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Interviews conducted by long-term fundamental investors only.

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Apr 30, 2026

Baltic Classifieds & CVbankas: Market Leadership in Lithuanian Job Classifieds

Partner Interview
Baltics Classifieds GroupLinkedInInformation Technology
Apr 30, 2026

Moving from Salesforce to Veeva Vault CRM

Partner Interview
Veeva•US•Large CapSalesforceSwitching CostsB2B SoftwareHealth CareInformation Technology
Apr 30, 2026

T-Mobile to Credit Acceptance: Vinayk Hegde & Steffen Schumann on Digital Transformation & Customer-Centric Operations

Partner Interview
Credit Acceptance•US•Mid CapCornered ResourceProcess PowerInsurers & FinancialsFinancials
Apr 30, 2026

ServiceTitan vs Anthropic: Vertical SaaS Moat & the Agentic Transition

Partner Interview
ServiceTitan, Inc.•US•Mid CapAnthropicOpenAIFigmaInformation TechnologyMaterials
Apr 29, 2026

Clínica Baviera & Optimax: Brand Challenges, Equipment Issues & UK Market Position

Partner Interview
Clínica Baviera, S.A.•ES•Small CapHealth Care
Apr 29, 2026

Utz Brands: Distribution Strategy, IO Model & Competing with Frito-Lay

Partner Interview
UTZ Brands•US•Small CapWalmartPepsiCoConsumer Staples
Apr 29, 2026

Boku: DCB Switching Costs & Competitive Moat in MENA

Partner Interview
Boku•US•Small CapAppleSwitching CostsBrand EquityMarketplaces & PlatformsFinancialsInformation TechnologyConsumer Discretionary
Apr 29, 2026

Theon International: Night Vision Technology, Competitive Position & Tube Supply Dynamics

Partner Interview
Theon International PlcElbit SystemsL3harrisBAE Systems plcIndustrials
Apr 29, 2026

Boku vs Bango: Direct Carrier Billing & Bundling Strategies

Partner Interview
Boku•US•Small CapAdyenCheckout.comBango PLCNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Apr 29, 2026

Clínica Baviera: Optimax UK Turnaround Strategy & Operational Challenges

Partner Interview
Clínica Baviera, S.A.•ES•Small CapHealth Care
Apr 29, 2026

Agilysys: IHG Approval Process, Market Positioning & Growth Runway

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IP Interview
Agilysys•US•Small CapToastOracleSwitching CostsB2B SoftwareInformation Technology
Apr 28, 2026

Utz Brands: DSD Expansion Strategy & New Market Playbook

Partner Interview
UTZ Brands•US•Small CapGrupo BimboPepsiCoConsumer Staples
Apr 28, 2026

Chime: Marketing vs MyPay Trade-offs and Path to EBITDA Profitability

Partner Interview
ChimeCapital One FinancialRevolutBlockFinancialsInformation Technology
Apr 28, 2026

Ethos Technologies: AI Underwriting Limitations & Human Oversight Challenges

Partner Interview
Ethos Technologies Inc
Apr 28, 2026

Cirata: Partnering Strategy & The Shift from LDM to Symphony

Partner Interview
Cirata•JE•Small CapInformation Technology
Apr 28, 2026

Duck Creek vs Guidewire: A CIO's Decision Process & Implementation Experience

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IP Interview
Duck Creek•US•Mid CapGuidewire SoftwareSwitching CostsB2B SoftwareInformation Technology
Apr 28, 2026

Hippocratic AI: Clinical Trial Recruitment & Voice Agent Economics

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IP Interview
Hippocratic AIEpic Corp.Financials
Apr 28, 2026

Pharmx Marketplace: Data Accuracy Issues & Supplier Concerns

Partner Interview
Pharmx Technologies Ltd•CA•Small CapIndustrials
Apr 28, 2026

DICK'S Sporting Goods: Strategy, Merchandising Culture & Ed Stack's Leadership

Partner Interview
DICKS Sporting Goods•US•Large CapAmazonNikeadidasScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
Apr 28, 2026

Constellation Software: Sales Organization Structure & Monthly BUSR Process

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IP Interview
Constellation Software•CA•Large CapRoperLumine GroupTopicusSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrials

Showing 20 of 1000 results