This episode explores our historical work on Perimeter Solutions, a leading US aerial fire retardant company, including the competitive threat, how retardants are approved on the Qualified Supplier List, and the company's potential operational moat.
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Constellation Software & Proprietary M&A Sourcing
This episode explores how Constellation Software sources new deals compared to other acquirers such as Vitec Software and Röko, the Swedish industrial acquirer. We discuss how Constellation manages fills and manages its funnel, proprietary vs broker-led sourcing dynamics, and how the sourcing channel may determine long-term competitive advantage.
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IP Fieldwork Podcast: The Danaher Business System
This podcast explores our learnings of the last five years studying Danaher's Business System through tens of hours of interviews with Former Danaher executives from the DBS office and its subsidiaries.
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Bergman & Beving: The Capital Allocation Model
This interview with Magnus Söderlind, the Current CEO of Bergman & Beving, explores how and when the company deploys additional capital for M&A or capex into one of the group's divisions, challenges aligning incentives throughout the group, and how to scale a serial acquisition model.
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Primary Research Methods: Vetting Executives
This episode explores how we vet the quality and competence of executives before we interview them.
IP Fieldwork is a podcast hosted by In Practise, an investment research platform for fundamental investors. This podcast is focused on the art of primary research. How can investors have better conversations with industry executives to learn more effectively? How can we check our biases? Ultimately, how can we build conviction and disprove our hypotheses through primary research? Disclaimer: This interviews are for informational purposes only and should not be relied upon as a basis for investment decisions.
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