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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
October 23, 2025

Kaspi: Temu Threat & China-KZ Logistics

Executive at KazPost
Partner Interview
Joint Stock Company Kaspi.kzOzonPDD HoldingsHalyk Bank of KazakhstanAmazonCounter PositioningScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryFinancials
October 23, 2025

Wise: Competition, B2B & Stablecoins

Currencycloud Co-Founder
Partner Interview
WiseRemitly GlobalVisaMastercardWestern UnionRevolutScale EconomiesCounter PositioningSwitching CostsNetwork EffectsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation Technology
October 23, 2025

North American Railroads: Autonomous Trucking Threats & Economics

Former VP at the Canadian National Railway Company
Partner Interview
BNSF RailwayBerkshire HathawayCPKCUnion PacificCanadian National RailwayScale EconomiesInsurers & FinancialsSerial AcquirerPhysical Infra & NetworksFinancialsIndustrials
October 22, 2025

Hayward & US Pool Market: Distribution Shifts, Seasonality & Emerging Competitors

Former Sales Manager at Hayward Holdings
Partner Interview
HaywardLathamPoolFluidraB2B MiddlemenIndustrialsConsumer Discretionary
October 21, 2025

Hemnet: Pricing Strategy Evolution

Former Commercial Director at Hemnet
Partner Interview
HemnetSchibstedRightmoveZooplaREA GroupScout24 SENetwork EffectsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryReal Estate
October 21, 2025

GXO Logistics & DHL Supply Chain: CEO Transition, Automation Bottlenecks, and M&A Playbook

Former VP, Life Sciences & Healthcare at DHL Supply Chain
IP Interview
DHLGXO LogisticsUnited Parcel ServiceFedExManhattan AssociatesBlue YonderSap SeOracleSwitching CostsPhysical Infra & NetworksB2B SoftwareIndustrialsInformation Technology
October 21, 2025

Bio-Rad Laboratories: Competitive Differentiators

Former VP at Bio-Rad Laboratories
Partner Interview
Bio-Rad LaboratoriesThermo Fisher ScientificLaboratory of AmericaRocheSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseHealth Care
October 19, 2025

Booking Holdings: OTA Model & Agentic AI

Former VP at Booking Holdings
Partner Interview
Booking HoldingsExpediaMakeMyTripGoogleAmadeus ITTripAdvisoreDreams ODIGEOTrip.com GroupNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
October 19, 2025

Booking Holdings: AI Efficiency Gains & Culture

Former VP at Booking Holdings
Partner Interview
Booking HoldingsExpediaMakeMyTripGoogleAmadeus ITTripAdvisoreDreams ODIGEOTrip.com GroupNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
October 19, 2025

FTAI: Module Swap Process

Former Sr. Vice President, Aircraft Leasing / Marketing at FTAI Aviation
Partner Interview
FTAI AviationHEICOTransDigm GroupMTU Aero EnginesEmbraerAerCapThe BoeingAirbusGeneral ElectricScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesSerial AcquirerInsurers & FinancialsOEMs w/ Installed BaseIndustrials
October 19, 2025

Gartner: Exec-Tier Value, AI Flanker & Renewal Dynamics

Former VP of Sales at Gartner
Partner Interview
GartnerForrester ResearchInformation TechnologyIndustrials
October 19, 2025

Carma & Australia Used Cars: Dealer Constraints & Supply Bottleneck

Former Vice President at Toyota Finance Australia
Partner Interview
ToyotaCarvanaCarMaxAUTO1CarmaCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
October 19, 2025

Hemnet: Product Strategy

Former Director at Hemnet
Partner Interview
HemnetSchibstedRightmoveZooplaREA GroupScout24 SENetwork EffectsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryReal Estate
October 19, 2025

Nitori Holdings: Japan’s Furniture Market & Ikea Competition

Former Sales Manager at Ikea
Partner Interview
Nitori Holdings Co., Ltd.Inter IKEAMujiWayfairCounter PositioningVertically Integrated RetailerConsumer Discretionary
October 17, 2025

Thryv: SMB Data Advantage & Keap-Driven Expansion

Former EVP at Vendasta
Partner Interview
ThryvYextHubSpotSalesforceMicrosoftGoogleIntuitOracleGoDaddySwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation Technology