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Explore our Interview Library.

Interviews conducted by long-term fundamental investors only.

Found 1000+ results in 7ms
May 9, 2025

The Trade Desk, Amazon & CTV Industry: Market Fragmentation Through Walled Garden Model

Former Senior Director at FreeWheel
Partner Interview
The Trade DeskSamsung ElectronicsRokuWalt DisneyNetflixAlphabetGoogleAmazonNetwork EffectsBrand EquityCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsUnique IP & BrandsPhysical Infra & NetworksVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer Discretionary
May 9, 2025

AstroNova: Domino & Product Identification Landscape

Former Director at Domino Printing
Partner Interview
AstroNovaVeraltoInformation TechnologyIndustrials
May 9, 2025

Cimpress: Mass Customization Platform Challenges & Competitive Dynamics

Former VP at Cimpress
IP Interview
CimpressShutterfly4imprintWixcomSwitching CostsMarketplaces & PlatformsB2B SoftwareIndustrialsCommunication ServicesInformation Technology
May 9, 2025

PAR Technology: Visionary Growth Undermined by Integration Risks

Former VP at PAR Technology
Partner Interview
PARSodexoQUInformation TechnologyConsumer Discretionary
May 7, 2025

Halma: Apollo Fire Detectors, Open vs Closed Protocols

Former Director at Apollo Fire Detectors - a Halma company
IP Interview
HoneywellHalmaHochiki CorpJohnson Controls InternationalSwitching CostsSerial AcquirerIndustrialsInformation Technology
May 7, 2025

Coloplast: US Competition & Positioning

Former VP of US Strategic Accounts at Coloplast
Partner Interview
ColoplastSmith & NephewBoston ScientificConvaTec GroupHealth Care
May 7, 2025

Copart vs IAA Competitive Dynamics

Former VP at IAA Inc
Partner Interview
CopartIAARitchie Bros AuctioneersNetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrials
May 7, 2025

Duolingo: Risks and Opportunities of LLMs

Former Director at Duolingo
Partner Interview
DuolingoOpenAIMicrosoftMetaSwitching CostsNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication Services
May 7, 2025

FTAI vs CFM Materials: USM Sourcing, Pricing, & Availability

Former CFO at CFM Materials
IP Interview
SafranGeneral ElectricFTAI AviationMTU Aero EnginesRTXProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsIndustrials
May 7, 2025

Oracle: Cloud Growth and Strategic Differentiation

Former Director at Oracle Cloud
Partner Interview
OracleAmazon Web ServicesMicrosoftGoogleNVIDIASwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsInformation Technology
May 6, 2025

Meta, Google, & Tariff Impact on APAC Online Advertising

Former Head of Global Advertising Partnerships at Meta
IP Interview
GoogleMetaAmazonThe Trade DeskNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer Discretionary
May 6, 2025

Moody's Analytics: KYC and AML Solutions

Enterprise Sales Director at Moody’s Corporation
Partner Interview
MoodysFinancials
May 6, 2025

Fever-Tree: Beer Distribution & Molson-Coors Partnership

Former Molson Coors Sales Executive and Current Molson Distributor
Partner Interview
Fevertree DrinksMolson Coors BeverageDiageoAnheuser-Busch InBevBoston Beer CompanyHeinekenBrand EquityScale EconomiesUnique IP & BrandsConsumer Staples
May 6, 2025

Heineken: UK Beer Market & Evergreen Strategy

Former Senior Regional Executive at Heineken
Partner Interview
HeinekenMolson Coors BeverageAnheuser-Busch InBevCarlsbergBrand EquityScale EconomiesUnique IP & BrandsConsumer Staples
May 6, 2025

Molina Healthcare: Medicare Operational Maturity & Dual-Eligible Program Overhaul

Former VP of Medicare Operations at Molina Healthcare
Partner Interview
Molina HealthcareCenteneAnthemElevance HealthHumanaHealth Care
May 6, 2025

The Trade Desk: DSP Commoditization

Former VP at Pluto
Partner Interview
The Trade DeskAmazonNetflixWalt DisneyMetaAlphabetGoogleComcastRokuNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesConsumer Discretionary
May 6, 2025

ServiceNow: Internal AI Developments

Former Program Manager at ServiceNow
Partner Interview
ServiceNowSalesforceMoveworksSwitching CostsB2B SoftwareInformation Technology
May 6, 2025

Coupang: Coupang Eats & South Korean Food Delivery

Former Head of Coupang Eats at Coupang
Partner Interview
CoupangDelivery HeroJust Eat TakeawaycomGrabDoorDashUberNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrials
May 5, 2025

QXO, Builders FirstSource, & US Building Product Distribution

Former Executive VP of Strategic Accounts at Builders FirstSource
IP Interview
QXOBuilders FirstSourceBeacon Roofing SupplyUS Lbm Holdings, LLC84 LumberGMSRexelThe Home DepotLowesIndustrialsConsumer Discretionary
May 5, 2025

Sectra: Imaging Software Competitive Landscape

Former President at Sectra
Partner Interview
SECTRAPro MedicusHealth Care