In Practise
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A Primary Research platform for long-term fundamental investors.
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Former VP at Warner Bros on Monday.com $MNDY switching costs: “We never switched from . I'm pretty sure Warner Brothers is still using it. Switching would be very complicated. For example, if you need to switch from Google Suite to Microsoft…
A former Fleet Manager at Roehl Transport explains how COVID reshaped the U.S. full-truckload market—from long-haul to regional/home-daily—and the knock-on effects for carrier economics. "It's interesting because when I first started, national drivers made up probably 60% to 70%…
Executive at Velv and $MNDY customer on $MNDY and #AI “Well, first of all, I think Monday is completely out of touch when it comes to the AI trend. In Portugal, we have a saying that they're putting their hands behind their feet, meaning they're making a mess. Their credit…
Safety hardware procurement implies effectively putting a price on risk. A current Western Midstream director on how O&G operators evaluate the extra subscription costs vs enhanced safety capabilities from Blackline: $BLN "That's the challenge. Currently, our organization, like…
Former Manager at Congrid on SmartCraft $SMCRT increasing prices post-acquisition: “Yes, I think they started to increase the prices step by step. It had been our aim inside the company already before that, but I think it reached new levels, with more rounds added to the pricing…
Former VP at Centene Corporation $CNC on the new CEO: "I feel her strength lies in her focus on data. She's incredibly smart, being a Harvard graduate. Her ability to process information, learn quickly, and move forward is impressive. She has garnered attention worldwide as a…
Former VP at Centene Corporation $CNC on the new CEO: "I feel her strength lies in her focus on data. She's incredibly smart, being a Harvard graduate. Her ability to process information, learn quickly, and move forward is impressive. She has garnered attention worldwide as a…
The current President of a Middleby's distributor explains the company approach to pricing in the face of significant tariffs uncertainty $MIDD: "Middleby did the best this year with all the tariff issues we faced. They announced very definitively early on that there would be no…
Former Account Executive at Hantverksdata on competing with SmartCraft $SMCRT: “I managed to acquire several customers from SmartCraft. These were usually companies that were growing and found SmartCraft too focused on carpentry and building, lacking features needed by plumbers…
Former Executive on SmartCraft's switching costs: “Yes, they never competed on price. When it came to any venue, Cordel (SmartCraft) and Visma Contracting stood side by side, selling together. We almost never switched customers from Visma Contracting, and we didn't lose to Visma…
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