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Today at 18:24

Tesla Repair Network & Vertical Integration

Former Collision Repair Manager at Tesla
IP Interview
TeslaMonroService KingCaliber CollisionGerber Collision & GlassToyotaAsbury Automotive GroupLithia MotorsBoyd Autobody & GlassProcess PowerBrand EquityConsumer Discretionary
Today at 18:24

Zscaler: Sales Org & Competition in SASE

Former Sales Executive at Zscaler
Partner Interview
ZscalerPalo Alto NetworksFortinetNetskopeCheck Point SoftwareOktaInformation Technology
Today at 18:24

Croda: Life Sciences Specialty Chemicals

Former Senior Executive as Croda
Partner Interview
Croda InternationalIMCDAzelisBrenntagBasfB2B MiddlemenMaterialsIndustrials
September 13, 2024

Perimeter Solutions: Fighting Wildfires, PHOS-CHEK & Alternative Products

Former Director at SEI Industries & Wildfire Officer, British Columbia
IP Interview
Perimeter SolutionsTransDigm GroupCompass Minerals InternationalSwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerMaterialsIndustrials
September 13, 2024

Computer Modelling Group: Geographic Expansion & Sales

Former Executive at Computer Modelling Group
Partner Interview
Computer ModellingSchlumbergerSwitching CostsB2B SoftwareInformation TechnologyEnergy
September 13, 2024

TopBuild, Owens Corning, Installed Building Products & US Building Insulation Market: Supplier Relationships and Pricing Dynamics

Former Executive VP of Strategic Accounts at Builders FirstSource
Partner Interview
TopBuildBuilders FirstSourceOwens CorningKnaufCertainTeedJohns ManvilleInstalled Building ProductsConsumer DiscretionaryIndustrials
September 12, 2024

Airbnb: Org Structure, Culture, & Growth Challenges

Former Senior Executive at Airbnb
IP Interview
AirbnbBooking HoldingsExpediaTripAdvisorGoogleNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryCommunication Services
September 12, 2024

PMA Parts Competition and Threat to OEMs

at a Leading PMA Company
Partner Interview
HEICOJet Parts EngineeringTransDigm GroupThe BoeingRTXSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
Weekly update
September 12, 2024

Perimeter Solutions vs Fortress, FTAI, Intuitive Surgical, Capital One, TerraVest, Bonesupport, TDG, Ryerson, Dynatrace

BONESUPPORTFTAI AviationRyersonDynatraceTransDigm GroupSplunkPerimeter Solutions
IP Research Analysis
September 12, 2024

Perimeter Solutions vs Fortress: Aerial Fire Retardant Competition

IP Research
IP ResearchPerimeter SolutionsCompass Minerals InternationalTransDigm GroupSwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerMaterialsIndustrials
September 9, 2024

TransDigm: Culture & Pricing

Former President at TransDigm
IP Interview
TransDigm GroupLoarHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
September 9, 2024

Intuitive Surgical: ASC's, Hugo Comparison & Efficiency Gains

Urology Surgeon
IP Interview
Intuitive SurgicalMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed BaseHealth Care
September 9, 2024

Dynatrace: Cybersecurity & Observability Customer Perspective

VP of IT at Fox Rent-a-Car
Partner Interview
ZscalerDynatracePalo Alto NetworksDatadogSplunkSwitching CostsB2B SoftwareInformation Technology
September 9, 2024

Capital One Auto Navigator: Defining Credit Policies

Former Business Director at Capital One
IP Interview
Credit AcceptanceAlly FinancialWestlake Financial ServicesCapital One FinancialCarvanaCarMaxTrueCar, Inc.Cornered ResourceProcess PowerCounter PositioningInsurers & FinancialsVertically Integrated RetailerLow Cost OperatorsFinancialsConsumer Discretionary
September 9, 2024

Ryerson, Reliance Steel & Metal Service Centers: M&A, Customer Mix and ERP Conversion

Former VP & General Manager at Ryerson
Partner Interview
RyersonKloeckner Metals CorporationReliance Steel & Aluminum Co.Materials
Company Profile
September 7, 2024

FTAI Aviation

IP Company Learning Journey
IP ResearchFTAI AviationSafranGeneral ElectricMTU Aero EnginesHEICOScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
September 6, 2024

Bonesupport: CERAMENT, Bone Infections & Use Cases

Former Sales Manager at Bonesupport
IP Interview
BONESUPPORTStrykerJohnson & JohnsonMedtronicHealth Care
September 6, 2024

TerraVest: Domestic vs Storage Tanks, Replacement Cycles & Market Share

Sales & Operational Project Lead at TRIARC TANK
Partner Interview
TerraVest IndustriesTRIARC TANKManchester TankQuality Steel CorporationMetsa TanksSerial AcquirerEnergy
September 5, 2024

FortressFire vs Perimeter Solutions: Qualified Wildfire Retardants

Former Strategy and Finance at FortressFire
IP Interview
Perimeter SolutionsCompass Minerals InternationalSwitching CostsScale EconomiesMission Critical Products & ServicesMaterials
Weekly update
September 4, 2024

FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB

TeslaFTAI AviationToyotaGreen Landscaping GroupMongoDBTopicusConstellation SoftwareIntuitive SurgicalComputer ModellingSchlumbergerMedtronicTransDigm GroupOracle