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monday.com: French Market Growth, Enterprise Switching Costs & AI Positioning

Partner Interview
mondaycom•IL•Mid CapAsanaSalesforceSwitching CostsB2B SoftwareInformation Technology
Aug 7, 2026

Safelite & Belron: Insurance Channel Dominance & Competitive Positioning

Partner Interview
D'Ieteren Group•BE•Large CapBelronCaliber CollisionGerber Collision & GlassGlass AmericaConsumer Discretionary
Aug 7, 2026

Workiva: Implementation Partner Perspective on Growth & Product Strategy

Partner Interview
Workiva•US•Mid CapOracleWorkdaySwitching CostsB2B SoftwareInformation Technology
Aug 6, 2026

Amazon LTL Entry & the Threat to Established LTL Carriers

Partner Interview
Amazon•US•Mega CapFedExOld Dominion Freight LineXPOSaiaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrials
Aug 6, 2026

Klaviyo: Email Deliverability as Competitive Moat

Partner Interview
Klaviyo•US•Mid CapBrazeDatadogSwitching CostsB2B SoftwareInformation Technology
Aug 6, 2026

Cerillion: A Telco Customer's Implementation Experience

Partner Interview
Cerillion•GB•Small CapInformation Technology
Aug 6, 2026

Global-e: Sales Strategy, Customer Retention & Shopify Partnership

Partner Interview
GlobalE Online•IL•Mid CapShopifySwitching CostsB2B SoftwareConsumer DiscretionaryInformation Technology
Aug 6, 2026

Progressive: Claims Operations, Culture & Pricing Discipline

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IP Interview
The Progressive•US•Large CapUSAACopartRitchie Bros AuctioneersIAABerkshire HathawayBelronCCC Intelligent SolutionsScale EconomiesNetwork EffectsSwitching CostsInsurers & FinancialsLow Cost OperatorsAuctions & ClassifiedsPhysical Infra & NetworksSerial AcquirerB2B SoftwareFinancialsIndustrialsConsumer DiscretionaryInformation Technology
Aug 6, 2026

Alcon & Johnson & Johnson: IOL Market Dynamics in German Ophthalmology

Partner Interview
Alcon•CH•Large CapJohnson & JohnsonCarl Zeiss Meditec AGHealth Care
Aug 6, 2026
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Weekly update

Danaher: Cytiva Chroma Resins vs Purolite, Wise CEO Reference Check

Danaher•US•Large CapWise
Aug 5, 2026

Shopify Partner Ecosystem: Agency Economics & Merchant Migration Drivers

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IP Interview
Shopify•CA•Large CapBraintreeGoogleSwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyCommunication Services
Aug 5, 2026

Brookfield Corporation: Investment Committee Process & Deal Approval Structure

Partner Interview
Brookfield•CA•Large CapBlackstoneFinancials
Aug 5, 2026

Fannie Mae, FICO & the GSE Credit Score Transition

Partner Interview
Fair Isaac•US•Large CapFannie MaeInformation Technology
Aug 4, 2026
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IP References
Aug 4, 2026

Wise: Kristo Käärmann

IP Reference Checks
Management CheckWise•GB•Mid CapAirwallexCitigroupMastercardRemitly GlobalRevolutWestern UnionVisaScale EconomiesCounter PositioningSwitching CostsNetwork EffectsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation Technology

SAP S/4HANA: Partner Perspective on Migration Complexity & Joule AI

Partner Interview
Sap Se•DE•Mega CapOracleSwitching CostsB2B SoftwareInformation Technology
Aug 3, 2026

Sportradar: US Market Strategy, Product Tiers & Competitive Moat

Partner Interview
Sportradar•CH•Mid CapFanDuelKalshiFlutter EntertainmentDraftKingsConsumer DiscretionaryInformation Technology
Aug 3, 2026

Brady Corporation: M&A Strategy, Divisional Structure & the Honeywell Acquisition

Partner Interview
Brady•US•Mid CapW W GraingerIndustrials
Aug 3, 2026

Fannie Mae & FICO: How Credit Score Standards Shape MBS Pricing

Partner Interview
Fair Isaac•US•Large CapFannie MaeTransUnionInformation TechnologyIndustrialsFinancials
Aug 3, 2026

Lattice Semiconductor: AMI Acquisition, Security Stack, & Server Content Growth

Partner Interview
Lattice Semiconductor•US•Large CapMicrosemiIntelAdvanced Micro DevicesInformation Technology
Aug 3, 2026

XPEL vs Eastman Performance Films: Dealer Channel Competition & Market Penetration

Partner Interview
XPEL•US•Small CapEastman ChemicalMaterialsConsumer Discretionary
Jul 31, 2026

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