Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Found 1000+ results in 6ms
Found 1000+ results in 6ms
Jan 7, 2026
Credit Acceptance, Carvana, and U.S. Subprime Auto: Ancillary Product Economics, Advances, and Dealer Incentives
US Auto F&I Advisor
Jan 7, 2026
IMCD, Azelis : Western vs Chinese Principals, Margin Mix and Switching Costs
Former Product Manager at IMCD
Partner Interview
Azelis•BE•Mid CapIMCDBrenntag SEB2B MiddlemenMaterialsIndustrialsJan 7, 2026
Sofina: Investment Process and Strategic Evolution
Former Senior Investment Professional at Sofina
Partner Interview
Sofina•FR•Small CapExor3i GroupKKRApollo Global ManagementInsurers & FinancialsFinancialsConsumer DiscretionaryJan 7, 2026
Johnson Controls International & Tyco Merger
Former Executive at Johnson Controls International
Partner Interview
Johnson Controls International•IE•Large CapTrane TechnologiesLennox InternationalCarrier EnterpriseWatscoB2B MiddlemenIndustrialsJan 7, 2026
Descartes Systems: Customs Software Portfolio & Culture
Former Executive at Descartes Systems
Partner Interview
The Descartes Systems•CA•Mid CapKinaxisConstellation SoftwareTecsysSwitching CostsB2B SoftwareInformation TechnologyJan 7, 2026
BFF: Italian Factoring Moat
Former VP of Operations at BFF
Jan 7, 2026
Wayfair: In-House Delivery for Loyalty, Outsourced LTL for Flexibility
Account Executive at Western Logistics
Jan 6, 2026
Trane Technologies: Business Systems, Lean Culture & Value Stream Mapping
Former Senior Engineer at Trane Technologies
Partner Interview
Trane Technologies•IE•Large CapJohnson Controls InternationalWatscoB2B MiddlemenIndustrialsJan 6, 2026
Google: TPU & Broadcom Relationship
Former Chip Engineer at Google
Partner Interview
Google•US•Mega CapBroadcomMarvell TechnologyMicrosoftOpenAIAnthropicAmazonNVIDIAAdvanced Micro DevicesNetwork EffectsSwitching CostsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesCommunication ServicesInformation TechnologyConsumer DiscretionaryJan 6, 2026
U.S. Auto Retail M&A: Franchise Buyers, CarMax, and the Limits to Scale
US Automotive M&A advisor
Jan 6, 2026
Alkami Technology: Digital Banking SaaS & Credit Union Tech Stack
Former Executive at Alkami Technology
Jan 4, 2026
Amazon AWS and Anthropic: History of SageMaker & Bedrock AI
Former Generative AI Director at Amazon Web Services
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleNVIDIAAdvanced Micro DevicesOpenAIAnthropicBroadcomMarvell TechnologyTSMCScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesJan 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
Showing 20 of 1000 results