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Found 1000+ results in 7ms
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
July 3, 2025

NVR: Land Acquisition Model & Corporate Culture

Former Land Acquisition Manager at NVR
Partner Interview
NVRMeritage HomesLGI HomesLennarD.R. HortonTaylor Morrison HomeCornered ResourceConsumer Discretionary
July 1, 2025

Halma Safety: Advanced Panels & Installer Mindshare

Former Director at Advanced Electronics - a Halma company
IP Interview
HalmaHoneywellHochiki CorpJohnson Controls InternationalSwitching CostsSerial AcquirerIndustrialsInformation Technology
July 1, 2025

Hemnet: Booli’s Differentiation & Incentives

Former Hemnet Managing Director
Partner Interview
HemnetSchibstedRightmoveZooplaREA GroupScout24Network EffectsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryIndustrials
July 1, 2025

Ultra Low-Cost & Full-Service Carriers: Ground Handling Operations

Former Director at Swissport International
IP Interview
Swissport International AGRyanair Holdings plceasyjetWizz AirAena S.M.E., S.A.Aéroports de ParisAir France-KLMAmerican AirlinesDelta Air LinesDeutsche LufthansaLow Cost OperatorsIndustrials
July 1, 2025

Coloplast: Ostomy Competitive & Market Dynamics

Former Ostomy Executive at ConvaTec
Partner Interview
ColoplastConvaTec GroupAbbott LaboratoriesJohnson & JohnsonSmith & Nephew plcHealth Care
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 DeskAmazonGoogleAlphabetPubMaticMagnitePublicis GroupeNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
July 1, 2025

TruBridge: CPSI History, EHR Software & RCM Services

Former Executive at TruBridge
IP Interview
TruBridgeOracleOmda Anonim irketConstellation SoftwareTopicusLumine GroupUnitedHealth Group IncChange HealthcareSwitching CostsB2B SoftwareSerial AcquirerHealth CareInformation Technology
July 1, 2025

Celsius, PepsiCo, Monster & Coca-Cola Distribution Relationships

Former Executive at PepsiCo
Partner Interview
CelsiusMonster BeverageThe CocaColaPepsiCoFevertree DrinksMolson Coors BeverageBrand EquityUnique IP & BrandsConsumer Staples
June 30, 2025

Airbus: Aircraft Contracts, Discounts & Penalties

Former VP at Airbus
Partner Interview
AirbusThe BoeingGeneral ElectricSafranDelta Air LinesAerCapAir LeaseProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsIndustrials
June 30, 2025

Wise: Platform & Banking as a Service

Former Account Manager at Wise
Partner Interview
WiseRevolutWestern UnionRemitly GlobalVisaNuNetwork EffectsFinancialsInformation Technology