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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 PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
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
June 30, 2025

Wingstop: Franchise Development Principles

Former Senior Executive at Wingstop
Partner Interview
WingstopRestaurant Brands InternationalMcDonald's CorpDutch BrosYum! BrandsDarden RestaurantsThe Cheesecake FactoryShake ShackCAVAFranchisorsConsumer Discretionary
June 26, 2025

QXO & US Building Product Distribution: A Manufacturer's Perspective

Former Sales Manager at CertainTeed
IP Interview
QXOBuilders FirstSourceCertainTeedThe Home DepotGMSRexelD.R. HortonLGI HomesMeritage HomesLennarOwens CorningScale EconomiesCornered ResourceB2B MiddlemenSerial AcquirerInformation TechnologyIndustrialsConsumer Discretionary
June 26, 2025

Sartorius: Building Customer Lock-In Across the Biotech Lifecycle

Former Account Management Executive at Sartorius Stedim Biotech
Partner Interview
Sartorius Stedim BiotechDanaherThermo Fisher ScientificBioNTech SELonza GroupNovartisSanofiSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
June 26, 2025

TSMC: Dominance in Leading-Edge Nodes

Former Senior Sourcing Manager at Apple
Partner Interview
TSMCTaiwan SemiconductorAppleIntelNVIDIAQualcommSamsung ElectronicsASMLSwitching CostsBrand EquityMarketplaces & PlatformsInformation TechnologyConsumer Discretionary
June 25, 2025

Nubank: High-Income Product Strategy

Former Executive at Nubank
Partner Interview
NuMercadoLibreCapital One FinancialFinancialsConsumer Discretionary