@_inpractise Avatar @_inpractise In Practise

In Practise posts on X about $amzn, $de, in the, ceo the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 50.35% cryptocurrencies 17.48% finance 15.38% technology brands 13.99% countries 7.69% travel destinations 1.4% currencies 0.7% gaming 0.7% luxury brands 0.7%

Social topic influence $amzn #399, $de 4.2%, in the 3.5%, ceo 3.5%, business 3.5%, money 3.5%, $cvna 2.8%, oracle 2.8%, $msft 2.8%, $txrh 2.8%

Top accounts mentioned or mentioned by @shoutshoutxyz @grok @airbnb @vectorveritas @buyoutmemo @sama @darioamodei @inpractise @jboatdrinks @martynziegler @quartr_app @pizzangelo @dynamicmoats @stockthoughts81 @davideborall @bytesizedsignal @acquirers_club @vectorveritas_ @ausproperty95 @growthbuffett

Top assets mentioned Amazon.com, Inc. (AMZN) Deere & Company (DE) Carvana Co. (CVNA) Microsoft Corp. (MSFT) Texas Roadhouse, Inc. (TXRH) Oracle Corporation (ORCL) Alphabet Inc Class A (GOOGL) Dexalot (ALOT) Wall Street Memes (WSM) Flutter Entertainment plc (FLUT) DraftKings Inc. Class A Common Stock (DKNG) Effect.AI (EFX) TransDigm Group, Inc. (TDG) Loar Holdings Inc (LOAR) CNH INDUSTRIAL N.V. (CNH) AGCO, Corp. (AGCO) Copart, Inc. (CPRT) The Root Network (ROOT) Chime Financial, Inc (CHYM) Ailey (ALE) Reality Metaverse (RMV) General Electric Company (GE) CoStar Group, Inc. (CSGP) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) NuCypher (NU) Adobe, Inc. (ADBE) Wise (WISE) Uber Technologies, Inc. (UBER) Rubic (RBC) Salesforce Inc (CRM) ServiceNow Inc (NOW) Dell Technologies, Inc. (DELL) Nexxen International Ltd. (NEXN) BBB Foods Inc. (TBBB) Roko (ROKO) Dana Incorporated (DAN) ALLISON TRANSMISSION HOLDINGS, INC. (ALSN) Zeta Global Holdings Corp. (ZETA) ZetaChain (ZETA)

Top Social Posts

Top posts by engagements in the last [--] hours

"Former Warburg Pincus partner on the two major challenges with the PE model"
X Link 2026-02-08T14:51Z 25.7K followers, 278.4K engagements

"Former TransDigm executive on differences in $tdg vs $loar"
X Link 2026-02-08T22:59Z 25.7K followers, 23.3K engagements

"Former Director at ServiceNow on the biggest challenge for Salesforce.Agentforce $crm"
X Link 2026-02-11T16:23Z 25.7K followers, 16.9K engagements

"New Research on Loar Holdings $LOAR We explore the 'proprietary' nature of assets in its portfolio and compare the quality of the IP to $TDG opcos Loar own BTP manufacturers and PM companies across the supply chain"
X Link 2024-05-31T11:45Z 25.7K followers, [----] engagements

"A former VP at Magnite discusses the advantages of Nexxen $NEXN end-to-end platform: "Nexxen can tell Dell that instead of only half of their $500 million reaching the audience they can increase it to two-thirds or three-quarters by adjusting their take rate on SSP and DSP. By doing so Dell gets more exposure because more working media dollars are used effectively resulting in a richer buy. Buyers want more money in front of eyeballs. By using one partner they can negotiate better rates and reduce the number of intermediaries leading to more ads reaching the audience. This direct path"
X Link 2025-11-26T13:41Z 25.7K followers, [----] engagements

"Raspberry Pi $RPI.L commercial customer on their potential in the high-volume industrial world: I think they can pretty much do that. In fact they must be doing it with their product called the Raspberry Pi Zero which has a really tiny footprint but is a full-fledged base. It has a small memory footprint. For example Mahindra the automakers in India are using the Raspberry Pi Zero in their dashboards for ECU computes. They sell more than a million cars every year so if each car includes a Pi they are definitely buying more than a million per year from Raspberry Pi. I am sure similar things"
X Link 2026-02-12T17:44Z 25.7K followers, [----] engagements

"How much data does Airbnb have about users Most users use it 1-2x per year max unclear what the AI angle is outside of incrementally improving core stays search @Airbnb AI will accelerate everything. But we're not just bolting on a chatbot. We have millions of unique homes 200M+ verified identities and 500M+ reviews. We're building an app that doesn't just search for you it knows you. @Airbnb AI will accelerate everything. But we're not just bolting on a chatbot. We have millions of unique homes 200M+ verified identities and 500M+ reviews. We're building an app that doesn't just search for"
X Link 2026-02-13T19:05Z 25.7K followers, [----] engagements

"Former Walmart Mexico VP on BBB Foods store opening strategy: $TBBB $WALMEX "Tiendas 3B's model is straightforward. No e-commerce no fintech just brick-and-mortar stores and opening two or three stores per day. The magic of this plan is simplicity. When you talk with BBB employees you understand that they leverage Walmart's tactics. For instance we discussed the real estate and footprint of the stores. They said that Walmart is more intelligent and has more resources so they wait until Walmart puts in a store and then they find a place nearby [---] to [---] meters away""
X Link 2025-04-21T21:15Z 25.7K followers, [----] engagements

"Founder and CEO of Rko and Former CEO at Lifco on what he learned building Lifco $roko"
X Link 2025-08-05T13:53Z 25.7K followers, [----] engagements

"Former Managing Director at DCC/Butagaz $DCC.L on the competitive advantage: Butagaz is probably doing better than the others. However when I say better it is not a [--] or [--] points market share; it is very steady because of the contract and because you own the tanks. If you want to change suppliers you need to remove the tank which costs between [---] and [----] for domestic customers. That is in the contract and depends on the brand. Butagaz is closer to [---] to [---] while others might be [----] to [----]. It costs a lot so some customers prefer to renegotiate."
X Link 2025-11-18T19:30Z 25.6K followers, [----] engagements

"Former Sales Executive at Dana Inc $DAN on why they sold their most profitable business to $ALSN: The rumor on the street and I've had many conversations with some of my colleagues who are still there or have recently left is that Dana needed that cash to support their automotive side of the business. That was a real surprise to me. I thought why not just sell off the automotive division that's not making money and hasn't been profitable for probably the last decade Just get rid of it and keep the profitable business to grow it. https://twitter.com/i/web/status/1994424922056106454"
X Link 2025-11-28T15:15Z 25.7K followers, [----] engagements

"A former Sales Director at Dassault Systems $DSY.PA discusses the high switching costs faced by customers: "Changing your ERP is as complex as changing your PLM or your MES. The entire architecture in a company regarding those solutions revolves around all the data you have and all your resources and people in your company. They're all working with the same systems so you have to ensure that all processes are implemented in those solutions. You have all your data so the stickiness is really due to the complexity of these platforms.One of the biggest changes in the automotive industry for"
X Link 2025-12-04T19:46Z 25.7K followers, [----] engagements

"Former CNH dealership sales director on CNHs inconsistent direction vs Deere: $DE $CNH $AGCO "Having worked with both Deere is very authoritative with their dealers. They basically dictate how things should be done because they have a clear vision. CNH on the other hand lacks vision and frequently changes their mind. They go through senior management like vice presidents quite often. I have never seen anything as bad as it is now. Deere however decided early on like when they first introduced guidance in the 90s that technology was the future. Their integrated technology has put them far"
X Link 2025-12-08T15:14Z 25.7K followers, [----] engagements

"Former Managing Director at Auto1 Group $AG1 on the customer conversion (1/3): The first step is downloading the app. I am not sure how many see the commercial and download it. After downloading you take basic pictures of your car guided by the app. The algorithm then gives you a price for the car. Only [--] to 10% decide to book an appointment. The rest may only want to see the offer or use the price elsewhere." https://twitter.com/i/web/status/1998156405103075741 https://twitter.com/i/web/status/1998156405103075741"
X Link 2025-12-08T22:23Z 25.6K followers, [----] engagements

