Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Found 1000+ results in 8ms
Found 1000+ results in 8ms
Jan 15, 2026
Old Dominion: Capacity, Pricing Discipline & the Post-Yellow Landscape
Former Senior LTL Sales Executive
Partner Interview
Old Dominion Freight Line•US•Large CapXPOSaiaMainfreightUnited Parcel ServiceFedExPhysical Infra & NetworksIndustrialsJan 15, 2026
DCC Plc: Mobility & Card Business
Former Managing Director at DCC Plc
Partner Interview
DCC•IE•Mid CapAlimentation Couche-TardBP p.l.c.UGIVivo EnergyScale EconomiesSerial AcquirerPhysical Infra & NetworksVertically Integrated RetailerEnergyIndustrialsConsumer DiscretionaryConsumer StaplesUtilitiesJan 15, 2026
Allegro: Amazon Poland GMV Trajectory & Marketplace Mix
Former Manager at Amazon
Partner Interview
Allegro•LU•Mid CapAmazonInPostShopeeTemuScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesJan 14, 2026
Esquire Financial Holdings: Niche Moat in Law Firm Banking
Former VP at Esquire Financial Holdings
Partner Interview
Esquire Financial•US•Small CapFirst Busey CorporationFirst Mid BancsharesBank of South Carolina CorporationCadence BankWells Fargo & CompanyFinancialsJan 14, 2026
DCC Plc: UK LPG Business & Market Structure
Former Logisitics Manager at DCC UK (Flogas)
Partner Interview
DCC•IE•Mid CapUGIScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsUtilitiesJan 14, 2026
Dassault Systèmes: Medidata's Integration, Growth & Culture
Former SVP of Global Sales, Services and Enablement at Dassault Systèmes
Partner Interview
Dassault Systèmes•FR•Large CapSiemensMedidata SolutionsVeevaCertaraIQVIASwitching CostsB2B SoftwareInformation TechnologyIndustrialsHealth CareJan 13, 2026
PAR Brink, Olo, and Qu: Positioning in the Restaurant Tech Stack
Former Director at Qu POS
Partner Interview
PAR•US•Small CapUpserveToastDoorDashNetwork EffectsMarketplaces & PlatformsInformation TechnologyFinancialsConsumer DiscretionaryCommunication ServicesJan 13, 2026
IMCD: Portfolio Defensibility & China’s Price Deflation
Former Director at Azelis
Partner Interview
IMCD•NL•Mid CapAzelisBrenntagB2B MiddlemenMaterialsIndustrialsJan 13, 2026
Zeta Global: Marketing Platform Economics, Pricing & Competition
Former VP at Zeta Global
Partner Interview
Zeta Global•US•Mid CapSalesforceSnowflakeLiveRampAmazonGoogleOracleSwitching CostsScale EconomiesNetwork EffectsB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 13, 2026
MTU Aero Engines: Customer's Perspective on LEAP vs GTF Engines
Maintenance Director of a Large Asian Airline
Partner Interview
MTU Aero Engines•DE•Large CapFTAI AviationGE AerospaceRTXRolls-RoyceSafranStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJan 13, 2026
Chime: US Digital Banking Market & Products Overview
Former Product Manager at Chime
Partner Interview
ChimeBlockPayPalCapital One FinancialBank of America CorpWells Fargo & CompanyRevolutFinancialsInformation TechnologyIndustrialsJan 13, 2026
NVIDIA: Beyond the Wafer Constraints, Packaging, HBM & Testing
Former Senior Executive at Qualcomm
Partner Interview
NVIDIA•US•Mega CapQualcommTSMCIntelASMLAdvantestTeradyneASESK hynixSamsung ElectronicsBE Semiconductor IndustriesLam ResearchKLAGoogleAmazonSwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 13, 2026
Monday.com: AI Features & Platform Expansion
Monday.com Premium Partner
Partner Interview
mondaycom•IL•Mid CapAtlassianAirtableSalesforceHubSpotSwitching CostsB2B SoftwareInformation TechnologyCommunication ServicesJan 13, 2026
PAR Technology: Unified Core & Open APIs
Former Director at Oracle
Partner Interview
PAR•US•Small CapUpserveQu POSOracleSwitching CostsB2B SoftwareInformation TechnologyJan 13, 2026
DCC plc: US Propane Business & Market Structure
Former General Manager at DCC
Partner Interview
DCC•IE•Mid CapAmeriGasFerrellgasScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsUtilitiesJan 13, 2026
Core & Main: Market Structure & Local Execution
VP of Sales at Waterworks Supplier
Partner Interview
Core & Main•US•Large CapFergusonAdvanced Drainage SystemsB2B MiddlemenIndustrialsJan 9, 2026
CarMax: Inventory Missteps, Omnichannel Friction, and the Carvana Challenge
Former Executive Vice President at CarMax
Partner Interview
CarMax•US•Mid CapCarvanaLithia MotorsAsbury Automotive GroupPenske Automotive GroupACV AuctionsCounter PositioningNetwork EffectsLow Cost OperatorsVertically Integrated RetailerAuctions & ClassifiedsConsumer DiscretionaryIndustrialsJan 9, 2026
Monday.com: A Customer's Perspective
Director of Product Management at Monday.com's Customer
Partner Interview
mondaycom•IL•Mid CapGitLabSalesforceAtlassianSwitching CostsB2B SoftwareInformation TechnologyJan 9, 2026
BFF: Monetizing Public-Sector Payment Delays
Former Sales Director at BFF
Jan 8, 2026
PAR Technology: Cloud Advantage and Enterprise Integrations
Former Sales Director at Qu POS
Partner Interview
PAR•US•Small CapUpserveToastOracleLightspeed CommerceGustoSwitching CostsB2B SoftwareInformation TechnologyFinancialsShowing 20 of 1000 results