Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Found 1000+ results in 6ms
Found 1000+ results in 6ms
Feb 12, 2026
Lonza vs WuXi Biologics: BIOSECURE Act & U.S. Manufacturing Strategy
Former Senior Business Development Executive at Lonza
Partner Interview
Lonza Group•CH•Large CapCharles River Laboratories InternationalWuXi BiologicsCatalentThermo Fisher ScientificDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth CareFeb 12, 2026
Li Auto, Xpeng, NIO & Chinese Auto ADAS Development
Former Director at Li Auto
Partner Interview
Li Auto•CN•Large CapTeslaBYDStellantisVolkswagenBrand EquityProcess PowerConsumer DiscretionaryFeb 12, 2026
Confluent vs Open Source Kafka: Enterprise Adoption & Pricing
Current Data & AI Senior Manager at Accenture
Partner Interview
Confluent•US•Large CapAmazonMicrosoftGoogleScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesFeb 12, 2026
Secure Energy: Western Canadian Waste Services Market Structure & Producer Insourcing
Former Director at Secure Energy
Partner Interview
Secure Energy Services•CA•Mid CapSecure Waste InfrastructureEnergyIndustrialsFeb 12, 2026
Scout24: C2C vs B2C Market Dynamics & Monetization Strategy
Former Director at Scout 24
Partner Interview
Scout24 SE•DE•Mid CapRightmoveHemnetSMG Swiss Marketplace GroupBaltic Classifieds GroupVend Marketplaces ASANetwork EffectsAuctions & ClassifiedsReal EstateCommunication ServicesFeb 12, 2026
Raspberry Pi: A Customer's Perspective
CEO at Crux Labs, a customer of Raspberry Pi
Partner Interview
Raspberry Pi•GB•Small CapASUSNVIDIANetwork EffectsSwitching CostsProcess PowerMission Critical Products & ServicesInformation TechnologyFeb 11, 2026
Dynatrace vs Chronosphere: OpenTelemetry & Data Control Economics
Former Head of Strategy at Chronosphere
Partner Interview
Dynatrace•US•Large CapChronosphereDatadogSplunkNew RelicSwitching CostsB2B SoftwareInformation TechnologyFeb 11, 2026
PayPal & Venmo: Tech Stack Integration & Credit Product Strategy
Former Director of Engineering at PayPal
Partner Interview
PayPal•US•Large CapKlarna Group plcStripeAdyenNetwork EffectsMarketplaces & PlatformsInformation TechnologyFinancialsFeb 11, 2026
Cava: Store Operations, Culture & Labor Management
Former Area lead of CAVA
Partner Interview
Chipotle•US•Large CapCAVASweetgreenConsumer DiscretionaryInformation TechnologyFeb 11, 2026
ServiceNow: AI Risk, Competitive Moat & M&A Strategy Shift
Former Director, Corporate & Product Strategy at ServiceNow
Partner Interview
ServiceNow•US•Large CapAtlassianSalesforceSwitching CostsB2B SoftwareInformation TechnologyFeb 11, 2026
Baltic Classifieds Group: Jobs Monetization and HQ Spend Discipline
Former CVbankas Director at Baltic Classifieds Group
Partner Interview
Baltic Classifieds Group•LT•Small CapRightmoveSMG Swiss Marketplace GroupHemnetScout24 SEVend Marketplaces ASANetwork EffectsAuctions & ClassifiedsCommunication ServicesReal EstateFeb 11, 2026
Raspberry Pi vs Chinese Competitors: Quality, Innovation & Backward Compatibility
Current Raspberry Pi Customer
Partner Interview
Raspberry Pi•GB•Small CapNetwork EffectsInformation TechnologyFeb 10, 2026
Murphy USA: Fuel Distribution, Tobacco Promotions & The Low-Cost Operating Model
Former District Manager at Murphy USA
Partner Interview
Murphy USA•US•Mid CapAlimentation Couche-TardCasey's General StoresSerial AcquirerVertically Integrated RetailerConsumer DiscretionaryConsumer StaplesFeb 10, 2026
Mastercard: Culture, Leadership & The Ajay Banga Transformation
Former Senior Vice President at Mastercard
Partner Interview
Visa•US•Mega CapMastercardNetwork EffectsFinancialsFeb 10, 2026
Monolithic Power Systems: DrMOS Innovation, AI Data Center Power & 30%+ Server Share
Former Global Account Manager at Monolithic Power Systems
Partner Interview
Monolithic Power Systems•US•Large CapInfineonTexas InstrumentsAnalog DevicesInformation TechnologyFeb 10, 2026
Birkenstock: US Wholesale Strategy, Distribution & Channel Allocation
Former Chief Operating Officer at Bikenstock
Partner Interview
Birkenstock•GB•Mid CapCrocsConsumer DiscretionaryFeb 10, 2026
Rightmove: AI Strategy & Mortgage Economics
Former Executive at Rightmove
Partner Interview
Rightmove•GB•Mid CapZooplaNetwork EffectsAuctions & ClassifiedsCommunication ServicesConsumer DiscretionaryFeb 10, 2026
MedCap & Abilia: Assistive Tech Business Model & 90% Gross Margins
Former CFO of Abilia, MedCap
Partner Interview
MedCap•SE•Mid CapAppleGoogleBrand EquitySwitching CostsNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksHealth CareFinancialsConsumer DiscretionaryInformation TechnologyCommunication ServicesFeb 10, 2026
Raspberry Pi: Ecosystem Partner's Perspective
Raspberry Pi Distributor
Partner Interview
Raspberry Pi•GB•Small CapASUSNVIDIANetwork EffectsSwitching CostsProcess PowerMission Critical Products & ServicesInformation TechnologyFeb 9, 2026
Roblox: Advertising Strategy, Monetization Challenges & Revenue Potential
Former Head of Product at Roblox
Partner Interview
Roblox•US•Large CapUnity SoftwareCommunication ServicesInformation TechnologyShowing 20 of 1000 results