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May 16, 2025

AppFolio: History, IGSB, & Company Culture

Former SVP at AppFolio
Partner Interview
AppFolioRealPageSwitching CostsB2B SoftwareInformation Technology
May 15, 2025

Coupang: South Korean E-Commerce Selection & Pricing

Former Vice President at Coupang
Partner Interview
CoupangNAVERAmazonNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
May 15, 2025

Wayfair: Evolution of Home Delivery Operations

Former Manager at Wayfair
IP Interview
WayfairWilliams-SonomaArhausAmazonRestoration Hardwarehome24WestwingInter IKEACounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
May 15, 2025

Texas Roadhouse: Store Unit Economics

Former Managing Partner at Texas Roadhoue
Partner Interview
Texas RoadhouseBloomin' BrandsDarden RestaurantsConsumer Discretionary
May 15, 2025

NVR: Sales Strategy & Culture

Former Sales Manager at Ryan Homes
Partner Interview
NVRD.R. HortonLennarPulteGroupKB HomeCornered ResourceConsumer Discretionary
Weekly update
May 14, 2025

ASML & TSMC, Amazon Ads, BNSF vs Union Pacific, Nubank, DHR, Farfetch vs Cettire, QXO

AmazonTSMCFarfetchASMLCettireGoogleDanaherRichemontCoupangNVIDIALVMH
May 14, 2025

EXP Realty: Real Estate Agent Operations & Economics

Former President at eXp Realty
Partner Interview
ZillowRedfinCoStar GroupeXp WorldRE/MAXCompassOpendoorAuctions & ClassifiedsReal Estate
May 13, 2025

Danaher Supply Chain Structure & Potential Tariff-Related Risks

Former Supply Chain Leader at Danaher Corporation
Partner Interview
DanaherThermo Fisher ScientificSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
May 13, 2025

Union Pacific, BNSF, & Class I US Railroads Competition

Former VP at Union Pacific Railroad
Partner Interview
Berkshire HathawayUnion PacificCanadian National RailwayInsurers & FinancialsSerial AcquirerPhysical Infra & NetworksFinancialsIndustrials
IP Research Resource
May 13, 2025

Farfetch vs Cettire: Luxury Fashion Marketplaces

IP Research Resource
FarfetchCoupangCettireLVMHKeringMonclerRichemontBrand EquityUnique IP & BrandsConsumer Discretionary
May 13, 2025

Nubank: Data-Driven Underwriting

Former Credit Director at Nubank
Partner Interview
NuMercadoLibreCapital One FinancialFinancialsConsumer Discretionary
May 13, 2025

ASML & TSMC: Customer Relationship & Growth Outlook

Former Executive at ASML
Partner Interview
ASMLTSMCIntelSuper Micro ComputerNVIDIAInformation Technology
May 13, 2025

Amazon FBA Seller: Impact of Tariffs

Director of Amazon FBA Seller
Partner Interview
AmazonGoogleMetaAlphabetNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryCommunication Services
May 13, 2025

Richemont: Cartier Jewellery

Former Cartier High Jewellery Director
Partner Interview
RichemontLVMHKeringHermèsBrand EquityUnique IP & BrandsConsumer Discretionary
May 13, 2025

Pro Medicus: Winning the U.S. Imaging Software Market

Former Technical Director at Visage Imaging
Partner Interview
Pro MedicusSECTRAHealth Care
May 13, 2025

Kneat: Global Customer Perspective

Former C&Q Lead at Lonza
IP Interview
KneatcomVeevaIQVIASwitching CostsB2B SoftwareHealth Care
May 12, 2025

QXO, Builders FirstSource & US Building Distributors: A Home Builder's Perspective

Former Purchasing Manager at Lennar
IP Interview
Builders FirstSourceQXOBeacon Roofing SupplyLGI HomesLennarNVRD.R. HortonMeritage HomesKB HomeThe Home Depot84 LumberLowesDream Finders HomesCornered ResourceIndustrialsConsumer Discretionary
May 12, 2025

ServiceNow: Pro Plus & AI Integration

EMEA ServiceNow Consultant at Large System Integrator
Partner Interview
ServiceNowSalesforceWorkdayAtlassianSwitching CostsB2B SoftwareInformation Technology
May 12, 2025

Clarivate: IPMS & Renewals Competitive Landscape

Former Sales Director at Questel
Partner Interview
ClarivateIndustrials
May 12, 2025

Heineken: Brewery Operations, Supply Chain & Cost Structure

Former Supply Chain Executive at Heineken
Partner Interview
HeinekenAnheuser-Busch InBevMolson Coors BeverageCarlsbergBoston Beer CompanyBrand EquityScale EconomiesUnique IP & BrandsConsumer Staples