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VMS Manifesto
Why Platforms Prevail over Point Solutions
May 15
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Ben Tewey
3
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VMS Manifesto
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Somnigroup [SGI]
Kingmaker to Grim Reaper
May 12
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Ben Tewey
4
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March 2025
AI and Vertical Market Software
The bear case for software goes something like: the cost and technical ability to develop software is coming down because of generative AI → therefore…
Mar 22
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Ben Tewey
4
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AI and Vertical Market Software
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PAR Technology [PAR]
This is the PDF of a PAR Technology pitch done in April 2024.
Mar 21
•
Ben Tewey
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PAR Technology [PAR]
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Driven Brands [DRVN]
This post was originally written on 1/5/2025 with numbers current as of that date.
Mar 13
•
Ben Tewey
7
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Driven Brands [DRVN]
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May 2023
Distribution Solutions Group [DSGR]
Emerging Scale
May 25, 2023
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Ben Tewey
10
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Distribution Solutions Group [DSGR]
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April 2023
APi Group [APG]
Introduction
Apr 8, 2023
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Ben Tewey
22
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APi Group [APG]
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March 2023
Richardson Electronics [RELL]
Caterpillars, Butterflies and Rising from Ashes
Mar 13, 2023
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Ben Tewey
11
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Richardson Electronics [RELL]
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December 2022
XPEL [XPEL]
Building an Ecosystem
Dec 19, 2022
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Ben Tewey
15
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XPEL [XPEL]
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October 2022
eDreams ODIGEO [EDR.MC]
Playing a Different Game
Oct 16, 2022
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Ben Tewey
7
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eDreams ODIGEO [EDR.MC]
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September 2022
Verra Mobility [VRRM]
The Opportunity Cost of Time Company
Sep 8, 2022
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Ben Tewey
10
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Verra Mobility [VRRM]
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August 2022
Domino's Pizza [DPZ]
Unit Economics Spinning the Flywheel
Aug 19, 2022
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Ben Tewey
8
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Domino's Pizza [DPZ]
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2
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