Where we are headed and why it matters

We focus on quality over quantity. Content is everywhere. We came from a business, Third Bridge Forum, that produces 20,000+ transcripts per year. There are now many providers that produce thousands of interview transcripts on a monthly basis. We aim to cut away the signal from the noise.

We also believe that as investors, we don't necessarily just want an "interview". We want to understand and build a thesis. The executive interview is one format to learn and often not the most effective. We also produce other formats of content to help investors digest and synthesise our primary research to understand companies. Ultimately, we are building this product for us as investors.

• IP Research Analysis: reports are built upon internal primary research conducted privately with executives within our network. We aim to focus on 1 specific question that drives the thesis of a large, quality company. All our work is built from internal scuttlebutt research.
• IP Company Profiles: help investors get up to speed on the core drivers of a company as effectively as possible. Profiles focus on global quality companies less than < $10bn in market value and less covered by other research institutions.
• IP Value Chains: help investors understand the mechanics of value chains in industries where structurally advantaged businesses compete. We explore how units flow from suppliers to customers, the bargaining power across value chains, and the durability of structural advantages of large cap, quality companies.
• Investor Dialogues: group dialogues with 3-5 professional investors with experience on the target company. Each dialogue is recorded and published anonymously to our platform.

Ultimately, we are building this product for us as investors. This doesn't stop at just executive interviews. We plan to add more analysis and different content formats on top of a quality foundation of executive interviews.

We not only focus on producing quality executive interviews in-house, we are also selective with who conducts interviews in our Partner Network. Each Premium Partner is an experienced, long-term investor with skin in the game. We believe this creates a higher bar for content published at In Practise relative to other providers.

Our direct experience conducting 2,500+ executive interviews also enables us to support the Partner Network to conduct the best possible research. We plan to host regular transcript review sessions and primary research workshops to help our Premium Partners produce the best possible research.

We're structured and financed to grow slowly but organically. This is our lifetime's work. We hope to attract like-minded fundamental investors who wish to meet, share, discuss, and conduct the best research possible within our community.

If you're interested in learning more about joining our community, please reach out at [email protected].