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Found 1000+ results in 5ms
January 21, 2025

Amazon Robotics: Sparrow, Sequoia & Automation Economics

Former Head of Systems and Products at Amazon Robotics
Partner Interview
AmazonTargetWalmartPDD HoldingsThe KrogerFanucNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryConsumer StaplesIndustrials
January 21, 2025

Mettler-Toledo: Competition & Go-to-Market Strategy

Former Produc Marketing Director at Mettler-Toledo
Partner Interview
MettlerToledo InternationalSartorius Stedim BiotechThermo Fisher ScientificVeraltoSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseHealth CareIndustrials
Weekly update
January 21, 2025

Netflix Ads & The Trade Desk, AppFolio, IDEX, Westlake, Mettler-Toledo, Hermès, AVGO, Lonza, FEVR, BFIT, TKWY

AppFolioDeliverooNetflixYardiThe Trade DeskJust Eat TakeawaycomRealPage
January 21, 2025

Netflix, The Trade Desk, & Linear to CTV Advertising

Current Director at Rain The Growth Agency
IP Interview
NetflixThe Trade DeskRokuWalt DisneyParamount GlobalWarner Bros. DiscoveryAmazonCounter PositioningNetwork EffectsBrand EquityScale EconomiesSwitching CostsMarketplaces & PlatformsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer Discretionary
January 21, 2025

Broadcom: VMWare Acquisition & Cloud Transition

Former Director at VMWare
Partner Interview
BroadcomVMwareMicrosoftAmazon Web ServicesGoogleCitrix SystemsNutanixSwitching CostsNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsInformation Technology
January 21, 2025

Westlake: Subprime Auto Loans Origination Process

Former Manager of Originations at Westlake
IP Interview
Credit AcceptanceCarvanaBridgecrestDriveTimeExeter FinanceWestlake Financial ServicesCornered ResourceProcess PowerCounter PositioningInsurers & FinancialsVertically Integrated RetailerFinancialsConsumer Discretionary
January 20, 2025

CCC Intelligent Solutions vs Mitchell: Estimate Data Quality

Former Senior Director at CCC Intelligent Solutions
IP Interview
CCC Intelligent SolutionsEnlyte IncSoleraSwitching CostsNetwork EffectsB2B SoftwareInformation Technology
January 20, 2025

CellaVision: Sysmex Relationship History & Key Customer Risk

Former Senior Executive at Sysmex
IP Interview
CellaVisionBeckman CoulterDanaherSysmexSiemens HealthineersShenzhen Mindray BioMedical ElectronicsSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
January 20, 2025

Dr Lal Pathlabs: Regional Management & B2C Strategy

Former Regional Sales Manager at Dr Lal Pathlabs
Partner Interview
Dr Lal PathLabsThyrocare TechnologiesVijaya Diagnostic CentreKrsnaa DiagnosticsAspira Pathlab & Diagnostics
January 20, 2025

Ocado Swarm Robotics & The Next Frontier in Warehouse Automation

Former Robotics Director at Ocado
Partner Interview
AmazonAutoStoreOcado GroupKUKAKion GroupSymboticBerkshire GreyWalmartThe KrogerNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksOEMs w/ Installed BaseConsumer DiscretionaryIndustrialsConsumer Staples
January 20, 2025

AppFolio vs Yardi: Market Size & Strategic Positioning

Former Director at Yardi
Partner Interview
YardiAppFolioRealPageSwitching CostsB2B SoftwareInformation Technology
January 20, 2025

Lonza: CDMO Market Capacity

Current Director at AGC Biologics
Partner Interview
Lonza GroupCatalentSartorius Stedim BiotechAbbVieAvid BioservicesDanaherThermo Fisher ScientificCharles River Laboratories InternationalSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
IP Fieldwork Podcast
January 17, 2025

Fever-Tree: A Distribution Moat or Commodity?

IP Fieldwork Podcast
Fevertree DrinksBritvicDiageoPernod RicardBrand EquityUnique IP & BrandsConsumer Staples
January 15, 2025

Hermès: Beyond Fashion

Luxury industry consultant
Partner Interview
HermèsLVMHRichemontBrunello CucinelliKeringTapestryBurberryBrand EquityUnique IP & BrandsConsumer Discretionary
January 15, 2025

IDEX Corporation: Culture & the 80/20 Principle

Former VP at Idex Corporation
Partner Interview
IDEXDanaherDoverGracoSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsHealth Care
January 15, 2025

Basic Fit Spain: McFit Acquisition & Growth Opportunity

Former Senior Expansion Executive at McFit Spain
IP Interview
Planet FitnessThe GymFitness ParkBasic FitScale EconomiesLow Cost OperatorsConsumer Discretionary
January 15, 2025

Wilmington: Product Strategy & Portfolio Quality

Former Senior Technology Executive at Wilmington PLC
IP Interview
WilmingtonRELXExperianNetwork EffectsUnique IP & BrandsIndustrials
January 15, 2025

Mettler-Toledo: Pricing, Decentralization, & Vertical Integration

Former Executive at Mettler-Toledo
Partner Interview
MettlerToledo InternationalSartorius Stedim BiotechThermo Fisher ScientificSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseHealth Care
January 14, 2025

Deliveroo, Nando's Exclusivity, and UK Food Delivery

Former Director at Deliveroo PLC
IP Interview
DeliverooDelivery HeroJust Eat TakeawaycomUberDoorDashNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrials
Weekly update
January 14, 2025

Thermo Fisher vs Danaher, Amazon Fulfilment Costs, CCC vs Mitchell, IDEXX, BFIT, CVNA, Boyd