Powered by RND
PodcastsBusinessIP Fieldwork
Listen to IP Fieldwork in the App
Listen to IP Fieldwork in the App
(7,438)(250,057)
Save favourites
Alarm
Sleep timer

IP Fieldwork

Podcast IP Fieldwork
In Practise
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...

Available Episodes

5 of 28
  • Lifco vs Halma: M&A Team Structure & Incentives
    --------  
  • Fever-Tree: A Distribution Moat or Commodity?
    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.
    --------  
  • 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.
    --------  
  • 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
    --------  
  • 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
    --------  

More Business podcasts

About IP Fieldwork

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.
Podcast website

Listen to IP Fieldwork, A Bit of Optimism and many other podcasts from around the world with the radio.net app

Get the free radio.net app

  • Stations and podcasts to bookmark
  • Stream via Wi-Fi or Bluetooth
  • Supports Carplay & Android Auto
  • Many other app features
Social
v7.4.0 | © 2007-2025 radio.de GmbH
Generated: 1/23/2025 - 6:29:02 PM