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Explore our Interview Library.

Interviews conducted by long-term fundamental investors only.

Found 1000+ results in 4ms
January 20, 2025

CCC Intelligent Solutions vs Mitchell: Estimate Data Quality

Former Senior Director at CCC Intelligent Solutions
IP Interview
CCC Intelligent SolutionsEnlyte IncSoleraSwitching CostsNetwork EffectsB2B SoftwareInformation Technology
January 20, 2025

CellaVision: Sysmex Relationship History & Key Customer Risk

Former Senior Executive at Sysmex
IP Interview
CellaVisionBeckman CoulterDanaherSysmexSiemens HealthineersShenzhen Mindray BioMedical ElectronicsSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
January 20, 2025

Dr Lal Pathlabs: Regional Management & B2C Strategy

Former Regional Sales Manager at Dr Lal Pathlabs
Partner Interview
Dr Lal PathLabsThyrocare TechnologiesVijaya Diagnostic CentreKrsnaa DiagnosticsAspira Pathlab & Diagnostics
January 20, 2025

Ocado Swarm Robotics & The Next Frontier in Warehouse Automation

Former Robotics Director at Ocado
Partner Interview
AmazonAutoStoreOcado GroupKUKAKion GroupSymboticBerkshire GreyWalmartThe KrogerNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksOEMs w/ Installed BaseConsumer DiscretionaryIndustrialsConsumer Staples
January 20, 2025

AppFolio vs Yardi: Market Size & Strategic Positioning

Former Director at Yardi
Partner Interview
YardiAppFolioRealPageSwitching CostsB2B SoftwareInformation Technology
January 20, 2025

Lonza: CDMO Market Capacity

Current Director at AGC Biologics
Partner Interview
Lonza GroupCatalentSartorius Stedim BiotechAbbVieAvid BioservicesDanaherThermo Fisher ScientificCharles River Laboratories InternationalSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
January 15, 2025

Hermès: Beyond Fashion

Luxury industry consultant
Partner Interview
HermèsLVMHRichemontBrunello CucinelliKeringTapestryBurberryBrand EquityUnique IP & BrandsConsumer Discretionary
January 15, 2025

IDEX Corporation: Culture & the 80/20 Principle

Former VP at Idex Corporation
Partner Interview
IDEXDanaherDoverGracoSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsHealth Care
January 15, 2025

Basic Fit Spain: McFit Acquisition & Growth Opportunity

Former Senior Expansion Executive at McFit Spain
IP Interview
Planet FitnessThe GymFitness ParkBasic FitScale EconomiesLow Cost OperatorsConsumer Discretionary
January 15, 2025

Wilmington: Product Strategy & Portfolio Quality

Former Senior Technology Executive at Wilmington PLC
IP Interview
WilmingtonRELXExperianNetwork EffectsUnique IP & BrandsIndustrials
January 15, 2025

Mettler-Toledo: Pricing, Decentralization, & Vertical Integration

Former Executive at Mettler-Toledo
Partner Interview
MettlerToledo InternationalSartorius Stedim BiotechThermo Fisher ScientificSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseHealth Care
January 14, 2025

Deliveroo, Nando's Exclusivity, and UK Food Delivery

Former Director at Deliveroo PLC
IP Interview
DeliverooDelivery HeroJust Eat TakeawaycomUberDoorDashNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrials
January 14, 2025

CCC, Progressive, & Risks of Customers Switching to Mitchell

Former Director of Claims at Progessive Insurance
IP Interview
CCC Intelligent SolutionsEnlyte IncSoleraThe ProgressiveSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareInsurers & FinancialsInformation TechnologyFinancials
January 14, 2025

Danaher vs Thermo Fisher: Plasmid Manufacturing & Gene Therapy Positioning

Former VP of Sales, Aldevron
IP Interview
Thermo Fisher ScientificDanaherLonza GroupCatalentCharles River Laboratories InternationalTwist BioscienceSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth Care
January 14, 2025

IDEXX & Global Animal Testing: Competitive Landscape & Pricing Dynamics

Former Executive at IDEXX
Partner Interview
IDEXX LaboratoriesHeskaAntech DiagnosticsZoetisVCA Animal HospitalsBanfield Pet HospitalMars Veterinary HealthHealth Care
January 13, 2025

The History and Evolution of Experian

Former VP at Experian
Partner Interview
ExperianEquifaxTransUnionFair IsaacNetwork EffectsUnique IP & BrandsIndustrialsInformation Technology
January 13, 2025

Dr Lal PathLabs: Indian D2C Diagnostics

Former Senior Executive at Dr Lal Path Labs
Partner Interview
Dr Lal PathLabsThyrocare TechnologiesVijaya Diagnostic CentreKrsnaa DiagnosticsAspira Pathlab & Diagnostics
January 13, 2025

Reply: Go-to-Market Strategy

Former Partner at Reply
Partner Interview
ReplyAccentureB2B MiddlemenInformation Technology
January 13, 2025

Carvana: ADESA & the Rental Fleet Remarketing Process

Former Executive at Fusion Auto Finance
Partner Interview
CarvanaHertz GlobalAvis BudgetSixtACV AuctionsCox AutomotiveManheimCounter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsConsumer DiscretionaryIndustrials
January 13, 2025

Auto Glass & ADAS Suppliers: Switching Cost, ASIL Classification & Self-Calibration Challenges

Former Engineer at Honda
IP Interview
MobileyeTeslaFuyao GroupPilkington (NSG Group)RivianBYDGlass AmericaBelronD'Ieteren GroupContinentalBoschDENSOSaint-GobainSafeliteProcess PowerBrand EquityConsumer DiscretionaryIndustrials