Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Found 1000+ results in 4ms
Found 1000+ results in 4ms
Nov 24, 2025
Adyen Culture, Management Team, and US Competitive Positioning
Former Product & Account Manager at Adyen
Partner Interview
Adyen•NL•Large CapShift4 PaymentsStripeVisaMastercardCheckout.comWorldpayPayPalNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyNov 24, 2025
Vistra Corp, Talen Energy, & US Data Center Power
Former Strategic Solutions Manager at Vistra Corp
Partner Interview
Vistra•US•Large CapTalen EnergyConstellation EnergyAmazonMicrosoftGoogleNVIDIABroadcomAdvanced Micro DevicesMetaScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesUtilitiesConsumer DiscretionaryInformation TechnologyCommunication ServicesNov 24, 2025
Rocket Companies: Refinance vs Purchase Economics, Leadership Exits & Marketing
Former Senior VP of Sales at Rocket Companies
Partner Interview
Rocket Companies•US•Large CapPennyMac Financial ServicesBank of AmericaJPMorgan ChaseUWMloanDepotRedfinZillowWells FargoNetwork EffectsAuctions & ClassifiedsFinancialsReal EstateCommunication ServicesNov 24, 2025
Fair Isaac Corporation: Reseller Distribution Channel
Regional Sales Director at Advantage Credit
Partner Interview
Fair Isaac•US•Large CapExperianEquifaxTransUnionDun BradstreetNetwork EffectsUnique IP & BrandsInformation TechnologyIndustrialsFinancialsNov 24, 2025
Sanuwave: Device Growth, Applicator Shortfalls, and Post-Sale CRM Gaps
Former Senior Manager of Sales Operations at Sanuwave
Partner Interview
SANUWAVE Health, Inc.•US•Small CapDefinitive HealthcareAetnaAbiomedHealth CareNov 24, 2025
Ferrari: Plug-In Hybrid EV Demand Challenges
Ferrari Dealership Sales Manager
Partner Interview
Ferrari•IT•Large CapAston Martin Lagonda GlobalBrand EquityUnique IP & BrandsConsumer DiscretionaryNov 24, 2025
Procore Technologies Inc: Go-to-Market Strategy Changes
Former Senior Director at Procore Technologies Inc
Partner Interview
Procore•US•Large CapAutodeskOracleSwitching CostsB2B SoftwareInformation TechnologyNov 24, 2025
Floor & Decor: Pro-Driven Growth, Import-Cost Pressure & Soft-Flooring Opportunity
Former Executive at Floor & Decor
Nov 23, 2025
CarMax Inc: Culture & Competing with Carvana
Former Executive Vice President at CarMax
Partner Interview
CarMax•US•Mid CapCarvanaLithia MotorsAsbury Automotive GroupCounter PositioningLow Cost OperatorsVertically Integrated RetailerConsumer DiscretionaryNov 23, 2025
Hemnet: Pre-Market Channels & Sucess-Based Model
Current Franchise Owner at a Swedish real estate broker
Partner Interview
Hemnet•SE•Large CapRightmoveVend Marketplaces ASAZooplaREA GroupBaltic Classifieds GroupSMG Swiss Marketplace GroupScout24 SENetwork EffectsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryReal EstateNov 23, 2025
Eurowag: Romanian Fleet Case Study
Current Director at Filip Spedition
Partner Interview
Eurowag•GB•Small CapEdenredWEXInformation TechnologyFinancialsNov 22, 2025
Kakao: Friends Feed & Advertising Oppotunity
Former Director at Kakao
Partner Interview
Kakao Corp.•KR•Mega CapTencentNAVERProsus N.V.MetaNetwork EffectsMarketplaces & PlatformsCommunication ServicesNov 21, 2025
Rocket Companies: Automation, Rivalry & Culture
Former Product Owner at Rocket Companies
Partner Interview
Rocket Companies•US•Large CapPennyMac Financial ServicesUWMloanDepotJPMorgan ChaseZillowRedfinWells FargoBank of AmericaNetwork EffectsAuctions & ClassifiedsFinancialsCommunication ServicesReal EstateNov 21, 2025
Hyperscaler AI Inference Cost: Custom ASICs vs GPUs
Former Data Center Product Architect and Senior Director at Nvidia
Partner Interview
NVIDIA•US•Mega CapMicrosoftGoogleAdvanced Micro DevicesBroadcomAmazonOpenAISwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryNov 21, 2025
Carlisle Companies Incorporated: Distributor's Perspective
Former VP of Finance at Beacon Roofing
Partner Interview
Carlisle Companies•US•Large CapAmrize LtdBeacon Roofing SupplyHolcimQXOScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsMaterialsInformation TechnologyNov 21, 2025
Appfolio Culture, ACH, and Switching Costs
Former VP of Sales at AppFolio
Partner Interview
AppFolio•US•Mid CapRealPageYardiSwitching CostsB2B SoftwareInformation TechnologyHealth CareNov 21, 2025
Autonomous Trucking: Future & Impact
SVP at Gatik
Partner Interview
GatikUnion PacificCKPCBNSF RailwayPhysical Infra & NetworksIndustrialsNov 21, 2025
The Middleby Corporation: Headwinds & Operational Issues
Former VP of Sales at ITW Food Equipment Group
Partner Interview
The Middleby•US•Mid CapIllinois Tool WorksRATIONAL AGIndustrialsNov 20, 2025
Union Pacific & US Railroads: Competitive Landscape & Autonomous Trucking Impact
Former Director of Terminal Operations at Union Pacific Railroad
Partner Interview
Union Pacific•US•Large CapCKPCBNSF RailwayPhysical Infra & NetworksIndustrialsNov 20, 2025
Darling Ingredients: Food Ingredients Segment Analysis
Former North America CEO at Nitta Gelatin
Partner Interview
Darling Ingredients•US•Mid CapNitta Gelatin Inc.TessenderloConsumer StaplesMaterialsShowing 20 of 1000 results