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Interviews conducted by long-term fundamental investors only.

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Today at 11:38

Restoration Hardware: Product Philosophy & Vendor Relationships

Former Vice President of Production, Sourcing and QA at Restoration Hardware
Partner Interview
Restoration HardwareWayfair IncPottery BarnWilliams-Sonoma IncArhaus
Today at 04:43

US Auto Collision & Repair: An Insurer's Perspective

Former SVP at GEICO
IP Interview
GEICOBelronCaliber CollisionGerber Collision & GlassService King Collision RepairState FarmThe Progressive CorporationTesla Inc
July 12, 2024

Daily Journal: US Judiciary & Court Software Market Dynamics

Director of Business Development at CourtView Justice Solutions
Partner Interview
Tyler Technologies IncDaily Journal Corporation
July 10, 2024

Topicus: History, Culture, and Organic Growth Techniques

Former Managing Director at Topicus
IP Interview
Topicus.com IncConstellation Software IncVitec Software GroupRoper Technologies Inc
July 10, 2024

Cogent, Lumen & Global ISP Networks: A Customer's Perspective

Former Senior Director of Product Management at Lumen
Partner Interview
Cogent Communications Holdings IncVerizon Communications IncLumen Technologies IncZAYO GROUP HOLDINGS INCUniti Group Inc.Deutsche Telekom AG
July 8, 2024

Roper Technologies: Frontline Education Acquisition

Former Chief Customer Officer at Frontline Education
Partner Interview
Roper Technologies IncConstellation Software Inc
July 8, 2024

Air Products: Hydrogen Megaprojects

Former VP Large Projects at Air Products
Partner Interview
Air Products and Chemicals IncLinde plcL'Air Liquide S.A.
July 8, 2024

Volution Group: UK Ventilation & RMI vs New Build

Former Finance Executive at Volution Group
Partner Interview
Volution Group plc
July 8, 2024

Markel Reinsurance: Public Entity Book

Former SVP at Markel Reinsurance
IP Interview
Markel Group IncSwiss Re AG
July 8, 2024

BrightSpring Health Services: Challenges in Leveraging Nursing Assets

Former Executive PMO Consultant at BrightSpring
Partner Interview
BrightSpring Health Services IncUnitedHealth Group IncorporatedOptumThe Cigna GroupCVS Health CorporationHumana IncPrivia Health Group IncAstrana Health IncCentene Corporation
July 7, 2024

Lithia Motors: Servicing Economics

Former GM at Lithia
IP Interview
Lithia MotorsAsbury Automotive GroupPenske Automotive GroupAutoNationSonic AutomotiveTeslaGeneral Motors
July 5, 2024

Belron, Safelite & US Auto Glass Repair: TPA Agreements

Former Executive VP at Safelite
IP Interview
D'Ieteren GroupBoyd Autobody & GlassCaliber CollisionDriven BrandsService King
July 4, 2024

Markel Reinsurance: Alterra Capital Case Study

Former Resinsurance Claims Manager at Alterra Capital Holdings
IP Interview
MarkelBerkshire HathawaySwiss Re
July 2, 2024

Tesla vs Toyota: Servicing & Repair

Former Collision Repair Manager at Tesla
IP Interview
TeslaToyotaAsbury Automotive GroupLithia MotorsBYDService KingMonro
July 2, 2024

US Value-Based Healthcare: Physician Incentives

Former VP of Corporate Venture Capital at Anthem
Partner Interview
AnthemUnitedHealthThe CignaAetnaCVS HealthElevance HealthHumanaTandigm HealthAstrana Healthagilon healthPrivia HealthEvolent HealthAlignment Healthcare
July 1, 2024

Air Products: Blue & Green Hydrogen Investments

Former Business Development Director at Air Products
Partner Interview
Air Products and ChemicalsLindeLAir Liquide
July 1, 2024

Addtech: Managing a BU, M&A Funnel & Incentives

Former Business Area Manager at Addtech
Partner Interview
AddtechBergman & BevingLagercrantz GroupLifcoStorskogen GroupMomentum GroupJudges ScientificHalmaAMETEKIndutradeTeqnion
July 1, 2024

Informa: Industry Dive Acquisition

Former Senior Account Director at Industry Dive
Partner Interview
InformaTechTarget
June 29, 2024

A History of Idox Group

Former Chief Executive Officer at Idox
IP Interview
IDOX
June 29, 2024

Safelite & US Auto Glass Repair: Relationships with Insurers

Former Executive VP at Safelite
Partner Interview
D'Ieteren GroupBoyd Autobody & GlassCaliber CollisionGerber Collision & GlassDriven BrandsThe ProgressiveGEICOThe AllstateState FarmTeslaRivianBYD