Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Jun 23, 2026
Veeva vs Salesforce: Pharma CRM Evaluation & Agentic AI Capabilities
Partner Interview
Veeva•US•Large CapSalesforceIQVIASwitching CostsB2B SoftwareHealth CareInformation TechnologyJun 23, 2026
Alcon, ZEISS & the Ophthalmic Surgical Equipment Landscape
Partner Interview
Alcon•CH•Large CapJohnson & JohnsonCarl Zeiss Meditec AGHealth CareJun 23, 2026
Coupang & Amazon: Comparing Retail P&L Structure & Cost Optimization
Partner Interview
Coupang IncAmazonNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryJun 23, 2026
Safelite vs Driven Brands: Competing for US Auto Glass Market Share
Partner Interview
D'Ieteren Group•BE•Mid CapBelronState FarmDriven BrandsConsumer DiscretionaryIndustrialsJun 23, 2026
Synopsys & Cadence: EDA Tool Selection & Competitive Dynamics at Intel
Partner Interview
Synopsys•US•Large CapCadence Design SystemsTSMCIntelNVIDIASwitching CostsProcess PowerB2B SoftwareMission Critical Products & ServicesInformation TechnologyJun 23, 2026
Vista Energy & Vaca Muerta: Well Productivity & Inventory Quality
Partner Interview
Vista Energy•MX•Mid CapEnergyJun 23, 2026
Audinate: A Crestron Engineer's View on Dante's Market Position
Partner Interview
Audinate•AU•Small CapInformation TechnologyJun 23, 2026
Boston Scientific: Peripheral Vascular Portfolio & Unmet Needs
Partner Interview
Boston Scientific•US•Large CapPhilipsMedtronicAbbott LaboratoriesHealth CareEnergyJun 23, 2026
FICO, VantageScore & Mortgage Credit Report Reseller Economics
Partner Interview
Fair Isaac•US•Large CapTransUnionFannie MaeEquifaxInformation TechnologyIndustrialsJun 22, 2026
goeasy & LendCare: Collections Process, Re-aging & Delinquency Management
Partner Interview
goeasy•CA•Small CapFinancialsJun 22, 2026
Lemonade vs State Farm: AI-Driven Cost Structure in Home & Auto Insurance
Partner Interview
Lemonade•US•Mid CapOpenAIMetromileFinancialsJun 22, 2026
Amazon Autos: Building an Automotive Marketplace & OEM Ad Revenue Model
Partner Interview
Amazon•US•Mega CapCarvanaAutotraderCarMaxLithia MotorsAsbury Automotive GroupPenske Automotive GroupNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsLow Cost OperatorsConsumer DiscretionaryCommunication ServicesJun 22, 2026
IWG & Douglas Emmett: Landlord Economics of Flexible Office Leases
Partner Interview
IWG•CH•Mid CapWeWorkReal EstateJun 22, 2026
Google TPU vs NVIDIA GPU: Training, Inference & Total Cost of Ownership
Partner Interview
Google•US•Mega CapOpenAIAnthropicTSMCNVIDIAMicrosoftAmazonNetwork EffectsSwitching CostsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer DiscretionaryJun 22, 2026
Wise: AML Compliance Debt, Regulatory Risk & Business Model Impact
Partner Interview
Wise•GB•Mid CapRevolutN26Scale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation TechnologyJun 22, 2026
AppFolio AI Performers: A Property Manager's Assessment
Partner Interview
AppFolio•US•Mid CapYardiEliseAISwitching CostsB2B SoftwareInformation TechnologyHealth CareJun 22, 2026
Utz Brands: Independent Distributor Route Economics & DSD Model
Partner Interview
UTZ Brands•US•Small CapConsumer StaplesJun 21, 2026
Sectra & Epic: Imaging Workflow Integration at Stanford Health Care
Partner Interview
SECTRA•SE•Large CapEpic Corp.Pro MedicusMission Critical Products & ServicesHealth CareFinancialsJun 20, 2026
Boston Scientific: Ureteroscopy, LithoVue & the Shift to Suction Technology
Partner Interview
Boston Scientific•US•Large CapHealth CareJun 19, 2026
Carvana: Reconditioning Cost Reduction & CARLI System Implementation
Partner Interview
Carvana•US•Large CapDriveTimeCounter PositioningVertically Integrated RetailerConsumer DiscretionaryShowing 20 of 1000 results