In Practise

A Primary Research platform for long-term fundamental investors.

[In Practise @_inpractise]

we're hiring software engineers - if you're interested in building AI tools to institutional investors learn about businesses, please reach out.

[In Practise @_inpractise]

@CharlieZvible congrats

[In Practise @_inpractise]

a $BOKU rival admits even a lower price won't pull global merchants off its telco network

[In Practise @_inpractise]

former Dolby engineer on why DTS:X made no roads in years against the Atmos ecosystem $DLB

[In Practise @_inpractise]

former Markel UK MD on the front door model behind its decentralized culture $MKL

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former $PYPL enterprise sales exec on why the new branded checkout converted worse, not better

[In Practise @_inpractise]

IP Reference Check on Simon Wilson, CEO of Markel Insurance

we also explore the US org structure changes, accountability, and culture

$mkl

[In Practise @_inpractise]

former SK hynix corporate planning director on its HBM yield lead over Samsung $000660

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former GDS director on how $JDG writes the test standard so only its own machines can meet it

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former Sectra president on $SECT: "I don't know one customer that has left"

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former Fannie Mae strategy director on why the whole mortgage market is locked to $FICO Classic

[In Practise @_inpractise]

interesting hire

[Brian Landsman @brlands]

After 14+ years at @salesforce, I’m joining @OpenAI as VP of Global Partnerships. It’s been an honor and a privilege leading the ecosystem at @salesforce and @SlackHQ and working with incredible people day in day out for more than a decade. Salesforce is an amazing and unique company to work for - I highly recommend it! Thank you to @Benioff and the amazing executives over the years for the opportunity to be part of this special place.

[In Practise @_inpractise]

$BSX Former Axonics CEO on why Boston Scientific is the preferred medtech buyer

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$FICO Former Freddie Mac Credit Risk Leader on what unwinding Classic FICO actually takes

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$GPP Former Head of Product on Pracuj's bundled pricing playbook

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$BLBD: former Thomas Built dealer development director on school-bus customer lock-in

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Former president of a $LOAR subsidiary on how Loar finds 2-3x latent pricing power post-acquisition

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$CSU: former City of Longmont tech director on why utilities can't switch billing systems

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$ERJ KC-390 vs C-130J: former Indian Air Force group captain on why tech transfer, not specs, wins

[In Practise @_inpractise]

Former Head of M&A at CoStar on how fast Andy Florance closes deals. $CSGP

[In Practise @_inpractise]

Former Senior Executive at https://t.co/I7Ez008Z0a on the strategic logic Andy Florance saw the day he met them. $CSGP