Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Found 1000+ results in 4ms
Found 1000+ results in 4ms
Jan 26, 2026
CAVA vs Chipotle: Operating Model & Talent Development Comparison
Former Area Manager at CAVA
Partner Interview
Chipotle•US•Large CapCAVAConsumer DiscretionaryJan 26, 2026
Synopsys: EDA Sales Process and Pricing Strategies
Former VP Product Marketing at Synopsys
Partner Interview
Synopsys•US•Large CapCadence Design SystemsSiemensInformation TechnologyIndustrialsJan 26, 2026
TSMC, Samsung, Intel & Leading Edge Node Competition
Former Vice President at Samsung Semiconductor
Partner Interview
Taiwan Semiconductor Manufacturing Company Limited•TW•Mega CapSamsung ElectronicsKLAIntelNVIDIAGoogleSwitching CostsProcess PowerNetwork EffectsMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 26, 2026
Ikea: Culture & History
Former Retail Director at Ikea
Partner Interview
Inter IKEA•NLNitori Holdings Co., Ltd.WayfairWilliams-SonomaCounter PositioningScale EconomiesBrand EquityVertically Integrated RetailerConsumer DiscretionaryJan 26, 2026
FTAI Aviation: Aeroderivative Gas Turbine Competition
Director of Business Development at Toshiba Energy Systems
Partner Interview
FTAI Aviation•US•Large CapGE VernovaSiemens EnergyMTU Aero EnginesStandardAeroGE AerospaceSafranScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesOEMs w/ Installed BaseIndustrialsUtilitiesJan 26, 2026
CTS Eventim: Switzerland’s Live Events Market
Current Director at Ticketmaster Switzerland
Partner Interview
CTS Eventim•DE•Mid CapLive Nation EntertainmentEventbriteCommunication ServicesInformation TechnologyJan 26, 2026
Sika AG: Positioning and Competition
Former Global Marketing Director at Saint-Gobain
Partner Interview
Sika•CH•Large CapBasfSaint-GobainHenkelMaterialsIndustrialsConsumer StaplesJan 23, 2026
Core & Main Inc: M&A Strategy & Opportunity
Former Executive Vice President at Core & Main Inc.
Partner Interview
Core & Main•US•Large CapWatscoFergusonB2B MiddlemenIndustrialsJan 23, 2026
TKO Group Holdings: NFL, UFC, & US Sports Rights Value
Former VP of Programming at ESPN
Partner Interview
TKO•US•Large CapNetflixAppleAmazonWarner Bros. DiscoveryParamount GlobalLiberty MediaFoxCounter PositioningBrand EquitySwitching CostsScale EconomiesNetwork EffectsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation TechnologyJan 23, 2026
LGI Homes: Sales Playbook & Margins
Former VP of Sales at LGI Homes
Partner Interview
LGI Homes•US•Small CapD.R. HortonLennarMeritage HomesCornered ResourceConsumer DiscretionaryJan 23, 2026
Perimeter Solutions: MMT Catheter Competition
Former Chief Commercial Officer at MMT
Partner Interview
Perimeter Solutions•US•Mid CapScale EconomiesSwitching CostsMission Critical Products & ServicesMaterialsJan 23, 2026
Barilla: 150 Years of History & Culture
Former VP at Barilla
Partner Interview
BarillaEbro FoodsGrupo BimboUnilever PLCB&G FoodsConsumer StaplesJan 22, 2026
DCC Plc: European LPG Market Dynamics
Former President at DCC LPG
Partner Interview
DCC•IE•Mid CapUGIBP p.l.c.Scale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsUtilitiesJan 22, 2026
DCC Plc: UK Energy Market & Lubricant Distribution
Former Head of UK at DCC Fuels
Partner Interview
DCC•IE•Mid CapBP p.l.c.Shell plcScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsJan 22, 2026
James Hardie vs LP SmartSide: A Contractor's Buying Perspective
Chief Operating Officer of Large PE-Backed Roofing Company
Partner Interview
James Hardie Industries plc•IE•Large CapBuilders FirstSourceCertainTeedSaint-GobainLouisiana-PacificScale EconomiesMaterialsIndustrialsJan 22, 2026
Jack Henry: Culture, Technical Debt, & Competitive Risks
Former Vice President at Jack Henry & Associates
Partner Interview
Jack Henry & Associates•US•Large CapFiservBroadridge Financial SolutionsFidelity National Information ServicesTemenosFinancialsInformation TechnologyIndustrialsConsumer DiscretionaryJan 22, 2026
Centene Corporation vs Humana: Culture and Strategy
Former Chief Procurement Officer at Centene Corporation
Partner Interview
Centene•US•Large CapElevance HealthHumanaUnitedHealthHealth CareJan 22, 2026
Murphy USA Inc: Fuel Retail Costs and Margins
Former District Manager at Murphy USA
Partner Interview
Murphy USA•US•Mid CapAlimentation Couche-TardCasey's General StoresSerial AcquirerVertically Integrated RetailerConsumer DiscretionaryConsumer StaplesJan 22, 2026
Align Technology Inc: Orthodontist and Dentist Aligner Decision Making Process
Former Sales Director at Angel Aligner
Partner Interview
Align Technology•US•Large CapHealth CareJan 22, 2026
FTAI Aviation: CFM56 Aeroderivative Engine Services
Former Aero Services Director at GE Vernova
Partner Interview
FTAI Aviation•US•Large CapSiemens EnergyMTU Aero EnginesSafranGE AerospaceStandardAeroGE VernovaScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsUtilitiesShowing 20 of 1000 results