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Explore our Interview Library.

Interviews conducted by long-term fundamental investors only.

Found 1000+ results in 3ms
December 19, 2024

Chinese Luxury Gray Market Structure

Former BD Executive at Chinese Luxury Marketplace
IP Interview
FarfetchCettireLVMHKeringMonclerBrunello CucinelliBrand EquityUnique IP & BrandsConsumer Discretionary
December 19, 2024

Fever-Tree vs Q Mixers: On-Premise Competition

Former VP at Q Mixers
IP Interview
Fevertree DrinksQ MixersBrand EquityUnique IP & BrandsConsumer Staples
December 19, 2024

Hermès: Stock Quotas & Beyond the Birkin

Former Control Manager at Hermès
Partner Interview
HermèsLVMHRichemontBrunello CucinelliBrand EquityUnique IP & BrandsConsumer Discretionary
December 17, 2024

Belron, Safelite, Boyd, & Auto Glass Repair: Commoditisation Risks

Former Senior Executive at AsTech
IP Interview
Caliber CollisionTeslaRivianLucid MotorsBelronD'Ieteren GroupSafeliteAsTechBoyd Autobody & GlassDriven BrandsProcess PowerBrand EquityConsumer DiscretionaryIndustrials
December 17, 2024

Procore, Trimble & Construction Project Management SaaS

Former Customer at Large Construction Contractor
Partner Interview
ProcoreTrimbleAutodeskThe SageOracleSwitching CostsB2B SoftwareInformation Technology
December 17, 2024

Google DeepMind: AlphaFold & the Biologic R&D Process

Senior Structural Biologist at AstraZeneca
IP Interview
AlphabetAstraZenecaGSKModernaDanaherSartoriusGoogleNetwork EffectsSwitching CostsPhysical Infra & NetworksMarketplaces & PlatformsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerCommunication ServicesHealth Care
December 16, 2024

IDEXX: Antech / Heska Combination & Threat to IDEXX

Former Vice President at Heska
Partner Interview
IDEXX LaboratoriesMars Veterinary HealthZoetisHealth Care
December 16, 2024

Paycom, Paylocity, & HR Software Competition

Former Sales Executive at Paycom
Partner Interview
Paycom SoftwarePaylocitySwitching CostsB2B SoftwareIndustrials
December 16, 2024

Danaher: Aldevron & DNA Plasmid Manufacturing

Former Director at Aldevron, Danaher
IP Interview
DanaherSartoriusThermo Fisher ScientificCatalentLonza GroupSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
December 16, 2024

Mettler-Toledo: Product Portfolio & Quality Management

Former Senior Quality Management Executive at Mettler-Toledo
Partner Interview
MettlerToledo InternationalSartoriusPrecia SASwitching CostsOEMs w/ Installed BaseHealth Care
December 15, 2024

Technoprobe: Semiconductor Probe Card Testing Equipment

Former Manufacturing Operations Executive at Technoprobe
IP Interview
TechnoprobeFormFactorTSMCIntelSamsung ElectronicsSwitching CostsProcess PowerMission Critical Products & ServicesUnique IP & BrandsInformation Technology
December 15, 2024

Wayfair Final Mile Delivery: Operations & Economics

Former Senior Manager at Wayfair
IP Interview
WayfairRestoration HardwareWilliams-SonomaAmazonThe Home DepotArhausWestwingTargetCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryConsumer Staples
December 15, 2024

Graco: Culture, Sales, & Distribution

Former Global Vice President at Graco
IP Interview
GracoDoverIllinois Tool WorksNordsonSwitching CostsMission Critical Products & ServicesIndustrials
December 9, 2024

Danaher: DBS Office Operational Strategy

Former Director at Danaher DBS Office
IP Interview
DanaherVeraltoEnvistaSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareIndustrials
December 9, 2024

Vitrolife: Genetic Testing Lab Operations

Former Senior Scientific Executive at Igenomix
IP Interview
VitrolifeIlluminaThermo Fisher ScientificThe Cooper CompaniesSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseHealth Care
December 9, 2024

Luxury Gray Market: Italy to China Product Flow

Export Manager at Italian Multi-Brand Boutique
IP Interview
LVMHKeringCettireFarfetchMonclerBrunello CucinelliBrand EquityUnique IP & BrandsConsumer Discretionary
December 9, 2024

Reply: International Expansion & Family Ownership

Former Partner at Reply
Partner Interview
ReplyAccentureB2B MiddlemenInformation Technology
December 9, 2024

Becton Dickinson: Leadership Style & Organic Growth

Former Senior Executive at Becton Dickinson
Partner Interview
Becton Dickinson andWest Pharmaceutical ServicesMedtronicJohnson & JohnsonStevanato GroupStrykerHealth Care
December 6, 2024

Eurocell: Recycling Costs & Economics

Former Recycling Executive at Eurocell PLC
Partner Interview
EurocellTravis PerkinsWickesIndustrialsConsumer Discretionary
December 6, 2024

GXO Logistics: Culture Post-XPO Spin-Off, TAM & Value-Added Services

Former Vice President at GXO Logistics
IP Interview
GXO LogisticsDHLFedExDSVKuehne Nagel InternationalPhysical Infra & NetworksIndustrials