Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Jul 13, 2026
Baltic Classifieds Group & Autoplius: Lithuanian Used Car Market Dynamics
Partner Interview
Baltic Classifieds Group•LT•Small CapCommunication ServicesJul 13, 2026
Reddit Advertising: B2B Targeting & Subreddit Contextual Strategy
Partner Interview
Reddit•US•Large CapAnthropicOpenAIMetaGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesJul 13, 2026
Momentum Group: Nordic Industrial O&M Market Dynamics
Partner Interview
Momentum Group•SE•Mid CapBergman & BevingLagercrantz GroupProcess PowerSerial AcquirerIndustrialsConsumer DiscretionaryInformation TechnologyJul 11, 2026
Veeva Vault: Clinical Trial Operations at a Top 10 Pharma
Partner Interview
Veeva•US•Large CapSwitching CostsB2B SoftwareHealth CareJul 9, 2026
Synopsys & Cadence: EDA Front-End vs Back-End Revenue Dynamics
Partner Interview
Synopsys•US•Large CapCadence Design SystemsTSMCNVIDIASwitching CostsProcess PowerB2B SoftwareMission Critical Products & ServicesInformation TechnologyJul 7, 2026
Netflix & Scanline: VFX Studio Acquisition & Virtual Production Strategy
Jul 7, 2026
HCA Healthcare: Operating Discipline, Culture & Long-Term Competitive Advantages
Partner Interview
HCA Healthcare•US•Large CapUnitedHealthcareHealth CareJul 7, 2026
AppLovin: Axon 2.0, MAX Mediation & the Non-Gaming Opportunity
Partner Interview
Applovin•US•Large CapAmazonMetaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 7, 2026
AppLovin E-Commerce Advertising: A Beauty Brand's Perspective
Partner Interview
Applovin•US•Large CapMetaAmazonByteDanceNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 7, 2026
S&P Global: Data Strategy, AI Risk & the Financial Data Value Chain
Partner Interview
S&P Global•US•Large CapAnthropicOpenAIFinancialsJul 7, 2026
Anthropic, SaaS & Enterprise Software Budgeting: A Fortune 500 CIO Perspective
Partner Interview
OpenAIAnthropicGitHubServiceNowSalesforceMicrosoftAmazonGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 7, 2026
Wealthfront & Green Dot: Banking-as-a-Service Infrastructure & Cash Account Economics
Partner Interview
WealthfrontSoFiFinancialsJul 6, 2026
Vista Energy & Vaca Muerta: Well Productivity, Inventory, & Completion Limits
Partner Interview
Vista Energy•MX•Mid CapYPFEnergyJul 6, 2026
Nubank: Culture, Efficiency, and the Path to ARPU Growth
Partner Interview
Nu•KY•Large CapMercadoLibreFinancialsConsumer DiscretionaryJul 6, 2026
Woodward Inc: Winning Airbus Content & Aftermarket Economics
Partner Interview
Woodward•US•Large CapSpaceXTriumph GroupAirbusTransDigm GroupProcess PowerSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsJul 6, 2026
Labcorp, Veeva, & CRO Selection & Bioanalysis Operations at Large Pharma
Partner Interview
Labcorp•USVeevaSalesforceIQVIAICONSwitching CostsB2B SoftwareHealth CareInformation TechnologyJul 6, 2026
HCA Healthcare: Physician Alignment & Surgical Volume Growth Strategy
Partner Interview
HCA Healthcare•US•Large CapHealth CareJul 6, 2026
Sectra & Visage: PACS Selection Criteria at Stanford Health Care
Partner Interview
SECTRA•SE•Large CapPro MedicusMission Critical Products & ServicesHealth CareJul 6, 2026
Nebius Group: Leadership Quality & Long-Term AI Cloud Economics
Partner Interview
Amazon•US•Mega CapClickHouseCoreWeaveLambda LabsAnthropicOpenAIDatabricksNebius GroupGoogleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesJul 6, 2026
The Trade Desk vs DV360: A Buyer's Perspective
Partner Interview
The Trade Desk•US•Mid CapMagniteOmnicomAmazonGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryShowing 20 of 1000 results