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Interviews conducted by long-term fundamental investors only.

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May 13, 2026

Coupang: AI-Driven Advertising & Video Commerce Strategy

Partner Interview
Coupang IncKlaviyoAmazonByteDanceNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
May 13, 2026

Iron Mountain: Document Storage, Digitization Strategy & Real Estate Consolidation

Partner Interview
Restore plc•GB•Small CapIron Mountain IncorporatedIndustrialsReal Estate
May 13, 2026

Karnov Group: AI Strategy, KAILA Launch & Workflow Tool Development

Partner Interview
Karnov•SE•Mid CapHarvey AIIndustrialsCommunication Services
May 13, 2026

AlzChem Creapure: Premium Creatine Brand Loyalty & Market Growth

Partner Interview
AlzChem•DE•Small CapMaterials
May 13, 2026

Abridge vs OpenEvidence: Competing Strategies in Healthcare AI

Partner Interview
AbridgeOpenEvidenceMayo ClinicEpic Corp.Financials
May 13, 2026

Boston Scientific: M&A Culture, Venture Strategy & Capital Allocation

Partner Interview
Boston Scientific•US•Large CapPhilipsEnergyHealth Care
May 13, 2026

Atlassian: On-Prem to Cloud Migration Challenges

Partner Interview
Atlassian•AU•Large CapGitLabMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation Technology
May 13, 2026

Booking.com: AI Investment Strategy Across Search, Customer Service & Partner Relations

Partner Interview
Booking Holdings•US•Large CapAirbnbExpediaGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
May 13, 2026

Siemens Energy vs GE: Gas Turbine Competitive Dynamics & LTSA Strategy

Partner Interview
Siemens Energy•DE•Large CapGE VernovaMitsubishi Heavy Industries, Ltd.General ElectricEquinorRolls-RoyceFTAI AviationProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsIndustrialsUtilitiesEnergy
May 13, 2026

AWS: Unit Economics, Infrastructure Scaling, and the AI Transition

Partner Interview
Amazon•US•Mega CapMicrosoftGoogleOracleNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication Services
May 12, 2026

GE Aviation & CFM: Aftermarket Economics, Shop Visit Margins & Spare Parts Pricing

Partner Interview
General Electric•US•Mega CapSafranRTXProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
May 12, 2026

Synopsys & Cadence: AlphaChip Recursive Intelligence Risk

Partner Interview
Cadence Design Systems•US•Large CapBroadcomGoogleSynopsysNetwork EffectsSwitching CostsPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareInformation TechnologyCommunication Services
May 12, 2026

Carvana Wholesale: Inspection Technology, AI Detection & Speed to Market

Partner Interview
Carvana•US•Large CapACV AuctionsManheimCounter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsConsumer DiscretionaryIndustrials
May 12, 2026

Baltic Classifieds Group: CVBankas Strategy, Pricing & AI Threats

Partner Interview
Baltic Classifieds Group•LT•Small CapCommunication Services
May 12, 2026

Coupang: Logistics Network Design & Storage Capacity Constraints

Partner Interview
Coupang IncKlaviyoAmazonNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer Discretionary
May 12, 2026

ServiceTitan: Platform Architecture, Value Proposition & Enterprise Expansion

Partner Interview
ServiceTitan, Inc.•US•Mid CapSalesforceSwitching CostsB2B SoftwareInformation Technology
May 12, 2026

Embraer Praetors: Fractional Operator Strategy & Production Constraints

Partner Interview
Embraer•BR•Large CapNetJetsFlexJetBombardierGulfstream AerospaceIndustrials
May 12, 2026

Constellation Software: TfL Customer Perspective on 17-Year Trapeze Contract

Partner Interview
Constellation Software•CA•Large CapSiemensContinentalTopicusIVU Traffic TechnologiesSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrialsConsumer Discretionary
May 12, 2026

The Trade Desk vs Amazon DSP vs DV360: Agency Buying Comparison

Partner Interview
The Trade Desk•US•Large CapMagniteDentsuAmazonNetflixGooglePubMaticNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
May 12, 2026

Atlassian: R&D Efficiency, Culture & The AI-Native Development Shift

Partner Interview
Atlassian•AU•Large CapOpenAIAnthropicSwitching CostsB2B SoftwareInformation Technology

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