 2026

Alkami Technology: Digital Banking SaaS & Credit Union Tech Stack

Former Executive at Alkami Technology
IP Icon
IP Interview
AlkamiUSMid CapQ2Jack Henry & AssociatesFiservInformation TechnologyFinancials

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