Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Found 1000+ results in 7ms
Found 1000+ results in 7ms
Jan 23, 2026
Core & Main Inc: M&A Strategy & Opportunity
Former Executive Vice President at Core & Main Inc.
Partner Interview
Core & Main•US•Large CapWatscoFergusonB2B MiddlemenIndustrialsJan 23, 2026
TKO Group Holdings: NFL, UFC, & US Sports Rights Value
Former VP of Programming at ESPN
Partner Interview
TKO•US•Large CapNetflixAppleAmazonWarner Bros. DiscoveryParamount GlobalLiberty MediaFoxCounter PositioningBrand EquitySwitching CostsScale EconomiesNetwork EffectsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation TechnologyJan 23, 2026
LGI Homes: Sales Playbook & Margins
Former VP of Sales at LGI Homes
Partner Interview
LGI Homes•US•Small CapD.R. HortonLennarMeritage HomesCornered ResourceConsumer DiscretionaryJan 23, 2026
Perimeter Solutions: MMT Catheter Competition
Former Chief Commercial Officer at MMT
Partner Interview
Perimeter Solutions•US•Mid CapScale EconomiesSwitching CostsMission Critical Products & ServicesMaterialsJan 23, 2026
Barilla: 150 Years of History & Culture
Former VP at Barilla
Partner Interview
BarillaEbro FoodsGrupo BimboUnilever PLCB&G FoodsConsumer StaplesJan 22, 2026
DCC Plc: European LPG Market Dynamics
Former President at DCC LPG
Partner Interview
DCC•IE•Mid CapUGIBP p.l.c.Scale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsUtilitiesJan 22, 2026
DCC Plc: UK Energy Market & Lubricant Distribution
Former Head of UK at DCC Fuels
Partner Interview
DCC•IE•Mid CapBP p.l.c.Shell plcScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsJan 22, 2026
James Hardie vs LP SmartSide: A Contractor's Buying Perspective
Chief Operating Officer of Large PE-Backed Roofing Company
Partner Interview
James Hardie Industries plc•IE•Large CapBuilders FirstSourceCertainTeedSaint-GobainLouisiana-PacificScale EconomiesMaterialsIndustrialsJan 22, 2026
Jack Henry: Culture, Technical Debt, & Competitive Risks
Former Vice President at Jack Henry & Associates
Partner Interview
Jack Henry & Associates•US•Large CapFiservBroadridge Financial SolutionsFidelity National Information ServicesTemenosFinancialsInformation TechnologyIndustrialsConsumer DiscretionaryJan 22, 2026
Centene Corporation vs Humana: Culture and Strategy
Former Chief Procurement Officer at Centene Corporation
Partner Interview
Centene•US•Large CapElevance HealthHumanaUnitedHealthHealth CareJan 22, 2026
Murphy USA Inc: Fuel Retail Costs and Margins
Former District Manager at Murphy USA
Partner Interview
Murphy USA•US•Mid CapAlimentation Couche-TardCasey's General StoresSerial AcquirerVertically Integrated RetailerConsumer DiscretionaryConsumer StaplesJan 22, 2026
Align Technology Inc: Orthodontist and Dentist Aligner Decision Making Process
Former Sales Director at Angel Aligner
Partner Interview
Align Technology•US•Large CapHealth CareJan 22, 2026
FTAI Aviation: CFM56 Aeroderivative Engine Services
Former Aero Services Director at GE Vernova
Partner Interview
FTAI Aviation•US•Large CapSiemens EnergyMTU Aero EnginesSafranGE AerospaceStandardAeroGE VernovaScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsUtilitiesJan 22, 2026
Monday.com: From Product-Led Growth to Sales-Led Scale & AI Levers
Former Vice President at Monday.com
Partner Interview
mondaycom•IL•Mid CapSalesforceHubSpotSmartsheetAtlassianAsanaSwitching CostsB2B SoftwareInformation TechnologyJan 22, 2026
Synopsys, Ansys, and Chiplets: Backend EDA and Interface IP Demand
Former Senior Director at Synopsys
Partner Interview
Synopsys•US•Large CapCadence Design SystemsNVIDIAIntelArmInternational Business MachinesANSYSSwitching CostsProcess PowerMission Critical Products & ServicesInformation TechnologyJan 21, 2026
TSMC vs. Intel, Samsung & GlobalFoundries: How Fabless Customers Choose Foundries
Former Senior Vice President at Qualcomm
Partner Interview
TSMC•TW•Mega CapQualcommAppleGoogleAmazonNVIDIAAdvanced Micro DevicesBroadcomSamsung ElectronicsIntelSemiconductor Manufacturing InternationalGLOBALFOUNDRIESSwitching CostsProcess PowerBrand EquityNetwork EffectsScale EconomiesMission Critical Products & ServicesMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 21, 2026
DoorDash: DashPass Product Offering and Growth Opportunity
Former Product Lead at DoorDash
Partner Interview
DoorDash•US•Large CapUberWalmartAmazonInstacartNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyConsumer StaplesJan 21, 2026
Allegro: Governance & Category Expansion
Former Allegro CEO
Partner Interview
Allegro•LU•Mid CapAmazonInPostShopeeTemuScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesJan 21, 2026
Veeva Systems Data Solutions vs IQVIA
Former Director of Product Management at Veeva
Partner Interview
Veeva•US•Large CapIQVIASwitching CostsB2B SoftwareHealth CareJan 20, 2026
Danaher: Cytiva / Pall Strategic Integration
Former Senior Director at Danaher
Partner Interview
Danaher•US•Large CapSartoriusSartorius Stedim BiotechRepligenSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareShowing 20 of 1000 results