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June 16, 2025
Williams-Sonoma: Leadership & Strategic Sourcing
Former VP of Sourcing & Product Development at Williams-Sonoma
Partner Interview
Williams-SonomaWayfairRestoration HardwareArhaushome24WestwingAmazonBed Bath & BeyondCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryJune 16, 2025
Casey’s General Stores: Store Economics & M&A
Former Director of Business Development / M&A at Casey's
Partner Interview
Casey's General StoresMurphy USAAlimentation Couche-TardSeven iViva EnergyFomento Econmico MexicanoSerial AcquirerVertically Integrated RetailerConsumer DiscretionaryConsumer StaplesEnergyJune 13, 2025
Synopsys, Cadence Design Systems: Business Model Defensibility
Former VP of R&D at Cadence Design Systems
Partner Interview
Cadence Design SystemsSynopsysANSYSMetaAppleNVIDIAASMLTaiwan SemiconductorTSMCMicrosoftAlphabetGoogleNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJune 12, 2025
Vista Equity: Value Creation Playbook
Former Value Creation Director at Vista Equity
June 11, 2025
QXO: Beacon Roofing M&A Blueprint
Former VP of Finance at Beacon Roofing
June 11, 2025
Mips: US Industrial Head Protection Market
Former VP of Sales at US PPE Distributor
Partner Interview
MipsConsumer DiscretionaryJune 11, 2025
Wise: Platform Foundations From B2C to B2B
Former Director at Wise
Partner Interview
WiseRevolutJPMorgan ChaseWestern UnionRemitly GlobalFinancialsInformation Technology
Weekly update
June 11, 2025
Deere Dealership Economics, Adobe vs Figma, Copart, Verra Mobility, Cellavision
FigmaAdobeCopartIAAHalmaDanaherThe AllstateGEICO
June 10, 2025
Constellation Software vs Private Equity Software Strategy
Former Portfolio Manager at Volaris
June 9, 2025
Verra Mobility: Government Solutions Contracts & Economics
Former Senior Sales Executive at Verra Mobility
June 9, 2025
Adobe: Figma Competition
Former Senior Executive at Figma
Partner Interview
AdobeFigmaInformation TechnologyMaterialsJune 9, 2025
Adobe: Canva’s SMB Surge
Former Product Manager at Adobe
Partner Interview
AdobeCanvaFigmaInformation TechnologyFinancialsMaterialsJune 9, 2025
Danaher: Tariffs Impact & China Supply Chain
Former Supply Chain Executive at Pall
Partner Interview
DanaherThermo Fisher ScientificRepligenSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareJune 6, 2025
Judges Scientific PLC: Geotek’s BoxScan Customer Workflow
Current Director at Tempest Minerals
IP Research Resource
June 6, 2025
CellaVision: Proprietary Hematology Equipment & Distribution
IP Research Roundup
CellaVisionDanaherSysmexSiemens HealthineersAbbott LaboratoriesShenzhen Mindray BioMedical ElectronicsSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
June 6, 2025
Judges Scientific PLC Geotek: Geologic AI Competition
Former President at GeologicAI
June 5, 2025
Wayfair vs. Williams-Sonoma: Physical Stores & Online Synergies
Former EVP at Williams-Sonoma
June 4, 2025
Ryanair vs. easyJet: Airport Development Strategy & Operating Model
Former Senior Manager at easyJet
June 4, 2025
Cimpress: Growing Digital Customer Base & Company Culture
Former VP of Growth Products at Vista
Partner Interview
CimpressShutterfly4imprintWixcomAdobeCanvaSwitching CostsMarketplaces & PlatformsB2B SoftwareIndustrialsCommunication ServicesInformation TechnologyFinancialsJune 3, 2025
Vista Equity: Due Diligence & Sales Alignment
Former Value Creation Director at Vista Equity