Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Found 1000+ results in 3ms
Found 1000+ results in 3ms
Jan 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 & ServicesIndustrialsUtilitiesJan 22, 2026
Monday.com: From Product-Led Growth to Sales-Led Scale & AI Levers
Former Vice President at Monday.com
Partner Interview
mondaycom•IL•Mid CapSalesforceHubSpotSmartsheetAtlassianAsanaSwitching CostsB2B SoftwareInformation TechnologyJan 22, 2026
Synopsys, Ansys, and Chiplets: Backend EDA and Interface IP Demand
Former Senior Director at Synopsys
Partner Interview
Synopsys•US•Large CapCadence Design SystemsNVIDIAIntelArmInternational Business MachinesANSYSSwitching CostsProcess PowerMission Critical Products & ServicesInformation TechnologyJan 21, 2026
TSMC vs. Intel, Samsung & GlobalFoundries: How Fabless Customers Choose Foundries
Former Senior Vice President at Qualcomm
Partner Interview
TSMC•TW•Mega CapQualcommAppleGoogleAmazonNVIDIAAdvanced Micro DevicesBroadcomSamsung ElectronicsIntelSemiconductor Manufacturing InternationalGLOBALFOUNDRIESSwitching CostsProcess PowerBrand EquityNetwork EffectsScale EconomiesMission Critical Products & ServicesMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 21, 2026
DoorDash: DashPass Product Offering and Growth Opportunity
Former Product Lead at DoorDash
Partner Interview
DoorDash•US•Large CapUberWalmartAmazonInstacartNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyConsumer StaplesJan 21, 2026
Allegro: Governance & Category Expansion
Former Allegro CEO
Partner Interview
Allegro•LU•Mid CapAmazonInPostShopeeTemuScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesJan 21, 2026
Veeva Systems Data Solutions vs IQVIA
Former Director of Product Management at Veeva
Partner Interview
Veeva•US•Large CapIQVIASwitching CostsB2B SoftwareHealth CareJan 20, 2026
Danaher: Cytiva / Pall Strategic Integration
Former Senior Director at Danaher
Partner Interview
Danaher•US•Large CapSartoriusSartorius Stedim BiotechRepligenSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareJan 20, 2026
ASM International & Atomic Layer Deposition Competition
Former Director at ASM International
Partner Interview
ASM International•NL•Large CapSK hynixApplied MaterialsLam ResearchTokyo ElectronSamsung ElectronicsASMLKLAInformation TechnologyConsumer DiscretionaryJan 20, 2026
Ryan Specialty Group, Accelerant, and Insurance MGAs
Former National Program Manager at Ryan Specialty
Partner Interview
Ryan Specialty Group•US•Mid CapAccelerant HoldingsW R Berkley CorpMarkelBrown & BrownChubbProcess PowerInsurers & FinancialsSerial AcquirerFinancialsJan 20, 2026
Kaspi: Hepsiburada vs Trendyol Pricing
Former Global Head of Pricing and Assortment at Hepsiburada (acquired by Kaspi
Partner Interview
Kaspikz•KZ•Large CapAmazonScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryShowing 20 of 1000 results