Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Found 1000+ results in 4ms
Found 1000+ results in 4ms
Feb 25, 2026
Applied Materials: Customer Concentration, Pricing Power & AI Cycle Drivers
Former Vice President at Applied Materials
Partner Interview
Applied Materials•US•Mega CapLam ResearchDoosanKLATokyo ElectronSwitching CostsProcess PowerMission Critical Products & ServicesInformation TechnologyIndustrialsFeb 25, 2026
Chime vs Cash App: TAM, Customer Acquisition & Direct Deposit Economics
Former Product Lead at Cash App
Partner Interview
ChimeBlockAffirmFinancialsInformation TechnologyFeb 25, 2026
Nubank Mexico: Unit Economics, Risk Management & Banking License Strategy
Former Director at Nubank
Partner Interview
MercadoLibre•UY•Large CapNuConsumer DiscretionaryFinancialsFeb 25, 2026
Lam Research: Memory vs Logic Growth Drivers and Cycle Duration
Former Senior Technical Director at Lam Research
Partner Interview
Lam Research•US•Mega CapASMLApplied MaterialsKLATeradyneOnto InnovationAmphenolSwitching CostsProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesInformation TechnologyFeb 25, 2026
Carvana: Company Culture, Execution Challenges & Near-Death Experiences
Former Executive at Carvana
Feb 25, 2026
Salesforce Agentforce: Data 360, Public Sector Agentic Workflows & CRM Positioning
Former Regional Vice President, Public Sector Digital Transformation, Salesforce
Feb 24, 2026
Intapp: DealCloud Acquisition & Managing License to SaaS Transition
Former Finance Manager at Intapp
Partner Interview
Intapp•US•Small CapSalesforceMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation TechnologyFeb 23, 2026
Constellation Software: UK Healthcare VMS & Selling to the NHS
Former Senior Executive at Constellation Software
Partner Interview
Constellation Software•CA•Large CapTopicusLumine GroupCHAPTERSRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrialsFeb 23, 2026
Franklin Covey: Sales Model Transition & Content as a Differentiator
Former Strategy Executive at Franklin Covey Co
Partner Interview
Franklin Covey•US•Small CapKorn FerrySkillsoftAccentureB2B MiddlemenIndustrialsConsumer DiscretionaryInformation TechnologyFeb 23, 2026
Somnigroup International: Mattress Firm & Optimizing Store Economics
Former EVP at Mattress Firm
Partner Interview
Somnigroup International Inc.•US•Large CapSleep NumberPurple InnovationCasper SleepConsumer DiscretionaryConsumer StaplesFeb 23, 2026
Intapp: Revenue Operations, Go-to-Market Strategy & Cross-Sell Opportunities
Former Vice President at Intapp
Partner Interview
Intapp•US•Small CapSAPSalesforceMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation TechnologyFeb 23, 2026
CTS Eventim: Italian Ticketing Landscape & Ticketmaster Competition
Current Sales Director at Ticket Master
Partner Interview
CTS Eventim•DE•Mid CapLive Nation EntertainmentEventbriteCommunication ServicesInformation TechnologyFeb 23, 2026
DCC Energy: CleanEnergy Strategy, LPG Consolidation & Leadership Challenges
Former Senior Director at DCC
Partner Interview
DCC•IE•Mid CapShellBPScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsFeb 20, 2026
Dynatrace vs Datadog: Logging Migration, Davis AI, & Partner Perspective
Senior Consultant at Dynatrace Channel Partner
Partner Interview
Dynatrace•US•Large CapDatadogNew RelicSplunkAppDynamicsSwitching CostsB2B SoftwareInformation TechnologyConsumer DiscretionaryFeb 20, 2026
Raspberry Pi: Company Culture & Leadership
Former Head of Financial Reporting at Raspberry Pi
Partner Interview
Raspberry Pi•GB•Small CapASUSNVIDIANetwork EffectsSwitching CostsProcess PowerMission Critical Products & ServicesInformation TechnologyFeb 20, 2026
Intapp: Cross-Selling Strategy & Product Portfolio Integration
Former Customer Success Manager at Intapp
Partner Interview
Intapp•US•Small CapSalesforceMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation TechnologyFeb 20, 2026
Intapp DealCloud vs Salesforce: Choosing an Investment Fund CRM
Current Investment Officer at a Large Asset Manager
Partner Interview
Intapp•US•Small CapSalesforceServiceNowSwitching CostsB2B SoftwareInformation TechnologyFeb 19, 2026
Chronosphere vs Datadog vs Dynatrace: Observability Platform Comparison
Former Head of Customer Success at Chronosphere
Partner Interview
Dynatrace•US•Large CapDatadogChronosphereSplunkNew RelicSwitching CostsB2B SoftwareInformation TechnologyFeb 18, 2026
Synopsys vs Cadence: Digital Design Tool Competition & Market Share
Former SVP at Synopsys
Partner Interview
Synopsys•US•Large CapCadence Design SystemsSwitching CostsB2B SoftwareInformation TechnologyFeb 18, 2026
Light & Wonder: OGS Aggregator Strategy & iCasino Competition
VP of Product at Light & Wonder
Partner Interview
Light Wonder•US•Mid CapPragmatic PlayConsumer DiscretionaryShowing 20 of 1000 results