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Explore our Interview Library.

Interviews conducted by long-term fundamental investors only.

Found 1000+ results in 4ms
September 1, 2025

Meta Oculus & Orion, Google Andriod XR & Wearable Computing Platforms

Former Senior Director at Google, Android XR and General Manager at Oculus
Partner Interview
MetaGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication Services
September 1, 2025

Nubank: Mercado Pago Competition

Former Executive at Nubank
Partner Interview
NuMercadoLibreRevolutFinancialsConsumer Discretionary
September 1, 2025

Louisiana-Pacific: Distributors, Installers & Builders Incentives

Former Sales Manager at Louisiana-Pacific
Partner Interview
Louisiana-PacificJames Hardie IndustriesBuilders FirstSourceScale EconomiesMaterialsIndustrials
September 1, 2025

RBC Bearings: Patria Case Study Repurposing Aerospace Bearings in Military Vehicles

Former Account Manager at RBC Bearings
IP Interview
RBC BearingsRegal RexnordAB SKF (publ)The TimkenNTN CorporationNSK Ltd.Genuine PartsApplied IndustrialScale EconomiesSwitching CostsMission Critical Products & ServicesIndustrialsConsumer Discretionary
September 1, 2025

Wise: Platform Selection Criteria & Economics

Current Director at Mandiri Bank
Partner Interview
WiseWestern UnionRevolutVisaMastercardRemitly GlobalScale EconomiesCounter PositioningSwitching CostsNetwork EffectsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation Technology
September 1, 2025

Rippling & HCM Payroll Processing: Moving Upmarket

Former Executive at Rippling
Partner Interview
RipplingWorkdayPaychexPaycom SoftwarePaycor HCMPaylocitySwitching CostsB2B SoftwareInformation TechnologyIndustrials
September 1, 2025

Magnite: CTV / DV+ Value Chain Economics & Capture

Former VP at Magnite
Partner Interview
MagniteThe Trade DeskAmazonGoogleNetflixWalt DisneyNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesInformation TechnologyConsumer Discretionary
September 1, 2025

TerraVest: EnTrans Energy Customers

Former Executive at EnTrans
Partner Interview
TerraVest IndustriesScale EconomiesSerial AcquirerMission Critical Products & ServicesEnergy
September 1, 2025

RPMGlobal: Mining Software Suite & Americas AMT Adoption

Former Sales Executive at RPMGlobal
IP Interview
RPMGlobalCaterpillarSandvikBHP Group LimitedFreeport-McMoRanHexagon AB (publ)Information TechnologyIndustrialsMaterials
August 29, 2025

Rhode: Product Gaps, DTC-to-Retail Trade-Offs, and E.L.F. Integration Risk

Former Executive at Rhode
Partner Interview
e.l.f. BeautySephoraL'OréalUlta BeautyrhodeBrand EquityUnique IP & BrandsConsumer StaplesConsumer Discretionary
August 29, 2025

Copart vs IAA: The Salvage Process & Competing with IAA

Former Regional Operations Manager at Copart
Partner Interview
CopartRitchie Bros AuctioneersNetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer Discretionary
August 29, 2025

Progressive Insurance: Leadership, Pricing, and Market Share

Former VP at Progressive Insurance
Partner Interview
The ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsSerial AcquirerFinancials
August 29, 2025

QXO, Builders FirstSource, Home Depot: Advantage of One-Stop Building Product Distribution

Former Senior Executive at SRS Distribution
IP Interview
QXOGAF RoofingBuilders FirstSourceBeacon Roofing SupplyCarlisle CompaniesThe Home DepotLowesFloor & DecorScale EconomiesB2B MiddlemenSerial AcquirerInformation TechnologyIndustrialsConsumer Discretionary
August 28, 2025

AstroNova: Memjet Dependency & Channel Conflicts

Current Label Printing Executive
Partner Interview
Seiko EpsonAstroNovaOki Electric Industry Co., Ltd.Information Technology
August 28, 2025

Nubank: Banking Economics

Former Director at Nubank
Partner Interview
NuMercadoLibreCapital One FinancialFinancialsConsumer Discretionary
August 27, 2025

AMETEK: Leadership & M&A Due Diligence

Former Senior Executive at AMETEK
Partner Interview
AMETEKIDEXHalmaJudges ScientificFortiveSwitching CostsProcess PowerSerial AcquirerMission Critical Products & ServicesIndustrialsInformation Technology
August 26, 2025

Computer Modelling Group: Management and Operational Review

Former Executive at Computer Modelling Group
Partner Interview
Computer ModellingConstellation SoftwareTopicusLumine GroupSchlumbergerSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyEnergy
August 26, 2025

Computer Modelling Group: Rockflow Dynamics & Schlumberger Competition

Former Executive at Computer Modelling Group
Partner Interview
Computer ModellingSchlumbergerConstellation SoftwareTopicusLumine GroupSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyEnergy
August 26, 2025

Wizz Air: Margin Challenges

Former Planning Manager at Wizz Air
Partner Interview
Wizz AirRyanaireasyjetAmadeus ITAirbusThe BoeingScale EconomiesProcess PowerLow Cost OperatorsIndustrialsConsumer Discretionary
August 26, 2025

Hemnet: Listing Packages & Seller Journey

Current Franchise Owner at Fastighetsbyrån
Partner Interview
HemnetSchibstedRightmoveZooplaREA GroupScout24 SENetwork EffectsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryReal Estate