Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Found 1000+ results in 7ms
Found 1000+ results in 7ms
Apr 1, 2026
TransDigm, Jet Parts & Victor Sierra: Strategic Entry into Non-OEM Aftermarket
Former Director at Boeing & Jet Parts Engineering
Partner Interview
TransDigm Group•US•Large CapHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsApr 1, 2026
SK hynix, Micron & The DRAM Market: Capex Strategy and 80% Gross Margins
Former Senior Fellow of Micron Technology and VP at Sandisk
Partner Interview
SK hynix•KR•Mega CapTSMCMicron TechnologySamsung ElectronicsApplied MaterialsAdvanced Micro DevicesSwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryApr 1, 2026
Celsius Holdings: International Expansion Barriers & Market Entry Strategy
Former Senior Director of Commercial Finance, Celsius Holdings
Partner Interview
Celsius•US•Mid CapPepsiCoMonster BeverageBrand EquityUnique IP & BrandsConsumer StaplesApr 1, 2026
Vinted: US Market Entry Strategy & UK Supply Connection
Former Strategy Director at Vinted
Partner Interview
VintedPoshmarkeBayEtsyNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryApr 1, 2026
Gruppo Moltiply: Rastreator & Building Spain's Leading Insurance Price Comparison Site
Former CEO at Rastreator, owned by Gruppo Moltiply
Partner Interview
Moltiply•IT•Small CapNetwork EffectsAuctions & ClassifiedsFinancialsApr 1, 2026
Swiss Marketplace Group: Market Position, Lead Attribution & Transition to "Agentic" Search
COO at Avendo AG
Partner Interview
SMG Swiss Marketplace GroupMetaeBayScout24 SENetwork EffectsMarketplaces & PlatformsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryIndustrialsReal EstateApr 1, 2026
KLA Corporation: Service Contract Economics & Multi-Year Revenue Stability
Former General Manager at KLA Corporation
Partner Interview
KLA•US•Mega CapLam ResearchApplied MaterialsASMLOnto InnovationProcess PowerSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseInformation TechnologyMar 31, 2026
Copart: Transportation Operations, Fleet Strategy & Catastrophe Response
Former Transportation Manager at Copart
Mar 31, 2026
Swiss Marketplace Group: Cultural Friction, Market Stagnation, and the Off-Market Pivot
Current Senior Real Estate Broker
Partner Interview
SMG Swiss Marketplace GroupMetaeBayBaltic Classifieds GroupScout24 SENetwork EffectsMarketplaces & PlatformsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryIndustrialsReal EstateMar 31, 2026
Jonas Club: Private Club Software Moat & Customer Switching Costs
Forner VMS Industry Executive
Partner Interview
Constellation Software•CA•Large CapOpenTableCHAPTERSTopicusRoperLumine GroupSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrialsMar 31, 2026
Universal Music Group: Lucian Grainge's Leadership & Strategic Missteps
Former Vice President at Universal Music Group
Partner Interview
Universal Music•NL•Large CapPandoraSony Group CorporationSpotifyCornered ResourceNetwork EffectsUnique IP & BrandsMarketplaces & PlatformsCommunication ServicesConsumer DiscretionaryMar 30, 2026
Monday.com vs Asana vs Trello: A Customer Perspective
Chief Operations Officer of Monday.com Enterprise Customer
Partner Interview
mondaycom•IL•Mid CapSalesforceHubSpotMicrosoftAtlassianAsanaSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation TechnologyMar 30, 2026
Toast Inc: Product Attach Strategy, Downselling & Retention Challenges
Former Director of Strategy & Operations, Toast
Mar 30, 2026
Dutch Used Car Market: Dealer Advertising Platforms & Online Sales Models
Former Chief Executive Officer, Autotrack Easy Buy, owned by AutoScout24
Mar 30, 2026
KLA Corporation: Process Control Intensity & Technology Inflections
Former General Manager at KLA Corporation
Partner Interview
KLA•US•Mega CapASMLLam ResearchApplied MaterialsOnto InnovationProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesInformation TechnologyMar 30, 2026
Chime vs Cash App: Competing for the Low-Income Banking Customer
Former Corporate Strategy Director at Chime
Partner Interview
ChimeKlarna Group plcAffirmBlockInformation TechnologyFinancialsMar 30, 2026
GKN Aerospace: GTF Powder Metal Issues & IFRS 15 Accounting
Former Chief Financial Officer at GKN Aerospace
Partner Interview
Melrose Industries•GB•Mid CapSafranGeneral ElectricRolls-RoyceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsMar 30, 2026
Toast Inc: Product Evolution & International Expansion Strategy
Former VP of Product at Toast
Mar 30, 2026
SMG Swiss Marketplace Group: Pricing Power, Margin Expansion & Regulatory Constraints
Former Senior Finance and Strategy Leader at SMG Swiss Marketplace Group
Partner Interview
SMG Swiss Marketplace GroupScout24 SEBaltic Classifieds GroupNetwork EffectsAuctions & ClassifiedsIndustrialsCommunication ServicesReal EstateMar 29, 2026
Constellation Software: M&A Deal Sourcing, Execution & Portfolio Management
Former Portfolio Head, M&A at Constellation Software
Partner Interview
Constellation Software•CA•Large CapLumine GroupTopicusRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrialsShowing 20 of 1000 results