Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Jul 13, 2026
CCC Intelligent Solutions: AI Adoption, Pricing Pressure & the Orchestration Challenge
Jul 13, 2026
Perimeter Solutions: US Wildfire Air Tanker Relationships & Base Infrastructure
Jul 13, 2026
Cepheid: DBS Integration, Point-of-Care Growth & Competitive Menu Strategy
Partner Interview
Danaher•US•Large CapDiaSorinAbbott LaboratoriesSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareJul 13, 2026
Azure AI Foundry: Model Routing, Quota Constraints & Frontier Model Economics
Partner Interview
Microsoft•US•Mega CapNebius GroupAnthropicOpenAISpaceXGoogleAmazonMetaSwitching CostsNetwork EffectsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 13, 2026
Constellation Software & PharmaPartners: Dutch Pharmacy Software Competitive Dynamics
Partner Interview
Constellation Software•CA•Large CapTopicusSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyJul 13, 2026
MercadoLibre Logistics: Last Mile Cost Structure & Network Economics
Partner Interview
MercadoLibre•UY•Large CapShopeeConsumer DiscretionaryInformation TechnologyJul 13, 2026
CBRE & Turner & Townsend: Project Management Strategy & Acquisition Rationale
Partner Interview
CBRE•US•Large CapJones Lang LaSalleColliers InternationalReal EstateJul 13, 2026
SK Hynix, Samsung & Micron: Fab Timelines, LTA Structure & Capacity Planning
Partner Interview
SK hynix•KR•Mega CapMicron TechnologySamsung ElectronicsTSMCNVIDIAProcess PowerScale EconomiesSwitching CostsMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryJul 13, 2026
BNSF & Union Pacific: Autonomous Trucking Threat vs. Intermodal Network Opportunity
Partner Interview
Union Pacific•US•Large CapBNSF RailwayCPKCBerkshire HathawayScale EconomiesPhysical Infra & NetworksInsurers & FinancialsSerial AcquirerIndustrialsFinancialsJul 13, 2026
Solventum Dental: Digital Workflow Gap & DSO Distribution Dynamics
Partner Interview
Solventum•US•Large CapAlign TechnologyHealth CareJul 13, 2026
Cars.com & CarGurus: Competitive Dynamics in US Automotive Marketplaces
Partner Interview
Cars.com•US•Small CapCarGurusCox AutomotiveManheimCarvanaCarMaxNetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryCommunication ServicesJul 13, 2026
Baltic Classifieds Group & Autoplius: Lithuanian Used Car Market Dynamics
Partner Interview
Baltic Classifieds Group•LT•Small CapCommunication ServicesJul 13, 2026
Reddit Advertising: B2B Targeting & Subreddit Contextual Strategy
Partner Interview
Reddit•US•Large CapAnthropicOpenAIMetaGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesJul 13, 2026
Momentum Group: Nordic Industrial O&M Market Dynamics
Partner Interview
Momentum Group•SE•Mid CapBergman & BevingLagercrantz GroupProcess PowerSerial AcquirerIndustrialsConsumer DiscretionaryInformation TechnologyJul 13, 2026
Nintendo: Culture, Creativity & the Shift Toward Corporatism
Partner Interview
Nintendo•JP•Mega CapMicrosoftSonyCornered ResourceSwitching CostsUnique IP & BrandsPhysical Infra & NetworksCommunication ServicesInformation TechnologyConsumer DiscretionaryJul 11, 2026
Veeva Vault: Clinical Trial Operations at a Top 10 Pharma
Partner Interview
Veeva•US•Large CapSwitching CostsB2B SoftwareHealth CareJul 9, 2026
Synopsys & Cadence: EDA Front-End vs Back-End Revenue Dynamics
Partner Interview
Synopsys•US•Large CapCadence Design SystemsTSMCNVIDIASwitching CostsProcess PowerB2B SoftwareMission Critical Products & ServicesInformation TechnologyJul 7, 2026
Netflix & Scanline: VFX Studio Acquisition & Virtual Production Strategy
Jul 7, 2026
HCA Healthcare: Operating Discipline, Culture & Long-Term Competitive Advantages
Partner Interview
HCA Healthcare•US•Large CapUnitedHealthcareHealth CareJul 7, 2026
AppLovin: Axon 2.0, MAX Mediation & the Non-Gaming Opportunity
Partner Interview
Applovin•US•Large CapAmazonMetaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesShowing 20 of 1000 results