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Explore our Interview Library.

Interviews conducted by long-term fundamental investors only.

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Apr 29, 2026

Clínica Baviera & Optimax: Brand Challenges, Equipment Issues & UK Market Position

Former Group Commercial Director at Optical Express
Partner Interview
Clínica Baviera, S.A.•ES•Small CapHealth Care
Apr 29, 2026

Utz Brands: Distribution Strategy, IO Model & Competing with Frito-Lay

Former VP of Sales, Utz Brands
Partner Interview
UTZ Brands•US•Small CapWalmartPepsiCoConsumer Staples
Apr 29, 2026

Boku: DCB Switching Costs & Competitive Moat in MENA

Former Payment Optimization Manager at Huawei
Partner Interview
Boku•US•Small CapAppleSwitching CostsBrand EquityMarketplaces & PlatformsFinancialsInformation TechnologyConsumer Discretionary
Apr 29, 2026

Theon International: Night Vision Technology, Competitive Position & Tube Supply Dynamics

Former Director of Engineering at Ebit Systems of America
Partner Interview
Theon International PlcElbit SystemsL3harrisBAE Systems plcIndustrials
Apr 29, 2026

Boku vs Bango: Direct Carrier Billing & Bundling Strategies

Former VP of Sales, DOCOMO Digital
Partner Interview
Boku•US•Small CapAdyenCheckout.comBango PLCNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology
Apr 29, 2026

Clínica Baviera: Optimax UK Turnaround Strategy & Operational Challenges

Former Head of Commercial Operations at Clínica Baviera
Partner Interview
Clínica Baviera, S.A.•ES•Small CapHealth Care
Apr 29, 2026

Agilysys: IHG Approval Process, Market Positioning & Growth Runway

Former Product Manager EMEA
IP Icon
IP Interview
Agilysys•US•Small CapToastOracleSwitching CostsB2B SoftwareInformation Technology
Apr 28, 2026

Utz Brands: DSD Expansion Strategy & New Market Playbook

Former Senior Vice President, Sales & Distribution (Western US), Utz Brands
Partner Interview
UTZ Brands•US•Small CapGrupo BimboPepsiCoConsumer Staples
Apr 28, 2026

Chime: Marketing vs MyPay Trade-offs and Path to EBITDA Profitability

Former Vice President of Risk and Fraud at Chime
Partner Interview
ChimeCapital One FinancialRevolutBlockFinancialsInformation Technology
Apr 28, 2026

Ethos Technologies: AI Underwriting Limitations & Human Oversight Challenges

Former Senior Underwriter, Ethos Technologies Inc
Partner Interview
Ethos Technologies Inc
Apr 28, 2026

Cirata: Partnering Strategy & The Shift from LDM to Symphony

Former Senior Director at Cirata
Partner Interview
Cirata•JE•Small CapInformation Technology
Apr 28, 2026

Duck Creek vs Guidewire: A CIO's Decision Process & Implementation Experience

Former Chief Information Officer at Berkshire Hathaway Speciality Insurance
IP Icon
IP Interview
Duck Creek•US•Mid CapGuidewire SoftwareSwitching CostsB2B SoftwareInformation Technology
Apr 28, 2026

Hippocratic AI: Clinical Trial Recruitment & Voice Agent Economics

Former Chief Commercial Officer at Hippocratic AI
IP Icon
IP Interview
Hippocratic AIEpic Corp.Financials
Apr 28, 2026

Pharmx Marketplace: Data Accuracy Issues & Supplier Concerns

Pharmacy Owner and Partner, TerryWhite Chemmart
Partner Interview
Pharmx Technologies Ltd•CA•Small CapIndustrials
Apr 28, 2026

DICK'S Sporting Goods: Strategy, Merchandising Culture & Ed Stack's Leadership

Former Director of Strategy at DICK'S Sporting Goods
Partner Interview
DICKS Sporting Goods•US•Large CapAmazonNikeadidasScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
Apr 28, 2026

Constellation Software: Sales Organization Structure & Monthly BUSR Process

Former Senior Executive at Harris Computer
IP Icon
IP Interview
Constellation Software•CA•Large CapRoperLumine GroupTopicusSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrials
Apr 28, 2026

OpenAI vs Anthropic: CIO Perspective on Enterprise LLM Selection

Chief Information Officer, McLaren Holdings Limited
Partner Interview
OpenAIAnthropicSap SeMicrosoftAmazonGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services
Apr 28, 2026

Diaceutics: PMx Commercialization Model & Scaling Challenges

Former Head of Product Management Diaceutics
Partner Interview
Diaceutics•GB•Small CapLabcorpQiagenHealth CareInformation Technology
Apr 28, 2026

Lottomatica: M&A Strategy, Platform Integration & Market Consolidation

Former iGaming Director at BetFlag
Partner Interview
Lottomatica•IT•Mid CapFlutter EntertainmentConsumer Discretionary
Apr 28, 2026

Auto Trader Group: Pricing Power, Dealer Economics & AI Competition Risk

Former Market Area Director at Inchape UK
Partner Interview
Auto Trader Group•GB•Mid CapNetwork EffectsMarketplaces & PlatformsCommunication Services

Showing 20 of 1000 results