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DoorDash: Owning the Full Restaurant Operating Stack
Aug 13, 2026
Partner Interview
DoorDash•US•Large CapOpenTableOpenAIAmazonUberNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyAug 13, 2026
TopBuild & IBP: Insulation Contracting M&A Multiples and Deal Dynamics
Aug 12, 2026
Partner Interview
QXO•US•Large CapTopBuildScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyConsumer DiscretionaryAug 12, 2026
Weekly update
Perimeter Solutions, Wildfire Retardant Contracting & Pricing
Aug 12, 2026
Perimeter Solutions•US•Mid Cap
Aug 12, 2026
GE Aerospace & CFM: LEAP LTSA Economics, Contract Renewal & Pricing Architecture
Aug 12, 2026
Partner Interview
Safran•FR•Large CapGE AerospaceStandardAeroFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrialsAug 12, 2026
Root Inc: Telematics Advantage, LTV Models & Underwriting Sophistication
Aug 10, 2026
Partner Interview
Root•US•Small CapCarvanaGoosehead InsuranceLemonadeThe ProgressiveCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsFinancialsConsumer DiscretionaryAug 10, 2026
Coupang vs Naver: Delivery Speed, Price Matching & Competitive Dynamics
Aug 10, 2026
Partner Interview
Coupang Inc•US•Large CapNAVERAmazonNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesAug 10, 2026
Value Chain
Perimeter Solutions: PHOS-CHEK Value Chain
Aug 10, 2026
IP Research
IP ResearchPerimeter Solutions•US•Mid CapSwitching CostsScale EconomiesMission Critical Products & ServicesMaterials
Aug 10, 2026
Sabre & GDS: The OTA Perspective on Supply Aggregation
Aug 10, 2026
Partner Interview
Sabre•US•Large CapRyanair Holdings plcBooking HoldingsAmadeus ITTripAdvisorScale EconomiesNetwork EffectsLow Cost OperatorsMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesAug 10, 2026
FedEx Freight Spin-off: Sales Strategy, Network Investment & LTL Competition
Aug 10, 2026
Partner Interview
Old Dominion Freight Line•US•Large CapAmazonEcho Global LogisticsFedEx Freight Holding Company, Inc.FedExSaiaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsCommunication ServicesAug 10, 2026
IP Research Analysis
Perimeter Solutions: Wildfire Budget, Retardant Contracting, & Pricing
Aug 10, 2026
IP Research
IP ResearchPerimeter Solutions•US•Mid CapSwitching CostsScale EconomiesMission Critical Products & ServicesMaterials
Aug 10, 2026
IP Research Analysis
Perimeter Solutions: Airtanker Base Operations
Aug 9, 2026
IP Research
IP ResearchPerimeter Solutions•US•Mid CapSwitching CostsScale EconomiesMission Critical Products & ServicesMaterials
Aug 9, 2026
P&G & SAP S/4HANA: A $125M Enterprise Migration to Azure
Aug 9, 2026
Partner Interview
Sap Se•DE•Mega CapOpenAIDXC TechnologyMicrosoftAmazonGoogleOracleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesAug 9, 2026
QXO & Roofing Distribution: Contractor Economics & Growth Limits
Aug 9, 2026
Partner Interview
QXO•US•Large CapMenardsBeacon Roofing SupplySRS Holdings Co.,Ltd.Scale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyConsumer DiscretionaryAug 9, 2026
Amazon LTL Entry & the Threat to Established LTL Carriers
Aug 6, 2026
Partner Interview
Amazon•US•Mega CapFedExOld Dominion Freight LineXPOSaiaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsAug 6, 2026
Progressive: Claims Operations, Culture & Pricing Discipline
Aug 6, 2026
Aug 6, 2026
Weekly update
Danaher: Cytiva Chroma Resins vs Purolite, Wise CEO Reference Check
Aug 5, 2026
Danaher•US•Large CapWise
Aug 5, 2026
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
Coupang: Building a 2P Fulfillment Business in Korea
Jul 31, 2026
Partner Interview
Coupang Inc•US•Large CapShopeeAmazonSeaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesJul 31, 2026
SK Hynix & Samsung: DRAM Fab Build-Out Timelines & Capacity Ramp
Jul 31, 2026
Partner Interview
SK hynix•KR•Mega CapMicron TechnologyNVIDIASamsung ElectronicsProcess PowerScale EconomiesSwitching CostsMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryJul 31, 2026
QXO, Kodiak & the Challenges of LBM Distribution Integration
Jul 31, 2026
Partner Interview
QXO•US•Large CapCertainTeedBuilders FirstSourceScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyMaterialsJul 31, 2026
Showing 20 of 826 results