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 resear...
This episode explores the history of our primary research on Fever-Tree, why the stock has struggled for years, and whether the company has a distribution moat or is a commodity.
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FTAI Aviation
We explore how FTAI is approaching CFM56 engine repair relative to competitors, the challenges in fixing core modules, and the potential long-term growth for its module swap program.
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Danaher: Cytiva & Bioprocessing Moats
This podcast provides insight into our research process behind our recent published work on Danaher's Cytiva bioprocessing business. We explore:
How we approached studying bioprocessing
Bioprocessing's moats and customer switching costs
Why Cytiva has enjoyed ~80%+ market share for decades
Details of hypotheses we built throughout the process
How we sourced executives to interview
How we structured our written research
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Primary Research Methods: Working with Expert Networks
This episode focuses on common mistakes investors make when submitting research projects to expert networks. We explore:
How to submit executive call projects to expert networks
Why understanding the org structure of the target company is important
How to build relationships with account managers at ENs
How to vet executives
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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