We've curated a list of the 20 most popular free interviews hosted by us internally. Each interview has the original audio with the executive and is free to listen on our app or your podcast player. Add us to your feed here.
It’s our aim to build the highest-quality primary research library globally. Each interview we publish aims to focus on the long-term drivers of the company. We aim to end this year publishing ~1,000 interviews annually.
Today, around 40% of our library includes interviews and IP research published by analysts internally, 60% is conducted by ~40 concentrated, fundamental equity funds. We're very selective in who conducts interviews through our platform to ensure our library is the highest-quality globally. Our coverage criteria is as follows:
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While some of these interviews are a couple years old, we believe they still provide an interesting perspective into the history, core drivers and underlying unit economics of each company.
1. TransDigm: Value-Based Pricing Strategy (Spotify / Apple) w/ Former President at TransDigm
2. The Ferrari Way (Spotify / Apple) w/ Former CEO Ferrari, China
3. The Danaher Business System Mindset (Spotify / Apple) w/ Former Director at Danaher
4. Burford Capital: Pioneering Litigation Finance (Spotify / Apple) w/ Co-Founder and CEO of Burford Capital
5. Wayfair, Amazon, and Building Global Ecommerce Supply Chains (Spotify / Apple) w/ Former Chief Global Supply Chain Officer at Wayfair
6. Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving (Spotify / Apple) w/ Current EVP, Autonomous Driving at Lyft and Former VP Street View at Google
7. Bergman & Beving: The Original Serial Acquirer (Spotify / Apple) w/ Current CEO of Bergman & Beving
8. Online Food Delivery: A Restaurant's Perspective (Spotify / Apple) w/ Former Domino's UK CEO & Current Burger King UK CEO
9. Google & Travel Value Chain Structure (Spotify / Apple)
10. Datadog, Open Telemetry, & A History of Observability w/ Former Senior Google Engineer and Current Principal Developer Advocate at Honeycomb (Spotify / Apple)
11. Röko: Building a Leading Serial Acquirer (Spotify / Apple) w Founder and CEO of Röko and Former CEO at Lifco
12. SDI Group: Niche Manufacturing Serial Acquirer (Spotify / Apple) w/ Former CEO of SDI Group
13. Copart: Running a Salvage Yard w/ Former Yard Manager at Copart (Spotify / Apple)
14. Aldi: Hard Discounter Business Models w/ Former CEO Aldi, UK (Spotify / Apple)
15. Evolution of the Advertising Media Holding Company (Spotify / Apple)
16. Netflix and Global Video Streaming (Spotify / Apple) w/ Former Vice President, Head of International Originals, at Netflix
17. The Early Days of Scaling GFL Environmental w/ Former VP and Right Hand Man to Patrick Dovigi (Spotify / Apple)
18. From WPP to S4 Capital: Rewriting the Advertising Industry w/ Sir Martin Sorrell, Former CEO of WPP and Founder and CEO of S4 Capital (Spotify / Apple)
19. The Gym Group: Low Cost Economies of Scale w/ Founder and Executive Chairman of The Gym Group (Spotify / Apple)
20. Vertu Motors & UK Franchise Auto Dealers w/ Chairman of Vertu Motors (Spotify / Apple)
21. Upwork, 99designs & Horizontal vs Vertical Marketplaces w/ Former Chief Operations Officer at 99designs (Spotify / Apple)
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