Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
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Found 1000+ results in 4ms
Dec 28, 2025
Klarna Group, PayPal and BNPL Product Positioning
Former Senior Product Manager, BNPL at Klarna
Partner Interview
Klarna Group plc•GB•Large CapAffirmVisaMastercardPayPalAdyenCheckout.comStripeNetwork EffectsMarketplaces & PlatformsInformation TechnologyFinancialsDec 28, 2025
Hermès: Culture, Craft, and Long-Term Decision-Making
Former Buyer at Hermes
Partner Interview
Hermès•FR•Mega CapChanelChristian DiorLVMHPradaLoro PianaBrand EquityUnique IP & BrandsConsumer DiscretionaryDec 28, 2025
Deere & Company: Culture Drift & Employee Morale
Former Lead Artchitect at John Deere
Partner Interview
Deere & Company•US•Large CapCNH IndustrialAGCOMahindra MahindraScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsConsumer DiscretionaryDec 28, 2025
Kinsale Capital Group: Underwriting & Claims Technology Architecture
Former Director at Kinsale Capital Group
Partner Interview
Kinsale Capital Group•US•Mid CapMarkelW R Berkley CorpChubbRyan Specialty GroupProcess PowerInsurers & FinancialsFinancialsDec 28, 2025
FTAI Aviation: MRO Market Share and PMA Opportunity
Former Director at CFM International and Korry Electronics, Transdigm
Partner Interview
FTAI Aviation•US•Large CapSafranGE AerospaceTransDigm GroupHEICOChromalloyAir France-KLMSouthwest AirlinesStandardAeroMTU Aero EnginesScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsDec 28, 2025
Kaspi: Hepsiburada & Turkish E-commerce
Former Head of Marketplace Operations at Hepsiburada
Partner Interview
Kaspikz•KZ•Large CapAmazonAlibabaScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryDec 28, 2025
DoorDash Inc: DashPass Strategy, Churn, and Pricing
Former Strategy & Operations Lead of DashPass at DoorDash
Partner Interview
DoorDash•US•Large CapAmazonProsusUberNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyDec 24, 2025
Copart: International Import Share & IAA Pricing Gap
International Copart Buyer
Dec 23, 2025
Jack Henry & Associates: Core Banking & Product Innovation
Former Executive at Jack Henry
Partner Interview
Jack Henry & Associates•US•Large CapFiservTemenosFinancialsInformation TechnologyDec 23, 2025
Distributing Fever-Tree across Central United States
Vice President & General Manager at Glazer's Beer & Beverage
Partner Interview
Fevertree Drinks•GB•Small CapMolson Coors BeverageBrand EquityUnique IP & BrandsConsumer StaplesDec 23, 2025
Pinewood: Keyloop & UK Market Competition
Former VP of FP&A at Keyloop
Partner Interview
Pinewood Technologies•GB•Small CapLithia MotorsGroup 1 AutomotiveCDK GlobalConsumer DiscretionaryInformation TechnologyDec 23, 2025
Bank of Georgia: Rational Duopoly & Political Uncertainty
Former Director at Bank of Georgia
Partner Interview
Bank of Georgia Group•GB•Mid CapTBC Bank GroupBanca TransilvaniaKaspikzFinancialsInformation TechnologyDec 23, 2025
Amazon: Poland Retail Launch & Allegro
Former Manager at Amazon
Dec 22, 2025
Honeywell Aerospace: APU and Avionics Business Jet Aftermarket
Former Vice President and General Manager at Honeywell Aerospace
Dec 22, 2025
Swiss Marketplace Group: Understanding COMCO & Price Surveillance
Current Swiss Competition & Pricing Consultant
Partner Interview
SMG Swiss Marketplace GroupRightmoveHemnetBaltic Classifieds GroupVend Marketplaces ASAREA GroupNetwork EffectsAuctions & ClassifiedsCommunication ServicesDec 22, 2025
OppFi: Charter Bank Partnerships & State APR Export in US Online Subprime Lending
Former VP at OppFi
Dec 22, 2025
Research Solutions: Headless API, Publishers' Agreements & M&A
Former Chief Marketing Officer at Research Solutions
Partner Interview
Research Solutions•US•Small CapRELXClarivateInformation TechnologyIndustrialsDec 21, 2025
Adyen vs Stripe: Competitive Positioning
Former Head of Enterprise Payments at Stripe and Google Pay
Partner Interview
Adyen•NL•Large CapGoogleStripeVisaMastercardAppleCheckout.comBraintreeWorldpayFiservNetwork EffectsBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksFinancialsInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 21, 2025
Blackline Safety: Northern Ireland Water Customer Case Study
Current Health & Safety Executive at Northern Ireland Water
Dec 20, 2025
On Running: New Balance’s China Playbook & On Opportunity
Former New Balance Marketing Director
Partner Interview
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