Match Group: Swipe Right

Matt Tonge is a fund manager at Liontrust Asset Management. We cover why Renishaw's precision measurement machines are like 'picks and shovels' for semiconductor manufacturers, the sticky nature of its customer base, and what it can teach investors about the current CapEx cycle.

Aaron Wasserman is the Managing Partner at Third Period Capital. We cover the diverse applications of Graco's fluid handling systems, how the company keeps track of 70,000 SKUs, and how it kept its culture intact while growing rapidly.

Mark Hiley is CEO of The Analyst. We cover the history of Siemens Energy before and after its spin-off, why grid technologies are the growth engine of the business, and the turnaround challenge facing its wind power division.

Danielle Menichella is a Portfolio Manager at Sands Capital Management. We cover the history and development of the TASER, what's driving growth in demand for body cameras, and Axon's approach to geographic expansion and making acquisitions.

Graeme Forster is a Portfolio Manager at Orbis Investments. We cover the history and pedigree of the Rolls-Royce brand, what making aircraft engines has in common with insurance businesses, and the company's approach to R&D in growth areas such as wind turbines.

Delian Entchev is a portfolio manager at Aoris Investment Management. We cover the evolution of Cintas' business model over its 100-year history, how it became the industry leader in uniform rentals, and why remaining family-owned has helped the business navigate tough decisions.

Fraser Christie is an investor at TDM Growth Partners. We cover how a strong infrastructure business helps Mineral Resources avoid cyclical downturns, the company's commitment to the employee experience, and the smart ways it has reinvested capital.

Joseph Shaposhnik is a Portfolio Manager. We cover how Motorola has evolved beyond its famous flip phones, the influence activist investors have had on the business, and why land mobile radio is the new crown jewel in its business model.

Drew Cohen is the co-founder of Speedwell Research. We cover why Coupang has been dubbed the Amazon of South Korea, how it's maintained its core values in the face of strategic pivots, and what other businesses can learn from its membership program.

Adnan Hadziefendic is a portfolio manager at REQ Capital. We cover the playbook behind Lifco's high-quality acquisitions, how leadership and decentralization have fueled continuous earnings growth, and why it's chosen to focus on other markets ahead of North America.

Jenny Wallace is the co-founder and CIO of Summit Street Capital Management. We cover the real world applications of InterDigital's wireless technology, the mechanics of monetizing a portfolio of 30,000 patents, and why video streaming is a free call option for the business.

Evan Tindall is the co-founder and CIO of Bireme Capital. We cover the challenges associated with marketing tobacco products, BAT's ability to generate strong cash flow, and its transition to less harmful products.