"A Copart buyer in Nigeria sheds light on the dynamics of the Nigerian market and compares unit economics between Copart and IAA. "Yes the interface is user-friendly and U.S. requirements make it easier for individuals to buy. Payment options are simpler and Copart is more well-known compared to IAA. Their charges are also more favorable. For instance late payment fees are $50 on Copart and storage is $5. On IAA late payment is $200 and daily storage is $50. These factors contribute to why people prefer Copart." $CPRT"
X Link 2025-12-24T11:37Z 25.7K followers, [----] engagements

"A former Product Manager at Root $ROOT explains how the company addressed its underwriting challenges: "Root cannot outperform established companies like Progressive GEICO State Farm Farmers and Nationwide who have hundreds of years of claims and loss data. New entrants to the market struggle because they lack this hedge. You cannot simply start a carrier and know how to underwrite because that knowledge is proprietary. https://twitter.com/i/web/status/2009288151928377710 https://twitter.com/i/web/status/2009288151928377710"
X Link 2026-01-08T15:36Z 25.7K followers, [----] engagements

"Former $DCC.L US GM on the issues with the company: With AmeriGas I received my P&L every month so I knew my expenses and the changes I needed to make. I knew what levers to pull each month with my managers if we weren't meeting margins or volume. DCC never provided that. In the two and a half years I was there I never saw a P&L. I remember telling the CEO that I felt like I was flying an airplane with blinders on. It was just strange. They kept saying they needed to fix it but they had people in Chicago working on spreadsheets to compile financials every month. It was clear something wasn't"
X Link 2026-01-13T12:21Z 25.6K followers, [----] engagements

"A former Product Manager at Chime $CHYM describes some challenges the company faces in retaining customers: "Many customers with lower payment volume haven't fully moved their banking business to Chime. They don't see Chime as their primary bank. Interchange depends on different transaction types which is why Chime wants to be your primary banking partner.Chime must build the right experiences and products to convince them to establish a long-term relationship with Chime.they have the right products but they don't have the right experience. So far the customer experience has been very much"
X Link 2026-01-13T13:02Z 25.7K followers, [----] engagements

"A former Product Manager at Chime $CHYM describes some challenges the company faces in retaining customers: "Many customers with lower payment volume haven't fully moved their banking business to Chime. They don't see Chime as their primary bank. Interchange depends on different transaction types which is why Chime wants to be your primary banking partner.Chime must build the right experiences and products to convince them to establish a long-term relationship with Chime.they have the right products but they don't have the right experience. So far the customer experience has been very much"
X Link 2026-01-13T13:02Z 25.7K followers, [----] engagements

"Large MTU Aero Engines $MTU customer on GTF vs LEAP engines: "The LEAP is probably 8% to 9% more efficient than the V2500. The GTF leads by 12% to 13%. Compared to the V2500 and CFM56 the LEAP is our benchmark. The GTF is 12% to 13% while the LEAP is 8% to 9%. I don't think it even reaches 10%." https://twitter.com/i/web/status/2011073619162464740 https://twitter.com/i/web/status/2011073619162464740"
X Link 2026-01-13T13:51Z 25.7K followers, [----] engagements

"Former VP at Zeta Global $ZETA on the switching costs: "I'm sure it's a challenge and it's likely why some people find it difficult because it's such a large and expensive platform. We haven't discussed the services surrounding the platform today but I think that's what makes the business sticky. When a company invests millions of dollars the last thing they want is to remove that platform and replace it with something else that might work or could take years to reach the same level. There's too much opportunity cost in some cases to deplatform. Even if they are disgruntled or challenge some"
X Link 2026-01-13T19:48Z 25.6K followers, [----] engagements

"Former Amazon manager on Amazon Poland GMV: $AMZN $ALE "In [----] it was around [------] per day a little more than [--] million per week. Assuming the planned growth for the following years it should be in the range of [--] to [---] million per day or [--] million per week. It is slightly more than I thought when we spoke in December. That would translate into more than [--] billion Polish zoty per year. I would say in the range of [--] to [--] million per week. The toys category kicks in during December along with electronics. It will definitely be more than [--] million in December but taking other months into"
X Link 2026-01-15T12:21Z 25.6K followers, [----] engagements

"Former CEO at MTU Aero Engines Maintenance $MTU on economies of scale: "The second point is scale. We always had a rule of thumb: if we can handle [--] engines per year on a single program it will be profitable. Anything below that requires a longer wait. Why First you don't technically understand the engine if you only handle one per month. You don't learn what drives performance. Without understanding performance drivers your work scope will closely resemble what the OEM does making it hard to compete." https://twitter.com/i/web/status/2013258905372008777"
X Link 2026-01-19T14:35Z 25.7K followers, [----] engagements

"Former Allegro CEO on why country-by-country localization breaks scale: $AMZN $ALE "One of my biggest frustrations when I was running there is: "Well the Slovaks are like that." And it's like all right well how long have you worked in Slovakia Do you speak Slovakian How long have you spent in the Slovakian market The answer was always not very little none at all. That is a problem. If they don't get a handle on that and I'm confident at least from tech perspective it's hardwired now it's going to be difficult to win in those small markets because that's the reason why Amazon doesn't go in."
X Link 2026-01-21T14:40Z 25.6K followers, [----] engagements

"Current Ticketmaster Director on CTS market share and Live Nation growth ambitions: $EVD $LYV "Volume-wise the German part is the biggest part in Switzerland with over 60%. They dominate almost every aspect of it. When you take it all together and aggregate it they probably account for almost 75%. Live Nation definitely sees that when you are comparing the US market growth is coming from the European market. They think the right move is to build venues. They are currently building a 25000-seat venue in Munich. They just bought the biggest indoor venue in Europe in Paris which has [-----] seats."
X Link 2026-01-26T15:20Z 25.7K followers, [----] engagements

"A former Product Manager at $ROOT explains the pain points solved by the Root Agent Portal (RAP): "It is a modern agent system powered by the carrier platform. It is a front-end tool for agents to bind policies much better than other carriers. Many agent portals like those for Progressive are outdated resembling systems from [----]. Root's system is more seamless allowing quick policy binding.You call your agent they input your information and receive a list of quotes from cheapest to most expensive from all carriers. They are all RC1s because no one has the technology to present an RC3 to"
X Link 2026-01-27T18:43Z 25.7K followers, [----] engagements

"Former Scout [--] Director on why LLMs struggle to disrupt real estate classifieds" $RMV $G24 $HEM "Each image is about three to five megabytes on average. That means you would have to first crawl probably about [--] gigabytes of data for a result list and then show all of these images in an LLM. But then you're mimicking the real estate classifieds portal and you didn't make any revenue at that point in time. You first have an expensive cost because it's very expensive to do so but you didn't yet make any revenue. The point is the LLM only can work because it's strong in its results. You type in"
X Link 2026-02-04T13:15Z 25.7K followers, [----] engagements

"Former Talent Development Director at Chipotle $CMG on current leadership team: Scott personally is that he is a very sound operator. He knows how to run great restaurants. However as his career has progressed he has lost sight of what's important for the hourly team member. Scott has focused so much on the numbers and less on how we achieve those numbers. I remember early conversations with him when he would visit a restaurant without even looking at their metrics beforehand. He wanted to see and experience the restaurant first-hand. He used to always say that numbers don't tell the full"
X Link 2026-02-05T13:14Z 25.7K followers, [----] engagements

"@VectorVeritas_ @buyout_memo an interview on our platform due to be published soon http://inpractise.com http://inpractise.com"
X Link 2026-02-08T20:19Z 25.6K followers, [---] engagements

"Roblox ads opportunity $rblx"
X Link 2026-02-09T21:35Z 25.7K followers, [----] engagements

"Ecosystem Partner of Raspberry Pi $RPI.L on their boards: The Pi is a low-cost solution effective for our boards even operating on a Raspberry Pi [--]. We're up to Pi [--] now but many customers use a Raspberry Pi [--]. Our boards can run on a 2GB Raspberry Pi. From the HiFiBerry standpoint for a high-performance cost-effective audio solution it's hard to beat a $45 Raspberry Pi plus our board and a power supply. https://twitter.com/i/web/status/2021268187673673734 https://twitter.com/i/web/status/2021268187673673734"
X Link 2026-02-10T17:01Z 25.6K followers, [----] engagements

