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Weekly update
May 27, 2025
Bruker, Hemnet, Vista Equity vs CSU, TSMC, Texas Roadhouse, Copart, Zillow, Railroads, Moody's
Agilent
Hemnet
Bruker
Danaher
IAA
Copart
Apple
Halma
Intel
REA Group
May 27, 2025
The Trade Desk: Bridging the Gap Between Identity Tech and Buyer Readiness
Former Senior VP at Ocean Media
Partner Interview
The Trade Desk
Netflix
Google
Alphabet
StackAdapt
Walt Disney
Paramount Global
Roku
Apple
Network Effects
Counter Positioning
Brand Equity
Switching Costs
Marketplaces & Platforms
Physical Infra & Networks
Unique IP & Brands
Communication Services
Information Technology
Show 13 industries
May 26, 2025
North American Railroads: Margins & the Modernization Dilemma
Former VP at the Canadian National Railway Company
Partner Interview
Canadian National Railway
Union Pacific
Berkshire Hathaway
JB Hunt Transport Services
Schneider National
Swift Transportation
Canadian Pacific Kansas City
United Parcel Service
FedEx
Yellow
Physical Infra & Networks
Insurers & Financials
Serial Acquirer
Industrials
Financials
Show 10 industries
May 26, 2025
Hemnet: Home Sales Funnel & Booli’s Ascent
Current Franchise Owner at Fastighetsbyrån
Partner Interview
Hemnet
Schibsted
Rightmove
Zoopla
REA Group
Scout24
Network Effects
Auctions & Classifieds
Communication Services
Show 6 industries
May 26, 2025
Texas Roadhouse: Culture & Opening Process
Former Managing Partner at Texas Roadhoue
Partner Interview
Texas Roadhouse
Bloomin' Brands
Darden Restaurants
Consumer Discretionary
Show 4 industries
May 26, 2025
Kneat: Services Partner Perspective
Current Kneat Partner
IP Interview
Kneatcom
Veeva
IQVIA
Switching Costs
B2B Software
Health Care
Show 7 industries
May 26, 2025
A TSMC Customer Perspective: Selecting a Foundry Partner
Former VP at Micron Technology
Partner Interview
Taiwan Semiconductor
Intel
Micron Technology
NVIDIA
Apple
ASML
Switching Costs
Brand Equity
Marketplaces & Platforms
Information Technology
Show 8 industries
May 26, 2025
Zillow: Rentals and Apartments.com Competition
Former Account Executive at Zillow
Partner Interview
Zillow
Redfin
CoStar Group
Opendoor
Auctions & Classifieds
Real Estate
Show 1 industries
May 26, 2025
ServiceNow: Moveworks Acquisition
Former Senior Product Executive at Moveworks
Partner Interview
ServiceNow
Moveworks
Salesforce
Atlassian
Workday
Switching Costs
B2B Software
Information Technology
Show 5 industries
May 26, 2025
Vista Equity: Customer Success Value Creation Strategies
Former GTM Value Creation Executive at Vista Equity
IP Interview
Constellation Software
Topicus
Lumine Group
CHAPTERS
Vitec Software
Switching Costs
B2B Software
Serial Acquirer
Information Technology
Health Care
Show 8 industries
May 25, 2025
Coupang: Taiwan Expansion & E-Commerce Landscape
Former Senior Executive at Coupang Taiwan
Partner Interview
Coupang
Sea
Grab
Amazon
Network Effects
Scale Economies
Switching Costs
Marketplaces & Platforms
Vertically Integrated Retailer
Physical Infra & Networks
Consumer Discretionary
Communication Services
Industrials
Show 10 industries
May 25, 2025
AstroNova: Product ID Go-to-Market Challenges
Former Sales Manager at AstroNova
Partner Interview
AstroNova
Seiko Epson
Information Technology
Show 4 industries
May 24, 2025
Bruker: Mass Spectrometry Portfolio Quality
Former VP at Bruker
Partner Interview
Bruker
Thermo Fisher Scientific
Waters
Agilent
Shimadzu
Danaher
Switching Costs
Mission Critical Products & Services
OEMs w/ Installed Base
Serial Acquirer
Health Care
Information Technology
Show 8 industries
May 23, 2025
Halma: Apollo Fire Detectors, Distribution Model & Economics
Former Director at Apollo Fire Detectors - a Halma company
IP Interview
Halma
Honeywell
Hochiki Corp
Johnson Controls International
Switching Costs
Serial Acquirer
Information Technology
Industrials
Show 10 industries
May 23, 2025
Copart vs IAA: International Growth & Insurer Switching Cost
Former VP at IAA Inc
IP Interview
Copart
Ritchie Bros Auctioneers
IAA
Carvana
Network Effects
Counter Positioning
Auctions & Classifieds
Physical Infra & Networks
Vertically Integrated Retailer
Industrials
Consumer Discretionary
Show 8 industries
May 21, 2025
Judges Scientific PLC: Geotek’s BoxScan Growth Challenges
Former MD at a Geotek Distributor
IP Interview
Judges Scientific
Epiroc
SDI Group
Bentley Systems
Process Power
Serial Acquirer
Industrials
Information Technology
Show 12 industries
May 20, 2025
Amazon: 3P Sellers Advertising Growth & Tariff Impact
Former Ads Success Manager at Amazon
Partner Interview
Amazon
Walmart
Meta
Google
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
Marketplaces & Platforms
Consumer Discretionary
Consumer Staples
Communication Services
Show 11 industries
May 20, 2025
HBO, Paramount, Comcast: Balancing FAST, Subscriptions, and Content Licensing Amidst CTV Shift
Former Head of Sales at FreeWheel
Partner Interview
The Trade Desk
Publicis Groupe
Comcast
Warner Bros. Discovery
Paramount Global
Walt Disney
Netflix
Google
Alphabet
Amazon
Network Effects
Brand Equity
Counter Positioning
Scale Economies
Switching Costs
Marketplaces & Platforms
Unique IP & Brands
Physical Infra & Networks
Vertically Integrated Retailer
Communication Services
Consumer Discretionary
Show 13 industries
May 20, 2025
Hemnet: Boneo’s Challenger Model & Pre-Market Listings
Current Boneo CEO
Partner Interview
Hemnet
Schibsted
Rightmove
Zoopla
REA Group
Scout24
Network Effects
Auctions & Classifieds
Communication Services
Show 6 industries
May 19, 2025
Kneat: Computer System Validation Customer Perspective
IT Compliance Manager at Medical Device Company
IP Interview
Kneatcom
Veeva
IQVIA
Switching Costs
B2B Software
Health Care
Show 7 industries
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