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Explore our Interview Library.

Interviews conducted by long-term fundamental investors only.

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Apr 20, 2026

Kinsale Capital: Broker Perspective on Coverage, Commission & Market Position

Former Professional Liability Broker at Brown & Brown
Partner Interview
Kinsale Capital Group•US•Mid CapMarkelBrown & BrownRyan Specialty GroupW R Berkley CorpProcess PowerInsurers & FinancialsSerial AcquirerFinancials
Apr 20, 2026

Dick's Sporting Goods: Merchandising Strategy & Execution Culture

Former Vice President & General Merchandise Manager at Dicks Sporting Goods
Partner Interview
DICKS Sporting Goods•US•Large CapNikeadidasAmazonScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
Apr 20, 2026

Auto Trader Group: Dealer Revolt & Impact of Product Changes on Lead Generation

Founder and Chairman of the Independent Motor Dealers Association (IMDA)
Partner Interview
Auto Trader Group•GB•Mid CapMotorpointCarGurusNetwork EffectsMarketplaces & PlatformsLow Cost OperatorsCommunication ServicesConsumer Discretionary
Apr 20, 2026

Synopsys AI Strategy: DSO.ai, Workflow Agents & Generative RTL

Former Chief Marketing Officer & Senior VP Enterprise Marketing, Synopsys
Partner Interview
Synopsys•US•Large CapCadence Design SystemsTSMCSwitching CostsProcess PowerB2B SoftwareMission Critical Products & ServicesInformation Technology
Apr 20, 2026

The Trade Desk vs Amazon DSP: Open Web Budget Shifts & CPG Advertiser Testing

Media Director at WPP
Partner Interview
The Trade Desk•US•Large CapAmazonGoogleWPPOmnicomPubMaticMagniteOpenAINetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Apr 20, 2026

Lemonade: Pet & Renters Pricing Models vs Auto Insurance Challenges

Former Actuarial Director, Lemonade
Partner Interview
Lemonade•US•Mid CapState FarmUSAAThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials
Apr 20, 2026

EliseAI: Real Estate AI Sales Strategy, Pricing & Product Bundling

Former Enterprise Account Executive, EliseAI
Partner Interview
EliseAIYardiRealPageEquity ResidentialAppFolioSwitching CostsB2B SoftwareHealth CareReal EstateInformation Technology
Apr 20, 2026

Auto Partner: Export Model, Growth Ceiling & Structural Pricing

Former Regional Manager, Auto Partner Romania
IP Icon
IP Interview
Auto Partner•PL•Mid CapInter CarsLKQMEKOScale EconomiesB2B MiddlemenConsumer Discretionary
Apr 20, 2026

Sportradar: Data, Odds, AV Content & League Partnership Strategy

Former Chief Strategy Officer, Sportradar
Partner Interview
Sportradar•CH•Mid CapFanDuelGenius SportsConsumer DiscretionaryInformation TechnologyCommunication Services
Apr 20, 2026

Olympic Steel: Fabrication Strategy & Plant Operations

Former Plant Manager at Olympic Steel
Partner Interview
Ryerson•US•Small CapOlympic SteelMaterials
Apr 20, 2026

Jack Henry: Core Banking Economics & Complementary Product Attach Rates

Former Managing Director at Jack Henry
Partner Interview
Jack Henry & Associates•US•Large CapTemenosnCinoFiservFinancialsInformation Technology
Apr 19, 2026

Workday: Sales Process & Value Management

Former Director, Field Sales Strategy & Operations at Workday
IP Icon
IP Interview
Workday•US•Large CapADPOracleSAPSwitching CostsB2B SoftwareInformation Technology
Apr 17, 2026

Zendesk: AI Agents & The Shift from Seat to Outcome-Based Pricing

Former Enterprise Sales Director, Zendesk
IP Icon
IP Interview
Zendesk•USSalesforceHubSpotIntercomTeleperformanceFirstsource Solutions LimitedCapita plcSwitching CostsB2B SoftwareInformation TechnologyConsumer DiscretionaryIndustrials
Apr 17, 2026

CoStar Group: Residential Market Entry & homes.com Strategy

Former VP at CoStar Group
Partner Interview
CoStar Group•US•Large CapZillowMatterportNetwork EffectsAuctions & ClassifiedsReal EstateCommunication ServicesFinancialsInformation Technology
Apr 17, 2026

Copart vs IAA: A Georgian Buyer's Perspective on Selection, Fees & Platform Quality

Head of Retail Operations, Caucasus Auto
Partner Interview
Copart•US•Large CapIAANetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer Discretionary
Apr 17, 2026

Baltics Classifieds Group: Aruodas Lithuanian Market Positioning, Pricing Power & Competitive Threat

Current Lithuanian Real Estate Agent
Partner Interview
Baltics Classifieds GroupSMG Swiss Marketplace GroupHemnetScout24 SERightmoveNetwork EffectsAuctions & ClassifiedsCommunication ServicesIndustrialsReal Estate
Apr 16, 2026

Restore vs Iron Mountain: Digitization Competition & Records Management Cross-Selling

Former UK Director, Restore Digital
Partner Interview
Restore plc•GB•Small CapIron Mountain IncorporatedIndustrialsReal Estate
Apr 16, 2026

Atlassian: AI, Rovo, & the Teamwork Knowledge Graph Advantage

Former Head of Product Management, Enterprise Solutions at Atlassian
Partner Interview
Atlassian•AU•Large CapOpenAImondaycomMicrosoftGitLabSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology
Apr 16, 2026

Scout24: Classifieds Moat Erosion, Trust Advantage & LLM Threat

Chief Executive Officer at McMakler
Partner Interview
Scout24 SE•DE•Mid CapBaltics Classifieds GroupHemnetRightmoveSMG Swiss Marketplace GroupNetwork EffectsAuctions & ClassifiedsIndustrialsCommunication ServicesReal Estate
Apr 15, 2026

Atlassian at Bosch: Enterprise Adoption, Cloud Migration Barriers & AI Integration

Current Engineering Director at Bosch
Partner Interview
Atlassian•AU•Large CapMicrosoftOpenAIAnthropicGitLabSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology

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