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Interviews conducted by long-term fundamental investors only.

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April 17, 2024

Rightmove, OnTheMarket, and EweMove: a Hybrid Agent Perspective

Managing Director at EweMove Sales and Lettings
IP Interview
RightmoveCostar Group
April 17, 2024

Sunbelt, United and Herc Rentals: Customer Perspective

Current Fleet Equipment Manager at Ajax Paving
IP Interview
Ashtead Group PLCUnited Rentals IncHerc RentalsEquipmentShare
April 17, 2024

Clarivate: Management, M&A, & the One Clarivate Strategy

Former Vice President at Clarivate
Partner Interview
ClarivateIQVIA Holdings Inc
April 16, 2024

monday.com: Product-Market Fit Challenges

Former Customer Success Manager at monday.com Partner
Partner Interview
Monday.comAsanaAtlassianUpstreamHUBSPOT INCSalesforce.Com IncSmartsheetClickUpAirtable
April 16, 2024

Analog Devices vs Texas Instruments: Go-To-Market Strategies

Former Marketing and Strategy Head, Battery Electronics | Automotive Safety Sensors at Analog Devices
Partner Interview
Analog Devices IncTexas Instruments IncSTMicroelectronics NVInfineon Technologies AGMicrochip Technology Inc
April 16, 2024

US Auto Insurance: ADAS Impact on Pricing

Former SVP at GEICO
Partner Interview
Progressive InsuranceGEICOState FarmCopart
April 12, 2024

Vitec Software: History, Culture, & Operating Strategy

Former Director at Vitec Software Group
IP Interview
Vitec SoftwareConstellation Software
April 12, 2024

Evotec: End-to-End Partner to Big Pharma

Former EVP at Evotec
Partner Interview
Evotec A.G.Bristol-Myers Squibb CoCHARLES RIVER LABS INTL
April 11, 2024

AO World, Amazon & UK Online White Goods Competition

Former Director at AO World
IP Interview
AO World PLCAmazon
April 9, 2024

AppFolio vs Yardi Voyager: Enterprise Customer Perspective

Current Director at Enterprise Property Manager and Customer of AppFolio
IP Interview
AppFolio
April 9, 2024

Clarivate: CPA Global Acquisition & Integration

Former Managing Director at CPA Global
Partner Interview
Clarivate
April 9, 2024

Cardlytics: Operational & Tech Stack Challenges

Former VP of Operations at Cardlytics
Partner Interview
CardlyticsAmerican Express CoCapital One Financial Corp
April 8, 2024

Analog Devices & Texas Instruments: Semiconductor Market Dynamics

Former Senior Manager at Analog Devices
Partner Interview
Texas Instruments IncAnalog Devices IncTaiwan Semiconductor Manufacturing Co LtdSTMicroelectronics NVonsemi
April 8, 2024

EquipmentShare: Competing with Sunbelt and United Rentals

Former District Manager at EquipmentShare
IP Interview
EquipmentShareAshtead Group PLCUnited Rentals IncHerc Rentals
April 8, 2024

United Parks & Resorts: Pricing Optimization

Former Revenue Management Director at United Parks & Resorts
Partner Interview
United Parks & ResortsSIX FLAGS ENTMT CORPWalt Disney Co
April 8, 2024

Dino Polska & Polish Grocery: Navigating A Deflationary Environment

Former COO of Biedronka
Partner Interview
Dino Polska S.A.Jeronimo Martins SGPS SALidlAldiNetto PolskaEurocashŻabka
April 5, 2024

Rightmove vs OnTheMarket: Agency Perspective

Managing Director of Leading UK Real Estate Agency
IP Interview
RightmoveCostar Group
April 4, 2024

Copart: Salvage Yard Operations

Former Regional Operations Manager at Copart
IP Interview
CopartIAA
April 4, 2024

Trupanion: Aging Cohorts Risks

Former President of North American Digital Consumer Division at Chubb
Partner Interview
TRUPANION INCLemonade, IncPetplanFetch Pet InsuranceEmbrace Pet InsuranceChewy
April 3, 2024

TerraVest Industries: MaXfield Group Acquisition

Former President at MaXfield Group
Partner Interview
TerraVest Industries, Inc.