Explore our Weekly Updates.

The most interesting insights from last week's interviews.

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Weekly update
September 12, 2024

Perimeter Solutions vs Fortress, FTAI, Intuitive Surgical, Capital One, TerraVest, Bonesupport, TDG, Ryerson, Dynatrace

BONESUPPORTFTAI AviationRyersonDynatraceTransDigm GroupSplunkPerimeter Solutions
Weekly update
September 4, 2024

FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB

TeslaFTAI AviationToyotaGreen Landscaping GroupMongoDBTopicusConstellation SoftwareIntuitive SurgicalComputer ModellingSchlumbergerMedtronicTransDigm GroupOracle
Weekly update
August 28, 2024

FTAI & Chromalloy CFM56 HPT PMA, Ferrari EVs, HWDN France, CMG, BLDR, Smartsheet, Palo Alto, Macfarlane

FTAI AviationChromalloyFerrariMicrosoftMacfarlaneSmartsheetAtlassianZscalerSchlumbergerHowden JoineryComputer ModellingBuilders FirstSourcePregis
Weekly update
August 21, 2024

Perimeter Solutions, ZYN, Computer Modelling Group, MTU Aero, FTAI, RTX, Loar, PM, LX, Becle, Macfarlane, Auto Partner

LoarBecleMacfarlaneFTAI AviationComputer ModellingLouisiana-PacificRTXTransDigm GroupPhilip Morris International
Weekly update
August 14, 2024

Intuitive Surgical, Danaher, FTAI & AAR, Carvana, LGI, Smartsheet, LPX, MongoDB, Flutter, Idun, Lifco

LifcoMongoDBDanaherHalmaFTAI AviationCarvanaSmartsheetLennarIdun IndustrierIntuitive SurgicalMedtronicGeneral ElectricPineconeLouisiana-Pacific
Weekly update
August 7, 2024

Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping

DatabricksCarrierProcoreLoarWencorFTAI AviationHEICOGreen Landscaping GroupSnowflakeMongoDBWatscoDanaherGeneral ElectricSafranTransDigm Group
Weekly update
August 2, 2024

Top 20 Free In Practise Interviews

WayfairGoogleAldiFerrariDanaherLyftGFL EnvironmentalThe GymAmazonDatadogLifcoSDI GroupCopartUpworkTransDigm GroupTeslaBurford Capital
Weekly update
July 31, 2024

Lifco vs Halma, Danaher, Eurofins, Waters Corp, PM & BAT, Wayfair vs AMZN, Ocado, MongoDB

AgilentLifcoWayfairHalmaDanaherWatersMongoDBAmazonPhilip Morris International
Weekly update
July 24, 2024

Carrier vs Trane HVAC, Roper, O'Reilly, Ryan Specialty, Midwich, Privia, MongoDB, Cogent

CarrierRoperAT&TMongoDBWatscoRyan Specialty GroupTeslaLifcoDaikinConstellation SoftwareBoseAutoZoneDanaherDiploma
Weekly update
July 17, 2024

Halma, Rolex & WOSG, RH, Roper, Belron, Ocado, Daily Journal, Idox, Cogent

RolexIDOXHalmaRoperGEICOLifcoTeslaAT&TWatches of Switzerland GroupBelron
Weekly update
July 16, 2024

Organizing our Library: Industries, Moats, & Business Models

Weekly update
July 10, 2024

Topicus, Lithia, Roper, Cogent, Air Products / Linde, Volution, MKL, Belron, Ashtead, BrightSpring

TopicusRoperMarkelAutoNationGeneral MotorsLindeTesla
Weekly update
July 4, 2024

Markel Re, Addtech, Tesla Repairs, Idox, Air Products, Belron, Informa, UnitedHealth

AddtechTeslaIDOXMarkelLifcoToyotaInformaThe AllstateTechTargetAnthemHalmaLindeUnitedHealth
Weekly update
June 26, 2024

TSLA, Brown & Brown, Rolex & Watches of Switzerland, DJCO, Belron, VEEV, bioMérieux, Dynatrace, TechTarget

TeslaTechTargetDynatraceVeevaDatadogIQVIABrown & BrownWatches of Switzerland GroupAutoZoneOReilly AutomotiveDaily JournalInforma
Weekly update
June 20, 2024

ADSK vs Procore, FTAI & CFM56 MRO, Belron, Topicus, Eurofins, Cogent, UnitedHealth, Ametek, Pets at Home

AutodeskTopicusProcoreFTAI AviationAMETEKAT&TUnitedHealthPets at HomeChromalloyDanaherEurofins ScientificSYNLAB
Weekly update
June 13, 2024

Lifco vs Halma, LKQ, Brown & Brown, Procore, ALGN, Agilon, MONRO, PETS, MNDY

LifcoLKQHalmaPets at HomeProcoreMonroAlign TechnologymondaycomAtlassianDanaherConstellation SoftwareBrown & Brown
Weekly update
June 10, 2024

IP Research Roundup: Transdigm, Loar, HEICO, FTAI

TransDigm GroupHEICOLoarTopicusSatairHoneywellAirbusSafranConstellation Software
Weekly update
June 5, 2024

Tesla Insurance, Topicus, HWDN France, O'Reilly, UnitedHealth, TechTarget, Dynatrace, CCOI, Brockhaus, Alpha Group

GartnerTeslaTopicusAT&TTechTargetDynatraceInformaHowden JoineryZayo Group HoldingsThe ProgressiveMicrosoftCogent CommunicationsCenturyLinkBosch
Weekly update
May 31, 2024

LOAR, O'Reilly, IQVIA vs VEEVA, ELV, UNH, Markel & Kinsale, Rightmove, Medpace

LoarVeevaZooplaIQVIAMarkelSalesforceRightmoveMedpaceUnitedHealthAetnaFoxtonsTransDigm GroupHoneywellMeggittElevance Health
Weekly update
May 23, 2024

AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng

LoarMarkelAppFolioHalmaAMETEKPDD HoldingsByteDanceJD.comJobRadHoneywellAlibabaAmazonShopifyHEICOAirbusShimano