Account
Log in
Sign up
Explore
Limited Edition Book
Explore content
Executives
Join as executive
A positive experience is our priority
Executive terms of engagement
Compliance Policy
Strict MNPI compliance
Refer Executives
We offer referral bonuses
About
About us
Why we are different. Our story. Team. PR.
Compliance Policy
Strict MNPI compliance
Research Resources
Our Primary Research Resources
Partnership
For long-term investors
Frequently Asked Questions
Explore
Limited Edition Book
Login
Sign Up
Open menu
All Content
Interviews
Companies
Business Models
Moats
IP Research
Value Chains, Company Profiles, Research Analysis
IP Research Offering and Upcoming Coverage
IP Fieldwork Podcast
A lens into how we approach primary research
Weekly Updates
Newsletter with insights and analysis of the newest research
Content Index
All content by company

Explore our full content library.

Found 1000+ results in 5ms
July 8, 2025

ESCO Technologies: SM&P Acquisition

Former Executive at Ultra Maritime
Partner Interview
ESCOHEICOTransDigm GroupHoneywellRTXSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsInformation Technology
July 8, 2025

Airbus: Supply Chain Bottlenecks

Former Director at Airbus
Partner Interview
AirbusThe BoeingPrecision CastpartsHowmet AerospaceMelrose IndustriesGeneral ElectricSafranProcess PowerSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseIndustrialsFinancials
July 8, 2025

Epson: AstroNova & On Demand Color Printing

Former Product Manager at Epson
Partner Interview
Seiko EpsonAstroNovaInformation Technology
July 8, 2025

Wise Platform: Mandiri Bank Case Study

Current Director at Mandiri Bank
Partner Interview
WiseRevolutWestern UnionRemitly GlobalVisaPT Bank Mandiri PerseroNetwork EffectsFinancialsInformation Technology
July 8, 2025

QXO & US Building Product Distribution: Local Share Advantages and New-Build vs. Remodel Dynamics

Former VP at Power Home Remodeling
IP Interview
QXOBuilders FirstSourceCertainTeedPower Home RemodelingThe Home DepotScale EconomiesB2B MiddlemenSerial AcquirerInformation TechnologyIndustrialsConsumer Discretionary
July 8, 2025

FTAI Aviation: APAC Module Swap Model, MRO Partnerships & LEAP Outlook

Maintenance Director of a Large Asian Airline
Partner Interview
FTAI AviationGeneral ElectricSafranCFM InternationalMTU Aero EnginesScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
July 8, 2025

TSMC: Photonics, Packaging, and Chinese Foundry Competition

Former VP at Micron Technology
Partner Interview
Micron TechnologyTSMCTaiwan Semiconductor Co., Ltd.Samsung ElectronicsIntelNVIDIAAppleBroadcomASMLSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer Discretionary
July 8, 2025

Roper Technologies: CentralReach Acquisition

Former VP at CentralReach
Partner Interview
RoperConstellation SoftwareSwitching CostsSerial AcquirerB2B SoftwareIndustrialsInformation Technology
July 8, 2025

The Trade Desk: Competitive Moats, DSP Landscape & CTV Trends

Former Director at The Trade Desk, Inc.
Partner Interview
The Trade DeskGoogleAlphabetAmazonStackAdaptMetaByteDanceNetflixNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Weekly update
July 8, 2025

GE Aerospace, COMAC, & Engine Aftermarket, ISRG Threat from Instrument Remanufacturing

General ElectricSafranIntuitive Surgical
July 7, 2025

PAR Technology: POS Disruption & Owning the Consumer Relationship

Former VP at PAR Technology
Partner Interview
PARNCR Voyix CorporationToastOloSodexoOracleSwitching CostsB2B SoftwareInformation TechnologyFinancialsIndustrialsConsumer Discretionary
July 7, 2025

Fairfax Holdings: Equity Investments Allocation Comparison

Former Senior Executive at Markel Insurance
IP Interview
Berkshire HathawayW. R. BerkleyChubbFairfax FinancialMoodysS&P GlobalMarkelProcess PowerInsurers & FinancialsSerial AcquirerFinancials
July 7, 2025

Intuitive Surgical: Instrument Remanufacturing Competition

Medical Device Repair Company CEO
IP Interview
Intuitive SurgicalMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed BaseHealth Care
July 7, 2025

Texas Roadhouse: Culture as a Moat

Former VP at Texas Roadhouse
Partner Interview
Texas RoadhouseBloomin' BrandsDarden RestaurantsConsumer Discretionary
July 6, 2025

Bruker: Mass Spectrometry & Thermo Fisher Competition

Former Director at Bruker
Partner Interview
BrukerThermo Fisher ScientificWatersAgilentShimadzuDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth CareInformation Technology
July 5, 2025

GE Aerospace: CFM56 vs LEAP and COMAC Disruption Risk

Former Chief Engineer at GE Aerospace
IP Interview
General ElectricSafranFTAI AviationMTU Aero EnginesStandard AeroProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
July 5, 2025

GE Aerospace vs Howmet & PCC: HPT Issues & Bargaining Power

Former Chief Engineer at GE Aerospace
IP Interview
Berkshire HathawayHowmet AerospaceGeneral ElectricSafranChromalloyFTAI AviationSwitching CostsProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerMission Critical Products & ServicesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsFinancialsIndustrials
July 4, 2025

Deere & Company: Equipment utilization & Sugar Cane Economics

Current Director at King Ranch Farms
IP Interview
Deere & CompanyCNH IndustrialAGCOMahindra MahindraJCBIndustrialsConsumer Discretionary
July 3, 2025

Synopsys: AI’s Intelligence Layer & EDA Moat Disruption

Former SVP at Synopsys
Partner Interview
SynopsysCadence Design SystemsNVIDIAAppleGoogleAlphabetSiemensIntelAdvanced Micro DevicesMetaSamsung ElectronicsTSMCTaiwan Semiconductor Co., Ltd.BroadcomANSYSSwitching CostsBrand EquityNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryCommunication ServicesIndustrials
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 FinancialDiscover Financial ServicesVisaMastercardAppleNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsFinancialsConsumer DiscretionaryInformation Technology