Explore our Interview Library.

Interviews conducted by long-term fundamental investors only.

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November 1, 2024

Kinsale Capital: History and Advantage of Technology

Former Software Developer at Kinsale Capital
Partner Interview
Kinsale Capital GroupMarkelJames River GroupProcess PowerInsurers & FinancialsFinancials
October 31, 2024

CCC & the Evolution of the Auto Claims Process

Former Senior Vice President at GEICO
IP Interview
CCC Intelligent SolutionsSoleraEnlyte IncInformation Technology
October 30, 2024

LVMH & the North American Luxury Market

Former Chairman of North America, LVMH
Partner Interview
LVMHKeringRichemontHermèsBrand EquityUnique IP & BrandsConsumer Discretionary
October 30, 2024

CCC vs Mitchell: Collision Repair Estimation Software

Former General Manager at Service King Collision
IP Interview
CCC Intelligent SolutionsSoleraEnlyte IncInformation Technology
October 29, 2024

Belron, Boyd & the Auto Glass Repair Market: Vertical Integration Threat

Former Collision Repair Manager at Tesla
IP Interview
BelronSafeliteBoyd Autobody & GlassTeslaRivian AutomotiveAsbury Automotive GroupLithia MotorsD'Ieteren GroupProcess PowerBrand EquityConsumer Discretionary
October 29, 2024

Melrose Industries: GKN Aerospace

Former Business Development Executive at GKN Aerospace
Partner Interview
Melrose IndustriesGeneral ElectricPratt & WhitneyRolls-RoyceMTU Aero EnginesProcess PowerOEMs w/ Installed BaseIndustrials
October 28, 2024

Kinsale Capital: Coverage, Claims & Commissions

E&S Wholesale Broker
Partner Interview
Kinsale Capital GroupJames River GroupArch Capital GroupW. R. BerkleyRT SpecialtyProcess PowerInsurers & FinancialsFinancials
October 28, 2024

Danaher Business System: PSP, Kaizen, & Six Sigma

Former Director at Danaher
IP Interview
DanaherVeraltoSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareIndustrials
October 28, 2024

Wise: Licensing & Bank Integration Process

Former Bank Partnerships Executive at Wise
Partner Interview
WiseRevolutJPMorgan ChaseWestern UnionRemitly GlobalFinancials
October 28, 2024

Triveni Turbine: Indian Steam Turbine Market

Former Senior Sales Executive at Triveni Turbine
Partner Interview
Triveni TurbineSiemens EnergyIndustrials
October 28, 2024

Veeva Vault vs Medidata Solutions: Clinical Trial Data Software

Former Director of Product at Veeva Systems
Partner Interview
VeevaMedidata SolutionsDassault SystèmesSwitching CostsB2B SoftwareHealth CareInformation Technology
October 25, 2024

Builders FirstSource: Scale Advantage & Capital Allocation

Former Executive VP of Strategic Accounts at Builders FirstSource
Partner Interview
Builders FirstSourceLennarLGI HomesMeritage HomesD.R. HortonNVRSyntaxToll BrothersCornered ResourceIndustrialsConsumer Discretionary
October 24, 2024

Westwing Online Furniture: Shop vs Club, Pricing & Conflicts of Interests

Former Senior Executive at Westwing
IP Interview
WestwingWayfairhome24ConnoxCounter PositioningVertically Integrated RetailerConsumer Discretionary
October 22, 2024

LVMH: Balancing Quality and Growth

Former President at Louis Vuitton
IP Interview
LVMHHermèsRichemontBrand EquityUnique IP & BrandsConsumer Discretionary
October 22, 2024

LGI Homes, Lennar, D.R. Horton & US Homebuilding Scale Advantages

Former Purchasing Manager at Lennar
Partner Interview
LGI HomesMeritage HomesD.R. HortonLennarCornered ResourceConsumer Discretionary
October 22, 2024

Adams Rite, AdelWiggins, & TransDigm Competitive Risks

Former President at TransDigm
IP Interview
TransDigm GroupHEICOThe BoeingHoneywellRTXSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
October 22, 2024

Interpump Group: Governance, Org Structure, & Water Pumps

Former Managing Director at Interpump
IP Interview
Interpump GroupSwitching CostsMission Critical Products & ServicesIndustrials
October 21, 2024

Ashtead Technology: Leadership History & Sources of Differentiation

Former Senior Executive at Ashtead Technology
Partner Interview
Ashtead TechnologyTechnipFMCSubsea 7FugroPrysmianReach SubseaIndustrialsEnergy
October 21, 2024

Braze: Sales Org, Consumption Model & Addressing SMB

Former Account Executive at Braze
Partner Interview
BrazeSalesforceOracleAdobeKlaviyoSwitching CostsB2B SoftwareInformation Technology
October 21, 2024

Wise vs SWIFT & Correspondent Banking

Former Market Infrastructure Executive at Swift
Partner Interview
WiseWestern UnionRemitly GlobalJPMorgan ChaseCitigroupFinancials