Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Found 1000+ results in 7ms
Found 1000+ results in 7ms
May 13, 2026
AWS: Unit Economics, Infrastructure Scaling, and the AI Transition
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleOracleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication ServicesMay 12, 2026
GE Aviation & CFM: Aftermarket Economics, Shop Visit Margins & Spare Parts Pricing
Partner Interview
General Electric•US•Mega CapSafranRTXProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsMay 12, 2026
Synopsys & Cadence: AlphaChip Recursive Intelligence Risk
Partner Interview
Cadence Design Systems•US•Large CapBroadcomGoogleSynopsysNetwork EffectsSwitching CostsPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareInformation TechnologyCommunication ServicesMay 12, 2026
Carvana Wholesale: Inspection Technology, AI Detection & Speed to Market
Partner Interview
Carvana•US•Large CapACV AuctionsManheimCounter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsConsumer DiscretionaryIndustrialsMay 12, 2026
Baltic Classifieds Group: CVBankas Strategy, Pricing & AI Threats
Partner Interview
Baltic Classifieds Group•LT•Small CapCommunication ServicesMay 12, 2026
Coupang: Logistics Network Design & Storage Capacity Constraints
Partner Interview
Coupang IncKlaviyoAmazonNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryMay 12, 2026
ServiceTitan: Platform Architecture, Value Proposition & Enterprise Expansion
Partner Interview
ServiceTitan, Inc.•US•Mid CapSalesforceSwitching CostsB2B SoftwareInformation TechnologyMay 12, 2026
Embraer Praetors: Fractional Operator Strategy & Production Constraints
Partner Interview
Embraer•BR•Large CapNetJetsFlexJetBombardierGulfstream AerospaceIndustrialsMay 12, 2026
Constellation Software: TfL Customer Perspective on 17-Year Trapeze Contract
Partner Interview
Constellation Software•CA•Large CapSiemensContinentalTopicusIVU Traffic TechnologiesSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrialsConsumer DiscretionaryMay 12, 2026
The Trade Desk vs Amazon DSP vs DV360: Agency Buying Comparison
Partner Interview
The Trade Desk•US•Large CapMagniteDentsuAmazonNetflixGooglePubMaticNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryMay 12, 2026
Atlassian: R&D Efficiency, Culture & The AI-Native Development Shift
Partner Interview
Atlassian•AU•Large CapOpenAIAnthropicSwitching CostsB2B SoftwareInformation TechnologyMay 12, 2026
Givaudan: Core List Agreements, Pay-to-Play Model & Client Profitability
Partner Interview
DSM Firmenich•CH•Large CapL'OréalThe Este Lauder CompaniesCotyGivaudan SABrand EquityUnique IP & BrandsMaterialsConsumer StaplesMay 12, 2026
Uber Eats vs DoorDash: Basket Size & Unit Economics
Partner Interview
Uber•US•Large CapDrizlyDoorDashNetwork EffectsMarketplaces & PlatformsIndustrialsInformation TechnologyConsumer DiscretionaryCommunication ServicesMay 11, 2026
XPO: Service Transformation Under Mario Harik & Dave Bates
Partner Interview
XPO•US•Large CapOld Dominion Freight LineSaiaPhysical Infra & NetworksIndustrialsMay 11, 2026
Kalshi & Prediction Markets: Regulatory Landscape & Revenue Model Challenges
Partner Interview
FanDuel•IE•Large CapKalshiFlutter EntertainmentDraftKingsConsumer DiscretionaryMay 11, 2026
Boston Scientific Endoscopy: Biliary Platform Growth, AXIOS Expansion, & Chinese Entrants
Partner Interview
Boston Scientific•US•Large CapHealth CareMay 11, 2026
dLocal: Merchant of Record Model & Emerging Markets Strategy
Partner Interview
DLocal•UY•Mid CapWorldpayAdyenIngenicoVisaMastercardNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyMay 11, 2026
Uber Eats vs DoorDash: Competitive Dynamics & Product Strategy
Partner Interview
Uber•US•Large CapInstacartDoorDashNetwork EffectsMarketplaces & PlatformsIndustrialsInformation TechnologyConsumer DiscretionaryCommunication ServicesMay 11, 2026
Vistry Group: Partnership Business Model, Margins & Risks
Partner Interview
Vistry Group•GB•Small CapRedrowBarratt Redrow plcTaylor WimpeyCornered ResourceConsumer DiscretionaryMay 11, 2026
STERIS & Sotera Health: EO Litigation, Modality Mix & Growth Outlook
Partner Interview
STERIS•IE•Large CapSotera HealthJohnson & JohnsonHealth CareShowing 20 of 1000 results