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Found 1000+ results in 3ms
Nov 20, 2025

Darling Ingredients: Food Ingredients Segment Analysis

Former North America CEO at Nitta Gelatin
Partner Interview
Darling Ingredients•US•Mid CapNitta Gelatin Inc.TessenderloConsumer StaplesMaterials
Nov 20, 2025

Hemnet, Vend, & The Swedish Used Car Market

Former Director at Blocket Mobility
Partner Interview
Schibsted ASA•NO•Mid CapHemnetAUTO1CarvanaNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerCommunication ServicesConsumer Discretionary
Nov 20, 2025

US Data Center Power Supply and Demand Dynamics

Former Senior Director of Vistra Corp
Partner Interview
Constellation Energy•US•Large CapTalen EnergyVistraUtilities
Nov 20, 2025

NVIDIA Rack Architecture & Amphenol Positioning

Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
Amphenol•US•Large CapNVIDIAAdvanced Micro DevicesTE ConnectivitySwitching CostsProcess PowerMission Critical Products & ServicesInformation Technology
Nov 20, 2025

NVIDIA, Trainium, and GPUs vs Custom ASICs

Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
NVIDIA•US•Mega CapMicrosoftGoogleAdvanced Micro DevicesBroadcomAmazonOpenAISwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Nov 20, 2025

Bruker and AI Applications in Mass Spectrometry

Former Director of Bruker
Partner Interview
Bruker•US•Mid CapNVIDIADanaherSartoriusThermo Fisher ScientificSwitching CostsProcess PowerMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth CareInformation Technology
Nov 20, 2025

OppFi: Unit Economics, Bank Relationships & Business Model

Former CFO at OppFi
IP Interview
OppFi•US•Small CapCredit AcceptanceCornered ResourceProcess PowerInsurers & FinancialsIndustrialsFinancialsInformation Technology
Nov 19, 2025

Copart: Purple Wave Integration and the Primacy of Buyer Density

Former Territory Sales Manager at Purple Wave Auction
IP Interview
Copart•US•Large CapPurple WaveIAARitchie Bros AuctioneersSunbelt RentalsUnited RentalsHercNetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksSerial AcquirerIndustrialsConsumer Discretionary
Nov 19, 2025

Commercial Roofing: Carlisle & Competitive Landscape

Former EVP at Carlisle Construction Materials
Partner Interview
Carlisle Companies•US•Large CapAmrize LtdIndustrialsMaterials
Nov 19, 2025

Richemont: The Van Cleef & Arpels Brand

Former VP at Van Cleef & Arpels, Richemont
Partner Interview
Richemont•CH•Large CapLVMHKeringHermèsBrand EquityUnique IP & BrandsConsumer Discretionary
Nov 18, 2025

e.l.f. Beauty: Rhode Acquisition Rationale & Integration

Former Director of Marketing and Product Development at NARS Cosmetics
Partner Interview
e.l.f. Beauty•US•Mid CaprhodeUlta BeautySephoraRevlonShiseidoConsumer StaplesConsumer Discretionary
Nov 18, 2025

Klarna & BNPL Market: Credit Risk & Competitive Dynamics

Former Head of US Credit Risk at Klarna
Partner Interview
Klarna Group plc•GB•Large CapZipPayPalSezzleAfterpayAffirmFinancialsInformation Technology
Nov 18, 2025

The Middleby Corporation: Rational AG Strategy & Culture

Former Key Account Director at Rational AG
Partner Interview
The Middleby•US•Mid CapRATIONAL AGIllinois Tool WorksIndustrials
Nov 18, 2025

Vinted, Poshmark, & eBay: UK Second Hand Marketplaces

Former Managing Director of Poshmark
Partner Interview
Schibsted ASA•NO•Mid CapVintedeBayNetwork EffectsMarketplaces & PlatformsCommunication ServicesConsumer Discretionary
Nov 18, 2025

DCC & Butagaz: French LPG Market Trends & M&As

Former Managing Director at DCC/Butagaz
Partner Interview
DCC•IE•Mid CapEnergyIndustrials
Nov 18, 2025

Centene Corporation & US Health Insurance

Former EVP at Centene Corporation
Partner Interview
Centene•US•Large CapElevance HealthHealth Care
Nov 18, 2025

Inter Cars: Soft-Franchise Economics, Logistics Moat, and Pricing Control

Former Head of Sales at Inter Cars
IP Interview
Inter Cars•PL•Mid CapOReilly AutomotiveAdvance Auto PartsAutoZoneNAPA Auto PartsAuto PartnerScale EconomiesB2B MiddlemenConsumer Discretionary
Nov 17, 2025

TSMC: Customer Switching Costs & Mature-Node Economics

Former VP of Foundry Operations and Technology at Analog Devices
Partner Interview
TSMC•TW•Mega CapIntelAnalog DevicesSamsung SDS Co.,Ltd.NVIDIAAppleUMC, Inc.Switching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryIndustrials
Nov 17, 2025

HomeServe: UK's HVAC M&A Market

Former Acquisitions Director at HomeServe
Partner Interview
HomeServe•GBIndustrials
Nov 17, 2025

The Middleby Corporation: Organic Growth Challenges & The Role of Distributors

Former GM at Middleby
Partner Interview
The Middleby•US•Mid CapRATIONAL AGIllinois Tool WorksWelbiltIndustrials