Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Found 1000+ results in 3ms
Found 1000+ results in 3ms
Apr 30, 2026
Moving from Salesforce to Veeva Vault CRM
Partner Interview
Veeva•US•Large CapSalesforceSwitching CostsB2B SoftwareHealth CareInformation TechnologyApr 30, 2026
T-Mobile to Credit Acceptance: Vinayak Bhat & Steffen Schumann on Digital Transformation & Customer-Centric Operations
Partner Interview
Credit Acceptance•US•Mid CapCornered ResourceProcess PowerInsurers & FinancialsFinancialsApr 30, 2026
ServiceTitan vs Anthropic: Vertical SaaS Moat & the Agentic Transition
Partner Interview
ServiceTitan, Inc.•US•Mid CapAnthropicOpenAIFigmaInformation TechnologyMaterialsApr 29, 2026
Clínica Baviera & Optimax: Brand Challenges, Equipment Issues & UK Market Position
Partner Interview
Clínica Baviera, S.A.•ES•Small CapHealth CareApr 29, 2026
Utz Brands: Distribution Strategy, IO Model & Competing with Frito-Lay
Partner Interview
UTZ Brands•US•Small CapWalmartPepsiCoConsumer StaplesApr 29, 2026
Boku: DCB Switching Costs & Competitive Moat in MENA
Partner Interview
Boku•US•Small CapAppleSwitching CostsBrand EquityMarketplaces & PlatformsFinancialsInformation TechnologyConsumer DiscretionaryApr 29, 2026
Theon International: Night Vision Technology, Competitive Position & Tube Supply Dynamics
Partner Interview
Theon International PlcElbit SystemsL3harrisBAE Systems plcIndustrialsApr 29, 2026
Boku vs Bango: Direct Carrier Billing & Bundling Strategies
Partner Interview
Boku•US•Small CapAdyenCheckout.comBango PLCNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyApr 29, 2026
Clínica Baviera: Optimax UK Turnaround Strategy & Operational Challenges
Partner Interview
Clínica Baviera, S.A.•ES•Small CapHealth CareApr 29, 2026
Agilysys: IHG Approval Process, Market Positioning & Growth Runway
Apr 28, 2026
Utz Brands: DSD Expansion Strategy & New Market Playbook
Partner Interview
UTZ Brands•US•Small CapGrupo BimboPepsiCoConsumer StaplesApr 28, 2026
Chime: Marketing vs MyPay Trade-offs and Path to EBITDA Profitability
Partner Interview
ChimeCapital One FinancialRevolutBlockFinancialsInformation TechnologyApr 28, 2026
Ethos Technologies: AI Underwriting Limitations & Human Oversight Challenges
Partner Interview
Ethos Technologies IncApr 28, 2026
Cirata: Partnering Strategy & The Shift from LDM to Symphony
Partner Interview
Cirata•JE•Small CapInformation TechnologyApr 28, 2026
Duck Creek vs Guidewire: A CIO's Decision Process & Implementation Experience
Apr 28, 2026
Hippocratic AI: Clinical Trial Recruitment & Voice Agent Economics
Apr 28, 2026
Pharmx Marketplace: Data Accuracy Issues & Supplier Concerns
Partner Interview
Pharmx Technologies Ltd•CA•Small CapIndustrialsApr 28, 2026
DICK'S Sporting Goods: Strategy, Merchandising Culture & Ed Stack's Leadership
Partner Interview
DICKS Sporting Goods•US•Large CapAmazonNikeadidasScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryApr 28, 2026
Constellation Software: Sales Organization Structure & Monthly BUSR Process
Apr 28, 2026
OpenAI vs Anthropic: CIO Perspective on Enterprise LLM Selection
Partner Interview
OpenAIAnthropicSap SeMicrosoftAmazonGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesShowing 20 of 1000 results