Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Hilton Grand Vacations: Bureaucracy & Its Impact on Sales Performance
Oct 2, 2026
Partner Interview
Hilton Grand Vacations•US•Mid CapMarriott Vacations WorldwideOct 2, 2026
Adyen, Stripe & Checkout.com: Customization, Compliance & Volume Routing
Oct 2, 2026
Partner Interview
Adyen•NL•Large CapCheckout.comBraintreeWorldpayStripeNetwork EffectsMarketplaces & PlatformsOct 2, 2026
FICO, VantageScore & Tri-Merge: Mortgage Underwriting Reform
Oct 2, 2026
Partner Interview
Fair Isaac•US•Large CapFannie MaeExperianEquifaxTransUnionNetwork EffectsUnique IP & BrandsOct 2, 2026
QXO & TruTeam: A Homebuilder's Perspective on Insulation Installation
Oct 2, 2026
Partner Interview
QXO•US•Large CapTopBuildInstalled Building ProductsScale EconomiesB2B MiddlemenOct 2, 2026
Shopee vs TikTok Shop: Philippine E-Commerce Market Share Dynamics
Oct 2, 2026
Partner Interview
Shopee•PL•Small CapByteDanceTikTok ShopAlibabaOct 2, 2026
Trustpilot: Geographic Expansion, Network Effects & the Flywheel Challenge
Oct 2, 2026
Partner Interview
Trustpilot•GB•Small CapAnthropicOpenAIOct 2, 2026
Klaviyo: Enterprise Push, AI Features & Partner Ecosystem
Oct 2, 2026
Partner Interview
Klaviyo•US•Mid CapShopifySalesforceBrazeSwitching CostsB2B SoftwareOct 2, 2026
Dell Technologies: AI Server Backlog, Supply Chain & GPU Fulfillment Capacity
Oct 2, 2026
Partner Interview
Dell•US•Mega CapHewlett Packard EnterpriseAdvanced Micro DevicesJuniper NetworksNVIDIASuper Micro ComputerVMwareProcess PowerMission Critical Products & ServicesOct 2, 2026
AppFolio vs Yardi: Product Differentiation & Competitive Positioning
Oct 2, 2026
Partner Interview
AppFolio•US•Mid CapYardiSecond NatureEliseAISwitching CostsB2B SoftwareOct 2, 2026
TransDigm: IP Rights, Right to Repair & Congressional Pressure
Oct 2, 2026
Partner Interview
TransDigm Group•US•Large CapAndurilHEICOSwitching CostsMission Critical Products & ServicesOct 2, 2026
AI Data Centers: Grid Interconnection, Solar Economics & Nuclear Outlook
Oct 2, 2026
Oct 2, 2026
CARFAX: Dealer Penetration, Pricing Power & Product Strategy
Oct 2, 2026
Partner Interview
Mobility Global Inc•US•Mid CapManheimCox AutomotiveNetwork EffectsAuctions & ClassifiedsOct 2, 2026
Anthropic & AWS Bedrock: Pricing, Deployment & Inference Portability
Oct 2, 2026
Oct 2, 2026
Cadence & Synopsys: AI Disruption Risk to EDA Tools
Oct 2, 2026
Partner Interview
Synopsys•US•Large CapCadence Design SystemsOpenAISwitching CostsB2B SoftwareOct 2, 2026
HEICO & Wencor: ABOM Strategy, PMA Pricing & Aftermarket Growth
Oct 1, 2026
Partner Interview
HEICO•US•Large CapJet Parts EngineeringChromalloyTransDigm GroupHoneywell Aerospace Inc. Common Stock When IssuedSwitching CostsMission Critical Products & ServicesOct 1, 2026
Coupang Taiwan: Retail Strategy, Logistics Build-out & Competitive Positioning
Oct 1, 2026
Partner Interview
Coupang Inc•US•Large CapShopeeTemuAmazonNetwork EffectsPhysical Infra & NetworksOct 1, 2026
Meta: Advantage+ & Automation Impact on Agency Workflows
Oct 1, 2026
Oct 1, 2026
Kendrion: Electromagnetic Brakes, Robotics Opportunity & M&A Strategy
Sep 30, 2026
Partner Interview
Kendrion•NL•Small CapSep 30, 2026
Howard Hughes Holdings: Vertical Development, Capital Allocation & the Holding Company Transition
Sep 30, 2026
Partner Interview
Howard Hughes•US•Mid CapSep 30, 2026
Dynatrace: Sales Org Evolution, Partner Channel Strategy & Growth Outlook
Sep 30, 2026
Partner Interview
Dynatrace•US•Large CapDatadogSplunkAppDynamicsSwitching CostsB2B SoftwareSep 30, 2026
Showing 20 of 3257 results