Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Found 1000+ results in 8ms
Found 1000+ results in 8ms
Apr 10, 2026
e.l.f. Beauty: UK Market Dynamics & Competitive Positioning at Superdrug
Head of Skincare and Haircare, Superdrug
Partner Interview
e.l.f. Beauty•US•Mid CapSephoraLVMHUlta BeautyBrand EquityUnique IP & BrandsConsumer StaplesConsumer DiscretionaryApr 10, 2026
Atlassian vs Notion: Confluence Competitive Dynamics
Former Head of Product Management at Atlassian
Partner Interview
Atlassian•AU•Large CapmondaycomAnthropicSwitching CostsB2B SoftwareInformation TechnologyApr 10, 2026
Vistry Group: UK Land & Build Partnership Economics with Housing Associations
Group Head of Affordable Housing Delivery, Avant Homes
Partner Interview
Vistry Group•GB•Small CapBarratt Redrow plcTaylor WimpeyPersimmonCornered ResourceConsumer DiscretionaryApr 10, 2026
Visa, Mastercard & Stablecoins: Cross-Border Use Cases vs Pure Payments
Former Director of Engineering, Adyen
Partner Interview
Visa•US•Mega CapMastercardBlockAdyenStripePayPalWorldpayNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyApr 10, 2026
Teradyne: AI Compute Test Strategy & Competing with Advantest
Former Director, Product Management & Strategy, Teradyne
Partner Interview
Teradyne•US•Large CapTSMCAdvantestSwitching CostsProcess PowerMission Critical Products & ServicesInformation TechnologyApr 10, 2026
SK Hynix & NAND: Capex Triggers, Tool Selection & Vendor Lock-In
Former VP Supply Chain & Procurement, SK Hynix
Partner Interview
SK hynix•KR•Mega CapASMLLam ResearchApplied MaterialsKLATeradyneOnto InnovationTSMCON SemiconductorProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesInformation TechnologyApr 9, 2026
Salesforce Service Cloud & Field Service: From Ticketing to Agentic Workflows
Former Director, Service Cloud & Field Service at Salesforce
Apr 9, 2026
GEICO vs Progressive: Market Share, Risk Segmentation, Claims Efficiency & AI
Former Senior Vice President at GEICO
Apr 9, 2026
Pratt & Whitney GTF Recovery: Airbus Allocation vs MRO Demand
Program Manager, GTF Recovery at RTX
Partner Interview
RTX•US•Mega CapGeneral ElectricSafranAirbusThe BoeingProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsApr 9, 2026
P3 Health Partners: Managing Multi-Payer Medicare Advantage Risk
Former Executive Vice President at P3 Health Partners
Partner Interview
Astrana Health•US•Small CapP3 HealthCigna CorporationHealth CareApr 9, 2026
inTEST Corporation: Cost Structure, Cycle Management & Strategic Challenges
Former CFO at inTEST
Partner Interview
inTEST•US•Small CapTeradyneInformation TechnologyApr 8, 2026
Games Workshop: Demographic Recapture, Narrative Moat, and Rule-Driven Monetization
Co-founder at a London-based B2B Games Workshop Customer
Apr 6, 2026
Oddity Tech: Il Makiage Beauty Retail and Customer Loyalty
Former VP Business Development at IL MAKIAGE
Partner Interview
Oddity Tech•IL•Small CapConsumer StaplesInformation TechnologyApr 6, 2026
Embraer Executive Jets: Fractional Orders, Deposit Structure & Production Scaling
Former International Demonstration/Instructor Pilot at Embraer
Partner Interview
Embraer•BR•Large CapAirbusThe BoeingHoneywellBerkshire HathawayProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerIndustrialsFinancialsApr 5, 2026
Samsung, SK Hynix & Micron: HBM Packaging & Thermal Management Competition
Former Vice President at Samsung Semiconductor
Partner Interview
SK hynix•KR•Mega CapTSMCMicron TechnologySamsung ElectronicsSwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryApr 4, 2026
SANUWAVE Health: Sales Economics & Reimbursement Challenges
Former Sales Account Manger at SANUWAVE
Partner Interview
SANUWAVE Health, Inc.•US•Small CapHealth CareApr 4, 2026
RealPage & Yardi: Pricing Power, Product Strategy & AI Competition from EliseAI
Former Senior Director of Strategic Implementations, RealPage
Partner Interview
AppFolio•US•Mid CapEliseAIYardiRealPageSwitching CostsB2B SoftwareHealth CareInformation TechnologyApr 4, 2026
Halyk Bank: Government Connections & Corporate Market Dominance in Kazakhstan
Former President at Halyk
Partner Interview
Halyk Bank of Kazakhstan•GBKaspikzFinancialsInformation TechnologyApr 4, 2026
HBM, DRAM & NAND: Memory Hierarchy for AI Workloads
Former Vice President at Samsung Semiconductor
Partner Interview
SK hynix•KR•Mega CapMicron TechnologySamsung ElectronicsNVIDIAMicrosoftGoogleAmazonProcess PowerScale EconomiesSwitching CostsNetwork EffectsMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication ServicesApr 4, 2026
CTS Eventim vs Ticketmaster: German Ticketing Market Structure & Competitive Dynamics
Former Sales Director at CTS Eventim
Partner Interview
CTS Eventim•DE•Mid CapLive Nation EntertainmentNetwork EffectsMarketplaces & PlatformsCommunication ServicesShowing 20 of 1000 results