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Found 1000+ results in 3ms
1 Companies selected
Business Models
Moats
GICS
Found 1000+ results in 3ms
May 20, 2025
Amazon: 3P Sellers Advertising Growth & Tariff Impact
Former Ads Success Manager at Amazon
Partner Interview
Amazon
Walmart
Meta
Google
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
Marketplaces & Platforms
Consumer Discretionary
Consumer Staples
Communication Services
Show 11 industries
May 20, 2025
HBO, Paramount, Comcast: Balancing FAST, Subscriptions, and Content Licensing Amidst CTV Shift
Former Head of Sales at FreeWheel
Partner Interview
The Trade Desk
Publicis Groupe
Comcast
Warner Bros. Discovery
Paramount Global
Walt Disney
Netflix
Google
Alphabet
Amazon
Network Effects
Brand Equity
Counter Positioning
Scale Economies
Switching Costs
Marketplaces & Platforms
Unique IP & Brands
Physical Infra & Networks
Vertically Integrated Retailer
Communication Services
Consumer Discretionary
Show 13 industries
May 20, 2025
Hemnet: Boneo’s Challenger Model & Pre-Market Listings
Current Boneo CEO
Partner Interview
Hemnet
Schibsted
Rightmove
Zoopla
REA Group
Scout24
Network Effects
Auctions & Classifieds
Communication Services
Show 6 industries
May 19, 2025
Kneat: Computer System Validation Customer Perspective
IT Compliance Manager at Medical Device Company
IP Interview
Kneatcom
Veeva
IQVIA
Switching Costs
B2B Software
Health Care
Show 7 industries
May 19, 2025
ServiceNow: Agent Productivity & Moveworks Acquisition
ServiceNow MSP at BizSprints
Partner Interview
ServiceNow
Atlassian
Salesforce
Workday
Freshworks
Switching Costs
B2B Software
Information Technology
Show 5 industries
May 19, 2025
Sectra: Cloud Economics
Former Senior Executive at Sectra
Partner Interview
SECTRA
Pro Medicus
Health Care
Show 4 industries
May 19, 2025
Moody's: Analytics Product Offering & Customer Perspective
Head of KYC Operations at Digital Bank
Partner Interview
Moodys
RELX
S&P Global
Thomson Reuters
Financials
Industrials
Show 8 industries
May 18, 2025
Rollins: M&A Playbook
Former VP at Rollins
Partner Interview
Rollins
Rentokil Initial
Industrials
Show 4 industries
May 18, 2025
Thryv Holdings: Driving ARPU Growth Through Cross-Selling
Former Sales Director at Thryv Holdings
Partner Interview
Thryv
HubSpot
Salesforce
Block
Switching Costs
B2B Software
Communication Services
Information Technology
Financials
Show 11 industries
May 16, 2025
AppFolio: History, IGSB, & Company Culture
Former SVP at AppFolio
Partner Interview
AppFolio
RealPage
Switching Costs
B2B Software
Information Technology
Show 4 industries
May 15, 2025
Coupang: South Korean E-Commerce Selection & Pricing
Former Vice President at Coupang
Partner Interview
Coupang
NAVER
Amazon
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
Consumer Discretionary
Communication Services
Show 7 industries
May 15, 2025
Wayfair: Evolution of Home Delivery Operations
Former Manager at Wayfair
IP Interview
Wayfair
Williams-Sonoma
Arhaus
Amazon
Restoration Hardware
home24
Westwing
Inter IKEA
Counter Positioning
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
Consumer Discretionary
Show 5 industries
May 15, 2025
Texas Roadhouse: Store Unit Economics
Former Managing Partner at Texas Roadhoue
Partner Interview
Texas Roadhouse
Bloomin' Brands
Darden Restaurants
Consumer Discretionary
Show 4 industries
May 15, 2025
NVR: Sales Strategy & Culture
Former Sales Manager at Ryan Homes
Partner Interview
NVR
D.R. Horton
Lennar
PulteGroup
KB Home
Cornered Resource
Consumer Discretionary
Show 4 industries
Weekly update
May 14, 2025
ASML & TSMC, Amazon Ads, BNSF vs Union Pacific, Nubank, DHR, Farfetch vs Cettire, QXO
Amazon
TSMC
Farfetch
ASML
Cettire
Google
Danaher
Richemont
Coupang
NVIDIA
LVMH
May 14, 2025
EXP Realty: Real Estate Agent Operations & Economics
Former President at eXp Realty
Partner Interview
Zillow
Redfin
CoStar Group
eXp World
RE/MAX
Compass
Opendoor
Auctions & Classifieds
Real Estate
Show 1 industries
May 13, 2025
Danaher Supply Chain Structure & Potential Tariff-Related Risks
Former Supply Chain Leader at Danaher Corporation
Partner Interview
Danaher
Thermo Fisher Scientific
Switching Costs
OEMs w/ Installed Base
Mission Critical Products & Services
Serial Acquirer
Health Care
Show 4 industries
May 13, 2025
Union Pacific, BNSF, & Class I US Railroads Competition
Former VP at Union Pacific Railroad
Partner Interview
Berkshire Hathaway
Union Pacific
Canadian National Railway
Insurers & Financials
Serial Acquirer
Physical Infra & Networks
Financials
Industrials
Show 8 industries
IP Research Resource
May 13, 2025
Farfetch vs Cettire: Luxury Fashion Marketplaces
IP Research Resource
Farfetch
Coupang
Cettire
LVMH
Kering
Moncler
Richemont
Brand Equity
Unique IP & Brands
Consumer Discretionary
Show 8 industries
May 13, 2025
Nubank: Data-Driven Underwriting
Former Credit Director at Nubank
Partner Interview
Nu
MercadoLibre
Capital One Financial
Financials
Consumer Discretionary
Show 10 industries
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