In Practise

Former $LOAR exec on sales structure and cross-BU coordination: “They didn’t have a C-level sales and marketing leader, and each business had a different approach. Some didn’t even have people developing new accounts. I asked each unit for 3–5 target customers they didn’t sell to but should. Every single account already had somebody in Loar who could get in the door. I was stunned they had never done that. They had enough business from GE and Rolls-Royce"

Former $POOL VP on why they kept locations they didn't need

Former PoolCorp VP on whether reaching 30% private label revenue contribution is feasible: $POOL "If 50% of your sales are driven by equipment, and then you have got some ancillary product, and then you have got building materials and chemicals - if you think about building materials and chemicals, a big chunk of that is pure commodities. There is no value in branding rebar or salt. I think building materials and chemicals, they have got the portfolio, and now it is a matter of gaining share. There is some share gain to be had. But I would say, based on the size of the business today, barring any entry into equipment, it probably taps out. If they are around 15% today, I think they could probably get into the 20%s with new construction returning to more normal levels"

Progressive claims manager on $CPRT: Copart's buyer network is stronger

Former Broadcom Senior Director on Google's TPU lock-in with Broadcom SerDes: $GOOGL $AVGO

Former Trapeze exec on Mark Miller as CEO: just as disciplined as Leonard

Former Head of Innovation at $SAM on their speed-to-market advantage

former $DT director: "our win rates against Datadog were 60-70%. The problem was whether Dynatrace was in all of those evaluations" AI doesn't change the product moat — it changes the buying process

EliseAI customer: "delinquency before EliseAI was 7-8%. Now we're averaging around 2% or below" AI turning a cost center into a profit driver

a few perspectives from our interview library on how AI may impact software and marketplace business models "there are decades of statutory know-how you have to embed in those systems" $csu

former $DT director: "our win rates against Datadog were 60-70%. The problem was whether Dynatrace was in all of those evaluations" AI doesn't change the product moat — it changes the buying process

EliseAI customer: "delinquency before EliseAI was 7-8%. Now we're averaging around 2% or below" AI turning a cost center into a profit driver

a few perspectives from our interview library on how AI may impact software and marketplace business models "there are decades of statutory know-how you have to embed in those systems" $csu