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Interviews conducted by long-term fundamental investors only.

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Atlas Copco Compressors: A Customer Perspective

Former Global Maintenance Manager at Atlas Copco Customer

IP Interview
Atlas Copco ABIngersoll Rand IncSiemens AG

October 2, 2023

BioLife Solutions: Stirling Ultracold, Cold Storage & Strategic Review

Former President at BioLife Solutions

Partner Interview
Biolife SolutionsAzenta Life Sciences

October 2, 2023

Cardlytics: Billings Growth Opportunity

Former Strategic Partnerships Executive at Cardlytics

Partner Interview
Cardlytics

October 2, 2023

Instructure: Competition, Hybrid Learning & Higher Education Market

Current Higher Education Consultant

IP Interview
InstructureD2L INC

October 1, 2023

Wayfair: Dropshipping Unit Flow

President at a Wayfair Supplier

IP Interview
WAYFAIR INCWILLIAMS SONOMA INCRHAmazonOVERSTOCK COM INC

September 29, 2023

Boohoo & UK Fashion Supplier Relationships

Garment Supplier to Boohoo, Next, Primark

IP Interview
Boohoo GroupASOSNext PLCAssociated British Foods PLCSHEINZalando SE

September 28, 2023

Dino Polska vs Biedronka: Fresh Meat

Former Head of Fresh Meat Offering at Biedronka

IP Interview
Dino Polska S.A.Jeronimo Martins SGPS SA

September 28, 2023

Becle: Agave Price Trends, CRT Inventory & Possible Remedies

Current Tequila Supply Chain Consultant

Partner Interview
BecleDiageoBrown-Forman Corp

September 25, 2023

MaxCyte: Electroporation Technology, Cell & Gene Therapy & Competition

Former Business Development Technical Expert at MaxCyte

Partner Interview
MaxCyteLonza Group AGBio-Rad Laboratories Inc

September 24, 2023

Credit Acceptance: CAPS vs DealerCenter Loan Application Workflow

Independent Car Dealer in the US

Partner Interview
Credit AcceptanceWestlake Financial Services

September 22, 2023

Burford Capital, Elliott Management & Collecting vs Argentina

CEO of Latam Advisors LLC

IP Interview
Burford CapitalOmni Bridgeway

September 21, 2023

WestRock: WestRock 2.0 Strategy & Cost Improvement

Former General Manager at WestRock

Partner Interview
Westrock CoInternational Paper Co

September 21, 2023

Alteryx: Competition, Enterprise Sales & Use-Cases

Former Global Strategy & Operations Executive at Alteryx

Partner Interview
AlteryxMicrosoft CorpSalesforce.Com IncSnowflake

September 21, 2023

Shein: Disrupting Fast Fashion

Former Shein Manager and Zara and ASOS Supplier

IP Interview
SHEINInditexASOSAssociated British Foods PLCBoohoo GroupZalando SEBooztAmazonPDD Holdings

September 19, 2023

Credit Acceptance: Hurdles to Loan Volume Growth

Former Director of Sales at Credit Acceptance

Partner Interview
Credit AcceptanceWestlake Financial Services

September 16, 2023

Shein: Perspective of a Supplier

Shein Supplier

IP Interview
SHEINASOSBoohoo GroupAssociated British Foods PLCZalando SEBooztInditexAmazonPDD Holdings

September 14, 2023

Intuitive Surgical: Selling Da Vinci Systems, Simulators & Competition

Former VP Clinical Sales at Intuitive Surgical

IP Interview
Intuitive Surgical IncSurgical ScienceMedtronic PLCJohnson & Johnson

September 12, 2023

Shein vs Zara vs ASOS: A Supplier's Perspective

Former Shein Manager and Zara and ASOS Supplier

IP Interview
SHEINInditexAmazonPDD HoldingsAssociated British Foods PLCZalando SEBooztBoohoo GroupASOS

September 11, 2023

Kelly Partners Group: New Ventures, Operating Structure & Management

Former Practice Director at Kelly Partners Group

Partner Interview
Kelly Partners Group

September 11, 2023

Alteryx: Designer Cloud, Trifecta Acquisition & Product Strategy

Former VP Product Strategy at Alteryx

Partner Interview
AlteryxMicrosoft CorpSalesforce.Com Inc