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October 29, 2025

Global-E: Competitive Intensity & Market Share Shifts

Former VP as ESW
Partner Interview
GlobalE Online•IL•Mid CapShopifySwitching CostsB2B SoftwareConsumer DiscretionaryInformation Technology
October 29, 2025

Shift4: Processing-Led Expansion, Proprietary POS Stickiness and Global M&A

Former V.P. of Sales at Shift4
Partner Interview
Shift4 Payments•US•Mid CapIngenicoAdyenPayPalPARNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
October 29, 2025

Cellebrite: Pathfinder Product Origins

Former Executive at Cellebrite
IP Interview
Cellebrite DI•IL•Small CapNuixInternational Business MachinesThoma BravoMagnet ForensicsPalantirInformation Technology
October 28, 2025

Bloomsbury Publishing: Academic Publishing & Digital Resources

Former Assistant Marketing Manager at Bloomsbury Publishing
Partner Interview
Bloomsbury Publishing•GB•Small CapLouis Hachette Group SASpringer Nature AG & Co. KGaA IJohn Wiley & SonsScholasticCommunication Services
October 28, 2025

InPost: Yodel’s Acquisition and the UK Out-of-Home Market

Former Director at Yodel
Partner Interview
InPost•LU•Mid CapRoyal MailAmazonDHLUnited Parcel ServiceAllegroScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerIndustrialsConsumer Discretionary
October 28, 2025

Bruker: Platform Structure, Moats and Challenges

Former VP at Bruker
Partner Interview
Bruker•US•Mid CapDanaherThermo Fisher ScientificAgilentWatersRevvity, Inc.ShimadzuJEOL Ltd.Oxford InstrumentsCarl Zeiss MeditecSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareInformation Technology
October 28, 2025

GXO: WMS Standardization, SG&A Leverage and Launch Execution

Former Senior Executive at GXO Logistics
Partner Interview
GXO Logistics•US•Mid CapDHLFedExBlue YonderManhattan AssociatesPrologisPhysical Infra & NetworksIndustrialsInformation TechnologyReal Estate
October 28, 2025

FTAI Aviation: Vertical Integration Gains & PMA

Former Director at Korry Electronics
Partner Interview
FTAI Aviation•US•Large CapSafranGeneral ElectricTransDigm GroupHEICOChromalloyScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
October 27, 2025

Wayfair: Multichannel Monetization & Competitive Positioning

Former Senior Operations Executive at Wayfair
IP Interview
Wayfair•US•Large CapAmazonWilliams-SonomaThe Home DepotWalmartTargetArhaushome24WestwingCounter PositioningScale EconomiesNetwork EffectsSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryConsumer Staples
October 27, 2025

Ashtead Technology: Operating Model, Vessel Relationships, and the Subsea Equipment Rental Value Chain

Former Account Manager at Halliburton
IP Interview
Ashtead Technology•GB•Small CapHalliburtonSubsea 7FugroTechnipFMCTeledyneSaipemEnergyIndustrialsInformation Technology
October 27, 2025

InPost: Packeta’s Economics & Alza Insourcing Dynamics

Current Director at Packetta Group
Partner Interview
InPost•LU•Mid CapAllegroPhysical Infra & NetworksIndustrialsConsumer Discretionary
October 27, 2025

Vend Marketplaces: Blocket’s Mobility Evolution

Former Director at Blocket Mobility
Partner Interview
Vend Marketplaces ASA•NO•Large CapSchibsted ASABaltic Classifieds GroupAUTO1Auto Trader GroupCommunication ServicesConsumer Discretionary
October 26, 2025

Chipotle: Unit Expansion and People Development

Former VP at Chipotle
Partner Interview
Chipotle•US•Large CapCAVARestaurant Brands InternationalMcDonald's CorpPanera BreadSweetgreenYum! BrandsShake ShackDarden RestaurantsConsumer DiscretionaryInformation Technology
October 26, 2025

Allegro: Smart Unit Economics & Inpost Relationship

Former Director at Allegro
Partner Interview
Allegro•LU•Mid CapInPostAmazonScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrials
October 26, 2025

TSMC: Hybrid Bonding & Advanced Packaging Adoption and Bottlenecks

Former Executive at Qualcomm
Partner Interview
TSMC•TW•Mega CapTaiwan Semiconductor Manufacturing Company LimitedNVIDIAAdvanced Micro DevicesASMLSamsung ElectronicsAppleQualcommSK hynixBE Semiconductor IndustriesSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer Discretionary
October 26, 2025

Shift4: M&A-Led Global Expansion

Former SVP at Shift4
Partner Interview
Shift4 Payments•US•Mid CapIngenicoWorldlineGlobal Blue Group Holding LtdFiservAdyenVisaMastercardAmerican ExpressStripeWorldpayNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
October 26, 2025

Cava: Marketing & New Store Growth Opportunity

Former SVP, Digital at Cava
Partner Interview
Chipotle•US•Large CapCAVARestaurant Brands InternationalMcDonald's CorpPanera BreadSweetgreenYum! BrandsShake ShackDarden RestaurantsConsumer DiscretionaryInformation Technology
October 26, 2025

Carma & Australian Used Car Market: Dealer Finance Penetration & Sourcing Challenges

Former Executive at Dealer Motor Finance Australia
Partner Interview
CarmaToyotaCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
October 24, 2025

Cava: Differentiation and Scaling Strategy

Former Director at Cava
Partner Interview
Chipotle•US•Large CapCAVASweetgreenWingstopDarden RestaurantsRestaurant Brands InternationalYum! BrandsMcDonald's CorpShake ShackFranchisorsConsumer DiscretionaryInformation Technology
Weekly update
October 24, 2025

New Product: IP Management Reference Checks

Constellation Software