Explore our Interview Library.

Interviews conducted by long-term fundamental investors only.

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May 7, 2024

Lithia, Asbury & Franchise Auto Dealers: Servicing ICE vs Electric Vehicles

Former Service Director at Asbury Automotive Group
IP Interview
ASBURY AUTOMOTIVE GROUPLITHIA MOTORS INCAUTONATION INCSONIC AUTOMOTIVE INCPENSKE AUTOMOTIVE GROUPCARVANA COCarmax Inc
May 6, 2024

Rightmove: UK Lettings Market & Tenant Journey

Head of Lettings at Leading UK Independent Estate Agency
IP Interview
RightmoveZooplaThe Property Franchise Group
May 6, 2024

Halma: 1998-2005 Case Study

Former Director at Halma
IP Interview
Halma PLCLagercrantz Group ABBergman & BevingTerraVest Industries, Inc.Judges Scientifc PLCSDI GroupLifco AB
May 6, 2024

EquipmentShare: T3 Platform & Branch Operations

Former Branch Manager at EquipmentShare
IP Interview
EquipmentShareAshtead Group PLCUnited Rentals IncHerc Rentals
May 6, 2024

Align Technology: History of Clear Aligners

Former Executive VP of Sales at Align Technology
IP Interview
Align Technology IncStraumann Holding AGEnvista HoldingsAngelalign Technology Inc
May 6, 2024

Visma Software: History, Operating Philosophy, & Retail Divestment

Former Managing Director & Board Member at Visma
IP Interview
VismaConstellation SoftwareVitec Software
May 6, 2024

Loro Piana: Ownership Under LVMH & Brunello Cucinelli Comparison

Former CEO at Loro Piana
Partner Interview
Loro PianaLVMH Moet Hennessy Louis Vuitton SEBrunello CucinelliZegnaKering SACompagnie Financière Richemont SA
May 6, 2024

Medpace: Culture, Org Structure & Business Development

Former Medical Director at Medpace
Partner Interview
MedpaceCHARLES RIVER LABS INTLIQVIA Holdings Inc
May 1, 2024

Veeva Compass and OpenData vs IQVIA

Former Director at Veeva Systems
IP Interview
VEEVA SYSTEMS INCIQVIA Holdings Inc
May 1, 2024

SDI Group: Challenges and Risks in the Acquirer Model

Former CFO of SDI Group
IP Interview
SDI GroupJudges Scientifc PLCTeqnionBergman & BevingLifco ABLagercrantz Group ABHalma PLC
May 1, 2024

Rightmove vs Zoopla Software: Sales & Lettings User Journey

Former Engineering Director, Zoopla
IP Interview
RightmoveCostar GroupZoopla
April 30, 2024

Jamf & Mobile Device Management Software: Partner Channel & Competition

Jamf Channel Partner
Partner Interview
JamfApple IncMicrosoft CorpOKTA INCMosyle
April 30, 2024

Watsco, Ferguson: HVAC OEM-Distributor-Contractor Relationship Dynamics

Former President at East Coast Metal Distributors (Watsco)
Partner Interview
Ferguson PLCWATSCO INCBaker Hughes CoDaikinCOMFORT SYSTEMS USA INCTraneCarrierLENNOX INTERNATIONAL INCMidea GroupGree Electric
April 29, 2024

Evotec: Business Model, Sales Process & Org Structure

Former Business Development Executive at Evotec
Partner Interview
Evotec A.G.Bristol-Myers Squibb CoSanofi SAPfizer IncMEDPACE HOLDINGS INCCHARLES RIVER LABS INTLIQVIA Holdings Inc
April 29, 2024

Core & Main & Waterworks Distribution: A Supplier's Perspective

VP of Sales at Waterworks Supplier
Partner Interview
Core & MainFerguson PLCReece Group
April 29, 2024

Dynatrace: APAC Observability SaaS Market Dynamics

Former Country Manager at Dynatrace
Partner Interview
DynatraceDatadogElasticKXSplunkAppdynamics
April 23, 2024

Veeva Systems, IQVIA, & the Pharma Sales Flow

Former VP, Global Accounts at Veeva Systems
IP Interview
VEEVA SYSTEMS INCIQVIA Holdings IncSalesforce.Com Inc
April 22, 2024

Indutrade: Unsuccessful Acquisition Case Study

Former COO at Indutrade OpCo
Partner Interview
Indutrade ABLifco ABLagercrantz Group ABBergman & BevingAddtech ABJudges Scientifc PLC
April 22, 2024

Smartsheet: Sales Strategy & Org Structure

Former Mid Market Sales Executive at Smartsheet
Partner Interview
SmartsheetAtlassianServiceNow IncSalesforce.Com IncMonday.com
April 22, 2024

Lumine Group: Nokia's Device and Service Management Acquisition

Former Account Director at Motive (Nokia)
Partner Interview
Lumine GroupAyla NetworksNokiaConstellation Software