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Found 1000+ results in 7ms
1 Companies selected
Business Models
Moats
GICS
Found 1000+ results in 7ms
July 7, 2025
PAR Technology: POS Disruption & Owning the Consumer Relationship
Former VP at PAR Technology
Partner Interview
PAR
NCR Voyix Corporation
Toast
Olo
Sodexo
Oracle
Switching Costs
B2B Software
Information Technology
Financials
Industrials
Consumer Discretionary
Show 22 industries
July 7, 2025
Fairfax Holdings: Equity Investments Allocation Comparison
Former Senior Executive at Markel Insurance
IP Interview
Berkshire Hathaway
W. R. Berkley
Chubb
Fairfax Financial
Moodys
S&P Global
Markel
Process Power
Insurers & Financials
Serial Acquirer
Financials
Show 10 industries
July 7, 2025
Intuitive Surgical: Instrument Remanufacturing Competition
Medical Device Repair Company CEO
IP Interview
Intuitive Surgical
Medtronic
Johnson & Johnson
Switching Costs
OEMs w/ Installed Base
Health Care
Show 8 industries
July 7, 2025
Texas Roadhouse: Culture as a Moat
Former VP at Texas Roadhouse
Partner Interview
Texas Roadhouse
Bloomin' Brands
Darden Restaurants
Consumer Discretionary
Show 4 industries
July 6, 2025
Bruker: Mass Spectrometry & Thermo Fisher Competition
Former Director at Bruker
Partner Interview
Bruker
Thermo Fisher Scientific
Waters
Agilent
Shimadzu
Danaher
Switching Costs
Mission Critical Products & Services
OEMs w/ Installed Base
Serial Acquirer
Health Care
Information Technology
Show 14 industries
July 5, 2025
GE Aerospace: CFM56 vs LEAP and COMAC Disruption Risk
Former Chief Engineer at GE Aerospace
IP Interview
General Electric
Safran
FTAI Aviation
MTU Aero Engines
Standard Aero
Process Power
Switching Costs
Scale Economies
OEMs w/ Installed Base
Mission Critical Products & Services
Physical Infra & Networks
Low Cost Operators
Industrials
Show 7 industries
July 5, 2025
GE Aerospace vs Howmet & PCC: HPT Issues & Bargaining Power
Former Chief Engineer at GE Aerospace
IP Interview
Berkshire Hathaway
Howmet Aerospace
General Electric
Safran
Chromalloy
FTAI Aviation
Switching Costs
Process Power
Scale Economies
Insurers & Financials
Serial Acquirer
Mission Critical Products & Services
OEMs w/ Installed Base
Physical Infra & Networks
Low Cost Operators
Financials
Industrials
Show 16 industries
July 4, 2025
Deere & Company: Equipment utilization & Sugar Cane Economics
Current Director at King Ranch Farms
IP Interview
Deere & Company
CNH Industrial
AGCO
Mahindra Mahindra
JCB
Industrials
Consumer Discretionary
Show 8 industries
July 3, 2025
Synopsys: AI’s Intelligence Layer & EDA Moat Disruption
Former SVP at Synopsys
Partner Interview
Synopsys
Cadence Design Systems
NVIDIA
Apple
Google
Alphabet
Siemens
Intel
Advanced Micro Devices
Meta
Samsung Electronics
TSMC
Taiwan Semiconductor Co., Ltd.
Broadcom
ANSYS
Switching Costs
Brand Equity
Network Effects
Marketplaces & Platforms
Physical Infra & Networks
Information Technology
Consumer Discretionary
Communication Services
Industrials
Show 25 industries
July 3, 2025
Capital One & Discover Financial Services: Strategic Migration, Global Acceptance Challenges & Tokenization Innovation
Former VP at Discover Financial Services
Partner Interview
Capital One Financial
Discover Financial Services
Visa
Mastercard
Apple
Network Effects
Switching Costs
Brand Equity
Marketplaces & Platforms
Financials
Consumer Discretionary
Information Technology
Show 13 industries
July 3, 2025
NVR: Land Acquisition Model & Corporate Culture
Former Land Acquisition Manager at NVR
Partner Interview
NVR
Meritage Homes
LGI Homes
Lennar
D.R. Horton
Taylor Morrison Home
Cornered Resource
Consumer Discretionary
Show 4 industries
July 1, 2025
Halma Safety: Advanced Panels & Installer Mindshare
Former Director at Advanced Electronics - a Halma company
IP Interview
Halma
Honeywell
Hochiki Corp
Johnson Controls International
Switching Costs
Serial Acquirer
Industrials
Information Technology
Show 12 industries
July 1, 2025
Hemnet: Booli’s Differentiation & Incentives
Former Hemnet Managing Director
Partner Interview
Hemnet
Schibsted
Rightmove
Zoopla
REA Group
Scout24
Network Effects
Auctions & Classifieds
Communication Services
Consumer Discretionary
Industrials
Show 14 industries
July 1, 2025
Ultra Low-Cost & Full-Service Carriers: Ground Handling Operations
Former Director at Swissport International
IP Interview
Swissport International AG
Ryanair Holdings plc
easyjet
Wizz Air
Aena S.M.E., S.A.
Aéroports de Paris
Air France-KLM
American Airlines
Delta Air Lines
Deutsche Lufthansa
Low Cost Operators
Industrials
Show 6 industries
July 1, 2025
Coloplast: Ostomy Competitive & Market Dynamics
Former Ostomy Executive at ConvaTec
Partner Interview
Coloplast
ConvaTec Group
Abbott Laboratories
Johnson & Johnson
Smith & Nephew plc
Health Care
Show 8 industries
July 1, 2025
The Trade Desk: Expanding Market Share Through UID, OpenPath, and Direct Advertiser Strategy
Former Director at The Trade Desk, Inc.
Partner Interview
The Trade Desk
Amazon
Google
Alphabet
PubMatic
Magnite
Publicis Groupe
Network Effects
Scale Economies
Switching Costs
Marketplaces & Platforms
Vertically Integrated Retailer
Physical Infra & Networks
Information Technology
Communication Services
Consumer Discretionary
Show 15 industries
July 1, 2025
TruBridge: CPSI History, EHR Software & RCM Services
Former Executive at TruBridge
IP Interview
TruBridge
Oracle
Omda Anonim irket
Constellation Software
Topicus
Lumine Group
UnitedHealth Group Inc
Change Healthcare
Switching Costs
B2B Software
Serial Acquirer
Health Care
Information Technology
Show 11 industries
July 1, 2025
Celsius, PepsiCo, Monster & Coca-Cola Distribution Relationships
Former Executive at PepsiCo
Partner Interview
Celsius
Monster Beverage
The CocaCola
PepsiCo
Fevertree Drinks
Molson Coors Beverage
Brand Equity
Unique IP & Brands
Consumer Staples
Show 6 industries
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
Show 14 industries
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
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