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Interviews conducted by long-term fundamental investors only.

Found 1000+ results in 6ms
May 1, 2026

Theon & Exosens: Tube Supply Dynamics and Vertical Integration Tensions

Partner Interview
Theon International PlcEXOSENSInformation Technology
May 1, 2026

Klaviyo: ESP Pricing, SMS Economics & Loyalty Program Strategy

Partner Interview
KlaviyoUSMid CapFigmaSalesforceBrazeShopifySwitching CostsB2B SoftwareMaterialsInformation Technology
May 1, 2026

Intercom & LLMs in Customer Support: Architecture & The Future of CRM Integration

IP Icon
IP Interview
ServiceNowUSLarge CapSalesforceHubSpotIntercomOpenAISwitching CostsB2B SoftwareInformation TechnologyConsumer Discretionary
May 1, 2026

Atlassian: Data Center to Cloud Migration & Enterprise Revenue Mix Shift

Partner Interview
AtlassianAULarge CapAnthropicServiceNowSwitching CostsB2B SoftwareInformation Technology
May 1, 2026

PhysicsX vs Ansys & Synopsys: AI-Based Physics Simulation Models

Partner Interview
SynopsysUSLarge CapANSYSSwitching CostsB2B SoftwareInformation Technology
May 1, 2026

Aruodas & Lithuanian Real Estate: Agent Economics & Portal Pricing Power

Partner Interview
Baltics Classifieds Group
May 1, 2026

SIG Group vs Tetra Pak: Machine Placement, Sleeve Pricing & Market Share Dynamics

Partner Interview
SIG GroupCHMid CapTetra PakElopakMaterials
May 1, 2026

TransDigm, Stellant Systems & Vacuum Tube Defense Electronics M&A

Partner Interview
TransDigm GroupUSLarge CapSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
Apr 30, 2026

Baltic Classifieds & CVbankas: Market Leadership in Lithuanian Job Classifieds

Partner Interview
Baltics Classifieds GroupLinkedInInformation Technology
Apr 30, 2026

Moving from Salesforce to Veeva Vault CRM

Partner Interview
VeevaUSLarge CapSalesforceSwitching CostsB2B SoftwareHealth CareInformation Technology
Apr 30, 2026

T-Mobile to Credit Acceptance: Vinayk Hegde & Steffen Schumann on Digital Transformation & Customer-Centric Operations

Partner Interview
Credit AcceptanceUSMid CapCornered ResourceProcess PowerInsurers & FinancialsFinancials
Apr 30, 2026

ServiceTitan vs Anthropic: Vertical SaaS Moat & the Agentic Transition

Partner Interview
ServiceTitan, Inc.USMid CapAnthropicOpenAIFigmaInformation TechnologyMaterials
Apr 29, 2026

Clínica Baviera & Optimax: Brand Challenges, Equipment Issues & UK Market Position

Partner Interview
Clínica Baviera, S.A.ESSmall CapHealth Care
Apr 29, 2026

Utz Brands: Distribution Strategy, IO Model & Competing with Frito-Lay

Partner Interview
UTZ BrandsUSSmall CapWalmartPepsiCoConsumer Staples
Apr 29, 2026

Boku: DCB Switching Costs & Competitive Moat in MENA

Partner Interview
BokuUSSmall CapAppleSwitching CostsBrand EquityMarketplaces & PlatformsFinancialsInformation TechnologyConsumer Discretionary
Apr 29, 2026

Theon International: Night Vision Technology, Competitive Position & Tube Supply Dynamics

Partner Interview
Theon International PlcElbit SystemsL3harrisBAE Systems plcIndustrials
Apr 29, 2026

Boku vs Bango: Direct Carrier Billing & Bundling Strategies

Partner Interview
BokuUSSmall CapAdyenCheckout.comBango PLCNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Apr 29, 2026

Agilysys: IHG Approval Process, Market Positioning & Growth Runway

IP Icon
IP Interview
AgilysysUSSmall CapToastOracleSwitching CostsB2B SoftwareInformation Technology
Apr 28, 2026

Utz Brands: DSD Expansion Strategy & New Market Playbook

Partner Interview
UTZ BrandsUSSmall CapGrupo BimboPepsiCoConsumer Staples
Apr 28, 2026

Chime: Marketing vs MyPay Trade-offs and Path to EBITDA Profitability

Partner Interview
ChimeCapital One FinancialRevolutBlockFinancialsInformation Technology

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