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September 18, 2025

Brown & Brown: Accession Risk Acquisition

Former Executive at Risk Strategies
Partner Interview
Brown & BrownMarsh McLennan CompaniesAonWillis Towers WatsonInsurers & FinancialsSerial AcquirerFinancials
September 18, 2025

LVMH, Hermès, Kering: US–China Headwinds, Pricing Reset, and Margin Protection

Former Executive at LVMH
Partner Interview
LVMHHermèsBrunello CucinelliKeringChristian DiorChanelTiffany & Co.Brand EquityUnique IP & BrandsConsumer Discretionary
September 18, 2025

Ryanair: OTA Partnership Dynamics

Former Executive at Wizz Air
IP Interview
Wizz AirRyanaireasyjetBooking HoldingsAmadeus ITKiwi Technology Inc.Scale EconomiesNetwork EffectsLow Cost OperatorsMarketplaces & PlatformsIndustrialsConsumer DiscretionaryInformation Technology
September 18, 2025

Deere: Fieldview Brazil Data Quality & Operations Center Competition

Former Fieldview Latam Director
IP Interview
Deere & CompanyBayerCNH IndustrialAGCOMahindra MahindraJCBScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsHealth CareConsumer Discretionary
September 16, 2025

Wise: Stablecoins Threat

Former Executive at Bank for International Settlements
Partner Interview
VisaMastercardRemitly GlobalWestern UnionStripeWiseNetwork EffectsScale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation Technology
September 16, 2025

Nubank: Mexico & Brazil Comparison

Former Credit Director at Nubank
Partner Interview
NuMercadoLibreCapital One FinancialFinancialsConsumer Discretionary
September 10, 2025

Blackline Safety: Honeywell Competition In Connected Gas Detection

Former Marketing Director at Honeywell
Partner Interview
Blackline SafetyHoneywellDrgerwerkIndustrialsInformation TechnologyHealth Care
September 10, 2025

Shopee: Indonesia Competitive Environment

Country Executive at Lazada
Partner Interview
SeaByteDanceAlibabaScale EconomiesNetwork EffectsVertically Integrated RetailerConsumer DiscretionaryCommunication Services
September 10, 2025

TransDigm: Aftermarket Pricing Power and OEM-Distributor Dynamics

Former Director at Satair
Partner Interview
TransDigm GroupHEICOThe BoeingHoneywellAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
September 10, 2025

Apple, Meta, Google: Smart Glasses Competition

Former Prototype Development Manager at Apple
Partner Interview
MetaAppleGoogleMicrosoftSamsung ElectronicsNetwork EffectsBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation Technology
September 10, 2025

Craneware: Hospital Chargemaster Software & Company History

Former Sales Executive at Craneware
IP Interview
CranewareConstellation SoftwareComputer Programs and SystemsSwitching CostsB2B SoftwareHealth CareInformation Technology
September 10, 2025

Nubank: Mexico Market & Growth Drivers

Former Director at Nubank
Partner Interview
NuCapital One FinancialMercadoLibreBanco Bilbao Vizcaya ArgentariaFinancialsConsumer Discretionary
Weekly update
September 9, 2025

Copart, GEICO vs Progressive, Meta, CSU AI Risk, TransDigm Demand Drivers

IAACopartTopicusThe AllstateConstellation Software
September 8, 2025

Topicus: Education Software AI Efficiencies

Former Executive at Topicus
Partner Interview
Constellation SoftwareTopicusLumine GroupCHAPTERSRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrials
September 8, 2025

Copart Canada: The International Growth Playbook

Former Senior Director of Sales at Copart
Partner Interview
CopartRB GlobalIAARitchie Bros AuctioneersNetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer Discretionary
September 8, 2025

Constellation Software: Modaxo and AI Impact on Transportation Software

Former Portfolio Manager, Trapeze US
Partner Interview
Constellation SoftwareTopicusLumine GroupCHAPTERSRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrials
September 8, 2025

Deere: Evolution of the Parts Business for Dealerships

Current Parts VP at John Deere dealership
IP Interview
Deere & CompanyCNH IndustrialAGCODonaldsonMahindra MahindraJCBCumminsTitan MachineryGenuine PartsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsConsumer Discretionary
September 8, 2025

TransDigm: Aftermarket Demand Drivers

Former Director at Korry Electronics
Partner Interview
TransDigm GroupHEICOThe BoeingHoneywellAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
September 5, 2025

RPMGlobal: Americas Sales Org

Former Sales Manager at RPMGlobal
IP Interview
RPMGlobalCaterpillarSandvikHexagon AB (publ)Switching CostsB2B SoftwareInformation TechnologyIndustrials
September 5, 2025

Ultimate Software: Parallel Payroll Runs, Service Playbook, and the Kronos Merger

Former VP of Sales at UKG
Partner Interview
UKGADPPaychexPaycom SoftwarePaycor HCMPaylocityRipplingWorkdaySwitching CostsB2B SoftwareIndustrialsInformation Technology