Explore our Interview Library.
Interviews conducted by long-term fundamental investors only.
Found 1000+ results in 6ms
Found 1000+ results in 6ms
Dec 30, 2025
AI Chips and LLM Compute: Nvidia, AMD, Google TPU, Amazon Trainium, and Emerging ASICs
Former Generative AI Director at Amazon Web Services
Partner Interview
Google•US•Mega CapMicrosoftOpenAIAmazonAdvanced Micro DevicesNVIDIAMetaSwitching CostsScale EconomiesNetwork EffectsProcess PowerPhysical Infra & NetworksVertically Integrated RetailerMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesDec 30, 2025
Goodwin PLC: Duvelco & Polyimde Competition
Former Manager at DuPont de Numours
Partner Interview
Goodwin•GB•Small CapDuPontSaint-GobainIndustrialsMaterialsDec 30, 2025
IMCD: Exclusive Distribution Relationships
Former Account Manager at IMCD N.V.
Partner Interview
Azelis•BE•Mid CapIMCDB2B MiddlemenMaterialsIndustrialsDec 30, 2025
Toast: POS and Payments Platform Strategy
Former VP of Product at Toast
Partner Interview
PAR•US•Small CapQuidelOrthoToastOracleDoorDashUpserveLightspeed CommerceSwitching CostsNetwork EffectsB2B SoftwareMarketplaces & PlatformsInformation TechnologyHealth CareFinancialsConsumer DiscretionaryCommunication ServicesDec 29, 2025
Christian Dior: US Retail Strategy & Spend Concentration
Former Executive at Christian Dior
Partner Interview
LVMH•FR•Mega CapRichemontChristian DiorHermèsKeringBrand EquityUnique IP & BrandsConsumer DiscretionaryDec 29, 2025
Raspberry Pi: OEM / Distributor Perspective
Raspberry Pi Distributor
Partner Interview
Raspberry Pi•GB•Small CapQualcommNetwork EffectsInformation TechnologyDec 29, 2025
NVIDIA: Life Sciences AI Partnerships & Technological Development
AI Executive at IQVIA
Partner Interview
NVIDIA•US•Mega CapIQVIAVeevaSwitching CostsProcess PowerMission Critical Products & ServicesB2B SoftwareInformation TechnologyHealth CareDec 29, 2025
LVMH vs Kering: Supply Chain Analysis
Former Supply Chain Executive at LVMH
Partner Interview
LVMH•FR•Mega CapRichemontHermèsKeringBrand EquityUnique IP & BrandsConsumer DiscretionaryDec 28, 2025
Klarna Group, PayPal and BNPL Product Positioning
Former Senior Product Manager, BNPL at Klarna
Partner Interview
Klarna Group plc•GB•Large CapAffirmVisaMastercardPayPalAdyenCheckout.comStripeNetwork EffectsMarketplaces & PlatformsInformation TechnologyFinancialsDec 28, 2025
Hermès: Culture, Craft, and Long-Term Decision-Making
Former Buyer at Hermes
Partner Interview
Hermès•FR•Mega CapChanelChristian DiorLVMHPradaLoro PianaBrand EquityUnique IP & BrandsConsumer DiscretionaryDec 28, 2025
Qualcomm, Apple, & High Performance Computing
Former Senior Executive at Qualcomm
Partner Interview
Qualcomm•US•Large CapTSMCBroadcomNVIDIAMicrosoftGoogleAmazonSamsung ElectronicsAppleMediaTekSwitching CostsProcess PowerNetwork EffectsScale EconomiesBrand EquityMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryDec 28, 2025
Deere & Company: Culture Drift & Employee Morale
Former Lead Artchitect at John Deere
Partner Interview
Deere & Company•US•Large CapCNH IndustrialAGCOMahindra MahindraScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsConsumer DiscretionaryDec 28, 2025
Kinsale Capital Group: Underwriting & Claims Technology Architecture
Former Director at Kinsale Capital Group
Partner Interview
Kinsale Capital Group•US•Mid CapMarkelW R Berkley CorpChubbRyan Specialty GroupProcess PowerInsurers & FinancialsFinancialsDec 28, 2025
FTAI Aviation: MRO Market Share and PMA Opportunity
Former Director at CFM International and Korry Electronics, Transdigm
Partner Interview
FTAI Aviation•US•Large CapSafranGE AerospaceTransDigm GroupHEICOChromalloyAir France-KLMSouthwest AirlinesStandardAeroMTU Aero EnginesScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsDec 28, 2025
Kaspi: Hepsiburada & Turkish E-commerce
Former Head of Marketplace Operations at Hepsiburada
Partner Interview
Kaspikz•KZ•Large CapAmazonAlibabaScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryDec 28, 2025
DoorDash Inc: DashPass Strategy, Churn, and Pricing
Former Strategy & Operations Lead of DashPass at DoorDash
Partner Interview
DoorDash•US•Large CapAmazonProsusUberNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesIndustrialsInformation TechnologyDec 24, 2025
Copart: International Import Share & IAA Pricing Gap
International Copart Buyer
Dec 23, 2025
Jack Henry & Associates: Core Banking & Product Innovation
Former Executive at Jack Henry
Partner Interview
Jack Henry & Associates•US•Large CapFiservTemenosFinancialsInformation TechnologyDec 23, 2025
Distributing Fever-Tree across Central United States
Vice President & General Manager at Glazer's Beer & Beverage
Partner Interview
Fevertree Drinks•GB•Small CapMolson Coors BeverageBrand EquityUnique IP & BrandsConsumer StaplesDec 23, 2025
Pinewood: Keyloop & UK Market Competition
Former VP of FP&A at Keyloop
Partner Interview
Pinewood Technologies•GB•Small CapLithia MotorsGroup 1 AutomotiveCDK GlobalConsumer DiscretionaryInformation TechnologyShowing 20 of 1000 results