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Found 1000+ results in 7ms
1 Companies selected
Business Models
Moats
GICS
Found 1000+ results in 7ms
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
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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
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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
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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
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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
June 25, 2025
Keyence: Product Economics & Company Culture
Former Sales Executive at Keyence
IP Interview
Keyence
Cognex
Information Technology
Show 7 industries
June 24, 2025
Secure Energy Services: Regulatory Moats, Consolidation & Pricing Power
Former Business Development Executive at Secure Energy Services
Partner Interview
Secure Waste Infrastructure
Waste Connections
Suncor Energy
GFL Environmental
Secure Energy Services
Scale Economies
Physical Infra & Networks
Industrials
Energy
Show 10 industries
June 24, 2025
Coloplast: Urology Segment & China Market
Former Director at Coloplast
Partner Interview
Coloplast
Medtronic
Smith & Nephew plc
Johnson & Johnson
ConvaTec Group
Baxter International
Health Care
Show 8 industries
June 24, 2025
CoStar: Apartments.com Monetization & Growth Limits
Former Account Executive at Apartments.Com
Partner Interview
Zillow
Redfin
CoStar Group
Opendoor
Network Effects
Auctions & Classifieds
Communication Services
Real Estate
Show 5 industries
June 24, 2025
Heartland Express: Operating Model & Corporate Culture
Former Director of Sales at Heartland Express
IP Interview
Heartland Express
JB Hunt Transport Services
FedEx
United Parcel Service
A.P. Moller - Maersk
KnightSwift Transportation
Schneider National
Werner Enterprises
Landstar System
XPO
Old Dominion Freight Line
Saia
Physical Infra & Networks
Industrials
Show 5 industries
June 24, 2025
Verra Mobility: Government Solutions Economics & NYDOT Contract
Former Government Solutions Executive at Verra Mobility
IP Interview
Verra Mobility Corporation
Conduent
Constellation Software
Sensys Gatso Group AB (publ)
Kapsch TrafficCom
Switching Costs
B2B Software
Industrials
Information Technology
Show 20 industries
Weekly update
June 24, 2025
Oracle's Data Moat, Wise, QXO, Sea Limited, Nubank, AENA, Rollins
Shopee
Adobe
Oracle
Figma
Rollins
Sea
MercadoLibre
Google
Amazon
Canva
June 24, 2025
PAR Technology: How Customers Select Platforms
Former Executive at a Multinational Fast Food Holding Company
Partner Interview
PAR
Restaurant Brands International
Oracle
Toast
Block
Switching Costs
B2B Software
Information Technology
Consumer Discretionary
Financials
Show 15 industries
June 23, 2025
Innoscripta SE: R&D Tax Refund Software
Former Director at Innoscripta
Partner Interview
Innoscripta
June 23, 2025
Paymentus: Unlocking Digital Wallet Adoption in Government Utility Payments
Former Sales Director at Paymentus
Partner Interview
Paymentus
Tyler Technologies
PayPal
Apple
Google
Alphabet
Amazon
Western Union
Switching Costs
Brand Equity
Network Effects
Scale Economies
B2B Software
Marketplaces & Platforms
Physical Infra & Networks
Vertically Integrated Retailer
Financials
Information Technology
Consumer Discretionary
Communication Services
Show 27 industries
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