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Solventum: Solventum: Post-Spinoff State, Underinvested Tech & AI-driven Disruption Risk.
Jul 24, 2026
Partner Interview
Solventum•US•Large Cap3MJohnson & JohnsonMedtronicCardinal HealthJul 24, 2026
Solventum: Portfolio Strategy, M&A, & Right to Win
Jul 18, 2026
Partner Interview
Solventum•US•Large Cap3MJul 18, 2026
Sartorius: Upstream Bioprocessing Market Dominance
Aug 18, 2025
Partner Interview
Sartorius Stedim Biotech•FR•Large CapDanaherGE AerospacePall CorporationMerckThermo Fisher Scientific3MRepligenLonza GroupRocheSwitching CostsMission Critical Products & ServicesAug 18, 2025
GVS: RPB Abrasive Blasting Respirators & Regulatory Approval
Mar 31, 2025
Mar 31, 2025
Avon Technologies PLC: M50 Military Mask & Aftermarket
Dec 3, 2024
Dec 3, 2024
Weekly update
Amazon Robotics, CVNA Operations, ISRG, FIVE, Burford, HEI, Wayfair, XPEL, Yelp,
Oct 24, 2023
Amazon•US•Mega CapXPELFive BelowYelpCarvanaWayfairOverstockIntuitive SurgicalCarMaxMedtronicHEICO3MSwitching CostsVertically Integrated Retailer
Oct 24, 2023
XPEL: Architectural Film Opportunity
Oct 23, 2023
Oct 23, 2023
XPEL: An Installer's Perspective
Oct 16, 2023
Oct 16, 2023
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