Operator: I've done a lot of work in the insurance space, looking at GEICO and other big players. I'm interested in how they handle strategic partnerships, especially in niche areas of insurance. I'd like to hear about your background. I know you spent a lot of time at American Modern. I'm curious about where you spent most of your time, what you enjoyed, and some of the bigger projects you worked on?

Former Senior Vice President at American Modern Insurance Group

Hagerty / GEICO: Collector Vehicles Insurance Partnership

In Practise: I'm particularly interested in learning more about how airlines purchase components and parts through the distribution channel. To kick off, I'd love a very brief introduction to your role at Aviall and how you ended up there.

Former Product Line Manager at Aviall, Boeing Distribution Services

Boeing, Aviall, & Aero Component Distribution

In Practise: I'm particularly interested in your experience in new product development, the culture around building new products, how you've seen the brand evolve during your time, and how we might see it evolve from here. Especially considering the recent Molson Coors deal. I'd love to learn more about you. A good place to start would be a brief introduction to how and when you joined Fever-Tree.

Former Innovation Manager at Fever Tree

Fever-Tree: Product Development & Innovation Culture

Operator: A great way to start might be for you to spend a couple of minutes walking me through your background as it relates to lockers and InPost, and we can go from there.

Former Director at Inpost

Inpost: Orlen Competition & Allegro Dependency

Operator: I'm trying to round out my knowledge and understand more about Memjet and print head technology. I want to learn about Memjet's business and how it fits into the ecosystem. Could you walk me through your roles at Memjet, particularly and how you interacted with key customers like Afinia and AstroNova?

Former Senior Director at Memjet

AstroNova: Memjet Transition & Printhead Diversification

Operator: I am a generalist focused on global technology, not a specialist in the gambling space. I've been trying to get smarter about it, with a focus on the three main players, Entain, Flutter and Lottomatica. Italy comes up as a very interesting space, and I'd like to try to get a better understanding of the Italian gaming market, and Lottomatica in particular. Could you start by giving me an overview of your background?

Former VP at Lottomatica

Lottomatica: Italy’s Omnichannel Gaming Market

In Practise: We'll see. Just to start with, I noticed you were at Kaman, which was acquired by Motion. I was wondering whether you are more familiar with certain parts of the Motion portfolio or if you are more focused on, say, power transmission or any specific areas

Current Director at Motion Industries

RBC Bearings: Dodge’s Distribution Strategy

Operator: I've been thinking about InPost, the goal today is to talk a bit about your background, your work with InPost, and the industry. Could you spend a couple of minutes walking me through your background as it relates to InPost and parcel lockers, and then we can go from there?

Former Sales Director at Inpost

InPost’s European Expansion Strategy

Operator: We've been doing some work on Watches of Switzerland Group from an investment perspective. We're generalists, not experts in the watch industry, but we've done a good amount of research. We thought we'd reach out to you to better understand how the bigger brands work with wholesalers, how that's evolved over history, and where that's going. We'd also like your thoughts on the current market conditions. Before we get into all that, could you walk us through your background?

Former VP at Cartier

Watches of Switzerland: Cartier’s Distribution Strategy

In Practise: Maybe a good place to start would be with a brief description of your role and your background. We can dive into more details later.

Former RCM Executive at TruBridge

TruBridge: RCM Services & Switching Costs

Operator: To start off, maybe just walk us through your background in the energy drink industry from your time at Rockstar to maybe more of a leadership role at Celsius.

Former Account Manager at Celsius

Celsius: Driving Exposure & Shelf-Space

H1 2025 - Most Viewed Interviews & IP Research

In Practise: I've been looking at Intuitive Surgical for quite a while, as well as Surgical Science. I'm interested in the remanufacturing parts and the potential threat to Intuitive. I've done some work on it and am curious about your perspective. I'd like to keep in touch and discuss more about simulation training and its direction over time. I've been looking at Surgical Science for a couple of years and think it's interesting to revisit now. Their stock price hasn't done much, and they're launching the DV5 with simulation in it, which is potentially interesting.

Former VP Clinical Sales at Intuitive Surgical

Intuitive Surgical: Protection Against Remanufacturing

Operator: Just to declare an interest at the outset, I'm a shareholder in Computer Modelling Group. As part of this research, I'm trying to get a better understanding of their products and how they hold up against competitors like Schlumberger. More generally, I'm interested in the importance of simulation and modeling in reservoir engineering. So maybe to start, we could delve into your background a little. I know you have over 15 years in oil and gas, and you've used both Schlumberger's products and Computer Modelling Group's products. I'll be really interested to hear what you say about that once we get into it. But maybe, yes, start with your background in oil and gas and your journey from Schlumberger to the present.

