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Explore our Interview Library.

Interviews conducted by long-term fundamental investors only.

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Today at 18:01

Precision Castparts vs Howmet: Culture and Pricing Power

Former Airfoils Unit Manager at Precision Castparts
IP Interview
Precision CastpartsBerkshire HathawayGeneral ElectricPratt & WhitneyRolls-RoyceHowmet AerospaceChromalloyThe BoeingAirbusRTXSafranProcess PowerInsurers & FinancialsSerial AcquirerOEMs w/ Installed BaseMission Critical Products & ServicesFinancialsIndustrials
Today at 18:01

Medpace: CRO Selection Process

Former Medical Director at Medpace
Partner Interview
MedpaceIQVIACharles River Laboratories InternationalICONHealth Care
Today at 10:33

Fever-Tree and Beer vs Spirits Distribution Networks

Former VP at Reyes Beer Distributor
IP Interview
Fevertree DrinksMolson Coors BeverageAnheuser-Busch InBevDiageoPernod RicardBeam SuntoryBoston Beer CompanyHeinekenCarlsbergConstellation BrandsAsahiBrand EquityScale EconomiesUnique IP & BrandsConsumer Staples
February 27, 2025

Amazon vs Wayfair: EU Heavy & Bulky Market Challenges

Former Executive at Amazon
IP Interview
AmazonWayfairWalmartTargetRestoration HardwareArhaushome24WestwingNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryConsumer Staples
February 27, 2025

Maravai LifeSciences: CleanCap vs. Enzymatic Capping

Former VP at Maravai LifeSciences
Partner Interview
Maravai LifeSciencesTriLink BioTechnologiesModernaPfizerBioNTechThermo Fisher ScientificGSKDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth Care
February 26, 2025

Veralto: Hach Municipal Sales Process & Chlorine Analyzers

Former Sales Manager at Hach
IP Interview
DanaherVeraltoBadger MeterXylemVeolia EnvironnementThermo Fisher ScientificWatersSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareIndustrialsInformation TechnologyUtilities
February 25, 2025

Analog Devices Subsystem Strategy & Software Expertise

Former Director at Analog Devices
Partner Interview
Analog DevicesTexas InstrumentsTaiwan SemiconductorSTMicroelectronicsInformation Technology
February 25, 2025

Asseco: M&A Strategy & Pricing Power

Former Healthcare Director at Asseco Poland
Partner Interview
Asseco Poland Socit AnonymeTopicusConstellation SoftwareSygnitySwitching CostsSerial AcquirerB2B SoftwareInformation Technology
February 25, 2025

Constellation Software: Deal Sourcing & Funnel Conversion

Former M&A Director at Constellation Software
IP Interview
Constellation SoftwareLifcoRoperLagercrantz GroupBergman & BevingCHAPTERSSoftware CircleHalmaJudges ScientificSwitching CostsProcess PowerB2B SoftwareSerial AcquirerInformation TechnologyIndustrialsHealth Care
February 25, 2025

Perimeter Solutions, Conair, & Aerial Tanker Operations

Former President at Conair Aerial Firefighting
IP Interview
Perimeter SolutionsTransDigm GroupCompass Minerals InternationalSwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerMaterialsIndustrials
February 24, 2025

Constellation Software: M&A Team Structure & Deal Sourcing Process

Former M&A Director at Constellation Software
IP Interview
Constellation SoftwareCHAPTERSRoperSoftware CircleLagercrantz GroupBergman & BevingLifcoSwitching CostsProcess PowerB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrials
February 24, 2025

Technogym: Spanish Market Competition & Equipment Rebates

Current Director at Life Fitness Iberia
IP Interview
Technogym Societ per AzioniBasic FitPlanet FitnessThe GymPure GymFrasers GroupJD Sports FashionScale EconomiesLow Cost OperatorsConsumer Discretionary
February 24, 2025

Capital One vs Bridgecrest: Servicing Carvana and DriveTime Subprime Loans

Former Executive at Bridgecrest
Partner Interview
CarvanaCarMaxAlly FinancialDriveTimeBridgecrestCapital One FinancialCredit AcceptanceWestlake Financial ServicesBanco SantanderExeter FinanceCounter PositioningCornered ResourceProcess PowerVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsConsumer DiscretionaryFinancials
February 24, 2025

Waymo: Cash Breakeven & Software Portability

Former Director at Waymo
Partner Interview
TeslaAlphabetNVIDIAAuroraZooxMobileyeVelodyne LidarLuminarProcess PowerBrand EquityNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryCommunication ServicesInformation Technology
February 24, 2025

Genus Plc: PIC Division & Pig Genetics Industry

Director of Genetic Services at Genus Competitor
Partner Interview
GenusHealth Care
February 24, 2025

Raspberry Pi Holdings PLC: Arduino Open Source Monetization

Former President at Arduino
Partner Interview
Raspberry PiQt GroupAdvanced Micro DevicesBroadcomSTMicroelectronicsMicrochipNXP SemiconductorsRS GroupNetwork EffectsB2B MiddlemenInformation TechnologyIndustrials
February 24, 2025

Moody's & S&P Global: Private Credit Growth

Former Senior Analyst at Moody's Corp
Partner Interview
MoodysS&P GlobalApollo Global ManagementKKRAres ManagementBlackstoneInsurers & FinancialsFinancials
February 21, 2025

The Gym Group Culture & Bournemouth Clustering Case Study

Former Gym Group Regional Manager
IP Interview
The GymPure GymBasic FitJD Sports FashionFrasers GroupPlanet FitnessScale EconomiesLow Cost OperatorsConsumer Discretionary
February 21, 2025

Mercury General: Balancing Growth & Wildfire Risks

Former Claims Manager at Mercury General Corporation
Partner Interview
Mercury GeneralMarkelKinsale Capital GroupBerkshire HathawayState FarmGEICOProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancials
February 21, 2025

Core Scientific: from Bitcoin Mining to AI Data Centers

Former Executive at Core Scientific
Partner Interview
Core ScientificRiot PlatformsHIVE Digital Technologies LtdCanaan CreativeCredo TechnologyEquinixCoreWeaveInformation TechnologyReal Estate