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Today at 18:40

Computer Modelling Group: Management and Operational Review

Former Executive at Computer Modelling Group
Partner Interview
Computer ModellingConstellation SoftwareTopicusLumine GroupSchlumbergerSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyEnergy
Today at 14:39

Computer Modelling Group: Rockflow Dynamics & Schlumberger Competition

Former Executive at Computer Modelling Group
Partner Interview
Computer ModellingSchlumbergerConstellation SoftwareTopicusLumine GroupSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyEnergy
IP Fieldwork Podcast
Today at 14:04

Teqnion: Scaling M&A and Improving Subsidiary Operations

Co-Founder and Current CEO of Teqnion
TeqnionLagercrantz GroupLifcoBergman & BevingIndutradeCHAPTERSProcess PowerSerial AcquirerIndustrialsInformation TechnologyHealth Care
Today at 13:46

AstroNova: Memjet Dependency & Channel Conflicts

Current Label Printing Executive
Partner Interview
Seiko EpsonAstroNovaOki Electric Industry Co., Ltd.Information Technology
Today at 13:38

Nubank: Banking Economics

Former Director at Nubank
Partner Interview
NuMercadoLibreCapital One FinancialFinancialsConsumer Discretionary
August 27, 2025

AMETEK: Leadership & M&A Due Diligence

Former Senior Executive at AMETEK
Partner Interview
AMETEKIDEXHalmaJudges ScientificFortiveSwitching CostsProcess PowerSerial AcquirerMission Critical Products & ServicesIndustrialsInformation Technology
Weekly update
August 27, 2025

Intuitive Surgical Competition, TSMC, Deere, Rolls-Royce, Kneat, Shopee vs TikTok

TSMCAirbusVeevaSafranRTXGeneral Electric
IP Research Analysis
August 27, 2025

Intuitive Surgical: Competitive Threat of Instrument Remanufacturing

IP Research
IP ResearchIntuitive SurgicalMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed BaseHealth Care
August 26, 2025

Wizz Air: Margin Challenges

Former Planning Manager at Wizz Air
Partner Interview
Wizz AirRyanaireasyjetAmadeus ITAirbusThe BoeingScale EconomiesProcess PowerLow Cost OperatorsIndustrialsConsumer Discretionary
August 26, 2025

Hemnet: Listing Packages & Seller Journey

Current Franchise Owner at Fastighetsbyrån
Partner Interview
HemnetSchibstedRightmoveZooplaREA GroupScout24 SENetwork EffectsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryReal Estate
August 25, 2025

Cogent: Sprint Fiber Longevity & Monetization Challenges

Former VP at Ciena
Partner Interview
Cogent CommunicationsAT&TCienaCiscoCorningLumen TechnologiesSprintT-MobileVerizon Communications IncZayo Group HoldingsNetwork EffectsPhysical Infra & NetworksCommunication ServicesInformation TechnologyIndustrials
August 25, 2025

Carnival Corporation: IMO Rules & Bahamas-Focused Itineraries

Former Senior VP at Carnival Corporation
Partner Interview
Royal Caribbean CruisesCarnivalNorwegian Cruise LineConsumer Discretionary
August 25, 2025

Rolls-Royce: Widebody Long-Term Service Agreement Contracts

Former Head of Civil Aerospace Reporting at Rolls Royce
IP Interview
Rolls-RoyceGeneral ElectricSafranRTXProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
August 24, 2025

TSMC: Yield, PDK Discipline & Pricing Power

Former Engineer at AMD
Partner Interview
TSMCTaiwan Semiconductor Manufacturing Company LimitedAdvanced Micro DevicesSamsung ElectronicsAppleAmazonInternational Business MachinesIntelNVIDIAMicrosoftQualcommASMLSwitching CostsProcess PowerBrand EquityNetwork EffectsScale EconomiesMission Critical Products & ServicesMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
August 21, 2025

Airbus, Collins, Safran, & Aero Cabin Supplier Dynamics

Former Director at Airbus
IP Interview
AirbusThe BoeingSafranRTXProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
August 21, 2025

Tesla, Progressive, & Potential Impact of Autonomous Vehicles on Auto Insurance

Former VP, Insurance at Tesla
Partner Interview
The ProgressiveBerkshire HathawayTeslaScale EconomiesProcess PowerBrand EquityInsurers & FinancialsSerial AcquirerFinancialsConsumer Discretionary
August 21, 2025

Wise Platform vs Visa: Currencycloud Economics

Former VP at CurrencyCloud
Partner Interview
WiseRevolutVisaWestern UnionRemitly GlobalMastercardNetwork EffectsFinancialsInformation Technology
August 21, 2025

Oscar Health: Payer Discipline in Utilization Management & Cost Control

Former Director at Oscar Health
Partner Interview
Oscar HealthAetnaThe CignaCVS HealthCenteneHealth CareFinancials
August 20, 2025

Shopee vs TikTok Shop & Southeast Asian Ecommerce

Former Manager at TikTok Shop and Shopee
Partner Interview
MetaTikTok ShopSeaAmazonNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer Discretionary
August 20, 2025

The Trade Desk: Ventura Streaming TV OS, OEM Rev-Share & DSP Monetization

Former Product Lead, Ventura CTV OS at The Trade Desk
Partner Interview
The Trade DeskRokuAlphabetGoogleAmazonAppleVizioNetwork EffectsScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary