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Explore our Interview Library.

Interviews conducted by long-term fundamental investors only.

Descartes Systems: Customer Switching Costs

Partner Interview
The Descartes Systems•CA•Mid Cap
Sep 11, 2026

Homes.com & CoStar: Why the Residential Bet Is Struggling

Partner Interview
CoStar Group•US•Large CapZillowNetwork EffectsAuctions & Classifieds
Sep 11, 2026

Microsoft Azure: GPU Fleet Economics & Hyperscaler Capex ROI

Partner Interview
Microsoft•US•Mega CapOpenAIAnthropicSpaceXCoreWeaveNebius GroupGoogleAmazonNVIDIAOracleMetaSwitching CostsPhysical Infra & Networks
Sep 11, 2026

James Hardie: Fiber Cement Price Elasticity & Contractor Economics

Partner Interview
James Hardie Industries plc•IE•Large CapQXOLouisiana-PacificScale EconomiesB2B Middlemen
Sep 11, 2026

Business Wire, Cision & Access Newswire: IR vs PR Newswire Strategy

Partner Interview
Access Newswire•US•Small CapOpenAIAnthropicBerkshire HathawayScale EconomiesInsurers & Financials
Sep 11, 2026

AB Dynamics: ADAS Testing Competition & China Market Decline

Partner Interview
Dynamics•GB•Small Cap
Sep 10, 2026

FTAI Aviation: CFM56 Conversion & Data Center Power Viability

Partner Interview
FTAI Aviation•US•Large CapSafranGeneral Electric CompanyChromalloyMTU Aero EnginesGE VernovaScale EconomiesLow Cost Operators
Sep 10, 2026

AutoZone vs O'Reilly: Commercial Pro Business & Parts Availability

Partner Interview
AutoZone•US•Large CapOReilly AutomotiveAdvance Auto PartsScale EconomiesB2B Middlemen
Sep 10, 2026

FICO Platform: Bank Decisioning Stack & Switching Costs

Partner Interview
Fair Isaac•US•Large CapTransUnionFannie MaeEquifaxExperianNetwork EffectsUnique IP & Brands
Sep 10, 2026

Descartes Route Optimization: An LBM Customer's Perspective

Partner Interview
The Descartes Systems•CA•Mid CapTrimble
Sep 10, 2026

Karnov Group: Aranzadi & LA LEY Integration in the Spanish Legal Database Market

Partner Interview
Karnov•SE•Mid Cap
Sep 10, 2026

Games Workshop: Nordic Trade Channel Partner Perspective

Partner Interview
Games Workshop•GB•Mid Cap
Sep 10, 2026

Howard Hughes Holdings, Vantage Risk & Replicating the Arch Capital Model

Partner Interview
Howard Hughes•US•Mid Cap
Sep 9, 2026

Gabler Group: Mast Technology, ITAR-Free Advantage & European Defense

Partner Interview
Gabler Group AG•DE•Small Cap
Sep 9, 2026

Shopify: A $4M Merchant on Swiching costs, B2B & Flexport Fulfillment

IP Icon
IP Interview
Shopify•CA•Large CapFlexportEtsyGoogleMetaNetwork EffectsMarketplaces & Platforms
Sep 9, 2026

Shopify Payments: Take Rates, Stripe Negotiations & Processor Competition

IP Icon
IP Interview
Shopify•CA•Large CapBraintreeAirwallexStripeAdyenPayPalNetwork EffectsB2B Software
Sep 8, 2026

Martin Marietta & Lhoist: Lime Market Dynamics & the Acquisition Rationale

Partner Interview
Martin Marietta Materials•US•Large Cap
Sep 8, 2026

Datadog: Product Engineering, Platform Strategy & AI Tailwinds

Partner Interview
Datadog•US•Large CapDatabricksClickHouseSwitching CostsB2B Software
Sep 8, 2026

Shopee & TikTok Shop: Southeast Asia E-Commerce Competitive Dynamics

Partner Interview
Sea•SG•Large CapShopeeOpenAITemuSHEINByteDanceCounter PositioningVertically Integrated Retailer
Sep 8, 2026

SiFive & ARM: RISC-V's Path to Data Center Compute

Partner Interview
Arm•GB•Mega CapAmazonGoogleIntelAdvanced Micro DevicesNetwork EffectsPhysical Infra & Networks
Sep 8, 2026

Showing 20 of 3142 results