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1 Companies selected
Business Models
Moats
GICS
Found 1000+ results in 5ms
July 3, 2025
Synopsys: AI’s Intelligence Layer & EDA Moat Disruption
Former SVP at Synopsys
Partner Interview
Synopsys
Cadence Design Systems
NVIDIA
Apple
Google
Alphabet
Siemens
Intel
Advanced Micro Devices
Meta
Samsung Electronics
TSMC
Taiwan Semiconductor Co., Ltd.
Broadcom
ANSYS
Switching Costs
Brand Equity
Network Effects
Marketplaces & Platforms
Physical Infra & Networks
Information Technology
Consumer Discretionary
Communication Services
Industrials
Show 25 industries
July 3, 2025
Capital One & Discover Financial Services: Strategic Migration, Global Acceptance Challenges & Tokenization Innovation
Former VP at Discover Financial Services
Partner Interview
Capital One Financial
Discover Financial Services
Visa
Mastercard
Apple
Network Effects
Switching Costs
Brand Equity
Marketplaces & Platforms
Financials
Consumer Discretionary
Information Technology
Show 13 industries
July 3, 2025
NVR: Land Acquisition Model & Corporate Culture
Former Land Acquisition Manager at NVR
Partner Interview
NVR
Meritage Homes
LGI Homes
Lennar
D.R. Horton
Taylor Morrison Home
Cornered Resource
Consumer Discretionary
Show 4 industries
July 1, 2025
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
Show 12 industries
July 1, 2025
Hemnet: Booli’s Differentiation & Incentives
Former Hemnet Managing Director
Partner Interview
Hemnet
Schibsted
Rightmove
Zoopla
REA Group
Scout24
Network Effects
Auctions & Classifieds
Communication Services
Consumer Discretionary
Industrials
Show 14 industries
July 1, 2025
Ultra Low-Cost & Full-Service Carriers: Ground Handling Operations
Former Director at Swissport International
IP Interview
Swissport International AG
Ryanair Holdings plc
easyjet
Wizz Air
Aena S.M.E., S.A.
Aéroports de Paris
Air France-KLM
American Airlines
Delta Air Lines
Deutsche Lufthansa
Low Cost Operators
Industrials
Show 6 industries
July 1, 2025
Coloplast: Ostomy Competitive & Market Dynamics
Former Ostomy Executive at ConvaTec
Partner Interview
Coloplast
ConvaTec Group
Abbott Laboratories
Johnson & Johnson
Smith & Nephew plc
Health Care
Show 8 industries
July 1, 2025
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
Scale Economies
Switching Costs
Marketplaces & Platforms
Vertically Integrated Retailer
Physical Infra & Networks
Information Technology
Communication Services
Consumer Discretionary
Show 15 industries
July 1, 2025
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
Show 11 industries
July 1, 2025
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
Consumer Staples
Show 6 industries
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
Industrials
Show 14 industries
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
Financials
Information Technology
Show 15 industries
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
Franchisors
Consumer Discretionary
Show 4 industries
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
Scale Economies
Cornered Resource
B2B Middlemen
Serial Acquirer
Information Technology
Industrials
Consumer Discretionary
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
Mission Critical Products & Services
Serial Acquirer
Health Care
Show 12 industries
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
Brand Equity
Marketplaces & Platforms
Information Technology
Consumer Discretionary
Show 12 industries
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
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