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Interviews conducted by long-term fundamental investors only.

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DriveTime: History of Ugly Duckling & Bridgecrest

Former Collections Manager at DriveTime
IP Interview
Credit AcceptanceCarvanaExeter FinanceDriveTimeBridgecrestBanco SantanderWestlake Financial ServicesCornered ResourceProcess PowerCounter PositioningInsurers & FinancialsVertically Integrated RetailerFinancialsConsumer Discretionary
January 27, 2025

Knights PLC: M&A

Former Executive at Knights PLC
Partner Interview
Knights
January 27, 2025

Metro Bank: UK SME Lending & Competition With Smaller Banks

Relationship Director at HSBC
Partner Interview
Metro BankNatWestBarclaysHSBCLloyds BankingBanco SantanderFinancials
January 27, 2025

Wayfair: Scaling Asia Partner Solutions & Operational Challenges

Former Manager - Asia Partner Solutions at Wayfair
Partner Interview
WayfairAmazonOverstockBeyondWalmartThe Home DepotWilliams-SonomaArhausRestoration HardwareBed Bath & BeyondCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryConsumer Staples
January 27, 2025

Raspberry Pi Holdings: Pi Connect & Industrial Stickiness

Current CEO of a Raspberry Pi reseller
Partner Interview
Raspberry PiASUSQt GroupNVIDIANetwork EffectsInformation Technology
January 27, 2025

Lithia, Penske & Remarketing Off-Lease Vehicles

Former General Manager at Lithia & Driveway
IP Interview
CarvanaCarMaxLithia MotorsPenske Automotive GroupADESAManheimOPENLANEHertz GlobalAvis BudgetSixtEnterprise Rent-A-CarCounter PositioningNetwork EffectsVertically Integrated RetailerLow Cost OperatorsAuctions & ClassifiedsConsumer DiscretionaryIndustrials
January 27, 2025

Fairfax Financial: Brit Insurance

Former Senior Executive at Brit Insurance
Partner Interview
Fairfax FinancialFinancials
January 27, 2025

Hermès: Culture & Second-Hand Market

Former Control Manager at Hermès
Partner Interview
HermèsLVMHBrand EquityUnique IP & BrandsConsumer Discretionary
January 22, 2025

IDEX Corporation: M&A strategy & Operating model

Former Idex Corporation President
Partner Interview
IDEXDanaherDoverGracoSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsHealth Care
January 22, 2025

Pure Gym: Operational KPIs & Post-COVID Customer Behaviour

Former Regional Director at Pure Gym
IP Interview
The GymBasic FitFrasers GroupPlanet FitnessJD Sports FashionPure GymScale EconomiesLow Cost OperatorsConsumer Discretionary
January 22, 2025

Netflix, The Trade Desk: CTV Campaign Economics & Publisher Positioning

Current Director at TV advertising agency
IP Interview
NetflixThe Trade DeskRokuWalt DisneyParamount GlobalWarner Bros. DiscoveryAmazonCounter PositioningNetwork EffectsBrand EquityScale EconomiesSwitching CostsMarketplaces & PlatformsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer Discretionary
January 21, 2025

Amazon Robotics: Sparrow, Sequoia & Automation Economics

Former Head of Systems and Products at Amazon Robotics
Partner Interview
AmazonTargetWalmartPDD HoldingsThe KrogerFanucNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryConsumer StaplesIndustrials
January 21, 2025

Mettler-Toledo: Competition & Go-to-Market Strategy

Former Produc Marketing Director at Mettler-Toledo
Partner Interview
MettlerToledo InternationalSartorius Stedim BiotechThermo Fisher ScientificVeraltoSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseHealth CareIndustrials
January 21, 2025

Netflix, The Trade Desk, & Linear to CTV Advertising

Current Director at TV advertising agency
IP Interview
NetflixThe Trade DeskRokuWalt DisneyParamount GlobalWarner Bros. DiscoveryAmazonCounter PositioningNetwork EffectsBrand EquityScale EconomiesSwitching CostsMarketplaces & PlatformsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer Discretionary
January 21, 2025

Broadcom: VMWare Acquisition & Cloud Transition

Former Director at VMWare
Partner Interview
BroadcomVMwareMicrosoftAmazon Web ServicesGoogleCitrix SystemsNutanixSwitching CostsNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsInformation Technology
January 21, 2025

Westlake: Subprime Auto Loans Origination Process

Former Manager of Originations at Westlake
IP Interview
Credit AcceptanceCarvanaBridgecrestDriveTimeExeter FinanceWestlake Financial ServicesCornered ResourceProcess PowerCounter PositioningInsurers & FinancialsVertically Integrated RetailerFinancialsConsumer Discretionary
January 20, 2025

CCC Intelligent Solutions vs Mitchell: Estimate Data Quality

Former Senior Director at CCC Intelligent Solutions
IP Interview
CCC Intelligent SolutionsEnlyte IncSoleraSwitching CostsNetwork EffectsB2B SoftwareInformation Technology
January 20, 2025

CellaVision: Sysmex Relationship History & Key Customer Risk

Former Senior Executive at Sysmex
IP Interview
CellaVisionBeckman CoulterDanaherSysmexSiemens HealthineersShenzhen Mindray BioMedical ElectronicsSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
January 20, 2025

Dr Lal Pathlabs: Regional Management & B2C Strategy

Former Regional Sales Manager at Dr Lal Pathlabs
Partner Interview
Dr Lal PathLabsThyrocare TechnologiesVijaya Diagnostic CentreKrsnaa DiagnosticsAspira Pathlab & Diagnostics
January 20, 2025

Ocado Swarm Robotics & The Next Frontier in Warehouse Automation

Former Robotics Director at Ocado
Partner Interview
AmazonAutoStoreOcado GroupKUKAKion GroupSymboticBerkshire GreyWalmartThe KrogerNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksOEMs w/ Installed BaseConsumer DiscretionaryIndustrialsConsumer Staples