Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Found 1000+ results in 6ms
Found 1000+ results in 6ms
May 1, 2026
Theon & Exosens: Tube Supply Dynamics and Vertical Integration Tensions
Partner Interview
Theon International PlcEXOSENSInformation TechnologyMay 1, 2026
Klaviyo: ESP Pricing, SMS Economics & Loyalty Program Strategy
Partner Interview
Klaviyo•US•Mid CapFigmaSalesforceBrazeShopifySwitching CostsB2B SoftwareMaterialsInformation TechnologyMay 1, 2026
Intercom & LLMs in Customer Support: Architecture & The Future of CRM Integration
May 1, 2026
Atlassian: Data Center to Cloud Migration & Enterprise Revenue Mix Shift
Partner Interview
Atlassian•AU•Large CapAnthropicServiceNowSwitching CostsB2B SoftwareInformation TechnologyMay 1, 2026
PhysicsX vs Ansys & Synopsys: AI-Based Physics Simulation Models
Partner Interview
Synopsys•US•Large CapANSYSSwitching CostsB2B SoftwareInformation TechnologyMay 1, 2026
Aruodas & Lithuanian Real Estate: Agent Economics & Portal Pricing Power
Partner Interview
Baltics Classifieds GroupMay 1, 2026
SIG Group vs Tetra Pak: Machine Placement, Sleeve Pricing & Market Share Dynamics
Partner Interview
SIG Group•CH•Mid CapTetra PakElopakMaterialsMay 1, 2026
TransDigm, Stellant Systems & Vacuum Tube Defense Electronics M&A
Partner Interview
TransDigm Group•US•Large CapSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsApr 30, 2026
Baltic Classifieds & CVbankas: Market Leadership in Lithuanian Job Classifieds
Partner Interview
Baltics Classifieds GroupLinkedInInformation TechnologyApr 30, 2026
Moving from Salesforce to Veeva Vault CRM
Partner Interview
Veeva•US•Large CapSalesforceSwitching CostsB2B SoftwareHealth CareInformation TechnologyApr 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 & FinancialsFinancialsApr 30, 2026
ServiceTitan vs Anthropic: Vertical SaaS Moat & the Agentic Transition
Partner Interview
ServiceTitan, Inc.•US•Mid CapAnthropicOpenAIFigmaInformation TechnologyMaterialsApr 29, 2026
Clínica Baviera & Optimax: Brand Challenges, Equipment Issues & UK Market Position
Partner Interview
Clínica Baviera, S.A.•ES•Small CapHealth CareApr 29, 2026
Utz Brands: Distribution Strategy, IO Model & Competing with Frito-Lay
Partner Interview
UTZ Brands•US•Small CapWalmartPepsiCoConsumer StaplesApr 29, 2026
Boku: DCB Switching Costs & Competitive Moat in MENA
Partner Interview
Boku•US•Small CapAppleSwitching CostsBrand EquityMarketplaces & PlatformsFinancialsInformation TechnologyConsumer DiscretionaryApr 29, 2026
Theon International: Night Vision Technology, Competitive Position & Tube Supply Dynamics
Partner Interview
Theon International PlcElbit SystemsL3harrisBAE Systems plcIndustrialsApr 29, 2026
Boku vs Bango: Direct Carrier Billing & Bundling Strategies
Partner Interview
Boku•US•Small CapAdyenCheckout.comBango PLCNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyApr 29, 2026
Agilysys: IHG Approval Process, Market Positioning & Growth Runway
Apr 28, 2026
Utz Brands: DSD Expansion Strategy & New Market Playbook
Partner Interview
UTZ Brands•US•Small CapGrupo BimboPepsiCoConsumer StaplesApr 28, 2026
Chime: Marketing vs MyPay Trade-offs and Path to EBITDA Profitability
Partner Interview
ChimeCapital One FinancialRevolutBlockFinancialsInformation TechnologyShowing 20 of 1000 results