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Found 1000+ results in 7ms
July 25, 2025

Magnite: SSP & DSP Bargaining Power

Former VP Sales at Magnite
Partner Interview
MagniteThe Trade DeskPubMaticGoogleAmazonNetflixWalt DisneyParamount GlobalWarner Bros. DiscoveryNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesInformation TechnologyConsumer Discretionary
July 25, 2025

Somero: Ligchine’s PE Strategy

Former CFO at Ligchine
IP Interview
Somero EnterprisesDoverOEMs w/ Installed BaseIndustrials
July 25, 2025

Equifax: The Work Number Data Coverage

Former Strategic Accounts Executive at The Work Number - Equifax
Partner Interview
EquifaxExperianTransUnionAutomatic Data ProcessingNetwork EffectsUnique IP & BrandsIndustrials
July 25, 2025

E.L.F. Beauty: China Supply Chains, Margins, and Global Growth

Former Associate VP at e.l.f. Beauty
Partner Interview
e.l.f. BeautyUlta BeautyTargetWalmartWalgreens Boots AllianceSephoraL'OréalBrand EquityUnique IP & BrandsConsumer StaplesConsumer DiscretionaryHealth Care
July 25, 2025

Flutter Entertainment, Fanduel: From DFS to Sports Betting

Former VP at Fanduel
Partner Interview
Flutter EntertainmentDraftKingsEntainSky Betting & GamingBet365Consumer Discretionary
July 25, 2025

Wise Platform: Raiffeisen Bank Case Study

Current Payments Director at Raiffeisen Bank International
Partner Interview
WiseRevolutWestern UnionRemitly GlobalVisaHSBCJPMorgan ChaseMastercardRaiffeisen Bank InternationalNetwork EffectsFinancialsInformation Technology
July 25, 2025

Equifax: The Work Number Pricing Pressure & Consumer-Permissioned Data

Former Enterprise Sales Director at Equifax Verification Services
Partner Interview
EquifaxExperianTransUnionAutomatic Data ProcessingNetwork EffectsUnique IP & BrandsIndustrials
July 25, 2025

Allot: Scaling Network-Based Cybersecurity Through Telecom Partnerships

Former VP at Allot
Partner Interview
AllotVodafoneVerizon Communications IncAT&TT-MobileMcAfeeSymantecPalo Alto NetworksInformation TechnologyCommunication Services
Weekly update
July 24, 2025

Fever-tree US Off-Premise, AWS, Aercap, GEICO, Judges Scientific, Ryanair

AerCapJudges ScientificAirbus
July 23, 2025

Aercap, Avolon, Aircraft Lease Rates, and Maintenance Reserves

Former Senior Vice President at Avolon
IP Interview
AerCapGeneral ElectricThe BoeingAirbusSafranBohai Leasing Co., Ltd.Process PowerSwitching CostsInsurers & FinancialsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
July 23, 2025

GMO Financial Gateway: Japan Payments & SMBC Relationship

Former Executive at GMO Financial
Partner Interview
GMO Financial GateGMO Financial Holdings, Inc.IndustrialsFinancials
July 23, 2025

The Trade Desk: Amazon’s Entry and the Reshaping of CTV Advertising Economics

Former Director of Product Management at Magnite
Partner Interview
The Trade DeskMagniteAmazonWalt DisneyNetflixGoogleAlphabetAppleCharter CommunicationsMetaApplovinNetwork EffectsScale EconomiesSwitching CostsBrand EquityCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary
Company Profile
July 23, 2025

Judges Scientific PLC: Geotek Ltd

IP Company Learning Journey
IP ResearchJudges ScientificEpirocSDI GroupProcess PowerSerial AcquirerIndustrialsInformation Technology
July 23, 2025

GEICO: Catastrophic Risk, Reserving Discipline & Regulatory Friction

Former Senior Vice President at GEICO
Partner Interview
GEICOThe AllstateMercury GeneralThe Hanover Insurance GroupChubbState FarmThe ProgressiveScale EconomiesInsurers & FinancialsFinancials
July 23, 2025

Carlisle Companies: Supply Capacity, Incentives & Re-Roofing Demand Drivers

Former EVP at Carlisle Construction Materials
Partner Interview
Carlisle CompaniesQXOJohns ManvilleWalmartGAF RoofingBuilders FirstSourceThe Home DepotArmstrong World IndustriesScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyConsumer StaplesConsumer Discretionary
July 23, 2025

Flutter Entertainment: Trading Scale & Sports Betting Economics

Former Head of Sports Betting at Flutter
Partner Interview
Flutter EntertainmentEntainSky Betting & GamingDraftKingsBet365Consumer Discretionary
July 23, 2025

Deere & Company: Operations Center & Seed Corn Workflow

Current Chairman at Tom Farms
IP Interview
Deere & CompanyCNH Industrial N.V.Bayer CropScience LimitedAGCOMahindra MahindraJCBIndustrialsMaterialsConsumer Discretionary
July 23, 2025

Celsius: C-Store Exposure & Inventory Visibility

Former Account Manager at Celsius
Partner Interview
CelsiusMonster BeveragePepsiCoThe CocaColaFevertree DrinksBrand EquityUnique IP & BrandsConsumer Staples
July 23, 2025

QXO, Beacon Roofing Supply: SRS Distribution Competition

Former Senior Executive at SRS Distribution
Partner Interview
QXOBuilders FirstSourceBeacon Roofing SupplyThe Home DepotScale EconomiesB2B MiddlemenSerial AcquirerInformation TechnologyIndustrialsConsumer Discretionary
July 22, 2025

Ryanair: Competitive Cost Advantage Through Network Design & Fleet Planning

Former Route Development Manager at Ryanair
IP Interview
Ryanair Holdings plcWizz AireasyjetControladora Vuela Compañía de Aviación, S.A.B. de C.V.AirbusThe BoeingProcess PowerLow Cost OperatorsIndustrials