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Explore our Interview Library.

Interviews conducted by long-term fundamental investors only.

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October 19, 2025

Booking Holdings: OTA Model & Agentic AI

Former VP at Booking Holdings
Partner Interview
Booking HoldingsExpediaMakeMyTripGoogleAmadeus ITTripAdvisoreDreams ODIGEOTrip.com GroupNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
October 19, 2025

Booking Holdings: AI Efficiency Gains & Culture

Former VP at Booking Holdings
Partner Interview
Booking HoldingsExpediaMakeMyTripGoogleAmadeus ITTripAdvisoreDreams ODIGEOTrip.com GroupNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
October 19, 2025

FTAI: Module Swap Process

Former Sr. Vice President, Aircraft Leasing / Marketing at FTAI Aviation
Partner Interview
FTAI AviationHEICOTransDigm GroupMTU Aero EnginesEmbraerAerCapThe BoeingAirbusGeneral ElectricScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesSerial AcquirerInsurers & FinancialsOEMs w/ Installed BaseIndustrials
October 19, 2025

Gartner: Exec-Tier Value, AI Flanker & Renewal Dynamics

Former VP of Sales at Gartner
Partner Interview
GartnerForrester ResearchInformation TechnologyIndustrials
October 19, 2025

Carma & Australia Used Cars: Dealer Constraints & Supply Bottleneck

Former Vice President at Toyota Finance Australia
Partner Interview
ToyotaCarvanaCarMaxAUTO1CarmaCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
October 19, 2025

Hemnet: Product Strategy

Former Director at Hemnet
Partner Interview
HemnetSchibstedRightmoveZooplaREA GroupScout24 SENetwork EffectsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryReal Estate
October 19, 2025

Nitori Holdings: Japan’s Furniture Market & Ikea Competition

Former Sales Manager at Ikea
Partner Interview
Nitori Holdings Co., Ltd.Inter IKEAMujiWayfairCounter PositioningVertically Integrated RetailerConsumer Discretionary
October 17, 2025

Thryv: SMB Data Advantage & Keap-Driven Expansion

Former EVP at Vendasta
Partner Interview
ThryvYextHubSpotSalesforceMicrosoftGoogleIntuitOracleGoDaddySwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation Technology
October 16, 2025

Gartner: Seat Strategy & Multi-Year Retention

Former Vice President of Sales Operations & Strategy at Gartner
Partner Interview
GartnerMicrosoftSalesforceAccentureOracleSwitching CostsPhysical Infra & NetworksB2B SoftwareB2B MiddlemenInformation Technology
October 16, 2025

Heartland Express, Schneider, and the U.S. Truckload Market: Drivers’ Impact on OR

Former Operations Manager at Schneider National
IP Interview
Heartland ExpressSchneider NationalJB Hunt Transport ServicesFedExUnited Parcel ServiceA.P. Moller - MaerskKnightSwift TransportationWerner EnterprisesLandstar SystemPhysical Infra & NetworksIndustrials
October 16, 2025

Turning Point Brands: FRE Shelf Entry in a ZYN-Dominated Category

Former Category Manager at Family Dollar
Partner Interview
Turning Point BrandsPhilip Morris InternationalBritish American TobaccoConsumer Staples
October 16, 2025

Acme United: First Aid Market & Cintas Competition

Former VP at Acme United
Partner Interview
Acme UnitedCintas CorpHoneywellIndustrialsConsumer Staples
October 16, 2025

Latham Group: Fiberglass Focus & Dealer Challenges

Former Sales Manager at Latham Group
Partner Interview
LathamPoolLeslie'sB2B MiddlemenIndustrialsConsumer Discretionary
October 16, 2025

Avantor: Market Share Stability & Switching Costs

Former President at Avantor
Partner Interview
AvantorThermo Fisher ScientificCorningDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerMaterialsHealth CareInformation Technology
October 16, 2025

ESCO Technologies: Operating Culture & Aerospace Subsidiary

Former Executive at ESCO Technologies subsidiary
Partner Interview
ESCOHEICOTransDigm GroupHoneywellThe BoeingAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrialsInformation Technology
October 16, 2025

Avantor: Distribution Headwinds & Bioscience Portfolio

Former VP at Avantor
Partner Interview
AvantorThermo Fisher ScientificCorningSartorius Stedim BiotechDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerMaterialsHealth CareInformation Technology
October 15, 2025

QXO: Manufacturer-Distributor Power Dynamics in US Building Product Market

Former EVP at Carlisle Construction Materials
IP Interview
Builders FirstSourceCarlisle CompaniesQXOThe Home DepotLowesGAF RoofingJohns ManvilleScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyConsumer Discretionary
October 15, 2025

Acuren: Energy Testing, Inspection & Certification

Former VP at Acuren
Partner Interview
Acuren CorporationAPi GroupIndustrials
October 15, 2025

Braze: E-Commerce Use Cases & Personalization

Braze Partner
Partner Interview
BrazeSalesforceAdobeSwitching CostsB2B SoftwareInformation Technology
October 13, 2025

Global-E: Cross Border E-Commerce & Shopify Bargaining Power

Former VP at Global-E
Partner Interview
GlobalE OnlineShopifyTHGSwitching CostsB2B SoftwareConsumer DiscretionaryInformation Technology