Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Found 1000+ results in 6ms
Found 1000+ results in 6ms
Mar 11, 2026
AI Memory History & Demand: NAND vs DRAM for Long Context Inference
Former Senior Fellow of Micron Technology and VP at Sandisk
Partner Interview
Micron Technology•US•Mega CapSandisk CorporationSK hynixNVIDIAIntelTSMCProcess PowerScale EconomiesSwitching CostsMission Critical Products & ServicesInformation TechnologyMar 11, 2026
Monday.com: SMB vs Enterprise Development Tools & Platform Limitations
Director of Product Management at Monday.com's Customer
Partner Interview
mondaycom•IL•Mid CapHubSpotAtlassianSalesforceMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation TechnologyMar 11, 2026
On Holding: APAC Leadership Challenges & China Growth Strategy
Former Sales Lead at On Holding
Partner Interview
On Running•Large CapNikeadidasASICSBrand EquityUnique IP & BrandsConsumer DiscretionaryMar 11, 2026
Loar Group: Acquisition Strategy & Operating Philosophy
Former Chief Operating Officer at SCHROTH, Loar Group
Partner Interview
Loar•US•Mid CapTransDigm GroupHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsMar 11, 2026
Embraer KC-390: Competing with the C-130 on Cost & Multi-Mission Capability
Former Vice President Business Development and Sales at Embraer
Partner Interview
Embraer•BR•Large CapAirbusThe BoeingBombardierGulfstream AerospaceProcess PowerIndustrialsMar 11, 2026
NIO: Global Expansion Strategy Across Europe, APAC & Middle East Markets
Former Executive at NIO
Partner Interview
NIO•CN•Large CapTeslaStellantisVolkswagenBYDBrand EquityProcess PowerConsumer DiscretionaryMar 11, 2026
Auto Trader Group: Cost Per Sale Attribution & Marketplace Competition
Former Marketing and E-commerce Director at Inchcape
Partner Interview
Auto Trader Group•GB•Mid CapNetwork EffectsMarketplaces & PlatformsCommunication ServicesMar 10, 2026
Saint-Gobain Omniseal: Polyimide Manufacturing, Market Dynamics & Competing with DuPont
Former Global Manufacturing Leader at Omniseal
Partner Interview
Saint-Gobain•FR•Large CapGoodwinE. I. du Pont de Nemours and CompanyProcess PowerMission Critical Products & ServicesIndustrialsMaterialsMar 10, 2026
Guidewire: PolicyCenter vs ClaimCenter Pricing & European Market Dynamics
Former Vice President of Sales at Guidewire Software
Mar 10, 2026
TT Electronics: EMS Business Quality & Power Electronics Portfolio
Former Vice President at TT Electronics
Partner Interview
TT Electronics•GB•Small CapCicor Technologies Ltd.TE ConnectivitydiscoverIEInformation TechnologyIndustrialsMar 10, 2026
Synopsys vs Cadence: EDA Tool Strengths & Customer Switching Costs
Former Senior Director at Synopsys
Partner Interview
Synopsys•US•Large CapCadence Design SystemsSwitching CostsB2B SoftwareInformation TechnologyMar 10, 2026
America's Car-Mart: Doug Campbell's Fleet Management & Remarketing Experience
Former Vice President at Avis Budget Group
Partner Interview
Americas CarMart•US•Small CapCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryMar 9, 2026
Grindr: Product Strategy, Ad Load Testing & Free User Experience
Former Senior Product Manager, New Verticals at Grindr
Partner Interview
Grindr•SGMatch GroupNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyCommunication ServicesMar 9, 2026
America's Car-Mart: Evolution from $10K to $20K Vehicles & Impact on Customer Retention
Former General Manager at America's CAR-MART Inc.
Partner Interview
Americas CarMart•US•Small CapCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryMar 9, 2026
TT Electronics, Cicor Technologies, & the EMS M&A Landscape
Former Executive Vice President at TT Electronics
Partner Interview
Cicor Technologies Ltd.•CH•Small CapTT ElectronicsInformation TechnologyMar 9, 2026
Guidewire: Value-Based Pricing, Claims vs Policy Products & SI Channel Strategy
Former Vice President of Product Marketing at Guidewire Software
Mar 9, 2026
Vinted vs Vestiaire Collective: SHEIN Risk & Moving Upmarket to Designer Resale
Fashion Stylist and Creative Consultant
Partner Interview
VintedSHEINLVMHKeringCounter PositioningBrand EquityVertically Integrated RetailerUnique IP & BrandsConsumer DiscretionaryMar 9, 2026
Nemetschek: Allplan vs Graphisoft Competition & AI Disruption Risks
Former Executive at a leading European Engineering and Design Software Group
Partner Interview
Nemetschek•DE•Mid CapAutodeskSwitching CostsB2B SoftwareInformation TechnologyMar 9, 2026
Monolithic Power Systems: How MPS Disrupted TI & ADI in Power Management
Former Director at Texas Instrument & Analog Devices
Partner Interview
Monolithic Power Systems•US•Large CapAnalog DevicesTexas InstrumentsInformation TechnologyMar 9, 2026
KLA vs Applied Materials: Optical Inspection Competition & Architecture
Former General Manager at KLA
Partner Interview
KLA•US•Large CapApplied MaterialsLam ResearchASMLNVIDIATSMCSwitching CostsProcess PowerMission Critical Products & ServicesOEMs w/ Installed BaseInformation TechnologyShowing 20 of 1000 results