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October 21, 2024

Ashtead Technology: Leadership History & Sources of Differentiation

Former Senior Executive at Ashtead Technology
Partner Interview
Ashtead TechnologyTechnipFMCSubsea 7FugroPrysmianReach SubseaIndustrialsEnergy
October 21, 2024

Braze: Sales Org, Consumption Model & Addressing SMB

Former Account Executive at Braze
Partner Interview
BrazeSalesforceOracleAdobeKlaviyoSwitching CostsB2B SoftwareInformation Technology
October 21, 2024

Wise vs SWIFT & Correspondent Banking

Former Market Infrastructure Executive at Swift
Partner Interview
WiseWestern UnionRemitly GlobalJPMorgan ChaseCitigroupFinancials
October 21, 2024

Metro Bank, Shawbrook and the UK Challenger Banking Market

Director of Corporate Lending at Shawbrook Bank
Partner Interview
Metro BankShawbrook BankLloyds BankingHSBCBanco SantanderBarclaysAllica BankFinancials
October 18, 2024

Boyd Gaming: Corporate Culture & Unifying the Tech Stack

Former Senior Executive at Boyd Gaming
Partner Interview
Boyd GamingAristocrat LeisureLight WonderInternational GameCaesars EntertainmentMGM Resorts InternationalFanDuelConsumer Discretionary
October 18, 2024

GXO Logistics: Conflicts with Customers & Warehouse Management System Issues

Former VP of Supply Chain Operations at GXO Logistics
IP Interview
GXO LogisticsDHLDSVKuehne Nagel InternationalFedExPhysical Infra & NetworksIndustrials
Weekly update
October 17, 2024

Fever-Tree, Waymo vs Tesla, Danaher Business System, TSLA Repair Lawsuit, Ecolab, Braze, TVK, Vitrolife, BLDR, RCL

TeslaDanaherBrazeEcolabVitrolifeFevertree DrinksOracleThe Cooper CompaniesBuilders FirstSourceTerraVest IndustriesRoyal Caribbean Cruises
Company Profile
October 17, 2024

Fever-Tree: Distribution, Spirit Partnerships, & Gross Margin

IP Research
IP ResearchFevertree DrinksQ MixersThe CocaColaBritvicBeam SuntoryDiageoBrand EquityUnique IP & BrandsConsumer Staples
October 16, 2024

Waymo vs Tesla: Perception, Behavior, & End-to-End Machine Learning

Former Senior Director at Waymo
IP Interview
TeslaGoogleAppleNVIDIABaiduGeneral MotorsAmazonProcess PowerBrand EquityNetwork EffectsSwitching CostsScale EconomiesMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication Services
October 15, 2024

Danaher: DBS Office Structure & Policy Deployment

Former Global DBS Director at Danaher
IP Interview
DanaherVeraltoEnvistaSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareIndustrials
October 14, 2024

Ecolab: Sales Org & Pricing Power

Former Senior Sales Executive at Ecolab
Partner Interview
EcolabVeolia EnvironnementDiverseyMission Critical Products & ServicesMaterialsUtilities
October 14, 2024

Braze: Shift from Legacy Marketing Cloud

Sales Executive at Customer.io
Partner Interview
BrazeSalesforceOracleAdobeSwitching CostsB2B SoftwareInformation Technology
October 14, 2024

Vitrolife: US IVF Clinic Group Operations

COO at US IVF Clinic Group
IP Interview
The Cooper CompaniesVitrolifeMerckHealth Care
October 13, 2024

Tesla: Mechanics of a Body Repair

Tesla-Certified Body Shop Owner
IP Interview
TeslaBYDRivian AutomotiveLucid MotorsProcess PowerBrand EquityConsumer Discretionary
October 13, 2024

Builders FirstSource and the US Truss Manufacturing Market

Former VP at Trussway Manufacturing
Partner Interview
Builders FirstSourceQXOLennarNVRLGI HomesMeritage HomesCornered ResourceIndustrialsConsumer Discretionary
October 13, 2024

TerraVest: Asia Manufacturing Threat

Former VP at Manchester Tank
Partner Interview
TerraVest IndustriesManchester TankQuality Steel CorporationTRIARC TANKSerial AcquirerEnergy
October 10, 2024

Royal Caribbean, Norwegian and the Luxury Cruise Market

Former Senior Director at Norwegian Cruise Line
Partner Interview
Royal Caribbean CruisesNorwegian Cruise LineCarnivalConsumer Discretionary
Weekly update
October 9, 2024

Danaher Downstream Bioprocessing, AWS vs GPUaaS, VEEV, Ecolab, Atlas Engineered, Royal Caribbean, Vitrolife, BLDR, Lifecore, Croda

Ashtead TechnologyDanaherVitrolifeVeevaEcolabSalesforceFTAI AviationGeneral ElectricNVIDIACoreWeaveIQVIABrenntagRepligenAtlas Engineered ProductsBuilders FirstSource
October 8, 2024

Ashtead Technology: Subsea Equipment Rental

Procurement Director as Major Subsea Services Provider
Partner Interview
Ashtead TechnologyTechnipFMCSubsea 7Reach SubseaFugroPrysmianIndustrialsEnergy
October 8, 2024

Ecolab: Exclusive McDonald's Customer Relationship

Former Franchise Manager at McDonalds
IP Interview
EcolabMission Critical Products & ServicesMaterials