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November 1, 2024

Kinsale Capital: History and Advantage of Technology

Former Software Developer at Kinsale Capital
Partner Interview
Kinsale Capital GroupMarkelJames River GroupProcess PowerInsurers & FinancialsFinancials
October 31, 2024

CCC & the Evolution of the Auto Claims Process

Former Senior Vice President at GEICO
IP Interview
CCC Intelligent SolutionsSoleraEnlyte IncInformation Technology
Weekly update
October 31, 2024

CCC vs Mitchell, Melrose, DHR, LVMH, Kinsale, Belron, Boyd, VEEVA, Wise, BLDR, Westwing, Triveni

WiseBelronVeevaDanaherLVMHWestwingSafeliteTeslaCCC Intelligent SolutionsRemitly GlobalBuilders FirstSource
October 30, 2024

LVMH & the North American Luxury Market

Former Chairman of North America, LVMH
Partner Interview
LVMHKeringRichemontHermèsBrand EquityUnique IP & BrandsConsumer Discretionary
October 30, 2024

CCC vs Mitchell: Collision Repair Estimation Software

Former General Manager at Service King Collision
IP Interview
CCC Intelligent SolutionsSoleraEnlyte IncInformation Technology
October 29, 2024

Belron, Boyd & the Auto Glass Repair Market: Vertical Integration Threat

Former Collision Repair Manager at Tesla
IP Interview
BelronSafeliteBoyd Autobody & GlassTeslaRivian AutomotiveAsbury Automotive GroupLithia MotorsD'Ieteren GroupProcess PowerBrand EquityConsumer Discretionary
October 29, 2024

Melrose Industries: GKN Aerospace

Former Business Development Executive at GKN Aerospace
Partner Interview
Melrose IndustriesGeneral ElectricPratt & WhitneyRolls-RoyceMTU Aero EnginesProcess PowerOEMs w/ Installed BaseIndustrials
October 28, 2024

Kinsale Capital: Coverage, Claims & Commissions

E&S Wholesale Broker
Partner Interview
Kinsale Capital GroupJames River GroupArch Capital GroupW. R. BerkleyRT SpecialtyProcess PowerInsurers & FinancialsFinancials
October 28, 2024

Danaher Business System: PSP, Kaizen, & Six Sigma

Former Director at Danaher
IP Interview
DanaherVeraltoSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareIndustrials
October 28, 2024

Wise: Licensing & Bank Integration Process

Former Bank Partnerships Executive at Wise
Partner Interview
WiseRevolutJPMorgan ChaseWestern UnionRemitly GlobalFinancials
October 28, 2024

Triveni Turbine: Indian Steam Turbine Market

Former Senior Sales Executive at Triveni Turbine
Partner Interview
Triveni TurbineSiemens EnergyIndustrials
October 28, 2024

Veeva Vault vs Medidata Solutions: Clinical Trial Data Software

Former Director of Product at Veeva Systems
Partner Interview
VeevaMedidata SolutionsDassault SystèmesSwitching CostsB2B SoftwareHealth CareInformation Technology
October 25, 2024

Builders FirstSource: Scale Advantage & Capital Allocation

Former Executive VP of Strategic Accounts at Builders FirstSource
Partner Interview
Builders FirstSourceLennarLGI HomesMeritage HomesD.R. HortonNVRSyntaxToll BrothersCornered ResourceIndustrialsConsumer Discretionary
October 24, 2024

Westwing Online Furniture: Shop vs Club, Pricing & Conflicts of Interests

Former Senior Executive at Westwing
IP Interview
WestwingWayfairhome24ConnoxCounter PositioningVertically Integrated RetailerConsumer Discretionary
IP Research Resource
October 24, 2024

Our New Physical Book Release

Limited Edition Clothbound Hardback Book
SpotifyCostco WholesaleTransDigm GroupLVMHNintendoDanaherPernod RicardDominos PizzaConstellation SoftwareSunbelt RentalsNetwork EffectsScale EconomiesSwitching CostsBrand EquityCornered ResourceProcess PowerMarketplaces & PlatformsLow Cost OperatorsMission Critical Products & ServicesSerial AcquirerUnique IP & BrandsOEMs w/ Installed BaseFranchisorsB2B SoftwareCommunication ServicesConsumer StaplesIndustrialsConsumer DiscretionaryHealth CareInformation Technology
Weekly update
October 23, 2024

LVMH, TransDigm, Wise vs SWIFT, Interpump, GXO, LGI Homes, Braze, Boyd Gaming, Ashtead Technology, Metro Bank

WiseAshtead TechnologyBrazeLVMHGXO LogisticsLennarAristocrat LeisureTransDigm GroupHEICO
October 22, 2024

LVMH: Balancing Quality and Growth

Former President at Louis Vuitton
IP Interview
LVMHHermèsRichemontBrand EquityUnique IP & BrandsConsumer Discretionary
October 22, 2024

LGI Homes, Lennar, D.R. Horton & US Homebuilding Scale Advantages

Former Purchasing Manager at Lennar
Partner Interview
LGI HomesMeritage HomesD.R. HortonLennarCornered ResourceConsumer Discretionary
October 22, 2024

Adams Rite, AdelWiggins, & TransDigm Competitive Risks

Former President at TransDigm
IP Interview
TransDigm GroupHEICOThe BoeingHoneywellRTXSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
October 22, 2024

Interpump Group: Governance, Org Structure, & Water Pumps

Former Managing Director at Interpump
IP Interview
Interpump GroupSwitching CostsMission Critical Products & ServicesIndustrials