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Explore our Interview Library.

Interviews conducted by long-term fundamental investors only.

Found 1000+ results in 4ms
June 19, 2025

The Trade Desk: Navigating CTV Consolidation

Former Director at The Trade Desk, Inc.
Partner Interview
The Trade DeskApplovinMetaInstagramByteDanceSpotifyParamount GlobalWarner Bros. DiscoveryNetflixAlphabetGoogleAmazonNetwork EffectsCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
June 18, 2025

Zillow Rentals: Multifamily Monetization Model

Former General Manage at Zillow
Partner Interview
ZillowAppFolioCoStar GroupRedfinOpendoorSwitching CostsAuctions & ClassifiedsB2B SoftwareCommunication ServicesReal EstateInformation Technology
June 18, 2025

Cimpress: From Business Cards to Marketing Partner for Micro-businesses

Former Director at Cimpress
IP Interview
Cimpress4imprintShutterflyWixcomCanvaAdobeSwitching CostsMarketplaces & PlatformsB2B SoftwareIndustrialsCommunication ServicesInformation TechnologyFinancials
June 18, 2025

Keyence: Sales Process & Market Feedback

Former Sales Engineer at Keyence
Partner Interview
KeyenceCognexDatalogicInformation Technology
June 18, 2025

AENA, Ryanair, and Wizz Air: Offboarding, Fueling, and Boarding Processes

Former Airport Operations Manager at AENA
IP Interview
Aena SMEAéroports de PariseasyjetRyanairWizz AirFlughafen ZürichScale EconomiesPhysical Infra & NetworksLow Cost OperatorsIndustrials
June 18, 2025

Verra Mobility: Rental Car Tolling Management

Former Commercial Services Executive at Verra Mobility
IP Interview
Verra MobilityConduentConstellation SoftwareSwitching CostsB2B SoftwareIndustrialsInformation Technology
June 17, 2025

Rollins: Outpacing Rentokil - Organic Search & Local Scale

Former VP at Rollins
Partner Interview
RollinsRentokil Initial plcIndustrialsConsumer Discretionary
June 17, 2025

Adobe: Figma’s Dev Mode & Growth Beyond Designers

Former Product Manager at Figma
Partner Interview
FigmaAdobeMaterialsInformation Technology
June 17, 2025

Adobe: Price Hikes and Revenue Retention - Lessons From Japan

Former Adobe Director
Partner Interview
AdobeFigmaCanvaInformation TechnologyMaterialsFinancials
June 17, 2025

Carvana, SilverRock, and DriveTime: Warranty Claims Process

Former Warranty Claims Adjuster at SilverRock
IP Interview
CarvanaSilverRockDriveTimeCarMaxBridgecrestCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryMaterials
June 17, 2025

ServiceNow: Customer Perspective

ServiceNow Engineer & Architect at Wayfair
Partner Interview
ServiceNowAtlassianSalesforceWorkdayMoveworksSwitching CostsB2B SoftwareInformation Technology
June 17, 2025

Coloplast: Reimbursements, Innovation & Local Operations

Former General Manager at Coloplast
Partner Interview
ColoplastMedtronicJohnson & JohnsonSmith & NephewConvaTec GroupBaxter InternationalHealth Care
June 16, 2025

Williams-Sonoma: Leadership & Strategic Sourcing

Former VP of Sourcing & Product Development at Williams-Sonoma
Partner Interview
Williams-SonomaWayfairRestoration HardwareArhaushome24WestwingAmazonBed Bath & BeyondCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
June 16, 2025

Casey’s General Stores: Store Economics & M&A

Former Director of Business Development / M&A at Casey's
Partner Interview
Casey's General StoresMurphy USAAlimentation Couche-TardSeven iViva EnergyFomento Econmico MexicanoSerial AcquirerVertically Integrated RetailerConsumer DiscretionaryConsumer StaplesEnergy
June 13, 2025

Synopsys, Cadence Design Systems: Business Model Defensibility

Former VP of R&D at Cadence Design Systems
Partner Interview
Cadence Design SystemsSynopsysANSYSMetaAppleNVIDIAASMLTaiwan SemiconductorTSMCMicrosoftAlphabetGoogleNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
June 12, 2025

Vista Equity: Value Creation Playbook

Former Value Creation Director at Vista Equity
IP Interview
Constellation SoftwareTopicusLumine GroupVitec SoftwareRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrials
June 11, 2025

QXO: Beacon Roofing M&A Blueprint

Former VP of Finance at Beacon Roofing
IP Interview
QXOBeacon Roofing SupplyThe Home DepotBuilders FirstSourceUS Lbm Holdings, LLC84 LumberGMSRexelInformation TechnologyIndustrialsConsumer Discretionary
June 11, 2025

Mips: US Industrial Head Protection Market

Former VP of Sales at US PPE Distributor
Partner Interview
MipsConsumer Discretionary
June 11, 2025

Wise: Platform Foundations From B2C to B2B

Former Director at Wise
Partner Interview
WiseRevolutJPMorgan ChaseWestern UnionRemitly GlobalFinancialsInformation Technology
June 10, 2025

Constellation Software vs Private Equity Software Strategy

Former Portfolio Manager at Volaris
IP Interview
Constellation SoftwareTopicusLumine GroupRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrials