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Amazon vs CDON, Allegro, & Bol.com
Feb 5, 2021
Feb 5, 2021
Interview Extract
... Philippe Hemard: It is interesting that you mentioned about when I started building the European infrastructure because when I started, it was not European at all. Amazon was opening country by country, in Europe and elsewhere, because Japan opened at the same time as France. Amazon was still ...Amazon European Logistics Buildout
May 29, 2020
May 29, 2020
Interview Extract
... Philippe Hemard: Back in 2000, we had just started in France. France opened 29th August, 2000. There were only two countries open, which were UK and Germany, which were both opened in 1998. When I say opened, it’s not really open, because Amazon bought two companies ...Amazon Europe: Logistics, Hiring and Leadership Principles
Apr 29, 2020
Apr 29, 2020
Interview Extract
... Philippe Hemard: Nice to be here ...Hermès Distribution: Balancing Kelly & Birkin Allocation Between VIPs and Local Clients
Jun 3, 2026
Partner Interview
Hermès•FR•Large CapLVMHChanelKeringRichemontBrand EquityUnique IP & BrandsJun 3, 2026
Interview Extract
... Analyst: I'm more familiar with the horology and automotive industries within luxury goods and have never spoken to an expert in leather goods and ready-to-wear. I'm keen to learn more about your strategy. ...Halma, Crowcon Detection Instruments, & HLMA Process Safety Sector
Jan 14, 2022
Jan 14, 2022
Interview Extract
... In Practise: Can you describe the history of Crowcon? ...Halma, Kirk Key, & HLMA Organisational Structure
Jan 12, 2022
Jan 12, 2022
Interview Extract
... In Practise: Can you provide an introduction to your role and responsibilities at KIRK Key? ...SAP: Business Data Cloud, Joule & Enterprise AI Governance
Oct 16, 2026
Partner Interview
Sap Se•DE•Mega CapDatabricksOpenAIAnthropicSnowflakeOracleSwitching CostsB2B SoftwareOct 16, 2026
Interview Extract
... Analyst: We are public equity investors who have been invested in SAP since this year. ERP became a focus this year when the SaaSpocalypse drove valuations down, creating interesting opportunities. We have spoken with numerous customers and consultants over th ...Richemont: Van Cleef & Arpels Growth, Middle East & Alhambra
Dec 1, 2025
Partner Interview
Richemont•CH•Large CapLVMHKeringBrand EquityUnique IP & BrandsDec 1, 2025
Interview Extract
... Analyst: Before jumping into the specific questions we have, it would be great if you could provide a bit more about your background. I saw your bio, but it would be really interesting to get a walkthrough of the different roles you've had. Also, maybe a littl ...LVMH: Balancing Quality and Growth
Oct 22, 2024
Oct 22, 2024
Interview Extract
... In Practise: Maybe a good place to start would be how you landed at LVMH and how your role there evolved. Then we can go from there. ...Watches of Switzerland: Channel Strategy & Certified Pre-Owned
Jul 13, 2025
Partner Interview
Watches of Switzerland GroupLVMHRolexRichemontBrand EquityUnique IP & BrandsJul 13, 2025
Interview Extract
... Analyst: We're doing some work on Watches of Switzerland Group. We're trying to understand the market generally, working with wholesale partners, going direct, competitive positioning, and more about the company in general. We thought reaching out to you would ...GE Aerospace: CFM LLPs, PMA Parts & Next-Generation Engine Risk
Jun 19, 2026
Partner Interview
GE Aerospace•US•Mega CapSafranHEICOTransDigm GroupSwitching CostsMission Critical Products & ServicesJun 19, 2026
Interview Extract
... Analyst: I'm doing more work to understand GE Aerospace as a standalone entity. Most of my questions will be about GE, the competitive nature of the aftermarket, CFM Materials, which you were closely involved with, LLP parts, the risk of PMA parts in engines, ...SAP: Leadership Challenges, AI Strategy & Sovereign Cloud Execution
Apr 27, 2026
Partner Interview
Sap Se•DE•Mega CapAnthropicDatabricksOpenAIGoogleMicrosoftOracleSwitching CostsB2B SoftwareApr 27, 2026
Interview Extract
... Analyst: We have been studying SAP from an investment landscape for the last couple of years. We do these channel checks and conversations with partners and key people in the industry to try and understand how SAP is currently positioned, what's going on in th ...The Luxury Watches Grey Market & Asian Imports
Dec 4, 2024
Dec 4, 2024
Interview Extract
... In Practise: I think a good place to start would be for me to understand what you did at your distribution company in Hong Kong. I couldn't find much information online, but I'm curious if this relates to the gray market topic at all. ...Watches of Switzerland Group USA: A Brand's Perspective
Nov 7, 2025
Partner Interview
Watches of Switzerland Group•GB•Small CapRichemontKeringLVMHBrand EquityUnique IP & BrandsNov 7, 2025
Interview Extract
... Analyst: Why don't we get started with a quick background of your career and what you're up to now? ...SAP: HANA Enterprise Cloud Architecture & Oracle Database Competition
Mar 9, 2026
Partner Interview
Sap Se•DE•Mega CapOracleAmazonMicrosoftGoogleSwitching CostsPhysical Infra & NetworksMar 9, 2026
Interview Extract
... Analyst: We've been studying SAP for the last couple of months, but have invested in and spent a lot of time on enterprise software over the last couple of years. We're trying to get a better grasp of the cloud transition, some of the moving parts when it come ...Cerillion: A Major Telco Customer's Implementation Experience
Sep 7, 2026
Partner Interview
Cerillion•GB•Small CapSep 7, 2026
Interview Extract
... Analyst: Cerillion signed a contract with Omantel in January, which was disclosed in early 2026. The contract is worth £42.5 million over a five-year subscription term, covering fixed, mobile, broadband, and TV services for around 3.5 million customers. Is tha ...Watches of Switzerland: Rolex / Bucherer Acquisition & US Expansion
Jul 15, 2024
Partner Interview
Watches of Switzerland Group•GB•Small CapRolexLVMHBrand EquityUnique IP & BrandsJul 15, 2024
Interview Extract
... Analyst: Thank you for taking the time today. ...Exor: NAV Discount, Buyback Strategy & Capital Allocation
Jul 24, 2026
Partner Interview
Exor•NL•Large CapKinnevikJul 24, 2026
Interview Extract
... Analyst: Cold you start us off with an introduction of your experience with Exor? ...Judges Scientific PLC Geotek: Geologic AI Competition
Jun 6, 2025
Jun 6, 2025
Interview Extract
... In Practise: Geotek the company, specifically BoxScan. That's the context and why I wanted to speak to you. I have a few topics, but perhaps we could start with you telling me a little bit about GeologicAI's history, the main milestones over the past years, an ...Victoria, Balta Group, & UK Soft Flooring
Apr 23, 2022
Apr 23, 2022
Interview Extract
... In Practise: Can you describe the core raw materials that go into standard soft flooring? ...Showing 20 of 60 results