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October 28, 2025

Bloomsbury Publishing: Academic Publishing & Digital Resources

Former Assistant Marketing Manager at Bloomsbury Publishing
Partner Interview
Bloomsbury PublishingLouis Hachette Group SASpringer Nature AG & Co. KGaA IJohn Wiley & SonsScholasticCommunication Services
October 28, 2025

InPost: Yodel’s Acquisition and the UK Out-of-Home Market

Former Director at Yodel
Partner Interview
InPostRoyal MailAmazonDHLUnited Parcel ServiceAllegroScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerIndustrialsConsumer Discretionary
October 28, 2025

Bruker: Platform Structure, Moats and Challenges

Former VP at Bruker
Partner Interview
BrukerDanaherThermo Fisher ScientificAgilentWatersRevvity, Inc.ShimadzuJEOL Ltd.Oxford InstrumentsCarl Zeiss MeditecSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareInformation Technology
October 28, 2025

GXO: WMS Standardization, SG&A Leverage and Launch Execution

Former Senior Executive at GXO Logistics
Partner Interview
GXO LogisticsDHLFedExBlue YonderManhattan AssociatesPrologisPhysical Infra & NetworksIndustrialsInformation TechnologyReal Estate
October 28, 2025

FTAI Aviation: Vertical Integration Gains & PMA

Former Director at Korry Electronics
Partner Interview
FTAI AviationSafranGeneral ElectricTransDigm GroupHEICOChromalloyScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
October 27, 2025

Wayfair: Multichannel Monetization & Competitive Positioning

Former Senior Operations Executive at Wayfair
IP Interview
WayfairAmazonWilliams-SonomaThe Home DepotWalmartTargetArhaushome24WestwingCounter PositioningScale EconomiesNetwork EffectsSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryConsumer Staples
October 27, 2025

Ashtead Technology: Operating Model, Vessel Relationships, and the Subsea Equipment Rental Value Chain

Former Account Manager at Halliburton
IP Interview
Ashtead TechnologyHalliburtonSubsea 7FugroTechnipFMCTeledyneSaipemEnergyIndustrialsInformation Technology
October 27, 2025

InPost: Packeta’s Economics & Alza Insourcing Dynamics

Current Director at Packetta Group
Partner Interview
InPostAllegroPhysical Infra & NetworksIndustrialsConsumer Discretionary
October 27, 2025

Vend Marketplaces: Blocket’s Mobility Evolution

Former Director at Blocket Mobility
Partner Interview
Vend Marketplaces ASASchibsted ASABaltic Classifieds GroupAUTO1Auto Trader GroupCommunication ServicesConsumer Discretionary
October 26, 2025

Chipotle: Unit Expansion and People Development

Former VP at Chipotle
Partner Interview
ChipotleCAVARestaurant Brands InternationalMcDonald's CorpPanera BreadSweetgreenYum! BrandsShake ShackDarden RestaurantsConsumer DiscretionaryInformation Technology
October 26, 2025

Allegro: Smart Unit Economics & Inpost Relationship

Former Director at Allegro
Partner Interview
AllegroInPostAmazonScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrials
October 26, 2025

TSMC: Hybrid Bonding & Advanced Packaging Adoption and Bottlenecks

Former Executive at Qualcomm
Partner Interview
Taiwan Semiconductor Manufacturing Company LimitedNVIDIAAdvanced Micro DevicesASMLSamsung ElectronicsAppleQualcommSK hynixBE Semiconductor IndustriesTSMCSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer Discretionary
October 26, 2025

Shift4: M&A-Led Global Expansion

Former SVP at Shift4
Partner Interview
Shift4 PaymentsIngenicoWorldlineGlobal Blue Group Holding LtdFiservAdyenVisaMastercardAmerican ExpressStripeWorldpayNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
October 26, 2025

Cava: Marketing & New Store Growth Opportunity

Former SVP, Digital at Cava
Partner Interview
ChipotleCAVARestaurant Brands InternationalMcDonald's CorpPanera BreadSweetgreenYum! BrandsShake ShackDarden RestaurantsConsumer DiscretionaryInformation Technology
October 26, 2025

Carma & Australian Used Car Market: Dealer Finance Penetration & Sourcing Challenges

Former Executive at Dealer Motor Finance Australia
Partner Interview
ToyotaCarmaCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
October 24, 2025

Cava: Differentiation and Scaling Strategy

Former Director at Cava
Partner Interview
ChipotleCAVASweetgreenWingstopDarden RestaurantsRestaurant Brands InternationalYum! BrandsMcDonald's CorpShake ShackFranchisorsConsumer DiscretionaryInformation Technology
Weekly update
October 24, 2025

New Product: IP Management Reference Checks

Constellation Software
IP References
October 24, 2025

Mark Miller, President of Constellation Software

IP Reference Checks
Management CheckConstellation SoftwareTopicusLumine GroupSwitching CostsB2B SoftwareSerial AcquirerInformation Technology
October 23, 2025

Cellebrite: Product History & Inseyets Platform

Former Executive at Cellebrite
IP Interview
Cellebrite DISun CorporationThoma BravoMagnet ForensicsNuixPalantirInformation TechnologyConsumer Discretionary
October 23, 2025

Global-E: Competitor Perspective & Threats

Executive at Glopal
Partner Interview
GlobalE OnlineShopifySPS CommerceSwitching CostsB2B SoftwareConsumer DiscretionaryInformation Technology