"Hemnet is the only real estate classifieds platform in the world that shares listing revenue with broker offices: $HEM $REA $RMV "The other lever that Hemnet has which REA doesn't is broker recommendation. I'm not sure how familiar you are with that aspect of the business model. But what happens is that Hemnet is the only property portal in the world that is revenue-centered and not a call center for the broker. The broker offices not the brokers themselves get back some money for every listing they post on Hemnet. That is a percentage that is based on the listing for administrative purposes."
X Link 2025-10-19T11:24Z 25.7K followers, [----] engagements

"A former Chief Medical Information Officer was surprised by the clinicians' response when he tried to switch to an UpToDate competitor $WKL.AS: "I went into it thinking that if DynaMed was close or similar we would probably switch. I was surprised by the passionate response from a group of our clinicians who were familiar with DynaMed. They were absolutely committed to UpToDate considering it much more useful. They expressed that they would be very unhappy to see it go to the point where they said they might start paying for personal subscriptions or consider working elsewhere that had it.""
X Link 2025-10-31T15:35Z 25.7K followers, [----] engagements

"A former Senior Executive at Ally Financial sheds light on the performance gap between Carvana and CarMax. "The way it works is Carvana each quarter sends a tape to Ally of loans they want Ally to purchase under that forward flow. Ally examines that tape and tries to mimic its own buy box. In a nutshell it's roughly 10% for [---] and below the majority from [---] to [---] and a bigger chunk from [---] to [---]. Ally treats Carvana loans almost like a regular dealer saying this is the buy box we accept from any dealer and we will buy in bulk. There's some give and take but it's a reliable source for"
X Link 2026-01-02T14:29Z 25.7K followers, [----] engagements

"Former IMCD Product Manager on the unit economics of distributing Chinese principals: $AZE $IMCD "Typically you have higher margins with Western principals because they often have a stronger customer base. These customers approved certain products decades ago and are reluctant to replace them allowing for higher pricing. With a Chinese competitor you must establish the product in the market integrate it into formulations and convince customers to replace long-standing products with a Chinese alternative. This involves compensating the customer's expenditure. For instance if you replace a"
X Link 2026-01-07T17:54Z 25.7K followers, [----] engagements

"Former Executive at Johnson Controls $JCI International on the leadership change: I have heard that Joakim saw how he treated people and decided not to have that in his organization. If that is true it is a really good sign. Nate was very much like George; they both came from General Electric. I used to counsel Nate saying "George is tough but we both make millions of dollars so we can take it. Your people make hundreds of thousands not millions and they don't have to stay here. You can't treat them the way George treats us." https://twitter.com/i/web/status/2009398461603455311"
X Link 2026-01-08T22:55Z 25.7K followers, [----] engagements

"Former Azelis Director on Chinese price deflation: $AZE $IMCD "Two or three years ago in Africa there was still a perception that Chinese products lacked quality. However with the supply chain disruptions caused by Covid many customers started to homologate some Chinese products. They began to see that qualitatively speaking there wasn't much difference from European products. Customers started to change their perspective realizing that if the quality isn't significantly different from European products and the prices are 30% or even 40% less why not We have seen this dynamic from [----] until"
X Link 2026-01-13T20:01Z 25.7K followers, [----] engagements

"Former Procore sales executive on account penetration targets: $PCOR "I definitely think there is feasibility in reaching 75% but perhaps not for the entire customer base. It is achievable under certain conditions. Many customers naturally hit the 50% mark when Procore was the dominant job site system with project managers and supervisors adopting it quickly. Field teams were actively using the platform but admin teams sometimes continued using other systems in parallel. To move from 50% to 75% companies need to standardize every project mandate usage at the leadership level and enforce"
X Link 2026-01-19T13:43Z 25.7K followers, [----] engagements

"Former Trade Desk CTV Partnerships Manager on Amazon DSPs low-cost playbook: $TTD $AMZN "In terms of why they're gaining traction the first is around price. It's relatively publicly known that they have a 1% tech fee and sometimes they even waive that as well. They're offering their DSP for free for advertisers to use in terms of testing. It's difficult to compete with that" https://twitter.com/i/web/status/2013256647267778928 https://twitter.com/i/web/status/2013256647267778928"
X Link 2026-01-19T14:26Z 25.7K followers, [----] engagements

"A former Senior Executive at Ashtead Technology $AT.L explains how the company's relative scale and logistics advantages help it navigate the inherently unpredictable subsea equipment rental operating environment: "For large construction projects say in the Gulf of Mexico or West Africa you typically know a year or six months in advance. The date might change the exact field layout might change and the number of components might change slightly but you have better visibility. However the rental company might not be decided at that point. They may come to the rental company quite late and say"
X Link 2025-10-07T21:14Z 25.7K followers, [----] engagements

"How EliseAI works with Entrata for property managers $appf"
X Link 2026-02-09T22:05Z 25.7K followers, [----] engagements

"Former Roper Technologies VP on the stickiness of VMS: "Your question might be whether it's too sticky for a law firm to stick to custom-built legal practice management software or for a hospital to stick with hospital management software. My answer is that this stickiness is becoming more diluted. It won't remain sticky and you will see the results in two to three years not even five.The reason is that technology especially for clients like lawyers doctors or surgeons was very expensive [--] years ago. They weren't tech-savvy and needed extensive training to use basic software functions. This"
X Link 2025-09-27T14:31Z 25.7K followers, 44.5K engagements

"$amzn JUST IN: AWS CEO on AI CapEx spend were thinking about how do we have enough capacity for [----] but also much of this is building capacity for [----] and even [----]. Matt Garmann AWS CEO $AMZN https://t.co/B1IriJKBHx JUST IN: AWS CEO on AI CapEx spend were thinking about how do we have enough capacity for [----] but also much of this is building capacity for [----] and even [----]. Matt Garmann AWS CEO $AMZN https://t.co/B1IriJKBHx"
X Link 2026-02-13T22:36Z 25.7K followers, [----] engagements

"Former Zillow Director on how MLS data is available on every portal: "The issue and where confusion arises is that all the listing data is syndicated to multiple places. Listings in my neighborhood on Zillow are also on Redfin and It's puzzling why Zillow gets so much more traffic than all the others combined. There's no differentiation in terms of the actual data accuracy. Zillow used to have issues with data accuracy on listings largely due to how the feeds came to the site. However they all have the same inventory and people have their own preferences. It's hard for any one group to"
X Link 2025-04-29T10:09Z 24.1K followers, [----] engagements

"A former Head of Transportation Execution Tech at Wayfair $W sheds light on the challenges the company is facing while migrating its legacy monolithic systems to a microservices one. "It's a very patched-up system. If someone tries to decouple or detach the system something would break. So everybody is scared to take that risk. Nobody wants to be the person who might be the fall guy. It's very slow and cautious and I think it could have been more efficient.""
X Link 2025-04-29T16:15Z 24.1K followers, [----] engagements

"On why GE sponsored the rise of CPP: "Because GE did not like the duopoly and was smart enough to realize there wouldn't be enough capacity for the LEAP. They had a very aggressive plan which we all saw. Even with CPP there wasn't enough capacity for this giant ramp on LEAP. They didn't think PCC and Howmet would have the capacity and they were right. Even with CPP on board there still wasn't enough capacity. With every LEAP A and B they were behind and engines were not being delivered on time. Prior to Covid they were six months late. Nobody was meeting the ramp-up scale that GE wanted"
X Link 2025-04-30T13:01Z 24.1K followers, [----] engagements

"New research piece on $cvna and Bridgecrest (DriveTime subsid) relationship and subprime loan perf vs competitors we cover the following and compare $CVNA subprime NCLs vs Exeter $CACC and DT"
X Link 2025-05-01T17:13Z 25K followers, [----] engagements

"A former Bright MLS Director on MLS role within home rentals: $Z $CSGP "MLS has tried to add rentals but the fact is that Zillow and own about 95% of the business. They essentially function as an MLS for rentals. It's a very dynamic and consumer-oriented business" http://Apartments.com http://Apartments.com http://Apartments.com http://Apartments.com"
X Link 2025-05-05T11:21Z 24.5K followers, [----] engagements

