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Feb 10, 2026

Murphy USA: Fuel Distribution, Tobacco Promotions & The Low-Cost Operating Model

Former District Manager at Murphy USA
Partner Interview
Murphy USAUSMid CapAlimentation Couche-TardCasey's General StoresSerial AcquirerVertically Integrated RetailerConsumer DiscretionaryConsumer Staples
Feb 10, 2026

Mastercard: Culture, Leadership & The Ajay Banga Transformation

Former Senior Vice President at Mastercard
Partner Interview
VisaUSMega CapMastercardNetwork EffectsFinancials
Feb 10, 2026

Monolithic Power Systems: DrMOS Innovation, AI Data Center Power & 30%+ Server Share

Former Global Account Manager at Monolithic Power Systems
Partner Interview
Monolithic Power SystemsUSLarge CapInfineonTexas InstrumentsAnalog DevicesInformation Technology
Feb 10, 2026

Birkenstock: US Wholesale Strategy, Distribution & Channel Allocation

Former Chief Operating Officer at Bikenstock
Partner Interview
BirkenstockGBMid CapCrocsConsumer Discretionary
Feb 10, 2026

Rightmove: AI Strategy & Mortgage Economics

Former Executive at Rightmove
Partner Interview
RightmoveGBMid CapZooplaNetwork EffectsAuctions & ClassifiedsCommunication ServicesConsumer Discretionary
Feb 10, 2026

MedCap & Abilia: Assistive Tech Business Model & 90% Gross Margins

Former CFO of Abilia, MedCap
Partner Interview
MedCapSEMid CapAppleGoogleBrand EquitySwitching CostsNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksHealth CareFinancialsConsumer DiscretionaryInformation TechnologyCommunication Services
Feb 10, 2026

Raspberry Pi: Ecosystem Partner's Perspective

Raspberry Pi Distributor
Partner Interview
Raspberry PiGBSmall CapASUSNVIDIANetwork EffectsSwitching CostsProcess PowerMission Critical Products & ServicesInformation Technology
Feb 9, 2026

Roblox: Advertising Strategy, Monetization Challenges & Revenue Potential

Former Head of Product at Roblox
Partner Interview
RobloxUSLarge CapUnity SoftwareCommunication ServicesInformation Technology
Feb 9, 2026

KLA Corporation: Process Control Intensity, Fab Ramp Dynamics & Competitive Positioning

Former General Manager at KLA
Partner Interview
KLAUSMega CapLam ResearchApplied MaterialsCamtekASM InternationalInformation Technology
Feb 9, 2026

Boston Beer: Distributor Strategy & Twisted Tea Success

Former Senior Director at The Boston Beer Company
Partner Interview
Boston Beer CompanyUSMid CapMolson Coors BeverageAnheuser-Busch InBev SA/NVHeinekenConstellation BrandsConsumer Staples
Feb 9, 2026

EliseAI: Property Management AI Adoption & ROI

Vice President at Lantower Residential
Partner Interview
AppFolioUSMid CapEliseAIDoorLoopYardiSwitching CostsB2B SoftwareInformation TechnologyHealth Care
Feb 9, 2026

Dynatrace: Davis AI, Competitive Moat & Enterprise Win Rates

Former Director at Dynatrace
Partner Interview
DynatraceUSLarge CapSplunkDatadogNew RelicSwitching CostsB2B SoftwareInformation Technology
Feb 9, 2026

Tracsis: TRACS Enterprise Economics & UK Rail Complexity

Former Senior Executive at Tracsis
IP Icon
IP Interview
TracsisGBSmall CapIVU Traffic TechnologiesInformation Technology
Feb 9, 2026

CoStar Group: Homes.com Investment Strategy & Residential Market Entry

Former VP at CoStar Group
Partner Interview
Costar Group Co., Ltd.CNMid CapZillowNetwork EffectsAuctions & ClassifiedsInformation TechnologyCommunication ServicesReal Estate
Feb 9, 2026

CDW Corporation: AI Impact on VAR Business Model & Disintermediation Risk

Former SVP, Commercial Business at CDW
Partner Interview
CDWUSLarge CapSHI InternationalMicrosoftCiscoDellSwitching CostsPhysical Infra & NetworksInformation TechnologyMaterials
Feb 9, 2026

America's Car-Mart: Centralization Strategy, Store Closures & Turnaround Plan

Former Parts Account Manager at Americas Car-Mart
Partner Interview
Americas CarMartUSSmall CapCarvanaDriveTimeCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Feb 9, 2026

Pinewood DMS: Replacing Keyloop for 360-Degree Customer Data

Director at Lookers
Partner Interview
Pinewood TechnologiesGBSmall CapLithia MotorsCDK GlobalSwitching CostsB2B SoftwareConsumer DiscretionaryInformation Technology
Feb 9, 2026

Franklin Covey Co: AI Impact & Business Model Transition

Former Managing Director at Franklin Covey
Partner Interview
Franklin CoveyUSSmall CapKorn FerrySkillsoftIndustrialsConsumer Discretionary
Feb 9, 2026

Accelerant Holdings Business Model & Strategy

Former Accelerant Executive
Partner Interview
Accelerant HoldingsKYMid CapKinsale Capital GroupMarkelChubbW. R. BerkleyProcess PowerInsurers & FinancialsFinancials
Feb 9, 2026

TransDigm: AvtechTyee, Equity Incentives & Operating as an Owner

Former President at TransDigm Subsidiary
Partner Interview
TransDigm GroupUSLarge CapHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials

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