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December 9, 2024

Danaher: DBS Office Operational Strategy

Former Director at Danaher DBS Office
IP Interview
DanaherVeraltoEnvistaSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareIndustrials
December 9, 2024

Vitrolife: Genetic Testing Lab Operations

Former Senior Scientific Executive at Igenomix
IP Interview
VitrolifeIlluminaThermo Fisher ScientificThe Cooper CompaniesSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseHealth Care
December 9, 2024

Luxury Gray Market: Italy to China Product Flow

Export Manager at Italian Multi-Brand Boutique
IP Interview
LVMHKeringCettireFarfetchMonclerBrunello CucinelliBrand EquityUnique IP & BrandsConsumer Discretionary
December 9, 2024

Reply: International Expansion & Family Ownership

Former Partner at Reply
Partner Interview
ReplyAccentureB2B MiddlemenInformation Technology
December 9, 2024

Becton Dickinson: Leadership Style & Organic Growth

Former Senior Executive at Becton Dickinson
Partner Interview
Becton Dickinson andWest Pharmaceutical ServicesMedtronicJohnson & JohnsonStevanato GroupStrykerHealth Care
December 6, 2024

Eurocell: Recycling Costs & Economics

Former Recycling Executive at Eurocell PLC
Partner Interview
EurocellTravis PerkinsWickesIndustrialsConsumer Discretionary
December 6, 2024

GXO Logistics: Culture Post-XPO Spin-Off, TAM & Value-Added Services

Former Vice President at GXO Logistics
IP Interview
GXO LogisticsDHLFedExDSVKuehne Nagel InternationalPhysical Infra & NetworksIndustrials
December 5, 2024

Carvana: Culture & Execution

Former Associate Director of Engineering at Carvana
Partner Interview
CarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Weekly update
December 5, 2024

FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi

ChromalloyRolexFTAI AviationDiDiLVMHVeraltoAvon ProtectionWayfairGeneral ElectricCarvanaMelrose IndustriesAlly FinancialReplyOverstock
December 5, 2024

Chromalloy, FTAI, and CFM-56 PMA Parts

Former Senior Executive at Chromalloy
IP Interview
FTAI AviationGeneral ElectricSafranHEICOChromalloyJet Parts EngineeringTransDigm GroupScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
December 4, 2024

Eurocell: Culture & Sales Structure

Former Senior Executive at Eurocell PLC
Partner Interview
EurocellTravis PerkinsWickesIndustrialsConsumer Discretionary
December 4, 2024

Veralto: Videojet Pharma Coding Solutions

Former Pharma director at Videojet
IP Interview
VeraltoDoverHitachiIndustrials
December 4, 2024

The Luxury Watches Grey Market & Asian Imports

Former Luxury Watches Distributor & Cartier Executive
IP Interview
RichemontLVMHThe SwatchWatches of Switzerland GroupRolexBrand EquityUnique IP & BrandsConsumer Discretionary
December 3, 2024

DiDi: LATAM Ridesharing Market Opportunity

Former Executive at DiDI Global
Partner Interview
DiDiUberLyftGrabNetwork EffectsMarketplaces & PlatformsIndustrials
December 3, 2024

Avon Technologies PLC: M50 Military Mask & Aftermarket

Former Director at Avon Protection
IP Interview
Avon Protection3MMSA SafetyCadreIndustrials
December 3, 2024

Wayfair: Drayage Process & Economics

Former Associate Director at Wayfair
IP Interview
WayfairAmazonArhausWilliams-SonomaRestoration HardwareThe Home DepotWalmartTargetWestwingBeyondOverstockCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryConsumer Staples
December 2, 2024

LGI Homes: Building In Sets & Process-Based Culture

Former Senior Executive at BluePac Energy
Partner Interview
LGI HomesMeritage HomesD.R. HortonLennarCornered ResourceConsumer Discretionary
December 2, 2024

Melrose Industries: GKN Aerospace Engine MRO

Former Senior Executive at GKN Aerospace
Partner Interview
Melrose IndustriesGeneral ElectricRolls-RoyceMTU Aero EnginesFTAI AviationProcess PowerScale EconomiesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsIndustrials
December 2, 2024

Hermès: Culture & Customer Profile

Former Retail Development Executive at Hermès
Partner Interview
HermèsLVMHRichemontBrunello CucinelliBrand EquityUnique IP & BrandsConsumer Discretionary
December 2, 2024

Reply: Internal Competition & Incentive Structure

Former Partner at Reply
Partner Interview
ReplyInformation Technology