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Interviews conducted by long-term fundamental investors only.

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Today at 19:01

Hagerty / GEICO: Collector Vehicles Insurance Partnership

Former Senior Vice President at American Modern Insurance Group
Partner Interview
HagertyGEICOBerkshire HathawayThe ProgressiveProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancials
Today at 17:00

Boeing, Aviall, & Aero Component Distribution

Former Product Line Manager at Aviall, Boeing Distribution Services
IP Interview
The BoeingHEICOStandard AeroAirbusSafranGeneral ElectricProcess PowerSwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
Today at 14:13

Fever-Tree: Product Development & Innovation Culture

Former Innovation Manager at Fever Tree
IP Interview
Fevertree DrinksDiageo plcBrand EquityUnique IP & BrandsConsumer Staples
Today at 10:15

Inpost: Orlen Competition & Allegro Dependency

Former Director at Inpost
Partner Interview
InPostAllegro.eu SAOrlenDeutsche PostPhysical Infra & NetworksIndustrialsConsumer DiscretionaryEnergyUtilities
August 11, 2025

AstroNova: Memjet Transition & Printhead Diversification

Former Senior Director at Memjet
Partner Interview
AstroNovaSeiko EpsonOki Electric Industry Co., Ltd.Information Technology
August 11, 2025

Lottomatica: Italy’s Omnichannel Gaming Market

Former VP at Lottomatica
Partner Interview
Flutter EntertainmentEntainLottomaticaBetsson888 HoldingsKindredConsumer Discretionary
August 11, 2025

RBC Bearings: Dodge’s Distribution Strategy

Current Director at Motion Industries
IP Interview
RBC BearingsRegal RexnordAB SKF (publ)The TimkenNTN CorporationNSK Ltd.Genuine PartsApplied IndustrialIndustrialsConsumer Discretionary
August 11, 2025

InPost’s European Expansion Strategy

Former Sales Director at Inpost
Partner Interview
InPostAllegroAmazonOrlenDeutsche PostNetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerIndustrialsConsumer DiscretionaryEnergyUtilities
August 6, 2025

Watches of Switzerland: Cartier’s Distribution Strategy

Former VP at Cartier
Partner Interview
Watches of Switzerland GroupLVMHRolexRichemontBrand EquityUnique IP & BrandsConsumer Discretionary
August 6, 2025

TruBridge: RCM Services & Switching Costs

Former RCM Executive at TruBridge
IP Interview
TruBridgeConstellation SoftwareUnitedHealth Group IncChange HealthcareSwitching CostsB2B SoftwareHealth CareInformation Technology
August 6, 2025

Celsius: Driving Exposure & Shelf-Space

Former Account Manager at Celsius
Partner Interview
CelsiusMonster BeveragePepsiCoThe CocaColaBrand EquityUnique IP & BrandsConsumer Staples
August 5, 2025

Intuitive Surgical: Protection Against Remanufacturing

Former VP Clinical Sales at Intuitive Surgical
IP Interview
Intuitive SurgicalMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed BaseHealth Care
August 5, 2025

Computer Modelling Group: Schlumberger Competition & Customer Perspective

Reservoir Engineer at O&G Company
Partner Interview
Computer ModellingSchlumbergerSwitching CostsB2B SoftwareInformation TechnologyEnergy
August 4, 2025

Wise Platform: Currencycloud Competition

Currencycloud Co-Founder
Partner Interview
WiseRevolutVisaWestern UnionRemitly GlobalMastercardNetwork EffectsFinancialsInformation Technology
August 4, 2025

The Trade Desk: Platform Scale, Agency Tensions & Identity Strategy

Former Director of Client Services at The Trade Desk
Partner Interview
The Trade DeskApplovinNetflixAmazonWalt DisneyPublicis GroupeMetaGoogleAlphabetAppleYahooRokuNetwork EffectsCounter PositioningScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary
August 4, 2025

Allot: Pivoting from DPI to Network-Based Security-as-a-Service

Former Executive at Allot
Partner Interview
AllotGilat Satellite NetworksVerizonAT&TT-MobileAkamaiRadwareFSecureInformation TechnologyCommunication Services
August 1, 2025

E.L.F. Beauty: Product Innovation & Distribution

Former Director of Product Development at e.l.f. Beauty
Partner Interview
e.l.f. BeautyTargetWalmartUlta BeautySephoraConsumer StaplesConsumer Discretionary
July 31, 2025

Ryanair vs Wizz Air Competition

Former Route Development Manager at Ryanair
Partner Interview
RyanairWizz AirDeutsche LufthansaAir France-KLMSouthwest AirlinesUnited AirlinesThe BoeingAirbusPratt & WhitneyScale EconomiesProcess PowerLow Cost OperatorsOEMs w/ Installed BaseIndustrials
July 31, 2025

Sartorius: First-Mover Advantage & Competitive Moat

Former R&D Director at Sartorius
Partner Interview
Sartorius Stedim BiotechMettlerToledo InternationalThermo Fisher ScientificSartoriusSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseHealth Care
July 31, 2025

NVR: Operational Discipline

Former Division President at NVR
Partner Interview
NVRLennarPulteGroupD.R. HortonLGI HomesMeritage HomesCornered ResourceConsumer Discretionary