"Former Oracle Cloud Director on how Oracle won Zoom from AWS: $ORCL $AMZN $MSFT $NVDA "Zoom was an AWS customer during the pandemic and they needed more performance and to scale very quickly. At that time AWS didn't have enough capacity to meet their needs. Zoom relies on real-time communication and we can't buffer without causing a delay. These are fundamentally different workloads. For YouTube and Netflix consistent performance isn't as crucial as peak performance. We aim to get as much data out as possible to buffer client-side creating a seamless experience""
X Link 2025-05-07T08:50Z 24.2K followers, [----] engagements

"Former Head of Ad Partnerships at Meta on $goog vs $meta in world of LLMs"
X Link 2025-05-07T16:01Z 24.2K followers, [----] engagements

"Former $CPNG Eats executive on how to balance driver supply costs: "There are many lessons learned on driver engagement and setting up different incentives so that you're paying only to the group. You essentially have a set of supply curves that differ for each freelancer. Some people are only willing to work at certain prices. How do you ensure you're only paying to satisfy each person's supply curve You can't do that by paying everyone the highest price. Coupang develops different engagement incentives to ensure enough people are available during peak times. Being competitive and"
X Link 2025-05-07T16:42Z 24.5K followers, [----] engagements

"Former CFO of CFM Materials on $ftai sourcing USM for module swaps"
X Link 2025-05-07T22:37Z 24.6K followers, [----] engagements

"Cimpress $CMPR is trying to consolidate the printing industry. As a leader in the business card market it has been acquiring adjacent businesses to become a one-stop shop for micro businesses willing to create and grow their brand. Our conversation with a former VP sheds light on the challenges the company is currently facing when competing against specialized players in its field. "You hit the nail on the head. This is the question of who Vistaprint is. Let's focus on Vistaprint for the moment. Vistaprint built its reputation on business cards. It was known as the business card company."
X Link 2025-05-09T16:16Z 25.1K followers, [----] engagements

"$cvna CFO in [----] on its potential auto lending moat"
X Link 2025-05-10T14:45Z 24.2K followers, [----] engagements

"Former Cartier Director on branded jewellery pricing power vs bags $CFR $LVMH : "Of course the price of materials is increasing and if that's the case we need to reflect this increase in the price of the jewelry. However in jewelry we cannot take the client for a fool. It's different from a bag designed by Pharrell Williams where you can set any price. Jewelry is not the same as selling bags or keyrings even if it's branded""
X Link 2025-05-13T11:21Z 24.6K followers, [----] engagements

"An executive who has been a $KSI.TO customer for [--] different companies quantifies the time savings from paperless validation: "The time savings are significant though it's difficult to quantify exactly. I can give you an example. In projects delays were often attributed to C&Q but in Stein and Visp we realized it wasn't C&Q causing delays; it was engineering. We were faster at qualifying and commissioning equipment than they were at implementing new equipment. The big advantage is the speed in this direction. Looking at the data I have I calculated the time gains for a normal life cycle. By"
X Link 2025-05-13T11:26Z 24.2K followers, [----] engagements

"Yet siloed Commissioning & Qualification programs make it hard to convince multiple sites to change. This explains why greenfields are much easier pickings: "The big problem Lonza had was that every site had its own C&Q program. Because I was part of the global project bringing in new facilities they had to follow my rules. The C&Q program I implemented was initially used for greenfields. My goal was to eventually roll it out for brownfields as well for lifecycle management so they would also have to change.""
X Link 2025-05-13T11:26Z 24.2K followers, [----] engagements

"Former Nubank director on how the improvement of the credit models doubled the approval rate $NU $MELI : "I think it was [----] when we saw the results. This was a long-term initiative because we needed to accumulate a lot of data and wait for those customers to mature to establish some credit performance. I think it took about two and a half years from starting the project experiment to implementing the model. This was a game-changer allowing many people with negative marks to be approved not at the same pace as others but still significant. The approval rate at Nubank increased from 20% to"
X Link 2025-05-13T18:48Z 24.2K followers, [----] engagements

"A former Texas Roadhouse managing partner on store-level unit economics $TXRH : "The company is currently averaging between $5 and $6 million per store. Years ago it was about $4 million per store. The average store now is doing above $5 million so between $5 to $6 million a year is what most stores are doing. This puts you in the conversation above $100000 a week somewhere between $120000 to $130000 a week in sales for an average store. Some stores do much more than that. As far as guest counts are concerned that puts you somewhere between [----] and [----] a week about [----] a week. The initial"
X Link 2025-05-15T11:41Z 24.5K followers, [----] engagements

"On Texas's unique compensation scheme: "Yes managing partners are compensated with a salary. My salary was $65000 a year. We also received 10% of the bottom line as a guaranteed monthly bonus. If we brought in $100000 in profits I would get a $10000 bonus check. So I receive 10% of the bottom line each month as part of my compensation""
X Link 2025-05-15T11:41Z 24.2K followers, [----] engagements

"On steak quality vs competition: "The steaks at Texas Roadhouse are hand-cut. Nobody else really cuts their steak by hand. Most of the time you're getting steaks that are frozen thawed out and cooked in a pan. Texas Roadhouse has a meat cutter who stands in the icebox for eight hours a day and cuts all our meat by hand to ensure every single steak meets its specifications for proper cooking process and enjoyment. This sets us apart because Texas Roadhouse produces the freshest highest quality product at a price point you can't find elsewhere. If you want to go to a steakhouse and pay $50 a"
X Link 2025-05-15T11:41Z 24.2K followers, [----] engagements

"Former VP at Coupang on cutting out middlemen"
X Link 2025-05-16T10:49Z 24.5K followers, [----] engagements

"A former VP at IAA explains how Copart $CPRT won international markets by focusing on the buyer's experience: "These were two fundamental differences. Copart decided early on to become a digital marketplace that happens to sell cars creating an Amazon-like environment for e-commerce where people could buy and sell cars. IAA however remained a salvage auction company with an internet solution. Although these may sound similar they are fundamentally different. IAA held on to being a salvage car auction company for a long time offering a digital option for online bidding but still fundamentally"
X Link 2025-05-23T10:06Z 24.6K followers, [----] engagements

"Former AstroNova Product Identification sales manager on their reliance on the lack of SEO marketing at the business $ALOT : "Yes you could go to exhibitions but nine times out of [--] if you're a business wanting to print your own labels what are you going to do in this day and age You're going to Google it right If you want to buy something you do two things. You either go on Amazon or you go on Google. I'm not too sure about social media that's a completely different audience. You're not going to sell a [----] [-----] definitely not a [-----] printer to somebody scrolling on Instagram. It just"
X Link 2025-05-25T17:48Z 24.6K followers, [----] engagements

"A former Texas Roadhouse managing partner on Roadhouse value proposition $TXRH : "I would say they're looking at attracting at least [-----] to [-----] people. That way even though there may be competition Texas Roadhouse still feels there's enough population to support the restaurant. One of the things that sets Roadhouse apart is that once they enter a market even if there's an Outback or a LongHorn or another steakhouse they tend to capture market share quickly. This is due to their basic recipe for success. Fresh food. Everything is made from scratch. Nothing is pre-made or frozen and that's"
X Link 2025-05-26T17:51Z 24.5K followers, [----] engagements

"A former Texas Roadhouse managing partner on Roadhouse value proposition $TXRH : "I would say they're looking at attracting at least [-----] to [-----] people. That way even though there may be competition Texas Roadhouse still feels there's enough population to support the restaurant. One of the things that sets Roadhouse apart is that once they enter a market even if there's an Outback or a LongHorn or another steakhouse they tend to capture market share quickly. This is due to their basic recipe for success. Fresh food. Everything is made from scratch. Nothing is pre-made or frozen and that's"
X Link 2025-05-26T17:51Z 24.5K followers, [----] engagements

"On the servant leader unique culture: "The benefits of being part of this culture included not only taking the knowledge you have but also sharing it with others. I think this always stemmed from Kent Taylor being a servant leader. This philosophy trickled down through the executive staff market partners managing partners and even to the hourly staff to help the new employees. We didn't just leave them on their own; we nurtured them to be as successful as we were. I also had several people who went into management after starting as hourly employees. This culture of servant leadership from top"
X Link 2025-05-26T17:51Z 24.5K followers, [----] engagements

"A former VP of Sourcing & Product Development at Williams-Sonoma $WSM sheds light on how the company is navigating tariff challenges and its effect on the company's unit economics. "It's quite challenging if you don't have a starting point. For instance consider my Chinese upholstery suppliers who had to set up operations in Cambodia for the first time. You need to think about all the components required for your product. For example foam needs to be sourced locally due to high shipping costs because of its size. There weren't many foam suppliers so they had to absorb some of the costs until"
X Link 2025-05-30T11:57Z 24.6K followers, [----] engagements

"A current Trojan Label customer on quality issues with AstroNova labels $ALOT : "It's not tight. When you put this in the printer it just won't accept it. It says it can't calibrate. So I've got [------] though I don't know the exact number that are unusable. This has happened multiple times. Now I'm left with no labels and I have a busy warehouse behind me. I'm in trouble. Next week I have nothing to print. I don't know what we're going to do or how we'll figure that out over the weekend""
X Link 2025-05-31T14:48Z 24.6K followers, [----] engagements

"Former OKI Managing Director on the printing industry business model: $ALOT "What I learned most was that the whole business is around supplies and you will hear that sentence more often. At the end of the day what I've learned in those years is we are in the Gillette business. We sell razors to get the blades full stop""
X Link 2025-06-02T19:43Z 24.6K followers, [----] engagements

"A current John Deere dealership owner on operations center adoption $DE $AGCO $CNH : "Two years ago it was probably at 50%. Today we're closer to 70%. So it's steadily increasing. We even have competitive customers storing data in the Operations Center now. Yes they can load it into the app center. For example if they're an AGCO customer they can't use telematics. They have to use a memory stick and manually transfer it into the Operations Center. But we have customers from both CASE and AGCO manually transferring data into the Operations Center. There's no other competitive tool. Neither"
X Link 2025-06-03T08:04Z 25K followers, [----] engagements

"On See & Spray monetization & ROIC : "Let's discuss the math. If it's corn they are charged $4 an acre. For a 3000-acre corn grower an average grower they might spray the corn three times. So it's three times [----] times $4. They are probably saving 60% of their herbicide costs with that spray. If the cost is more than the $4 an acre subscription fee it could be closer to $10 or $12 an acre for just the chemical. If they save 60% of that they save $7 an acre and pay out $4. So they save $3 an acre. For a 3000-acre corn grower they save $9000""
X Link 2025-06-03T08:04Z 24.4K followers, [----] engagements

"On how machine-to-machine communication is making mixed fleet operations more challenging benefiting Deere: "It's very difficult to operate a mixed fleet. AGCO is focusing their growth on operating in a mixed fleet environment which drove their acquisition of Trimble and Precision Planting. Both operate in a mixed fleet environment. They're saying that with these technologies you can operate a mixed fleet just like mixing Android and iOS. But it's challenging so I question AGCO's strategy of basing their success on operating in a mixed fleet. I think most customers would prefer a single brand"
X Link 2025-06-03T08:04Z 24.4K followers, [----] engagements

"A former Senior Manager on how easyJet is growing share in slot-constrained airports: "EasyJet operates in slot-constrained airports aiming to be the number one or two player in those locations for profitable revenue. However during downturns this strategy offers little flexibility as they can't easily move out without risking their territory. They easyJet haven't experienced much growth in new markets with their airline over the last seven years.""
X Link 2025-06-05T11:49Z 24.4K followers, [----] engagements

"A former EVP at Williams-Sonoma $WSM sheds light on how Wayfair may benefit from offline / online synergies: "The reality is that they are both symbiotic and very positive to each other. Whether you put a store in a region originally supported by e-commerce the e-commerce numbers go up just as you get the volume in the store. Conversely adding e-commerce to an area is beneficial. I've never tested this extensively but when I open up e-commerce it's available to the whole country. However in the Middle East Australia and Canada four years ago I did add e-commerce and we found that they were"
X Link 2025-06-05T11:53Z 24.6K followers, [----] engagements

"Former Adobe product manager on SMB trends: $ADBE "This is crucial for the SMB space. In the SMB space Adobe's market is definitely being eroded. There's no doubt about that. I believe the division line was around [----]. When I was there I was advocating for Adobe to switch to mobile and web platforms. However Photoshop was still the cash cow at the time so nobody really cared. But I would say [----] was the division line""
X Link 2025-06-09T13:58Z 24.5K followers, [----] engagements

"Former Wise Director on the company culture $WISE: "In my first meeting at TransferWise Kristo walked into the meeting room. They were discussing a customer implementation plan when Kristo suggested building a specific module within the API for a customer believing they would love it. The team respectfully disagreed pointing out that he was wrong based on three data points they had noticed. They decided not to build what he suggested and instead continued with their plan aiming to acquire another customer with different requirements. In my previous job at a bank the entire team would have"
X Link 2025-06-11T17:59Z 24.9K followers, [----] engagements

"According to a former Warranty Claims Adjuster at SilverRock one of the main reasons warranty claims can be confusing for Carvana customers is the lack of standardization across states. "Yes it varies by state because some states have different types of contracts than we do. We ended up needing to note for example that in certain states we have a contract where we can't make the customer pay for diagnostics. In other states we haven't faced any issues and no one has sued us to renegotiate the contracts. In some cases for [--] days we cover the diagnosis regardless of the problem. In some states"
X Link 2025-06-17T19:47Z 24.5K followers, [----] engagements

"Former Adobe Japan Director on price hikes $ADBE : "During the six or seven years I was at Adobe we increased our product prices every two years by about 10% to 20% depending on the situation. This price increment was the only way to expand revenue for Adobe Creative products. Customers both in Japan and internationally are hesitant about Adobe's price increases because they don't see the added value""
X Link 2025-06-17T20:21Z 24.5K followers, [----] engagements

"$VRRM 's Commercial Services division is one of the most profitable businesses we've come across with profit margins 60%. It provides toll management services to the top rental car companies: "The commercial services business was primarily formed through two acquisitions; as you mentioned. HTA Highway Toll Administration and ATS American Traffic Solutions. Each of those businesses had complementary customers on the rental car side. Verra Mobility has probably 95% market share of tolling for the rental car industry in the United States. So pretty much every rental car company in the United"
X Link 2025-06-18T10:19Z 24.6K followers, [----] engagements

"Former Zillow rentals executive on multifamily pricing evolution: $Z $CSGP "For the entire building. It's actually a pretty good deal. When I first started it was $50 for the entire building. I remember when we doubled it to $100 everyone was shocked. But when you break it down it's essentially free money. So $650 is the current rate. I would guess they're probably at $800 by now. is essentially getting twice as much money out of every building. You pay $650 for the building whether you have one vacancy or [--] vacancies. In the upper right-hand corner there are sponsored ads you can buy called"
X Link 2025-06-18T17:09Z 24.6K followers, [----] engagements

"A former Director at Cimpress $CMPR shares the challenges the company faces in pivoting from a business cardfocused operation to a one-stop marketing partner for microbusinesses: "I think that's a big challenge. So far people don't look for logos; they tend to look for a product they can customize. I agree with you business cards were perfect for Vistaprint but it's a declining product. They need to find other destination products that are not declining or at least holding their ground to serve as entryways. That's part of what they're trying to do with mixed success. In adjacencies some"
X Link 2025-06-18T20:36Z 25K followers, [----] engagements

"Point72 gets 30-40k applicants for [--] jobs right out of school https://youtu.be/l3JLUFgUpkQsi=_Fhm_aZOKVXr9NHM https://youtu.be/l3JLUFgUpkQsi=_Fhm_aZOKVXr9NHM"
X Link 2025-06-21T18:14Z 25.2K followers, [----] engagements