Reservoir Engineer at O&G Company

Computer Modelling Group: Schlumberger Competition & Customer Perspective

Operator: We are interested in knowing more about Wise's competitive strengths and weaknesses and Wise's positioning in general. That's why we are digging into Currencycloud and other competitors to see how good Wise is or their future prospects.

Currencycloud Co-Founder

Wise Platform: Currencycloud Competition

Operator: It would be interesting to understand your main responsibilities while working at The Trade Desk.

Former Director of Client Services at The Trade Desk

The Trade Desk: Platform Scale, Agency Tensions & Identity Strategy

Operator: It would be good to understand your history in the industry and how you came to Allot. We can go from there.

Former Executive at Allot

Allot: Pivoting from DPI to Network-Based Security-as-a-Service

Operator: I want to learn more about the E.L.F. supply chain in detail. It's especially relevant these days with the tariffs, but even without that, I would have been curious to talk to you about how they operate, how things have evolved over time, and so on. Before we dive into those specific questions, I'd love to hear more about your background, your career, and your time at E.L.F. Could you walk me through that?

Former Director of Product Development at e.l.f. Beauty

E.L.F. Beauty: Product Innovation & Distribution

Operator: I've been learning about the European discount airline industry, focusing on Wizz Air. Obviously, you can't learn about Wizz Air without learning about Ryanair and the whole space. Could walk me through your background as it relates to the airline industry.

Former Route Development Manager at Ryanair

Ryanair vs Wizz Air Competition

Operator: A great starting point would be for you to walk me through your background as it relates to Sartorius and bioprocessing.

Former R&D Director at Sartorius

Sartorius: First-Mover Advantage & Competitive Moat

Anonymous

Amazon.com Inc

Google

Danaher Corporation

Constellation Software Inc

HEICO Corporation

Microsoft Corporation

TransDigm Group Incorporated

Wayfair Inc

Carvana Co

Tesla Inc

LVMH Moët Hennessy - Louis Vuitton, Société Européenne

Airbus SE

Safran SA

General Electric Company

Spotify Technology S.A.

Lifco

Uber Technologies Inc

Halma plc

CarMax Inc

Fevertree Drinks PLC

ADPMa

Retailers that own supply, distribution, or delivery assets to provide a differentiated customer experience.

Vertically Integrated Retailer

2 or 3-sided marketplaces or platforms that aim to achieve network effects.

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Physical Infra & Networks

Companies that aim to use regular accretive M&A of typically smaller companies as a cornerstone of strategy.

Serial Acquirer

SaaS and on-premise software with a focus on vertical market offerings.

B2B Software

Companies selling mission-critical components or services with low-cost- high-benefit, high switching costs, and embedded in customer workflows.


Mission Critical Products & Services

Companies with trademark, copyright, or patented IP or consumer brands with heritage and pricing power.

Unique IP & Brands

Manufacturers with an installed base of product that typically generates consumable, maintenance or other recurring revenue.


OEMs w/ Installed Base

A company designed to be the lowest cost provider in the market


Low Cost Operators

Insurance, reinsurance, and all categories of specialty finance, asset managers, etc.

Insurers & Financials

One-stop shops within a fragmented supply and customer base.

B2B Middlemen

B2C and B2B auctions and classifieds platforms.

Auctions & Classifieds

Firms that license trademarks to third-party operators.

Franchisors

High financial cost and time of customers switching to a competitor. Includes productivity loss from downtime, changing routine, and retraining staff.

Switching Costs

Value of the product increases as the user or customer base increases.

Network Effects

Per unit cost declines as units produced increase. Scale economies also include procurement scale and distribution network density.

Scale Economies

Operational and learning process that drives higher quality products and / or lower prices vs competitors.


Process Power

Loyalty and trust drives higher pricing power.

Brand Equity

Entrant has a superior business model (lower costs and / or ability to charge higher prices given the higher product value) that incumbents cannot replicate without significant cannibalisation of existing business.

Counter Positioning

Preferential access to a unique resource that drives value such as management, technology, patents, property, etc.

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