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June 26, 2025

QXO & US Building Product Distribution: A Manufacturer's Perspective

Former Sales Manager at CertainTeed
IP Interview
QXOBuilders FirstSourceCertainTeedThe Home DepotGMSRexelD.R. HortonLGI HomesMeritage HomesLennarOwens CorningScale EconomiesCornered ResourceB2B MiddlemenSerial AcquirerInformation TechnologyIndustrialsConsumer Discretionary
June 26, 2025

Sartorius: Building Customer Lock-In Across the Biotech Lifecycle

Former Account Management Executive at Sartorius Stedim Biotech
Partner Interview
Sartorius Stedim BiotechDanaherThermo Fisher ScientificBioNTech SELonza GroupNovartisSanofiSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
June 26, 2025

TSMC: Dominance in Leading-Edge Nodes

Former Senior Sourcing Manager at Apple
Partner Interview
TSMCTaiwan SemiconductorAppleIntelNVIDIAQualcommSamsung ElectronicsASMLSwitching CostsBrand EquityMarketplaces & PlatformsInformation TechnologyConsumer Discretionary
June 25, 2025

Nubank: High-Income Product Strategy

Former Executive at Nubank
Partner Interview
NuMercadoLibreCapital One FinancialFinancialsConsumer Discretionary
June 25, 2025

Williams-Sonoma: Reverse Logistics, Last-Mile Operations & Economics

Former Product Manager – Final Mile Delivery at Williams-Sonoma
IP Interview
WayfairWilliams-SonomaRestoration HardwareArhaushome24WestwingAmazonBed Bath & BeyondCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
June 25, 2025

Somero: History & Aftermarket Monetization

Former Somero CFO
IP Interview
Somero EnterprisesDoverOEMs w/ Installed BaseIndustrials
June 25, 2025

Innoscripta SE: Meffert - Customer Case Study

Current Director at Meffert AG
Partner Interview
Innoscripta
June 25, 2025

Keyence: Product Economics & Company Culture

Former Sales Executive at Keyence
IP Interview
KeyenceCognexInformation Technology
June 24, 2025

Secure Energy Services: Regulatory Moats, Consolidation & Pricing Power

Former Business Development Executive at Secure Energy Services
Partner Interview
Secure Waste InfrastructureWaste ConnectionsSuncor EnergyGFL EnvironmentalSecure Energy ServicesScale EconomiesPhysical Infra & NetworksIndustrialsEnergy
June 24, 2025

Coloplast: Urology Segment & China Market

Former Director at Coloplast
Partner Interview
ColoplastMedtronicSmith & Nephew plcJohnson & JohnsonConvaTec GroupBaxter InternationalHealth Care
June 24, 2025

CoStar: Apartments.com Monetization & Growth Limits

Former Account Executive at Apartments.Com
Partner Interview
ZillowRedfinCoStar GroupOpendoorNetwork EffectsAuctions & ClassifiedsCommunication ServicesReal Estate
June 24, 2025

Heartland Express: Operating Model & Corporate Culture

Former Director of Sales at Heartland Express
IP Interview
Heartland ExpressJB Hunt Transport ServicesFedExUnited Parcel ServiceA.P. Moller - MaerskKnightSwift TransportationSchneider NationalWerner EnterprisesLandstar SystemXPOOld Dominion Freight LineSaiaPhysical Infra & NetworksIndustrials
June 24, 2025

Verra Mobility: Government Solutions Economics & NYDOT Contract

Former Government Solutions Executive at Verra Mobility
IP Interview
Verra Mobility CorporationConduentConstellation SoftwareSensys Gatso Group AB (publ)Kapsch TrafficComSwitching CostsB2B SoftwareIndustrialsInformation Technology
Weekly update
June 24, 2025

Oracle's Data Moat, Wise, QXO, Sea Limited, Nubank, AENA, Rollins

ShopeeAdobeOracleFigmaRollinsSeaMercadoLibreGoogleAmazonCanva
June 24, 2025

PAR Technology: How Customers Select Platforms

Former Executive at a Multinational Fast Food Holding Company
Partner Interview
PARRestaurant Brands InternationalOracleToastBlockSwitching CostsB2B SoftwareInformation TechnologyConsumer DiscretionaryFinancials
June 23, 2025

Innoscripta SE: R&D Tax Refund Software

Former Director at Innoscripta
Partner Interview
Innoscripta
June 23, 2025

Paymentus: Unlocking Digital Wallet Adoption in Government Utility Payments

Former Sales Director at Paymentus
Partner Interview
PaymentusTyler TechnologiesPayPalAppleGoogleAlphabetAmazonWestern UnionSwitching CostsBrand EquityNetwork EffectsScale EconomiesB2B SoftwareMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerFinancialsInformation TechnologyConsumer DiscretionaryCommunication Services
June 23, 2025

RELX: LexisNexis Risk Solutions Portfolio

Former VP at LexisNexis Risk Solutions
Partner Interview
RELXLondon Stock Exchange GroupMoodysS&P GlobalExperianThomson ReutersNetwork EffectsUnique IP & BrandsIndustrialsFinancials
June 23, 2025

Petplan & UK Pet Insurance Market: Retention Dynamics and Risks

Former Pet Underwriting Manager at RSA
Partner Interview
PetplanAllianzTrupanionJohn Lewis & PartnersMarks SpencerIntact FinancialCVS GroupInsurers & FinancialsFinancialsConsumer DiscretionaryConsumer StaplesHealth Care
June 23, 2025

Oracle: Vertical Data Competitive Advantage

Current Oracle Partner at Deloitte
Partner Interview
OracleAmazon Web ServicesMicrosoftGoogleNVIDIASAP SESwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services