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Interviews conducted by long-term fundamental investors only.
Found 1000+ results in 5ms
Companies
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Found 1000+ results in 5ms
November 1, 2024
Kinsale Capital: History and Advantage of Technology
Former Software Developer at Kinsale Capital
Partner Interview
Kinsale Capital Group
Markel
James River Group
Process Power
Insurers & Financials
Financials
Show 4 industries
October 31, 2024
CCC & the Evolution of the Auto Claims Process
Former Senior Vice President at GEICO
IP Interview
CCC Intelligent Solutions
Solera
Enlyte Inc
Information Technology
Show 4 industries
October 30, 2024
LVMH & the North American Luxury Market
Former Chairman of North America, LVMH
Partner Interview
LVMH
Kering
Richemont
Hermès
Brand Equity
Unique IP & Brands
Consumer Discretionary
Show 4 industries
October 30, 2024
CCC vs Mitchell: Collision Repair Estimation Software
Former General Manager at Service King Collision
IP Interview
CCC Intelligent Solutions
Solera
Enlyte Inc
Information Technology
Show 4 industries
October 29, 2024
Belron, Boyd & the Auto Glass Repair Market: Vertical Integration Threat
Former Collision Repair Manager at Tesla
IP Interview
Belron
Safelite
Boyd Autobody & Glass
Tesla
Rivian Automotive
Asbury Automotive Group
Lithia Motors
D'Ieteren Group
Process Power
Brand Equity
Consumer Discretionary
Show 9 industries
October 29, 2024
Melrose Industries: GKN Aerospace
Former Business Development Executive at GKN Aerospace
Partner Interview
Melrose Industries
General Electric
Pratt & Whitney
Rolls-Royce
MTU Aero Engines
Process Power
OEMs w/ Installed Base
Industrials
Show 4 industries
October 28, 2024
Kinsale Capital: Coverage, Claims & Commissions
E&S Wholesale Broker
Partner Interview
Kinsale Capital Group
James River Group
Arch Capital Group
W. R. Berkley
RT Specialty
Process Power
Insurers & Financials
Financials
Show 4 industries
October 28, 2024
Danaher Business System: PSP, Kaizen, & Six Sigma
Former Director at Danaher
IP Interview
Danaher
Veralto
Switching Costs
OEMs w/ Installed Base
Mission Critical Products & Services
Serial Acquirer
Health Care
Industrials
Show 8 industries
October 28, 2024
Wise: Licensing & Bank Integration Process
Former Bank Partnerships Executive at Wise
Partner Interview
Wise
Revolut
JPMorgan Chase
Western Union
Remitly Global
Financials
Show 6 industries
October 28, 2024
Triveni Turbine: Indian Steam Turbine Market
Former Senior Sales Executive at Triveni Turbine
Partner Interview
Triveni Turbine
Siemens Energy
Industrials
Show 4 industries
October 28, 2024
Veeva Vault vs Medidata Solutions: Clinical Trial Data Software
Former Director of Product at Veeva Systems
Partner Interview
Veeva
Medidata Solutions
Dassault Systèmes
Switching Costs
B2B Software
Health Care
Information Technology
Show 8 industries
October 25, 2024
Builders FirstSource: Scale Advantage & Capital Allocation
Former Executive VP of Strategic Accounts at Builders FirstSource
Partner Interview
Builders FirstSource
Lennar
LGI Homes
Meritage Homes
D.R. Horton
NVR
Syntax
Toll Brothers
Cornered Resource
Industrials
Consumer Discretionary
Show 8 industries
October 24, 2024
Westwing Online Furniture: Shop vs Club, Pricing & Conflicts of Interests
Former Senior Executive at Westwing
IP Interview
Westwing
Wayfair
home24
Connox
Counter Positioning
Vertically Integrated Retailer
Consumer Discretionary
Show 4 industries
October 22, 2024
LVMH: Balancing Quality and Growth
Former President at Louis Vuitton
IP Interview
LVMH
Hermès
Richemont
Brand Equity
Unique IP & Brands
Consumer Discretionary
Show 4 industries
October 22, 2024
LGI Homes, Lennar, D.R. Horton & US Homebuilding Scale Advantages
Former Purchasing Manager at Lennar
Partner Interview
LGI Homes
Meritage Homes
D.R. Horton
Lennar
Cornered Resource
Consumer Discretionary
Show 4 industries
October 22, 2024
Adams Rite, AdelWiggins, & TransDigm Competitive Risks
Former President at TransDigm
IP Interview
TransDigm Group
HEICO
The Boeing
Honeywell
RTX
Switching Costs
Process Power
Mission Critical Products & Services
Serial Acquirer
Industrials
Show 6 industries
October 22, 2024
Interpump Group: Governance, Org Structure, & Water Pumps
Former Managing Director at Interpump
IP Interview
Interpump Group
Switching Costs
Mission Critical Products & Services
Industrials
Show 4 industries
October 21, 2024
Ashtead Technology: Leadership History & Sources of Differentiation
Former Senior Executive at Ashtead Technology
Partner Interview
Ashtead Technology
TechnipFMC
Subsea 7
Fugro
Prysmian
Reach Subsea
Industrials
Energy
Show 12 industries
October 21, 2024
Braze: Sales Org, Consumption Model & Addressing SMB
Former Account Executive at Braze
Partner Interview
Braze
Salesforce
Oracle
Adobe
Klaviyo
Switching Costs
B2B Software
Information Technology
Show 5 industries
October 21, 2024
Wise vs SWIFT & Correspondent Banking
Former Market Infrastructure Executive at Swift
Partner Interview
Wise
Western Union
Remitly Global
JPMorgan Chase
Citigroup
Financials
Show 6 industries
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