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Interviews conducted by long-term fundamental investors only.
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July 26, 2024
Waters Corporation: Product Innovation, Support Services & Switching Cost
Former Senior Scientist at Waters Corporation
Partner Interview
Waters
Agilent
Thermo Fisher Scientific
Bruker
Danaher
Shimadzu
July 23, 2024
Midwich Group: History of Professional AV Technology
Former CEO at Starin Marketing
Partner Interview
Midwich Group
Bose
Avid
Samsung Electronics
July 23, 2024
Ryan Specialty & the Wholesale Brokerage Business
Wholesale Broker at Ryan Specialty
IP Interview
Ryan Specialty Group
Brown & Brown
July 22, 2024
Privia Health: Athena Integration & Payer Rate Negotiations
Former VP of Growth at Privia Health
Partner Interview
Privia Health
Astrana Health
UnitedHealth
The Cigna
Aetna
Elevance Health
agilon health
Optum
CVS Health
Apollo Health
July 22, 2024
MongoDB: Sales Org Incentives, Growing Accounts & Consumption Model
Former Strategic Sales Executive at MongoDB
Partner Interview
MongoDB
Oracle
Amazon Web Services
Pinecone
Elastic
July 22, 2024
Carrier, Trane, Lennox & HVAC OEMs Landscape
Former Sales Manager at Carrier and Trane
Partner Interview
Carrier
Trane Technologies
Lennox International
Watsco
Daikin
July 22, 2024
Cogent: IP Transit Strategy, Competitive Positioning & Peering
Former Senior Director of Product Management at Lumen
Partner Interview
Cogent Communications
Lumen Technologies
Verizon
AT&T
Zayo Group Holdings
July 22, 2024
Roper Technologies: iPipeline Acquisition & Insurance VMS
Former CEO at iPipeline
Partner Interview
Roper
Constellation Software
Topicus
Lumine Group
July 22, 2024
First Brands, O’Reilly, Tesla: Power within the US Auto Parts Aftermarket
Auto Parts Manufacturing, Distribution, and Installation Expert
IP Interview
Tesla
First Brands Group, LLC
Advance Auto Parts
NAPA Auto Parts
OReilly Automotive
AutoZone
July 16, 2024
Halma: Sector M&A Team Incentives
Former Head of M&A, Europe
IP Interview
Halma
Judges Scientific
Lagercrantz Group
Lifco
Bergman & Beving
Teqnion
Indutrade
July 16, 2024
Cogent: Fiber Lifespan, IP Transit Price Deflation & IPv4 Opportunity
Former Strategic Capture - Hyperscaler Division - at Lumen Technologies
Partner Interview
Cogent Communications
Lumen Technologies
Verizon
Equinix
Comcast
AT&T
Hurricane Electric
July 16, 2024
Roper Technologies: Procare Solutions, Child Care Centers & Growth Opportunities
Former VP Sales at Procare
Partner Interview
Roper
Constellation Software
Topicus
July 16, 2024
Idox: Software Portfolio, Management, and Sales Process
Former Head of Sales, Idox Plc
IP Interview
IDOX
July 15, 2024
Ocado Technology, Kroger & Online Grocery Economics
Former CEO at Ocado Solutions
Partner Interview
Ocado Group
The Kroger
Tesco
J Sainsbury
July 15, 2024
Watches of Switzerland: Rolex / Bucherer Acquisition & US Expansion
Former Head of Operations at Watches of Switzerland Group
Partner Interview
Watches of Switzerland Group
Rolex
LVMH
July 14, 2024
Restoration Hardware: Product Philosophy & Vendor Relationships
Former Vice President of Production, Sourcing and QA at Restoration Hardware
Partner Interview
Restoration Hardware
Wayfair
Pottery Barn
Williams-Sonoma
Arhaus
July 14, 2024
US Auto Collision & Repair: An Insurer's Perspective
Former SVP at GEICO
IP Interview
GEICO
Belron
Caliber Collision
Gerber Collision & Glass
Service King
State Farm
The Progressive
Tesla
July 12, 2024
Daily Journal: US Judiciary & Court Software Market Dynamics
Director of Business Development at CourtView Justice Solutions
Partner Interview
Tyler Technologies
Daily Journal
July 10, 2024
Topicus: History, Culture, and Organic Growth Techniques
Former Managing Director at Topicus
IP Interview
Topicus
Constellation Software
Vitec Software
Roper
July 10, 2024
Cogent, Lumen & Global ISP Networks: A Customer's Perspective
Former Senior Director of Product Management at Lumen
Partner Interview
Cogent Communications
Verizon
Lumen Technologies
Zayo Group Holdings
Uniti Group Inc.
Deutsche Telekom
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