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Interviews conducted by long-term fundamental investors only.

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Today at 12:41

Medpace: Culture, Leadership & Compensation

Former Business Development Executive
Partner Interview
MedpaceICONCharles River Laboratories InternationalIQVIAParexel InternationalThermo Fisher ScientificSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseHealth Care
Today at 11:46

Carvana: Reconditioning & Selling Off-Lease Vehicles

Former Associate Director of Inspection Centers at Carvana
IP Interview
CarvanaCarMaxSixtHertz GlobalManheimADESACounter PositioningNetwork EffectsVertically Integrated RetailerLow Cost OperatorsAuctions & ClassifiedsConsumer DiscretionaryIndustrials
Today at 11:19

SIXT: Consolidated Rent-a-Car (ConRACs) & US Market Challenges

Former VP at SIXT
Partner Interview
SixtHertz GlobalAvis BudgetEnterprise Rent-A-CarIndustrials
Today at 11:18

Dollar General: COVID Hangover & Cultural Challenges

Former Regional Director at Dollar General
Partner Interview
Dollar GeneralWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyNetwork EffectsScale EconomiesSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer Discretionary
Today at 11:18

Cettire & Online Luxury Goods: Competition for Boutique Supply

Business Development Executive at Luxury Marketplace
IP Interview
FarfetchCettireKeringLVMHRichemontMytheresaMonclerBrand EquityUnique IP & BrandsConsumer Discretionary
February 13, 2025

Lifco: Dental Distribution & Culture

Former Director at Lifco AB
Partner Interview
LifcoLagercrantz GroupBergman & BevingHenry ScheinIndutradeMomentum GroupProcess PowerSerial AcquirerB2B MiddlemenIndustrialsInformation TechnologyHealth Care
February 13, 2025

Lonza, WuXi Biologics & CDMO Global Market: Competitive Landscape Evolution

Executive at AGC Biologics
Partner Interview
Lonza GroupPfizerEli Lilly andNovo NordiskRocheWuXi BiologicsAGC BiologicsHealth Care
February 12, 2025

Amazon Business: Healthcare Product Distribution

Former Sales Director at Amazon Business
IP Interview
AmazonCardinal HealthMcKessonCencoraOwens & MinorPremierNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryHealth Care
February 12, 2025

Raspberry Pi Holdings: Edge AI Computing & Hailo

Former Director at Hailo Ai
Partner Interview
Raspberry PiQt GroupNVIDIABroadcomSTMicroelectronicsInfineonNXP SemiconductorsMicrochipNetwork EffectsInformation Technology
February 12, 2025

Dollar General: Labor and Strategic Challenges

Former Vice President at Dollar General
Partner Interview
Dollar GeneralWalmartDollar TreeDollaramaAmazonFive BelowTargetBest BuyNetwork EffectsScale EconomiesSwitching CostsLow Cost OperatorsVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesConsumer Discretionary
February 12, 2025

Buy-Here-Pay-Here Subprime Auto Dealers: Underwriting & Servicing Loans

Former Buy-Here-Pay-Here Car Dealer
IP Interview
Credit AcceptanceWestlake Financial ServicesBanco SantanderDriveTimeBridgecrestCarvanaCarMaxCornered ResourceProcess PowerCounter PositioningInsurers & FinancialsVertically Integrated RetailerLow Cost OperatorsFinancialsConsumer Discretionary
February 12, 2025

Hermès Jewelry: Asian Market Consumer Dynamics & Pricing

Former Sales Manager at Hermès
Partner Interview
HermèsLVMHKeringChanelBrunello CucinelliLoro PianaChristian DiorBrand EquityUnique IP & BrandsConsumer Discretionary
February 11, 2025

The Hut Group: Myprotein Rebranding

Former Marketing Executive at The Hut Group
Partner Interview
THGConsumer Discretionary
February 11, 2025

IDEXX: Reference & In-House Lab Competition

Former Sales Manager at IDEXX Laboratories
Partner Interview
IDEXX LaboratoriesMars Veterinary HealthAntech DiagnosticsZoetisVCA Animal HospitalsBanfield Pet HospitalScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesUnique IP & BrandsHealth Care
February 11, 2025

Markel Reinsurance: Evolution of Nephila and ILS Competition

Former Senior Executive at Nephila
IP Interview
MarkelBerkshire HathawayMunich ReSwiss ReHannover ReChubbW. R. BerkleyProcess PowerInsurers & FinancialsSerial AcquirerFinancials
February 11, 2025

Markel Reinsurance, Nephila, & Cat Risk

Former Senior Executive at Nephila
IP Interview
MarkelBerkshire HathawaySwiss ReMunich ReHannover ReW. R. BerkleyRLIProcess PowerInsurers & FinancialsSerial AcquirerFinancials
February 10, 2025

Markel Specialty Insurance: Underwriting Culture and Philosophy

Former Executive Underwriter ar Markel
IP Interview
MarkelFairfax FinancialRLIKinsale Capital GroupW. R. BerkleyChubbProcess PowerInsurers & FinancialsFinancials
February 10, 2025

Raspberry Pi Holdings PLC: Arduino Industrial Adoption

Current Sales Advisor at Arduino
Partner Interview
Raspberry PiQt GroupSiemensRockwell AutomationNetwork EffectsInformation TechnologyIndustrials
February 10, 2025

CCC Intelligent Solutions: Competition from Tractable

Former Director at Tractable
IP Interview
CCC Intelligent SolutionsEnlyte IncSoleraGuidewire SoftwareSwitching CostsNetwork EffectsB2B SoftwareInformation Technology
February 10, 2025

John Deere: Agricultural Automation

Former Strategy Director at John Deere
Partner Interview
John DeereCNH IndustrialAGCOKubotaMahindra MahindraJCBIndustrialsConsumer Discretionary