"Former Shopee LATAM Country Manager on Shopee's expansion in Brazil: "I presented my plan saying that with a 0% commission I would beat MELI in volume within [--] months. I was committed to this but I needed the money. I expected to be told I was crazy and that we would negotiate to a common ground maybe getting 20% of what I was asking for which I was fine with. Surprisingly the plan was approved as it was not one cent less. However I was asked one question that I remember very well. He said if I approve this plan how many sellers will you bring me by the end of two years""
X Link 2025-06-23T11:02Z 24.5K followers, [----] engagements

"Former Nubank Director on their underwriting process & culture: $NU "The decision criteria are relatively constant. The goal is to make decisions that are NPV positive subject to some level of risk worsening on the margin. The amount of risk worsening might change slightly depending on the risk appetite. For example you might want a 10% 30% or 50% cushion which can vary based on macroeconomic conditions. But the core is having a good estimate of the lifetime unit economics of the data point. It's straightforward math. David wouldn't weigh in on the model and he wouldn't weigh in on the risk"
X Link 2025-06-23T15:58Z 24.5K followers, [----] engagements

"A former Pet Underwriting Manager at RSA explains the shift in economic structure as pet insurance ages from a low-utilization product to one with near-certain payouts and the implications for churn pricing and profitability. "With pet insurance especially if a customer stays with an insurer for a while premiums can be expensive. It becomes more of an assurance policy rather than just insurance as these events are likely to occur. Some people describe it as a cost-swapping exercise to some extent.""
X Link 2025-06-23T16:01Z 24.5K followers, [----] engagements

"Current Deloitte Oracle Partner about Oracle win rates against SAP $ORCL $SAP : "As the product improved Oracle began to look more modern than SAP. SAP's S/4HANA is based on decades-old code. Oracle started with finance and expanded to a diverse set of applications including supply chain and manufacturing. Their win rates began to improve. In recent years Oracle hasn't feared SAP. For the last five years Oracle has won any fair competition against SAP where Oracle was the incumbent. Their win rates were very high probably over 75%. SAP would win if they were the incumbent or had the majority"
X Link 2025-06-23T16:51Z 24.7K followers, [----] engagements

"On Oracle's data advantage in the AI era: "I think about their ability to generate necessary data. AI doesn't work without data; it's essential. Oracle has its own suite of reporting capabilities and tools and they're collaborating with companies like Cohere. They're also working with others developing models. Oracle's strategy is to have the industry-standard data model for construction retail communications government and healthcare. There are a few industries they don't cover like petrochemical and pharmaceutical where they have limited presence. Oracle has the data model and you need to"
X Link 2025-06-23T16:51Z 24.5K followers, [----] engagements

"Former Somero CFO on how Walmart levelness requirements drove laser screed usage in the early innings: $SOM "What really helped them was Walmart. When Walmart was building their stores and warehouses they required floors with a certain levelness and flatness specifying the use of a laser screed in their agreements. Walmart's adoption of the technology accelerated the business's growth. Towards the latter part of the 90s Paul and Dave decided they didn't want to run the business. They enjoyed creating something but weren't interested in managing it as they were contractors at heart. They sold"
X Link 2025-06-25T09:29Z 24.6K followers, [----] engagements

"A former Product Manager of final mile delivery at Williams-Sonoma $WSM sheds light on the importance of having local distribution centers on top of regional centres for last mile delivery: "For our company if you order a table for example it may have a top and four legs. The top might be in the East Coast DC and the legs might be in the West Coast DC. It's due to different vendors. Our sourcing teams work with over [----] different manufacturing vendors. One team might manufacture the legs and another might do the tabletop. It's not all from the same manufacturer." "For canceled orders reverse"
X Link 2025-06-25T15:02Z 24.6K followers, [----] engagements

"Anthropic downloaded over 7m pirated books to train its LLM"
X Link 2025-06-26T20:32Z 24.6K followers, [----] engagements

"A former Wise Platform account manager on Wise treasury function and local liquidity needs $WISE : "They would go to the bank each month to change money for mortgage payments and found the fees extortionate. They agreed that one would pay the other's mortgage and when it was time they would look at the spot exchange rate withdraw the equivalent in pounds and hand it over. That's essentially what Wise scaled. Wise like many fintechs is a sophisticated treasury function with a proprietary in-house algorithm predicting liquidity needs in each currency. It forecasts positions based on inbound and"
X Link 2025-06-30T18:21Z 24.9K followers, [----] engagements

"Former Airbus VP on airline scale discounts $AIR : "There's no straightforward answer. For a deal like the one signed last week they might have received a 20% to 25% discount. If American Airlines orders [---] airplanes the discount could be between 40% and 50%""
X Link 2025-06-30T18:43Z 24.6K followers, [----] engagements

"On delay penalty rates: "I would say for an A320 you're probably looking at something like $20000 a day. Between $15000 and $20000 somewhere around that. Again that's part of the negotiation within the contract. If the aircraft is delayed because Airbus can't deliver it for example due to engine issues then Airbus would be obliged to compensate the airline for the late delivery. If the engines are the issue this will be negotiated between the airline and the engine manufacturer or through Airbus with the engine manufacturer paying the compensation. If it's a structural problem on the Airbus"
X Link 2025-06-30T18:43Z 24.6K followers, [----] engagements

"Advanced Electronics is the open-protocol panel manufacturer market leader in the UK and was acquired by Halma in [----]. A former Advanced director on Advanced 60% market share in the UK: "To analyze the UK market you need to split it into open and closed protocols. I would suggest that the UK market is roughly divided 50/50 in terms of products into open and closed protocols. Advanced doesn't sell a complete system in the UK; it only sells a panel. Therefore it can only access 50% of the available market. Advanced is particularly strong in the UK on larger network systems due to its powerful"
X Link 2025-07-01T17:13Z 24.7K followers, [----] engagements

"On why Advanced was sold to Halma: "Fast forward [--] to [--] years around [----] to [----] Advanced had grown rapidly capturing substantial market share in the UK by selling intelligent fire control panels. However they were heavily dependent on device suppliers. Without a detection partner in a market they couldn't sell panels. Several events made Advanced's owners nervous. One of Advanced's detection partners acquired one of its largest UK competitors a panel manufacturer. Specifically Hochiki purchased Kentec. There were also rumors that Apollo might acquire someone or be acquired by one of"
X Link 2025-07-01T17:13Z 24.6K followers, [----] engagements

"former Chief Engineer at GE on the history of CFM"
X Link 2025-07-01T21:15Z 24.7K followers, [----] engagements

""the Americans didn't believe the French could design anything. There was a lot of aggravation and even today the working relationship with Safran is not very good.""
X Link 2025-07-01T21:16Z 24.7K followers, [----] engagements

"70% of CFM56s still have only [--] or [--] shop visits"
X Link 2025-07-02T18:05Z 24.8K followers, [----] engagements

"Aercap gain on sale is significantly higher than the past as the planes are sold still on-lease at lower rates vs today pricing 20% gain on sale is close to 180% of book value given leverage $aer"
X Link 2025-07-03T12:55Z 24.9K followers, [----] engagements

"Current Director at King Ranch Farms on autonomous tractor savings: $DE "With benefits and everything it would be around $20 an hour. So if you have four running that's $80 per hour in cost. Meanwhile a technician would cost only $30 an hour. If a technician can control four tractors you're saving at least $50 an hour just on labor. Additionally these tractors are very accurate so you don't have the human error of trying to go straight. They do an excellent job""
X Link 2025-07-04T15:10Z 24.7K followers, [----] engagements

"HEICO / Wencor potential PMA synergies $hei"
X Link 2025-07-05T21:07Z 24.7K followers, [----] engagements

"What is the best counter argument to this that suggests LLM architecture is flawed to reach agi This may bruise the egos of scaling believers like @sama and @DarioAmodei whove bet billions but no AGI wont magically "emerge" just by making LLMs bigger. No memory. No world model. Just pattern-matching. The problem is the architecture not the size. Link below https://t.co/aPCVYdjqq6 This may bruise the egos of scaling believers like @sama and @DarioAmodei whove bet billions but no AGI wont magically "emerge" just by making LLMs bigger. No memory. No world model. Just pattern-matching. The"
X Link 2025-07-06T19:09Z 24.6K followers, [----] engagements

