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Found 1000+ results in 5ms
July 9, 2025

Paycom: Integration, AI Strategy & Competitive Positioning

Former VP at Paycom
Partner Interview
Paycom SoftwarePaylocityPaycor HCMADPPaychexWorkdaySwitching CostsB2B SoftwareIndustrialsInformation Technology
July 8, 2025

ESCO Technologies: SM&P Acquisition

Former Executive at Ultra Maritime
Partner Interview
ESCOHEICOTransDigm GroupHoneywellRTXSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsInformation Technology
July 8, 2025

Airbus: Supply Chain Bottlenecks

Former Director at Airbus
Partner Interview
AirbusThe BoeingPrecision CastpartsHowmet AerospaceMelrose IndustriesGeneral ElectricSafranProcess PowerSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseIndustrialsFinancials
July 8, 2025

Epson: AstroNova & On Demand Color Printing

Former Product Manager at Epson
Partner Interview
Seiko EpsonAstroNovaInformation Technology
July 8, 2025

Wise Platform: Mandiri Bank Case Study

Current Director at Mandiri Bank
Partner Interview
WiseRevolutWestern UnionRemitly GlobalVisaPT Bank Mandiri PerseroNetwork EffectsFinancialsInformation Technology
July 8, 2025

QXO & US Building Product Distribution: Local Share Advantages and New-Build vs. Remodel Dynamics

Former VP at Power Home Remodeling
IP Interview
QXOBuilders FirstSourceCertainTeedPower Home RemodelingThe Home DepotScale EconomiesB2B MiddlemenSerial AcquirerInformation TechnologyIndustrialsConsumer Discretionary
July 8, 2025

FTAI Aviation: APAC Module Swap Model, MRO Partnerships & LEAP Outlook

Maintenance Director of a Large Asian Airline
Partner Interview
FTAI AviationGeneral ElectricSafranCFM InternationalMTU Aero EnginesScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
July 8, 2025

TSMC: Photonics, Packaging, and Chinese Foundry Competition

Former VP at Micron Technology
Partner Interview
Micron TechnologyTSMCTaiwan Semiconductor Co., Ltd.Samsung ElectronicsIntelNVIDIAAppleBroadcomASMLSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer Discretionary
July 8, 2025

Roper Technologies: CentralReach Acquisition

Former VP at CentralReach
Partner Interview
RoperConstellation SoftwareSwitching CostsSerial AcquirerB2B SoftwareIndustrialsInformation Technology
July 8, 2025

The Trade Desk: Competitive Moats, DSP Landscape & CTV Trends

Former Director at The Trade Desk, Inc.
Partner Interview
The Trade DeskGoogleAlphabetAmazonStackAdaptMetaByteDanceNetflixNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Weekly update
July 8, 2025

GE Aerospace, COMAC, & Engine Aftermarket, ISRG Threat from Instrument Remanufacturing

General ElectricSafranIntuitive Surgical
July 7, 2025

PAR Technology: POS Disruption & Owning the Consumer Relationship

Former VP at PAR Technology
Partner Interview
PARNCR Voyix CorporationToastOloSodexoOracleSwitching CostsB2B SoftwareInformation TechnologyFinancialsIndustrialsConsumer Discretionary
July 7, 2025

Fairfax Holdings: Equity Investments Allocation Comparison

Former Senior Executive at Markel Insurance
IP Interview
Berkshire HathawayW. R. BerkleyChubbFairfax FinancialMoodysS&P GlobalMarkelProcess PowerInsurers & FinancialsSerial AcquirerFinancials
July 7, 2025

Intuitive Surgical: Instrument Remanufacturing Competition

Medical Device Repair Company CEO
IP Interview
Intuitive SurgicalMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed BaseHealth Care
July 7, 2025

Texas Roadhouse: Culture as a Moat

Former VP at Texas Roadhouse
Partner Interview
Texas RoadhouseBloomin' BrandsDarden RestaurantsConsumer Discretionary
July 6, 2025

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 PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
July 5, 2025

GE Aerospace vs Howmet & PCC: HPT Issues & Bargaining Power

Former Chief Engineer at GE Aerospace
IP Interview
Berkshire HathawayHowmet AerospaceGeneral ElectricSafranChromalloyFTAI AviationSwitching CostsProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerMission Critical Products & ServicesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsFinancialsIndustrials
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