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Explore our Interview Library.

Interviews conducted by long-term fundamental investors only.

Found 1000+ results in 4ms
May 30, 2025

Triumph Financial: Managing Fraud, Automation & Unit Economics

Former Senior Executive at Triumph Financial
IP Interview
Triumph FinancialXPOOld Dominion Freight LineJB Hunt Transport ServicesMainfreightSaiaUnited Parcel ServiceFedExPhysical Infra & NetworksFinancialsIndustrials
May 30, 2025

Kneat: Landing New Logos & Veeva Threat

Former Sales Executive at Kneat
IP Interview
KneatcomVeevaIQVIASiemensSwitching CostsB2B SoftwareHealth CareIndustrials
May 30, 2025

Somero: Laser Screed Market Leadership

Former Somero Territory Manager
IP Interview
Somero EnterprisesDoverIndustrials
May 30, 2025

Williams-Sonoma: Asian Suppliers Relocation Challenges & Unit Economics

Former VP of Sourcing & Product Development at Williams-Sonoma
IP Interview
WayfairWilliams-SonomaTargetAmazonWalmartArhausRestoration HardwareWestwinghome24Counter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryConsumer Staples
May 27, 2025

The Trade Desk: Bridging the Gap Between Identity Tech and Buyer Readiness

Former Senior VP at Ocean Media
Partner Interview
The Trade DeskNetflixGoogleAlphabetStackAdaptWalt DisneyParamount GlobalRokuAppleNetwork EffectsCounter PositioningBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesInformation Technology
May 26, 2025

North American Railroads: Margins & the Modernization Dilemma

Former VP at the Canadian National Railway Company
Partner Interview
Canadian National RailwayUnion PacificBerkshire HathawayJB Hunt Transport ServicesSchneider NationalSwift TransportationCanadian Pacific Kansas CityUnited Parcel ServiceFedExYellowPhysical Infra & NetworksInsurers & FinancialsSerial AcquirerIndustrialsFinancials
May 26, 2025

Hemnet: Home Sales Funnel & Booli’s Ascent

Current Franchise Owner at Fastighetsbyrån
Partner Interview
HemnetSchibstedRightmoveZooplaREA GroupScout24Network EffectsAuctions & ClassifiedsCommunication Services
May 26, 2025

Texas Roadhouse: Culture & Opening Process

Former Managing Partner at Texas Roadhoue
Partner Interview
Texas RoadhouseBloomin' BrandsDarden RestaurantsConsumer Discretionary
May 26, 2025

Kneat: Services Partner Perspective

Current Kneat Partner
IP Interview
KneatcomVeevaIQVIASwitching CostsB2B SoftwareHealth Care
May 26, 2025

A TSMC Customer Perspective: Selecting a Foundry Partner

Former VP at Micron Technology
Partner Interview
Taiwan SemiconductorIntelMicron TechnologyNVIDIAAppleASMLSwitching CostsBrand EquityMarketplaces & PlatformsInformation Technology
May 26, 2025

Zillow: Rentals and Apartments.com Competition

Former Account Executive at Zillow
Partner Interview
ZillowRedfinCoStar GroupOpendoorAuctions & ClassifiedsReal Estate
May 26, 2025

ServiceNow: Moveworks Acquisition

Former Senior Product Executive at Moveworks
Partner Interview
ServiceNowMoveworksSalesforceAtlassianWorkdaySwitching CostsB2B SoftwareInformation Technology
May 26, 2025

Vista Equity: Customer Success Value Creation Strategies

Former GTM Value Creation Executive at Vista Equity
IP Interview
Constellation SoftwareTopicusLumine GroupCHAPTERSVitec SoftwareSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth Care
May 25, 2025

Coupang: Taiwan Expansion & E-Commerce Landscape

Former Senior Executive at Coupang Taiwan
Partner Interview
CoupangSeaGrabAmazonNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrials
May 25, 2025

AstroNova: Product ID Go-to-Market Challenges

Former Sales Manager at AstroNova
Partner Interview
AstroNovaSeiko EpsonInformation Technology
May 24, 2025

Bruker: Mass Spectrometry Portfolio Quality

Former VP at Bruker
Partner Interview
BrukerThermo Fisher ScientificWatersAgilentShimadzuDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth CareInformation Technology
May 23, 2025

Halma: Apollo Fire Detectors, Distribution Model & Economics

Former Director at Apollo Fire Detectors - a Halma company
IP Interview
HalmaHoneywellHochiki CorpJohnson Controls InternationalSwitching CostsSerial AcquirerInformation TechnologyIndustrials
May 23, 2025

Copart vs IAA: International Growth & Insurer Switching Cost

Former VP at IAA Inc
IP Interview
CopartRitchie Bros AuctioneersIAACarvanaNetwork EffectsCounter PositioningAuctions & ClassifiedsPhysical Infra & NetworksVertically Integrated RetailerIndustrialsConsumer Discretionary
May 21, 2025

Judges Scientific PLC: Geotek’s BoxScan Growth Challenges

Former MD at a Geotek Distributor
IP Interview
Judges ScientificEpirocSDI GroupBentley SystemsProcess PowerSerial AcquirerIndustrialsInformation Technology
May 20, 2025

Amazon: 3P Sellers Advertising Growth & Tariff Impact

Former Ads Success Manager at Amazon
Partner Interview
AmazonWalmartMetaGoogleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryConsumer StaplesCommunication Services