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Today at 17:12
Halma Safety: Advanced Panels & Installer Mindshare
Former Director at Advanced Electronics - a Halma company
IP Interview
Halma
Honeywell
Hochiki Corp
Johnson Controls International
Switching Costs
Serial Acquirer
Industrials
Information Technology
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Today at 13:01
Hemnet: Booli’s Differentiation & Incentives
Former Hemnet Managing Director
Partner Interview
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Rightmove
Zoopla
REA Group
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Network Effects
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Today at 13:00
Coloplast: Ostomy Competitive & Market Dynamics
Former Ostomy Executive at ConvaTec
Partner Interview
Coloplast
ConvaTec Group
Abbott Laboratories
Johnson & Johnson
Smith & Nephew plc
Health Care
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Today at 13:00
The Trade Desk: Expanding Market Share Through UID, OpenPath, and Direct Advertiser Strategy
Former Director at The Trade Desk, Inc.
Partner Interview
The Trade Desk
Amazon
Google
Alphabet
PubMatic
Magnite
Publicis Groupe
Network Effects
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Vertically Integrated Retailer
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Today at 13:00
TruBridge: CPSI History, EHR Software & RCM Services
Former Executive at TruBridge
IP Interview
TruBridge
Oracle
Omda Anonim irket
Constellation Software
Topicus
Lumine Group
UnitedHealth Group Inc
Change Healthcare
Switching Costs
B2B Software
Serial Acquirer
Health Care
Information Technology
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Today at 13:00
Celsius, PepsiCo, Monster & Coca-Cola Distribution Relationships
Former Executive at PepsiCo
Partner Interview
Celsius
Monster Beverage
The CocaCola
PepsiCo
Fevertree Drinks
Molson Coors Beverage
Brand Equity
Unique IP & Brands
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June 30, 2025
Airbus: Aircraft Contracts, Discounts & Penalties
Former VP at Airbus
Partner Interview
Airbus
The Boeing
General Electric
Safran
Delta Air Lines
AerCap
Air Lease
Process Power
OEMs w/ Installed Base
Mission Critical Products & Services
Insurers & Financials
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June 30, 2025
Wise: Platform & Banking as a Service
Former Account Manager at Wise
Partner Interview
Wise
Revolut
Western Union
Remitly Global
Visa
Nu
Network Effects
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June 30, 2025
Wingstop: Franchise Development Principles
Former Senior Executive at Wingstop
Partner Interview
Wingstop
Restaurant Brands International
McDonald's Corp
Dutch Bros
Yum! Brands
Darden Restaurants
The Cheesecake Factory
Shake Shack
CAVA
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June 26, 2025
QXO & US Building Product Distribution: A Manufacturer's Perspective
Former Sales Manager at CertainTeed
IP Interview
QXO
Builders FirstSource
CertainTeed
The Home Depot
GMS
Rexel
D.R. Horton
LGI Homes
Meritage Homes
Lennar
Owens Corning
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Cornered Resource
B2B Middlemen
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Show 22 industries
June 26, 2025
Sartorius: Building Customer Lock-In Across the Biotech Lifecycle
Former Account Management Executive at Sartorius Stedim Biotech
Partner Interview
Sartorius Stedim Biotech
Danaher
Thermo Fisher Scientific
BioNTech SE
Lonza Group
Novartis
Sanofi
Switching Costs
OEMs w/ Installed Base
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Serial Acquirer
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June 26, 2025
TSMC: Dominance in Leading-Edge Nodes
Former Senior Sourcing Manager at Apple
Partner Interview
TSMC
Taiwan Semiconductor
Apple
Intel
NVIDIA
Qualcomm
Samsung Electronics
ASML
Switching Costs
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Marketplaces & Platforms
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June 25, 2025
Nubank: High-Income Product Strategy
Former Executive at Nubank
Partner Interview
Nu
MercadoLibre
Capital One Financial
Financials
Consumer Discretionary
Show 12 industries
June 25, 2025
Williams-Sonoma: Reverse Logistics, Last-Mile Operations & Economics
Former Product Manager – Final Mile Delivery at Williams-Sonoma
IP Interview
Wayfair
Williams-Sonoma
Restoration Hardware
Arhaus
home24
Westwing
Amazon
Bed Bath & Beyond
Counter Positioning
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
Consumer Discretionary
Show 12 industries
June 25, 2025
Somero: History & Aftermarket Monetization
Former Somero CFO
IP Interview
Somero Enterprises
Dover
OEMs w/ Installed Base
Industrials
Show 6 industries
June 25, 2025
Innoscripta SE: Meffert - Customer Case Study
Current Director at Meffert AG
Partner Interview
Innoscripta
June 25, 2025
Keyence: Product Economics & Company Culture
Former Sales Executive at Keyence
IP Interview
Keyence
Cognex
Information Technology
Show 7 industries
June 24, 2025
Secure Energy Services: Regulatory Moats, Consolidation & Pricing Power
Former Business Development Executive at Secure Energy Services
Partner Interview
Secure Waste Infrastructure
Waste Connections
Suncor Energy
GFL Environmental
Secure Energy Services
Scale Economies
Physical Infra & Networks
Industrials
Energy
Show 10 industries
June 24, 2025
Coloplast: Urology Segment & China Market
Former Director at Coloplast
Partner Interview
Coloplast
Medtronic
Smith & Nephew plc
Johnson & Johnson
ConvaTec Group
Baxter International
Health Care
Show 8 industries
June 24, 2025
CoStar: Apartments.com Monetization & Growth Limits
Former Account Executive at Apartments.Com
Partner Interview
Zillow
Redfin
CoStar Group
Opendoor
Network Effects
Auctions & Classifieds
Communication Services
Real Estate
Show 5 industries
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