Account
Log in
Sign up
Explore
Limited Edition Book
Explore content
Executives
Join as executive
A positive experience is our priority
Executive terms of engagement
Compliance Policy
Strict MNPI compliance
Refer Executives
We offer referral bonuses
About
About us
Why we are different. Our story. Team. PR.
Compliance Policy
Strict MNPI compliance
Research Resources
Our Primary Research Resources
Partnership
For long-term investors
Frequently Asked Questions
Explore
Contact Sales
Book
Login
Sign Up
Open menu
All Content
Interviews
Companies
Business Models
Moats
IP Research
Value Chains, Company Profiles, Research Analysis
IP Research Offering and Upcoming Coverage
IP Fieldwork Podcast
A lens into how we approach primary research
Weekly Updates
Newsletter with insights and analysis of the newest research
Content Index
All content by company

Explore our Interview Library.

Interviews conducted by long-term fundamental investors only.

Found 1000+ results in 3ms
Today at 16:29

Latham: the Australian Fiberglass Pool Market

Former General Manager at Blue Marlin Pools
Partner Interview
LathamAquatic Leisure TechnologiesBarrier Reef PoolsPoolLeslie'sB2B MiddlemenIndustrialsConsumer Discretionary
Today at 16:29

TSMC: Supply Over Price

Former Senior Executive at Qualcomm
Partner Interview
TSMCQualcommGLOBALFOUNDRIESASMLNVIDIAMicron TechnologySK hynixAdvanced Micro DevicesIntelSwitching CostsProcess PowerMission Critical Products & ServicesInformation Technology
Today at 09:17

The Trade Desk: Amazon DSP Competition

Former Senior Director at FreeWheel
Partner Interview
The Trade DeskMagniteGoogleWalt DisneyNetflixAmazonNetwork EffectsBrand EquityCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksUnique IP & BrandsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Today at 09:17

Blackline Safety: Product DNA & Software Development

Former VP at Blackline Safety
Partner Interview
Blackline SafetyHoneywellMSA SafetyFortive CorporationDrgerwerkIndustrialsInformation TechnologyHealth Care
October 5, 2025

StandardAero: Engine OEM Agreements & Component Repair

Former VP at StandardAero
IP Interview
FTAI AviationSafranGeneral ElectricRTXStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
October 5, 2025

Blackline Safety: Competitive Positioning in Connected Detection

Former VP at Honeywell
Partner Interview
Blackline SafetyHoneywellMSA SafetyDrgerwerkIndustrialsInformation TechnologyHealth Care
October 3, 2025

GXO & 3PL WMS: Standardize the Core & Customize the Edge

Former Engineer at GXO Logistics
Partner Interview
GXO LogisticsDHLFedExAmazonManhattan AssociatesBlue YonderID LogisticsScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerIndustrialsConsumer DiscretionaryInformation Technology
October 3, 2025

Elevance Health and ACA Marketplace Dynamics

Former Director at Aetna
Partner Interview
UnitedHealthCenteneElevance Health Inc.AetnaCigna CorporationHealth Care
October 2, 2025

Latham Group: Fiberglass Strategy & Dealer Dynamics

Pool Dealer
Partner Interview
LathamPoolLeslie'sB2B MiddlemenIndustrialsConsumer Discretionary
October 2, 2025

Blackline Safety: GTM & Distribution Strategy

Current Blackline Safety Distributor
Partner Interview
Blackline SafetyHoneywellMSA SafetyFortive CorporationDrgerwerkIndustrialsInformation TechnologyHealth Care
October 2, 2025

Heartland Express & the U.S. FTL Market: Partials and Dedicated Contracts

Former VP of Transportation at Walmart
IP Interview
Heartland ExpressJB Hunt Transport ServicesWerner EnterprisesKnightSwift TransportationThe Home DepotXPOOld Dominion Freight LineMainfreightSaiaFedExUnited Parcel ServicePhysical Infra & NetworksIndustrialsConsumer Discretionary
October 2, 2025

Middleby Corporation: Rational AG Competition

Former Director at Rational AG
Partner Interview
The MiddlebyRATIONAL AGIllinois Tool WorksIndustrials
October 2, 2025

US Homebuilding: Power Home Remodeling Group & Vinyl Siding Competition

Former VP at Power Home Remodeling
Partner Interview
Builders FirstSourceJames Hardie IndustriesLouisiana-PacificCertainTeedBeacon Roofing SupplyQXOScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsMaterialsInformation Technology
October 2, 2025

CertainTeed, Hardie, & Vinyl Siding Competition

Former Sales Manager at CertainTeed
Partner Interview
CertainTeedBuilders FirstSourceSaint-GobainLouisiana-PacificJames Hardie IndustriesScale EconomiesIndustrialsMaterials
October 2, 2025

Nebius Group: Toloka & GenAI Data

Former Executive at Toloka
Partner Interview
Nebius GroupMetaOpenAIMicrosoftAmazonGoogleNetwork EffectsSwitching CostsScale EconomiesMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer Discretionary
October 2, 2025

Grifols: Family Management Culture

Former Divisional Executive at Grifols
Partner Interview
GrifolsHealth Care
October 2, 2025

Global-E: Shopify Relationship & Competition

Former VP at Global-E
Partner Interview
GlobalE OnlineShopifySPS CommerceSwitching CostsB2B SoftwareConsumer DiscretionaryInformation Technology
October 2, 2025

Blue Owl Capital: Direct Lending Competition

Former Executive at Blue Owl Capital
Partner Interview
Blue Owl CapitalApollo Global ManagementKKRBrookfieldThe CarlyleAres ManagementBlackstoneInsurers & FinancialsFinancials
October 1, 2025

Wayfair: CastleGate Multichannel Fulfillment

Former Head of Product at Wayfair
Partner Interview
WayfairAmazonWilliams-SonomaRHhome24ArhausThe Home DepotBeyond, Inc.WalmartDHLFedExCounter PositioningScale EconomiesNetwork EffectsSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryConsumer StaplesIndustrials
September 30, 2025

Avantor: Lab Distribution Market Structure

Former Director at Thermo Fisher Scientific
Partner Interview
AvantorThermo Fisher ScientificCorningSartoriusDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerMaterialsHealth CareInformation Technology