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Explore our Interview Library.

Interviews conducted by long-term fundamental investors only.

Found 1000+ results in 3ms
March 30, 2025

Brown & Brown & the UK Insurance Brokerage Market

Former Senior Executive at Marsh Commercial UK
Partner Interview
Brown & BrownMarsh McLennan CompaniesAonWillis Towers WatsonRyan Specialty GroupInsurers & FinancialsSerial AcquirerFinancials
March 26, 2025

Eurowag: Multiplatform Complexity

Former Director at Eurowag
Partner Interview
EurowagTrimbleWEXCorpayEdenredInformation TechnologyFinancials
March 25, 2025

Brown-Forman: Bourbon Oversupply & Craft Competition

Former VP at Brown-Forman
Partner Interview
Brown-FormanDiageoPernod RicardDavide CampariMilanoRémy CointreauConstellation BrandsMGP IngredientsTFFBrand EquityUnique IP & BrandsConsumer StaplesMaterials
March 25, 2025

KX: Data Processing Efficiency

Former Product Marketing Executive at KX
Partner Interview
KXDatabricksSnowflakeAlphabetAmazonMicrosoftInternational Business MachinesSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
March 25, 2025

Heartland Express: Operating Model & Trucking Growth Challenges

Former Director of Sales at Heartland Express
Partner Interview
Heartland ExpressSaiaFedExUnited Parcel ServiceJB Hunt Transport ServicesKnightSwift TransportationPhysical Infra & NetworksIndustrials
March 25, 2025

Constellation Software, Volaris, & M&A Sourcing and Deal Process

Former M&A Business Development at Constellation Software
IP Interview
Constellation SoftwareVitec SoftwareSwitching CostsB2B SoftwareSerial AcquirerInformation Technology
March 25, 2025

NVIDIA & Generative AI Fundamentals

Former Accelerated Computing Leader at AWS
Partner Interview
NVIDIAAmazon Web ServicesGoogleMicrosoftOracleBroadcomOpenAINetwork EffectsSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksB2B SoftwareInformation Technology
March 25, 2025

Bajaj Finance: Unsecured Lending Economics

Former Head of Personal Loans at Bajaj Finserv
Partner Interview
Bajaj FinanceBajaj FinservICICI BankHDFC BankKotak Mahindra BankAxis BankFinancials
March 25, 2025

Eurowag: IT Integration Challenges

Former Senior IT Director at Eurowag
Partner Interview
EurowagEdenredWEXCorpayFinancials
March 25, 2025

Fever-Tree & Molson Coors: a Walmart Buyer's Perspective

Category Director, Beverages at Walmart
IP Interview
Fevertree DrinksMolson Coors BeverageNestléQ MixersHeinekenBrand EquityUnique IP & BrandsConsumer Staples
March 24, 2025

Microsoft Copilot, ChatGPT, & LLM Profitability

Former AI / LEngineering Director at Microsoft Azure
Partner Interview
MicrosoftOpenAIAmazonAlphabetGoogleOracleSwitching CostsNetwork EffectsScale EconomiesPhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsB2B SoftwareInformation TechnologyConsumer DiscretionaryCommunication Services
March 24, 2025

Centene: Medicaid Margins & Provider Network Challenges

Former VP at Centene Corporation
Partner Interview
CenteneMolina HealthcareThe CignaElevance HealthUnitedHealthcareAetnaHumanaHealth Care
March 24, 2025

IDEX: Mott Corporation Acquisition

Former Chief Financial Officer at Mott Corporation, an Idex company
Partner Interview
IDEXSwitching CostsMission Critical Products & ServicesIndustrials
March 24, 2025

Secure Energy Services: Competition & Growth Opportunities

Former Business Development Executive at Secure Energy Services
Partner Interview
Secure Energy ServicesWaste ConnectionsGFL EnvironmentalScale EconomiesPhysical Infra & NetworksEnergyIndustrials
March 24, 2025

Formula 1 Group: Media Rights Strategy & Free vs Pay-TV

Former Media Rights Executive at Formula 1 Group
IP Interview
Formula OneLiberty MediaCommunication Services
March 23, 2025

The Trade Desk: Freewheel Ad Server & Publisher Monetization

Former Senior Director at FreeWheel
IP Interview
NetflixComcastThe Trade DeskAmazonGoogleRokuWalt DisneyParamount GlobalWarner Bros. DiscoveryCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesConsumer Discretionary
March 21, 2025

Veralto: Hach Industrial Sales Process & Service Density

Former Sales Manager at Hach
IP Interview
DanaherVeraltoBadger MeterXylemWatersVeolia EnvironnementThermo Fisher ScientificSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareIndustrialsInformation TechnologyUtilities
March 21, 2025

Hershey's: West Africa Cocoa Supply Dynamics

Current Director at Barry Callebaut
Partner Interview
The Hershey CompanyFerreroMondelez InternationalChocoladefabriken Lindt SprngliBarry CallebautNestléConsumer Staples
March 20, 2025

Netflix India: Market Overview & Content Strategy

IP Interview
NetflixWalt DisneyAmazonRelianceWarner Bros. DiscoveryCounter PositioningBrand EquityNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryMaterials
March 20, 2025

Fairfax Financial: Retail Subsidiaries Perspective

Former CFO at Fairfax Financial Retail Subsidiary
Partner Interview
Fairfax FinancialFinancials