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Interviews conducted by long-term fundamental investors only.

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Apr 17, 2026

Zendesk: AI Agents & The Shift from Seat to Outcome-Based Pricing

Former Enterprise Sales Director, Zendesk
IP Icon
IP Interview
Zendesk•USSalesforceHubSpotIntercomTeleperformanceFirstsource Solutions LimitedCapita plcSwitching CostsB2B SoftwareInformation TechnologyConsumer DiscretionaryIndustrials
Apr 17, 2026

CoStar Group: Residential Market Entry & homes.com Strategy

Former VP at CoStar Group
Partner Interview
CoStar Group•US•Large CapZillowMatterportNetwork EffectsAuctions & ClassifiedsReal EstateCommunication ServicesFinancialsInformation Technology
Apr 17, 2026

Copart vs IAA: A Georgian Buyer's Perspective on Selection, Fees & Platform Quality

Head of Retail Operations, Caucasus Auto
Partner Interview
Copart•US•Large CapIAANetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer Discretionary
Apr 17, 2026

Baltics Classifieds Group: Aruodas Lithuanian Market Positioning, Pricing Power & Competitive Threat

Current Lithuanian Real Estate Agent
Partner Interview
Baltics Classifieds GroupSMG Swiss Marketplace GroupHemnetScout24 SERightmoveNetwork EffectsAuctions & ClassifiedsCommunication ServicesIndustrialsReal Estate
Apr 16, 2026

Restore vs Iron Mountain: Digitization Competition & Records Management Cross-Selling

Former UK Director, Restore Digital
Partner Interview
Restore plc•GB•Small CapIron Mountain IncorporatedIndustrialsReal Estate
Apr 16, 2026

Atlassian: AI, Rovo, & the Teamwork Knowledge Graph Advantage

Former Head of Product Management, Enterprise Solutions at Atlassian
Partner Interview
Atlassian•AU•Large CapOpenAImondaycomMicrosoftGitLabSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology
Apr 16, 2026

Scout24: Classifieds Moat Erosion, Trust Advantage & LLM Threat

Chief Executive Officer at McMakler
Partner Interview
Scout24 SE•DE•Mid CapBaltics Classifieds GroupHemnetRightmoveSMG Swiss Marketplace GroupNetwork EffectsAuctions & ClassifiedsIndustrialsCommunication ServicesReal Estate
Apr 15, 2026

Atlassian at Bosch: Enterprise Adoption, Cloud Migration Barriers & AI Integration

Current Engineering Director at Bosch
Partner Interview
Atlassian•AU•Large CapMicrosoftOpenAIAnthropicGitLabSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology
Apr 15, 2026

Atlassian: Enterprise Sales Transformation & Mike Cannon-Brookes' Leadership

Former Global Head of Enterprise Sales, Atlassian
Partner Interview
Atlassian•AU•Large CapMicrosoftServiceNowSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology
Apr 15, 2026

Utz Brands: DSD vs Warehouse Distribution Strategy

Former Senior Vice President of Sales, Utz Brands Inc.
Partner Interview
UTZ Brands•US•Small CapPepsiCoConsumer Staples
Apr 15, 2026

Monday.com: Early Adopter Experience Scaling to 2,500+ Seats

Vice President at Playtech
Partner Interview
mondaycom•IL•Mid CapAtlassianAsanaSwitching CostsB2B SoftwareInformation Technology
Apr 15, 2026

Restore plc: Document Storage Decline, Digitization Margins & Exit Costs

Former Commercial Director, Restore plc
Partner Interview
Restore plc•GB•Small CapIron Mountain IncorporatedTNTIndustrialsReal Estate
Apr 15, 2026

Grindr vs Sniffies: Product Differentiation & User Acquisition Strategy

Former Head of Content at Sniffies
Partner Interview
Grindr•SGMatch GroupNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyCommunication Services
Apr 15, 2026

Baltics Classifieds Group: Underinvestment, Strategic Dominance & AI Interface Shift

Former Head of M&A at Naspers, Prosus
Partner Interview
Baltics Classifieds GroupZooplaScout24 SERightmoveHemnetSMG Swiss Marketplace GroupNetwork EffectsAuctions & ClassifiedsConsumer DiscretionaryIndustrialsCommunication ServicesReal Estate
Apr 14, 2026

Workday: EMEA Go-to-Market Strategy & Partner Ecosystem

Former Senior Strategy Executive at Workday
IP Icon
IP Interview
Workday•US•Large CapUKGRipplingSAPOracleSwitching CostsB2B SoftwareInformation Technology
Apr 13, 2026

Guidewire Software: A History of Insurance Technology Stacks

Former Senior IT Executive at Tier 1 P&C Insurer
IP Icon
IP Interview
Guidewire Software•US•Large CapZurich InsuranceState FarmDuck CreekSwitching CostsB2B SoftwareFinancialsInformation Technology
Apr 13, 2026

Baltics Classifieds Group: Dealer Unit Economics, Margin Pressure & Pricing Power

Marketing Manager at an Estonian Car Dealership
Partner Interview
Baltics Classifieds GroupScout24 SEAuto Trader GroupSMG Swiss Marketplace GroupHemnetNetwork EffectsAuctions & ClassifiedsMarketplaces & PlatformsIndustrialsCommunication ServicesReal Estate
Apr 10, 2026

e.l.f. Beauty: UK Market Dynamics & Competitive Positioning at Superdrug

Head of Skincare and Haircare, Superdrug
Partner Interview
e.l.f. Beauty•US•Mid CapSephoraLVMHUlta BeautyBrand EquityUnique IP & BrandsConsumer StaplesConsumer Discretionary
Apr 10, 2026

Atlassian vs Notion: Confluence Competitive Dynamics

Former Head of Product Management at Atlassian
Partner Interview
Atlassian•AU•Large CapmondaycomAnthropicSwitching CostsB2B SoftwareInformation Technology
Apr 10, 2026

Vistry Group: UK Land & Build Partnership Economics with Housing Associations

Group Head of Affordable Housing Delivery, Avant Homes
Partner Interview
Vistry Group•GB•Small CapBarratt Redrow plcTaylor WimpeyPersimmonCornered ResourceConsumer Discretionary

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