Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Found 1000+ results in 7ms
Found 1000+ results in 7ms
Jan 2, 2026
Zip: Enterprise BNPL Sales & Customer-Fee Pricing
Former VP of Sales at Zip Co
Partner Interview
Sezzle•US•Small CapZipWorld AcceptancegoeasyCapital One FinancialAfterpayKlarna Group plcPayPalAffirmTransUnionEquifaxExperianVisaMastercardNetwork EffectsInsurers & FinancialsUnique IP & BrandsFinancialsInformation TechnologyIndustrialsJan 2, 2026
Monday.com: Adaptive Culture & AI
Former Director at Monday.com
Partner Interview
mondaycom•IL•Mid CapAsanaClickUpSmartsheetAtlassianSalesforceSwitching CostsB2B SoftwareInformation TechnologyJan 2, 2026
AWS re:Invent Takeaways: Trainium, Graviton 5, & Bedrock AI
Former Generative AI Director at Amazon Web Services
Partner Interview
Amazon•US•Mega CapAnthropicOpenAIMicrosoftGoogleNVIDIAAdvanced Micro DevicesScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesJan 2, 2026
CarMax: Funding Model vs. Carvana’s Forward-Flow Edge
Former Executive at Ally Financial
Partner Interview
Carvana•US•Large CapCarMaxCredit AcceptanceCapital One FinancialCounter PositioningCornered ResourceProcess PowerLow Cost OperatorsVertically Integrated RetailerInsurers & FinancialsConsumer DiscretionaryFinancialsJan 2, 2026
Vinted: Strategy, Market & Culture
Former Strategy Director at Vinted
Partner Interview
VintedSchibsted ASAEtsyMarketplaces & PlatformsCommunication ServicesConsumer DiscretionaryJan 2, 2026
Old Dominion: Discipline, Premium Service, and the LTL Quality Gap
Former Account Manager at Schneider National
Partner Interview
Old Dominion Freight Line•US•Large CapFedExXPOMainfreightSaiaUnited Parcel ServiceSchneider NationalPhysical Infra & NetworksIndustrialsJan 2, 2026
Tariffs and the U.S. Home Furniture Market: Costs, Capacity, and Repricing
Former VP of the American Home Furnishings Alliance
Partner Interview
Wayfair•US•Large Caphome24AmazonRHArhausWestwingLowesThe Home DepotCounter PositioningScale EconomiesNetwork EffectsSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryJan 2, 2026
Perimeter Solutions: MMT History, SYNEO, and Catheter Manufacturing
Former Director at MMT
Dec 31, 2025
NVIDIA, Trainium, Claude Training & Inference Demand
Former Accelerated Computing Leader at AWS
Partner Interview
Google•US•Mega CapMicrosoftNVIDIAAdvanced Micro DevicesAnthropicOpenAIAmazonSwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 30, 2025
AI Chips and LLM Compute: Nvidia, AMD, Google TPU, Amazon Trainium, and Emerging ASICs
Former Generative AI Director at Amazon Web Services
Partner Interview
Google•US•Mega CapMicrosoftOpenAIAmazonAdvanced Micro DevicesNVIDIAMetaSwitching CostsScale EconomiesNetwork EffectsProcess PowerPhysical Infra & NetworksVertically Integrated RetailerMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesDec 30, 2025
Goodwin PLC: Duvelco & Polyimde Competition
Former Manager at DuPont de Numours
Partner Interview
Goodwin•GB•Small CapDuPontSaint-GobainIndustrialsMaterialsDec 30, 2025
IMCD: Exclusive Distribution Relationships
Former Account Manager at IMCD N.V.
Partner Interview
Azelis•BE•Mid CapIMCDB2B MiddlemenMaterialsIndustrialsDec 30, 2025
Toast: POS and Payments Platform Strategy
Former VP of Product at Toast
Partner Interview
PAR•US•Small CapQuidelOrthoToastOracleDoorDashUpserveLightspeed CommerceSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyHealth CareFinancialsConsumer DiscretionaryCommunication ServicesDec 29, 2025
Christian Dior: US Retail Strategy & Spend Concentration
Former Executive at Christian Dior
Partner Interview
LVMH•FR•Mega CapRichemontChristian DiorHermèsKeringBrand EquityUnique IP & BrandsConsumer DiscretionaryDec 29, 2025
Raspberry Pi: OEM / Distributor Perspective
Raspberry Pi Distributor
Partner Interview
Raspberry Pi•GB•Small CapQualcommNetwork EffectsInformation TechnologyDec 29, 2025
NVIDIA: Life Sciences AI Partnerships & Technological Development
AI Executive at IQVIA
Partner Interview
NVIDIA•US•Mega CapIQVIAVeevaSwitching CostsProcess PowerMission Critical Products & ServicesB2B SoftwareInformation TechnologyHealth CareDec 29, 2025
LVMH vs Kering: Supply Chain Analysis
Former Supply Chain Executive at LVMH
Partner Interview
LVMH•FR•Mega CapRichemontHermèsKeringBrand EquityUnique IP & BrandsConsumer DiscretionaryDec 28, 2025
Klarna Group, PayPal and BNPL Product Positioning
Former Senior Product Manager, BNPL at Klarna
Partner Interview
Klarna Group plc•GB•Large CapAffirmVisaMastercardPayPalAdyenCheckout.comStripeNetwork EffectsMarketplaces & PlatformsInformation TechnologyFinancialsDec 28, 2025
Hermès: Culture, Craft, and Long-Term Decision-Making
Former Buyer at Hermes
Partner Interview
Hermès•FR•Mega CapChanelChristian DiorLVMHPradaLoro PianaBrand EquityUnique IP & BrandsConsumer DiscretionaryDec 28, 2025
Qualcomm, Apple, & High Performance Computing
Former Senior Executive at Qualcomm
Partner Interview
Qualcomm•US•Large CapTSMCBroadcomNVIDIAMicrosoftGoogleAmazonSamsung ElectronicsAppleMediaTekSwitching CostsProcess PowerNetwork EffectsScale EconomiesBrand EquityMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryShowing 20 of 1000 results