"Texas Roadhouse has [--] mini CEOs running their store base a Former Texas Roadhouse VP on their comp structure $TXRH : "The market partners are compensated extremely well. I don't know their average income now but I would bet it's around half a million dollars. There are probably [--] of them out there now. They receive a base salary of $55000 which I don't think has changed in the last four years. Additionally they earn anywhere from 5% to 8% of the profits on the net income of every store they oversee. They get 5% for supervising the restaurant 1% for real estate work 1% for hiring the"
X Link 2025-07-07T11:19Z 24.7K followers, [----] engagements

"Former capacity planning director at AWS on AWS regional pricing : $AMZN $MSFT $GOOG "AWS pricing is influenced by economies of scale. Land power and other factors contribute to costs. Larger regions generally have lower costs due to economies of scale and AWS passes these cost reductions to customers as regions grow. When customers want to move to the cloud they decide where to place their region. Latency is a factor but price is usually the main consideration since latency differences like between Ohio and Virginia are minimalmaybe one or two milliseconds""
X Link 2025-07-13T20:41Z 24.7K followers, [----] engagements

"On regional economics: "Historically it was roughly [--] years for big regions like when they launched in London and Frankfurt. You see a negative contribution margin not only a negative operating margin . You see a negative CM in those new regions in the early years because they're still investing and the depreciation is high while the revenue is minimal. The positive NPV is only reached in the larger regions which were only [--] or [--]. In the smaller markets it takes roughly [--] years to achieve a positive NPV""
X Link 2025-07-13T20:41Z 24.7K followers, [----] engagements

"Former Flutter C-Suite on Fanduel scale data advantages: $FLUT $ENT $DKNG "Looking back at early FanDuel data I believe NBA games had [--] markets per game DraftKings had [--] and others averaged [--] to [--] because they were sourcing them from third-party providers. If you can't find your bet on DraftKings or BetMGM you might turn to FanDuel. They might have your player available for selection in your parlay. That's why pricing matters. It doesn't have to be perfect but you need depth in markets to allow people to place these unique bets. It's like a lottery ticket. They want to place seven to"
X Link 2025-07-14T15:44Z 24.8K followers, [----] engagements

"On Flutter's decentralised strategy compared to Entain: "Well Entain don't follow this operating model Entain moved a lot of their key operations to Hyderabad ending up with several thousand tech experts there. They centralized some product areas like the iGaming platform and possibly the sports betting platform as well. We chose not to go that route. We avoided global roadmaps because as the U.S. market grew everything U.S.-related would have dominated the roadmap due to its value. This would have led to disenfranchised teams in other countries losing out to local competitors. In my view the"
X Link 2025-07-14T15:44Z 24.8K followers, [----] engagements

"Current chairman at Tom Farms on Deere Operations Center use cases : $DE "When our office person is monitoring everything it allows them to predict when a piece of equipment will be done in the field. This helps us facilitate logistics and plan where to go next maybe ahead of a rainstorm or to finish the day nearby. We understand the acreage covered per hour and monitor application rates to ensure for example if we set up to apply [----] gallons per acre it is indeed applying [----] gallons per acre. That's probably the most significant use. And we understand where everybody's at""
X Link 2025-07-23T09:51Z 24.8K followers, [----] engagements

"Former Head of Sports Betting at Flutter on how Flutter tracked customers who had insider information: $FLUT $ENT $DKNG "For example if you bet with Flutter and had inside information on a local football team in So Paulo and every time you bet you won they would track you. Even if you weren't a big bettor but had an inside line and always placed money on it they would know you have inside knowledge. You might place a [--] bet but you could move the entire Flutter price book across the globe because they know you. They track you along with say [--] other people. If you and several others place the"
X Link 2025-07-23T10:04Z 25.1K followers, [----] engagements

"Former Fanduel VP on how bonusing intensity has rationalised over time: $FLUT $DKNG "At the beginning it felt a bit like a race to the bottom. For example if we offered a risk-free $200 DraftKings would offer a risk-free $250. Then we'd go to risk-free $500 and they would counter with risk-free $1000. At some point you're just dumping money. DraftKings in particular was willing to go deeper into the red to outlast us outlast FanDuel in terms of bonusing. Eventually DraftKings went public and they had to put themselves on a path to profitability. That's when the extreme aggressive spending had"
X Link 2025-07-25T16:54Z 25.1K followers, [----] engagements

"Former Work Number Account executive on Equifaxs data coverage: $EFX "When discussing coverage Equifax is by far the largest in the industry with coverage around that 70% mark. There's still significant white space as many large Fortune [---] companies do not share data and have developed homegrown systems for verifications. These systems handle hundreds of thousands of records for a single employer. For example I know of companies with between [-----] and [------] employees that still use these homegrown systems. Although not the most efficient they avoid the risk of data breaches by not sharing"
X Link 2025-07-25T17:02Z 25.1K followers, [----] engagements

"Ligchine is the top challenger in the laser screed market where Somero has a 90% share. Former Ligchine CFO on PE expectations when buying the business: $SOM "The private equity goals were typical with a plan to hold the business for five to seven years. They were looking at substantial growth. I wouldn't have joined if I had known where things would end up which is why I left early. They didn't need someone like me due to slower growth. They expected to grow from $15 million to probably 4x or 5x in five years aiming for $60 to $75 million in top-line revenue. However that wasn't the case"
X Link 2025-07-25T20:08Z 24.7K followers, [----] engagements

"Current Deloitte Oracle Partner about Oracle's workload stickiness: $ORCL $AMZN $MSFT "The new workloads from companies like Uber and Zoom are containerized. They can use Oracle today and switch to GCP or Microsoft tomorrow. It doesn't matter to them so it's not terribly sticky. This is why you put Mark Hura in charge and sell apps and tech together. When you buy the ecosystem it creates a competitive moat making it difficult to switch. But if you're Zoom and not in the ecosystem it doesn't matter. TikTok is the same way; it's an independent workload. For banks like Barclays with over 20000"
X Link 2025-07-27T15:25Z 24.7K followers, [----] engagements

"A former VP at 4imprint explains how $CMPRs vertically integrated model is becoming a growing advantage as delivery timelines compress in the promotional products industry: For large orders10000 shirts mugs or totesit still makes sense to print directly in Asia or wherever the products are manufactured. Theres lead time and cost savings matter more than speed. But the industry is changing fast. Fifteen years ago customers expected delivery in [--] to [--] days. Today they want it in [--] hours. That shift is why Cimpress is outperforming traditional distributors and suppliers. Their integrated"
X Link 2025-07-29T10:52Z 25.1K followers, [----] engagements

"A former title specialist at Cox Automotive sheds light on the challenges of Carvana's $CVNA title process "Carvana got some criticism because people would make straight cash purchases and the delivery drivers were told the title was in the glove box. They would drop off the vehicle open the glove box and find no title there. The title might still be at an office somewhere. After about a week of not finding the title they would have to do a duplicate title process. As a customer you need the title because if you can't show proof of ownership your insurance won't allow you to use low liability"
X Link 2025-07-29T13:22Z 24.7K followers, [----] engagements

"Our Most Viewed Interviews & IP Research in H1 [--] @_inpractise + [--] quote from each interview"
X Link 2025-08-06T20:05Z 24.8K followers, [----] engagements

"$DHR Aldevron and DNA plasmid manufacturing"
X Link 2025-08-06T20:05Z 24.8K followers, [---] engagements

"$amzn AWS data center capacity strategy vs $goog $msft"
X Link 2025-08-06T20:05Z 24.7K followers, [---] engagements

"Former Director at $asml on $tsmc"
X Link 2025-08-06T20:05Z 24.8K followers, [---] engagements

"Former Engineering Director on $FTAI short report"
X Link 2025-08-06T20:05Z 24.8K followers, [---] engagements

"On $CVNA relationship with DriveTime and subprime loan servicing"
X Link 2025-08-06T20:05Z 24.7K followers, [---] engagements

"Former VP of Amazon B2B on building B2B distribution"
X Link 2025-08-06T20:05Z 25K followers, [---] engagements

"$LVMH and luxury gray market distribution"
X Link 2025-08-06T20:05Z 25K followers, [----] engagements

"Former Chief Engineer at GE on aero engine IP $GE"
X Link 2025-08-06T20:05Z 24.9K followers, [----] engagements

