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Found 1000+ results in 4ms
Today at 12:27

Global-E: Competitive Intensity & Market Share Shifts

Former VP as ESW
Partner Interview
GlobalE OnlineShopifySwitching CostsB2B SoftwareConsumer DiscretionaryInformation Technology
Today at 12:07

Shift4: Processing-Led Expansion, Proprietary POS Stickiness and Global M&A

Former V.P. of Sales at Shift4
Partner Interview
Shift4 PaymentsIngenicoAdyenPayPalPARNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Today at 12:07

Cellebrite: Pathfinder Product Origins

Former Executive at Cellebrite
IP Interview
Cellebrite DINuixInternational Business MachinesThoma BravoMagnet ForensicsPalantirInformation Technology
October 28, 2025

Bloomsbury Publishing: Academic Publishing & Digital Resources

Former Assistant Marketing Manager at Bloomsbury Publishing
Partner Interview
Bloomsbury PublishingLouis Hachette Group SASpringer Nature AG & Co. KGaA IJohn Wiley & SonsScholasticCommunication Services
October 28, 2025

InPost: Yodel’s Acquisition and the UK Out-of-Home Market

Former Director at Yodel
Partner Interview
InPostRoyal MailAmazonDHLUnited Parcel ServiceAllegroScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerIndustrialsConsumer Discretionary
October 28, 2025

Bruker: Platform Structure, Moats and Challenges

Former VP at Bruker
Partner Interview
BrukerDanaherThermo Fisher ScientificAgilentWatersRevvity, Inc.ShimadzuJEOL Ltd.Oxford InstrumentsCarl Zeiss MeditecSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareInformation Technology
October 28, 2025

GXO: WMS Standardization, SG&A Leverage and Launch Execution

Former Senior Executive at GXO Logistics
Partner Interview
GXO LogisticsDHLFedExBlue YonderManhattan AssociatesPrologisPhysical Infra & NetworksIndustrialsInformation TechnologyReal Estate
October 28, 2025

FTAI Aviation: Vertical Integration Gains & PMA

Former Director at Korry Electronics
Partner Interview
FTAI AviationSafranGeneral ElectricTransDigm GroupHEICOChromalloyScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
October 27, 2025

Wayfair: Multichannel Monetization & Competitive Positioning

Former Senior Operations Executive at Wayfair
IP Interview
WayfairAmazonWilliams-SonomaThe Home DepotWalmartTargetArhaushome24WestwingCounter PositioningScale EconomiesNetwork EffectsSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryConsumer Staples
October 27, 2025

Ashtead Technology: Operating Model, Vessel Relationships, and the Subsea Equipment Rental Value Chain

Former Account Manager at Halliburton
IP Interview
Ashtead TechnologyHalliburtonSubsea 7FugroTechnipFMCTeledyneSaipemEnergyIndustrialsInformation Technology
October 27, 2025

InPost: Packeta’s Economics & Alza Insourcing Dynamics

Current Director at Packetta Group
Partner Interview
InPostAllegroPhysical Infra & NetworksIndustrialsConsumer Discretionary
October 27, 2025

Vend Marketplaces: Blocket’s Mobility Evolution

Former Director at Blocket Mobility
Partner Interview
Vend Marketplaces ASASchibsted ASABaltic Classifieds GroupAUTO1Auto Trader GroupCommunication ServicesConsumer Discretionary
October 26, 2025

Chipotle: Unit Expansion and People Development

Former VP at Chipotle
Partner Interview
ChipotleCAVARestaurant Brands InternationalMcDonald's CorpPanera BreadSweetgreenYum! BrandsShake ShackDarden RestaurantsConsumer DiscretionaryInformation Technology
October 26, 2025

Allegro: Smart Unit Economics & Inpost Relationship

Former Director at Allegro
Partner Interview
AllegroInPostAmazonScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrials
October 26, 2025

TSMC: Hybrid Bonding & Advanced Packaging Adoption and Bottlenecks

Former Executive at Qualcomm
Partner Interview
Taiwan Semiconductor Manufacturing Company LimitedNVIDIAAdvanced Micro DevicesASMLSamsung ElectronicsAppleQualcommSK hynixBE Semiconductor IndustriesTSMCSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer Discretionary
October 26, 2025

Shift4: M&A-Led Global Expansion

Former SVP at Shift4
Partner Interview
Shift4 PaymentsIngenicoWorldlineGlobal Blue Group Holding LtdFiservAdyenVisaMastercardAmerican ExpressStripeWorldpayNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
October 26, 2025

Cava: Marketing & New Store Growth Opportunity

Former SVP, Digital at Cava
Partner Interview
ChipotleCAVARestaurant Brands InternationalMcDonald's CorpPanera BreadSweetgreenYum! BrandsShake ShackDarden RestaurantsConsumer DiscretionaryInformation Technology
October 26, 2025

Carma & Australian Used Car Market: Dealer Finance Penetration & Sourcing Challenges

Former Executive at Dealer Motor Finance Australia
Partner Interview
ToyotaCarmaCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
October 24, 2025

Cava: Differentiation and Scaling Strategy

Former Director at Cava
Partner Interview
ChipotleCAVASweetgreenWingstopDarden RestaurantsRestaurant Brands InternationalYum! BrandsMcDonald's CorpShake ShackFranchisorsConsumer DiscretionaryInformation Technology
Weekly update
October 24, 2025

New Product: IP Management Reference Checks

Constellation Software