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Interviews conducted by long-term fundamental investors only.

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March 27, 2024

Evolution Gaming: Crypto Player Behaviour & Payments Flow

Former CEO of Crypto Operator
IP Interview
Evolution Gaming
March 27, 2024

United Parks & Resorts: Theme Parks Hotels Opportunity

Marketing Director at Cedar Fair Entertainment
Partner Interview
United Parks & ResortsSIX FLAGS ENTMT CORPWalt Disney Co
March 25, 2024

Inchcape: Growth Opportunities

Former Managing Director of Sub Sahara Africa at Stellantis
Partner Interview
Inchcape PLCBYDGeelyChangan AutomobileKam Lung Motor GroupSime DarbyStellantisCFAOSalvador CaetanoStallion Group
March 25, 2024

Trupanion: Pricing Challenges

Former Insurance Product Director at Lemonade
Partner Interview
TRUPANION INCLemonade, IncFursureNationwide PetInternational Programs Group (IPG)ManyPets
March 22, 2024

LGI Homes: US Homebuilders Market Dynamics

Former Senior Land Acquisition & Development Analyst at LGI Homes
Partner Interview
LGI HOMES INCD.R. Horton IncMERITAGE HOMES CORPCENTURY COMMUNITIES INCLennarPulteGroup IncRedfin
March 21, 2024

Copart: New Market Expansion Process & Challenges

Former Senior Director of Sales at Copart
IP Interview
CopartIAAManheimADESAACV Auctions
March 21, 2024

United Parks & Resorts: US Theme Parks Industry

Theme Parks Industry Consultant
Partner Interview
United Parks & ResortsWalt Disney CoComcast CorpSIX FLAGS ENTMT CORP
March 21, 2024

Microsoft Gaming: Xbox vs PlayStation Positioning

Former Xbox Global Marketing Executive at Microsoft
IP Interview
Microsoft CorpSony CorporationElectronic Arts IncActivision BlizzardTake-Two Interactive Software Inc
March 18, 2024

Serial Acquirers: Purchase Price Accounting

Former CFO at Teqnion
IP Interview
TeqnionConstellation SoftwareLifco ABLagercrantz Group ABBergman & BevingTransDigm Group IncHEICORoperAMETEK IncSdiptechAddnode GroupHalma PLCDiploma PLCVitec SoftwareVisma
March 18, 2024

Evolution Gaming: Europe vs Asian Live Casino Distribution

Former CEO of Large Aggregator and Live Casino Business Development
IP Interview
Evolution GamingPlaytech PLC
March 17, 2024

Visma: Oima Acquisition Case Study

Former Director and Chairman, Oima, a Visma Company
IP Interview
VismaVitec SoftwareConstellation SoftwareEnghouse
March 15, 2024

GoEasy: Loan Underwriting Quality

Former Manager of Secured Underwriting at GoEasy
IP Interview
GoEasyWORLD ACCEPTANCE CORPUpstart Holdings, Inc.
March 14, 2024

Danaher Business System: Kaizen Case Study at Pall

Former VP of Engineering at Pall, Danaher
IP Interview
Danaher CorpSartorius AGSartorius Stedim Biotech SAREPLIGEN CORP
March 14, 2024

Wayfair: Demand Forecasting

Former GM of Global Demand Planning and Inventory Management Strategy at Wayfair
Partner Interview
WayfairWILLIAMS SONOMA INCHome Depot IncRestoration HardwareWestwing GroupPottery BarnOVERSTOCK COM INCBED BATH & BEYOND INCIKEAWalmart IncTarget CorpAmazon
March 13, 2024

Inchcape: Automotive OEM-Distributor Dynamics

Former Regional Marketing Director - Inchcape Asia
Partner Interview
Inchcape PLCBYDGeelyChangan AutomobileKam Lung Motor GroupSime Darby
March 13, 2024

Evolution Gaming: Workings Of A Crypto Casino

Former CEO of Crypto Operator
IP Interview
Evolution GamingPlaytech PLC
March 13, 2024

LGI Homes: New Home Sales Process

Former Sales Manager at LGI Homes
IP Interview
LGI HOMES INCLennarDR HortonMERITAGE HOMES CORP
March 11, 2024

Google Stadia: Challenges Scaling a Cloud Gaming Service

Former Program Management Executive at Google Stadia
IP Interview
GoogleMicrosoft CorpElectronic Arts IncActivision BlizzardTake-Two Interactive Software Inc
March 11, 2024

Universal Music: Artist Management In A Streaming Era

Former A&R Executive at Universal Music Group
IP Interview
Universal MusicWarner Music GroupSpotify
March 10, 2024

Danaher: Cytiva's Bioprocessing Filtration Portfolio

Former VP of Sales at Pall Corp
IP Interview
Danaher CorpSartorius Stedim Biotech SASartorius AGREPLIGEN CORPMerck & Co Inc