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Explore our Interview Library.

Interviews conducted by long-term fundamental investors only.

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Today at 11:27

Wise: Stablecoins Threat

Former Executive at Bank for International Settlements
Partner Interview
VisaMastercardRemitly GlobalWestern UnionStripeWiseNetwork EffectsScale EconomiesCounter PositioningSwitching CostsMission Critical Products & ServicesLow Cost OperatorsFinancialsInformation Technology
Today at 11:27

Nubank: Mexico & Brazil Comparison

Former Credit Director at Nubank
Partner Interview
NuMercadoLibreCapital One FinancialFinancialsConsumer Discretionary
September 10, 2025

Blackline Safety: Honeywell Competition In Connected Gas Detection

Former Marketing Director at Honeywell
Partner Interview
Blackline SafetyHoneywellDrgerwerkIndustrialsInformation TechnologyHealth Care
September 10, 2025

Shopee: Indonesia Competitive Environment

Country Executive at Lazada
Partner Interview
SeaByteDanceAlibabaScale EconomiesNetwork EffectsVertically Integrated RetailerConsumer DiscretionaryCommunication Services
September 10, 2025

TransDigm: Aftermarket Pricing Power and OEM-Distributor Dynamics

Former Director at Satair
Partner Interview
TransDigm GroupHEICOThe BoeingHoneywellAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
September 10, 2025

Apple, Meta, Google: Smart Glasses Competition

Former Prototype Development Manager at Apple
Partner Interview
MetaAppleGoogleMicrosoftSamsung ElectronicsNetwork EffectsBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation Technology
September 10, 2025

Craneware: Hospital Chargemaster Software & Company History

Former Sales Executive at Craneware
IP Interview
CranewareConstellation SoftwareComputer Programs and SystemsSwitching CostsB2B SoftwareHealth CareInformation Technology
September 10, 2025

Nubank: Mexico Market & Growth Drivers

Former Director at Nubank
Partner Interview
NuCapital One FinancialMercadoLibreBanco Bilbao Vizcaya ArgentariaFinancialsConsumer Discretionary
September 8, 2025

Topicus: Education Software AI Efficiencies

Former Executive at Topicus
Partner Interview
Constellation SoftwareTopicusLumine GroupCHAPTERSRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrials
September 8, 2025

Copart Canada: The International Growth Playbook

Former Senior Director of Sales at Copart
Partner Interview
CopartRB GlobalIAARitchie Bros AuctioneersNetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer Discretionary
September 8, 2025

Constellation Software: Modaxo and AI Impact on Transportation Software

Former Portfolio Manager, Trapeze US
Partner Interview
Constellation SoftwareTopicusLumine GroupCHAPTERSRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrials
September 8, 2025

Deere: Evolution of the Parts Business for Dealerships

Current Parts VP at John Deere dealership
IP Interview
Deere & CompanyCNH IndustrialAGCODonaldsonMahindra MahindraJCBCumminsTitan MachineryGenuine PartsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsConsumer Discretionary
September 8, 2025

TransDigm: Aftermarket Demand Drivers

Former Director at Korry Electronics
Partner Interview
TransDigm GroupHEICOThe BoeingHoneywellAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
September 5, 2025

RPMGlobal: Americas Sales Org

Former Sales Manager at RPMGlobal
IP Interview
RPMGlobalCaterpillarSandvikHexagon AB (publ)Switching CostsB2B SoftwareInformation TechnologyIndustrials
September 5, 2025

Ultimate Software: Parallel Payroll Runs, Service Playbook, and the Kronos Merger

Former VP of Sales at UKG
Partner Interview
UKGADPPaychexPaycom SoftwarePaycor HCMPaylocityRipplingWorkdaySwitching CostsB2B SoftwareIndustrialsInformation Technology
September 5, 2025

QXO, Home Depot, SRS, & Building Product Distribution Market Structure

Former Director of Growth at CertainTeed
IP Interview
QXOCertainTeedBuilders FirstSourceThe Home DepotLowesSaint-GobainScale EconomiesB2B MiddlemenSerial AcquirerInformation TechnologyIndustrialsConsumer Discretionary
September 5, 2025

Deere & Company: Spare Parts Aftermarket Control & All-Makes Threat

Former Business Manager at John Deere
IP Interview
Deere & CompanyCNH IndustrialAGCODonaldsonMahindra MahindraJCBCumminsTitan MachineryGenuine PartsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsConsumer Discretionary
September 3, 2025

Copart vs IAA: A History of Competition & Catastrophe Strategy

Former Senior Vice President at GEICO
Partner Interview
CopartRB GlobalNetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer Discretionary
September 3, 2025

RPMGlobal: Underground vs Open-Pit Scheduling

Former Sales Executive at RPMGlobal
IP Interview
RPMGlobalSandvikCaterpillarHexagon AB (publ)Switching CostsB2B SoftwareInformation TechnologyIndustrials
September 3, 2025

Williams-Sonoma: Omnichannel Execution & Markdown Discipline

Former Manager at Pottery Barn
IP Interview
WayfairWilliams-SonomaInter IKEAAmazonhome24WestwingRHArhausTargetCounter PositioningScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryConsumer Staples