"Diageo on Gen Z spirits adoption and GLP-1 impact"
X Link 2025-08-13T22:39Z 24.9K followers, [----] engagements

"Former Deere Director on Deere's parts availability historical evolution: $DE "It was in the high 80s to low 90s and a few percentage points difference means a lot. If John Deere says they can reach 95% of their dealers in two days and move that to 97% or 98% it's extremely costly to buy those additional points of availability but it makes a significant service difference. From the outside you might think Deere has good service with 89% 90% 91% or 92% availability reaching dealers overnight. However there's a massive difference between that and 97%. Deere pushed its logistics network as high"
X Link 2025-08-14T14:57Z 24.9K followers, [----] engagements

"Former Equifax Sales Director on The Work Number hidden price increases: $EFX "They employ a couple of different strategies for price increases. One is straightforward price increases. The other involves manipulating the product to essentially increase the price. Previously a verifier would search for an individual by Social Security number get a summary of employment on file and select what they needed to verify the proper income. Revenue was left on the table because someone might select only what they needed or use it to confirm what they already believed. In recent years Equifax changed"
X Link 2025-08-18T15:56Z 25.2K followers, [----] engagements

"Former VP at John Deere on how Deere is one of the few companies that own its own GPS technology: $DE "Another significant development around [----] was our GPS technology. While cars weren't yet considering self-driving John Deere's tractors were already driving in straight lines without manual steering. We achieved this by acquiring NavCom a standalone company with its own GPS technology. John Deere is one of only three companies with Earth satellite stations worldwide enabling constant communication and monitoring. We use satellites and Inmarsat satellites to transmit correction signals"
X Link 2025-08-18T16:02Z 24.9K followers, [----] engagements

"Former TrueWork PM on the challenges of competing with The Work Number: $EFX "I would say my general hunch is that it's very hard and it's a slog. There's a reason why The Work Number has been around for [--] or [--] years. One of the biggest reasons I decided to move on from TrueWork was because it's a long journey and it's a battle. You're sold on the vision of capturing the market and going up against a big incumbent. There's a reason the incumbent is an incumbent. I don't think it's proprietary tech; it's more of a partnerships play. It's a three-party ecosystem so it's about partnerships"
X Link 2025-08-18T19:47Z 25.2K followers, [----] engagements

"Former RBC Account Manager on how RBC repurposed aero bearings in military vehicles for Patria a Finnish defense OEM: $RBC "We supplied for six by six or eight by eight vehicles. They're made to order with special materials. They use standard bearings on non-critical parts of the vehicle but this holds up the suspension. If it breaks in the field the vehicle can't function. It's a critical component. When you make a plain bearing you have a metal ring and use a compound to put a liner inside which keeps it lubricated without lubricants. That liner acts as an anti-friction piece and that's"
X Link 2025-09-01T18:03Z 25.1K followers, [----] engagements

"A former Director of Growth at CertainTeed sheds light on how building product retailers that vertically integrate can become a threat to legacy building product distributors: "The biggest threat to distribution right now is The Home Depot having just acquired SRS. That's the biggest threat to distribution. It's because everything is being centralized through The Home Depot organization making them less independent. It's controlled by retail instead of manufacturers and distributors. Controlling retail is crucial; it's almost like conceding that if you can't beat them you join them you're"
X Link 2025-09-05T21:41Z 25K followers, [----] engagements

"Former Trapeze portfolio manager on the Modaxo customer lifetime: $CSU $TOI "There are instances of displacement. It's not a nascent market so every time we win a new deal we are usually displacing someone. Not always but most of the time. We do lose customers so there are instances where others displace us. The life of one of these applications is typically long. We use [--] years as a benchmark for implementation life. Even if after [--] to [--] years you're losing a customer it's still a high switching cost. Customers might replace the system every [--] to [--] years but [--] years is our benchmark"
X Link 2025-09-08T12:42Z 25K followers, [----] engagements

"On Copart Canada market share: "When I started we were selling [-----] cars a year which was minimal compared to the Canadian market size of approximately [------] to [------] cars annually. This market size is comparable to Australia's salvage market. By the time I left in [----] despite setbacks from Covid we were selling [-----] cars annually representing about 25% of the market at that time which was a significant achievement""
X Link 2025-09-08T18:40Z 25.1K followers, [----] engagements

"@jboatdrinks likely true - they mentioned land synergies during merger which likely helps. Although not sure if the buyer base and auction liquidity meets cprt levels so unsure on how returns compare"
X Link 2025-09-08T22:01Z 25K followers, [--] engagements

"How IAA has improved operations to get neck-and-neck with Copart: "The industry knew them and when Ritchie Brothers acquired IAA you had real operators fixing industry problems. The insurance industry dislikes monopolies because they give all the leverage to the monopoly leaving carriers with none. There are examples where companies with large market shares were countered by carriers funding underdogs to prevent monopolies. Ann and Jim have improved results with cycle time roughly 10% better. The average number of days a car stayed in an IAA yard dropped from about [--] to [--]. It doesn't mean"
X Link 2025-09-21T19:53Z 25.2K followers, [----] engagements

"According to VACCOs former GM: 80% of Navy parts and 75% of large space components were effectively sole-source: $RBC $ESE "In the Navy 80% of parts were considered sole source. While the Navy could approach other manufacturers for similar parts once a company was qualified and in production it was difficult to switch. This is because in the Navy you often had to order materials one to three years in advance. Large castings and forgings could take one to two years or longer from order to delivery. This created a significant barrier to entry for new companies. A new company would need to wait"
X Link 2025-09-24T00:15Z 25.2K followers, [----] engagements

"On Rational AG switching costs: "If you build your kitchen around Rational and know how to operate it it's very hard to switch away. You have your cooking processes and the display is customized so you can start cooking steak or chicken easily. You buy the steaks and chicken from your supplier knowing they come at the right temperature. When Rational cooks them with this process you always achieve the same result. If you do this for a thousand outlets like Chipotle with [----] outlets and always follow the same process it's very hard to change anything like the supply of your meat or ovens"
X Link 2025-10-02T12:12Z 25.1K followers, [----] engagements

"Former Baker Construction VP on how laser screeds were an "equaliser" democratising the capability to do large pours: $SO "Fast forward we had an industrial floor group working on warehouses nationwide. We started losing jobs to other contractors who had laser screeds. The laser screed allowed them to pour [-----] square feet at a time which was a great equalizer. Our unique niche disappeared and we lost a lot of that work. We reassessed our approach and ended up buying a laser screed in the late 1980s. The serial number was [--]. We used it on warehouse work and large slab-on-grade pours""
X Link 2025-10-08T13:08Z 25.2K followers, [----] engagements

"We discussed this with a Former Director of $amzn Prime a few years ago. Premier League likely next too https://inpractise.com/articles/amazon-primes-sports-rights-strategy 🚨 : Netflix are set to bid for the rights to broadcast Champions League football. UEFA are eyeing [---] BILLION a year from club competition TV rights. (Source: @martynziegler) https://t.co/jDO2N0w53s https://inpractise.com/articles/amazon-primes-sports-rights-strategy 🚨 : Netflix are set to bid for the rights to broadcast Champions League football. UEFA are eyeing [---] BILLION a year from club competition TV rights."
X Link 2025-10-08T17:32Z 25.1K followers, [----] engagements

"On whether Waymo would need to partner with Uber: "The general archetype for new markets where Waymo would need Uber is primarily in most new major cities. For example even when you look at Uber and Lyft the majority of their revenue comes from the top five cities in the world such as New York San Francisco Paris London and Tokyo. If Waymo plans to expand internationally into these high-revenue markets Uber is definitely the way to go. Secondly in markets where labor costs are high demand elasticity is crucial for utilization. This is another reason why Waymo would need Uber. Thirdly there's"
X Link 2025-10-13T10:56Z 25.2K followers, [----] engagements

"Real dividend growth matches growth in GDP per capita productivity growth not GDP growth itself"
X Link 2016-02-18T11:35Z 22.8K followers, [--] engagements

"$GOOGL & $FB bull case in two pics"
X Link 2016-12-14T17:15Z 22.8K followers, [--] engagements

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