Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Found 1000+ results in 6ms
Found 1000+ results in 6ms
Feb 9, 2026
Roblox: Advertising Strategy, Monetization Challenges & Revenue Potential
Former Head of Product at Roblox
Partner Interview
Roblox•US•Large CapUnity SoftwareCommunication ServicesInformation TechnologyFeb 9, 2026
KLA Corporation: Process Control Intensity, Fab Ramp Dynamics & Competitive Positioning
Former General Manager at KLA
Partner Interview
KLA•US•Mega CapLam ResearchApplied MaterialsCamtekASM InternationalInformation TechnologyFeb 9, 2026
Boston Beer: Distributor Strategy & Twisted Tea Success
Former Senior Director at The Boston Beer Company
Partner Interview
Boston Beer Company•US•Mid CapMolson Coors BeverageAnheuser-Busch InBev SA/NVHeinekenConstellation BrandsConsumer StaplesFeb 9, 2026
EliseAI: Property Management AI Adoption & ROI
Vice President at Lantower Residential
Partner Interview
AppFolio•US•Mid CapEliseAIDoorLoopYardiSwitching CostsB2B SoftwareInformation TechnologyHealth CareFeb 9, 2026
Dynatrace: Davis AI, Competitive Moat & Enterprise Win Rates
Former Director at Dynatrace
Partner Interview
Dynatrace•US•Large CapSplunkDatadogNew RelicSwitching CostsB2B SoftwareInformation TechnologyFeb 9, 2026
Tracsis: TRACS Enterprise Economics & UK Rail Complexity
Former Senior Executive at Tracsis
Feb 9, 2026
CoStar Group: Homes.com Investment Strategy & Residential Market Entry
Former VP at CoStar Group
Partner Interview
Costar Group Co., Ltd.•CN•Mid CapZillowNetwork EffectsAuctions & ClassifiedsInformation TechnologyCommunication ServicesReal EstateFeb 9, 2026
CDW Corporation: AI Impact on VAR Business Model & Disintermediation Risk
Former SVP, Commercial Business at CDW
Partner Interview
CDW•US•Large CapSHI InternationalMicrosoftCiscoDellSwitching CostsPhysical Infra & NetworksInformation TechnologyMaterialsFeb 9, 2026
America's Car-Mart: Centralization Strategy, Store Closures & Turnaround Plan
Former Parts Account Manager at Americas Car-Mart
Partner Interview
Americas CarMart•US•Small CapCarvanaDriveTimeCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryFeb 9, 2026
Pinewood DMS: Replacing Keyloop for 360-Degree Customer Data
Director at Lookers
Partner Interview
Pinewood Technologies•GB•Small CapLithia MotorsCDK GlobalSwitching CostsB2B SoftwareConsumer DiscretionaryInformation TechnologyFeb 9, 2026
Franklin Covey Co: AI Impact & Business Model Transition
Former Managing Director at Franklin Covey
Partner Interview
Franklin Covey•US•Small CapKorn FerrySkillsoftIndustrialsConsumer DiscretionaryFeb 9, 2026
Accelerant Holdings Business Model & Strategy
Former Accelerant Executive
Partner Interview
Accelerant Holdings•KY•Mid CapKinsale Capital GroupMarkelChubbW. R. BerkleyProcess PowerInsurers & FinancialsFinancialsFeb 9, 2026
TransDigm: AvtechTyee, Equity Incentives & Operating as an Owner
Former President at TransDigm Subsidiary
Partner Interview
TransDigm Group•US•Large CapHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsFeb 6, 2026
Zeta Global: A Customer's Perspective
Former VP at MillerKnoll
Partner Interview
Zeta Global•US•Mid CapBrazeAdobeOracleSalesforceSwitching CostsB2B SoftwareInformation TechnologyFeb 5, 2026
Embraer: Supply Chain Constraints & Production Scaling Challenges
Former Vice President of Embraer
Partner Interview
Embraer•BR•Large CapThe BoeingAirbusProcess PowerIndustrialsFeb 5, 2026
ASM International: From Hafnium Oxide to 40+ ALD Layers at TSMC
Former Senior Director at ASM
Partner Interview
ASM International•NL•Large CapTSMCTokyo Electron LimitedApplied MaterialsIntelSwitching CostsProcess PowerMission Critical Products & ServicesInformation TechnologyFeb 5, 2026
SAP S4 HANA: Migration Challenges & RISE Adoption Barriers
Chief Information Officer of Fortune 500 Company
Partner Interview
SAP•DE•Mega CapOracleSalesforceWorkdaySwitching CostsB2B SoftwareInformation TechnologyFeb 5, 2026
Vend Marketplaces: Consolidating Nordic Platforms & Tech Organization
Former EVP Technology at Schibsted
Partner Interview
Vend Marketplaces ASA•NO•Large CapSchibsted ASAHemnetNetwork EffectsAuctions & ClassifiedsCommunication ServicesFeb 5, 2026
Netskope: SASE Market Evolution & Deep API Inspection Advantage
Former Sales Executive at Netskope
Partner Interview
NetskopePalo Alto NetworksZscalerFortinetCheck Point SoftwareCrowdStrikeInformation TechnologyFeb 5, 2026
Franklin Covey: Experts Coaching & AI Impact
VP at Learning & Development Company
Partner Interview
Franklin Covey•US•Small CapSkillsoftCourseraUdemyKorn FerryAccentureB2B MiddlemenIndustrialsConsumer DiscretionaryInformation TechnologyShowing 20 of 1000 results