Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Found 1000+ results in 6ms
Found 1000+ results in 6ms
Dec 4, 2025
GitLab, GitHub & AI Impact
Former Executive at GitLab Inc.
Partner Interview
GitLab•US•Mid CapGitHubMicrosoftAmazonGoogleSwitching CostsScale EconomiesNetwork EffectsPhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesDec 3, 2025
FTAI Aviation: Competitive Advantage & Opportunities
Former Engineering Director, FTAI Aviation
Partner Interview
FTAI Aviation•US•Large CapAARMTU Aero EnginesSafranGeneral ElectricStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsDec 3, 2025
StubHub: IPO & Secondary Online Ticketing Market
Former IR & Strategic Finance Director at StubHub
Partner Interview
Vivid Seats•US•Small CapLive Nation EntertainmentLiberty MediaCommunication ServicesDec 3, 2025
Besi & Hybrid Bonding’s Path to Scale: From Yield Bottlenecks to 2026–2030 Adoption
Former Director of Assembly at Intel
Partner Interview
BE Semiconductor Industries•NL•Large CapTSMCTaiwan Semiconductor Manufacturing Company LimitedAdvanced Micro DevicesNVIDIAAppleSamsung ElectronicsMicron TechnologyIntelSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryDec 3, 2025
Murphy USA: Management & Culture
Former District Manager at Murphy USA
Partner Interview
Murphy USA•US•Mid CapAlimentation Couche-TardCasey's General StoresSerial AcquirerVertically Integrated RetailerConsumer DiscretionaryConsumer StaplesDec 3, 2025
Paymentus: PMS Lock-In, Admin Fees, and Payments Commoditization
Former Technology Leader at a Paymentus Customer
Partner Interview
Paymentus•US•Mid CapRealPageYardiAppFolioCushman WakefieldSwitching CostsB2B SoftwareFinancialsInformation TechnologyHealth CareReal EstateDec 3, 2025
Miller Industries: Advantages Over Competitors & Current Market Weakness
COO at Guardian Fleet Services
Partner Interview
Miller Industries•US•Small CapOshkoshNRC IndustriesLandollIndustrialsConsumer DiscretionaryDec 2, 2025
StubHub: Competition, Pricing & GenAI
Former Strategic Finance Director at StubHub
Partner Interview
Vivid Seats•US•Small CapLive Nation EntertainmentLiberty MediaCommunication ServicesDec 1, 2025
Research Solutions: Products Overview & Market Dynamics
Former Chief Product Officer at Research Solutions
Partner Interview
Research Solutions•US•Small CapClarivateRELXInformation TechnologyIndustrialsDec 1, 2025
Root Inc: Growth Outside the DTC Channel
Former Director of State Management at Root Inc.
Partner Interview
Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeTeslaCounter PositioningScale EconomiesBrand EquityProcess PowerVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryDec 1, 2025
Mercado Libre: Logistics Network Automation & Operating Leverage
Former Operations Director at Mercado Libre
Partner Interview
MercadoLibre•UY•Large CapAmazonShopeeSeaMagazine LuizaAmericanasScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesDec 1, 2025
DHL Supply Chain: From Regional Operations to Global Discipline
Former Global Strategy Senior Program Manager at DHL Supply Chain
Dec 1, 2025
Allegro: Logistics Expansion & Inpost Reliance
Former Logistics Manager at Allegro
Partner Interview
Allegro•LU•Mid CapInPostShopeeAmazonScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation TechnologyDec 1, 2025
SoftwareONE: Microsoft Relationship & Business Model Strategy
Former Senior Executive at SoftwareONE
Partner Interview
SoftwareONE•CH•Small CapMicrosoftBechtleSwitching CostsPhysical Infra & NetworksB2B MiddlemenInformation TechnologyDec 1, 2025
Richemont: Van Cleef & Arpels Growth, Middle East & Alhambra
Former Executive at Van Cleef & Arpels
Partner Interview
Richemont•CH•Large CapLVMHKeringBrand EquityUnique IP & BrandsConsumer DiscretionaryNov 30, 2025
Waymo: Autonomous Vehicle Rollout Strategy
Former Director at Waymo
Nov 30, 2025
Research Solutions: AI Impact on Research Workflows & RELX's Scopus
Former VP of Product Management at Elsevier
Partner Interview
Research Solutions•US•Small CapRELXClarivateInformation TechnologyIndustrialsNov 30, 2025
AWS and Amazon Bedrock: AI Growth Strategy
Former Generative AI Director at Amazon Web Services
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleOracleNVIDIAOpenAIBroadcomScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesNov 30, 2025
Monday.com: Culture & Market Adoption
Former Director at Monday.com
Partner Interview
mondaycom•IL•Mid CapGitLabSalesforceHubSpotSwitching CostsB2B SoftwareInformation TechnologyNov 30, 2025
Blackline Safety: Enterprise Use Cases & Account Management
Former Client Success Manager at Blackline Safety
Showing 20 of 1000 results