Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Found 1000+ results in 4ms
Found 1000+ results in 4ms
Feb 18, 2026
Synopsys vs Cadence: Digital Design Tool Competition & Market Share
Former SVP at Synopsys
Partner Interview
Synopsys•US•Large CapCadence Design SystemsSwitching CostsB2B SoftwareInformation TechnologyFeb 18, 2026
Light & Wonder: OGS Aggregator Strategy & iCasino Competition
VP of Product at Light & Wonder
Partner Interview
Light Wonder•US•Mid CapPragmatic PlayConsumer DiscretionaryFeb 18, 2026
Nemetschek's Bluebeam: PDF Markup Dominance & AI Vulnerability
Former Senior Executive at Bluebeam, Inc.
Partner Interview
Nemetschek•DE•Mid CapAutodeskProcoreSwitching CostsB2B SoftwareInformation TechnologyFeb 18, 2026
Onto vs KLA: Process Control Intensity in Advanced Packaging
Former Vice President at Onto
Partner Interview
Onto Innovation•US•Large CapASMLLam ResearchApplied MaterialsKLATeradyneAmphenolSwitching CostsProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesInformation TechnologyFeb 17, 2026
Old Dominion vs XPO: LTL Service Quality Gap & Pricing Premium
Former Account Manager at Schneider National
Partner Interview
Old Dominion Freight Line•US•Large CapXPOLandstar SystemSaiaJB Hunt Transport ServicesPhysical Infra & NetworksIndustrialsFeb 17, 2026
AWS: Securing Grid Power for Hyperscale AI Data Centers
Former Executive Leader, Energy Strategy and AWS Infrastructure at Amazon
Partner Interview
Amazon•US•Mega CapDuke Energy CorporationDominion EnergyNextEra EnergySouthern CompanyXcel EnergyEquinixGoogleMicrosoftOracleCoreWeaveScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareUtilitiesConsumer DiscretionaryReal EstateCommunication ServicesInformation TechnologyFeb 17, 2026
Airbus A320: SOFITEC Panel Issues & 2025-2027 Production Impact
Former Director at Airbus
Partner Interview
Airbus•NL•Large CapThe BoeingProcess PowerIndustrialsFeb 17, 2026
GKN Aerospace: RRSP Economics, GTF Cash Flow & Path to £600m
Former Chief Financial Officer at GKN Aerospace
Partner Interview
Melrose Industries•GB•Mid CapSafranGE AerospaceRolls-RoyceSwitching CostsProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsFeb 17, 2026
Fair Isaac Corporation: New Credit Score Model & Price Increases
Current VP at a FICO Reseller
Partner Interview
Fair Isaac•US•Large CapExperianTransUnionEquifaxNetwork EffectsUnique IP & BrandsInformation TechnologyIndustrialsFeb 17, 2026
Franklin Covey: Sales Model Frictions, AI & Leaderships Changes
Former Client Partner at FranklinCovey
Partner Interview
Franklin Covey•US•Small CapKorn FerrySkillsoftAccentureCourseraUdemyB2B MiddlemenIndustrialsConsumer DiscretionaryInformation TechnologyFeb 16, 2026
Prada Group: Miu Miu Strategy, Brand Verticalization & Leather Goods Growth
Former Head of Retail Training Leader at Prada Group
Partner Interview
Prada•IT•Large CapKeringRichemontLVMHHermèsBrand EquityUnique IP & BrandsConsumer DiscretionaryFeb 16, 2026
Dillard's: Post-Pandemic Store Operations & Gross Margin Expansion
Former Store Manager at Dillard's Inc
Partner Interview
Dillard's•US•Large CapNordstromConsumer DiscretionaryFeb 16, 2026
CooperVision vs Alcon vs J&J: Private Label Strategy & Market Share
Category Manager at EssilorLuxottica
Partner Interview
The Cooper Companies•US•Large CapAlconJohnson & JohnsonScale EconomiesOEMs w/ Installed BaseHealth CareFeb 16, 2026
SAP SuccessFactors vs Workday: Competing in the HCM Market
Former Senior Executive from SAP
Partner Interview
SAP•DE•Mega CapWorkdayOracleServiceNowSwitching CostsB2B SoftwareInformation TechnologyFeb 16, 2026
Copart vs IAA: Building a National Salvage Network in Canada
Former Managing Director at Copart
Feb 16, 2026
ASM International: ALD Market Share Loss & Intrepid EPI Tool Challenges
Former Director of ASM International NV
Partner Interview
ASM International•NL•Large CapLam ResearchApplied MaterialsASMLInformation TechnologyFeb 16, 2026
Jack Henry, Fiserv & Core Banking: Pricing Pressure and Market Evolution
Former Executive Team Member at Temenos
Feb 16, 2026
Shopee vs MercadoLibre: Logistics Strategy & Unit Economics in Brazil
Former Shopee Express Brazil Director
Partner Interview
MercadoLibre•UY•Large CapShopeeAmazonSeaMagazine LuizaAmericanasScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesFeb 12, 2026
Lonza vs WuXi Biologics: BIOSECURE Act & U.S. Manufacturing Strategy
Former Senior Business Development Executive at Lonza
Partner Interview
Lonza Group•CH•Large CapCharles River Laboratories InternationalWuXi BiologicsCatalentThermo Fisher ScientificDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth CareFeb 12, 2026
Li Auto, Xpeng, NIO & Chinese Auto ADAS Development
Former Director at Li Auto
Partner Interview
Li Auto•CN•Large CapTeslaBYDStellantisVolkswagenBrand EquityProcess PowerConsumer DiscretionaryShowing 20 of 1000 results