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IP Fieldwork Podcast
January 17, 2025

Fever-Tree: A Distribution Moat or Commodity?

IP Fieldwork Podcast
Fevertree DrinksBritvicDiageoPernod RicardBrand EquityUnique IP & BrandsConsumer Staples
January 15, 2025

Hermès: Beyond Fashion

Luxury industry consultant
Partner Interview
HermèsLVMHRichemontBrunello CucinelliKeringTapestryBurberryBrand EquityUnique IP & BrandsConsumer Discretionary
January 15, 2025

IDEX Corporation: Culture & the 80/20 Principle

Former VP at Idex Corporation
Partner Interview
IDEXDanaherDoverGracoSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrialsHealth Care
January 15, 2025

Basic Fit Spain: McFit Acquisition & Growth Opportunity

Former Senior Expansion Executive at McFit Spain
IP Interview
Planet FitnessThe GymFitness ParkBasic FitScale EconomiesLow Cost OperatorsConsumer Discretionary
January 15, 2025

Wilmington: Product Strategy & Portfolio Quality

Former Senior IT Exectuive at Wilmington PLC
IP Interview
WilmingtonRELXExperianNetwork EffectsUnique IP & BrandsIndustrials
January 15, 2025

Mettler-Toledo: Pricing, Decentralization, & Vertical Integration

Former Executive at Mettler-Toledo
Partner Interview
MettlerToledo InternationalSartorius Stedim BiotechThermo Fisher ScientificSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseHealth Care
January 14, 2025

Deliveroo, Nando's Exclusivity, and UK Food Delivery

Former Director at Deliveroo PLC
IP Interview
DeliverooDelivery HeroJust Eat TakeawaycomUberDoorDashNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryIndustrials
Weekly update
January 14, 2025

Thermo Fisher vs Danaher, Amazon Fulfilment Costs, CCC vs Mitchell, IDEXX, BFIT, CVNA, Boyd

January 14, 2025

CCC, Progressive, & Risks of Customers Switching to Mitchell

Former Director of Claims at Progessive Insurance
IP Interview
CCC Intelligent SolutionsEnlyte IncSoleraThe ProgressiveSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareInsurers & FinancialsInformation TechnologyFinancials
January 14, 2025

Danaher vs Thermo Fisher: Plasmid Manufacturing & Gene Therapy Positioning

Former VP of Sales, Aldevron
IP Interview
Thermo Fisher ScientificDanaherLonza GroupCatalentCharles River Laboratories InternationalTwist BioscienceSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth Care
January 14, 2025

IDEXX & Global Animal Testing: Competitive Landscape & Pricing Dynamics

Former Executive at IDEXX
Partner Interview
IDEXX LaboratoriesHeskaAntech DiagnosticsZoetisVCA Animal HospitalsBanfield Pet HospitalMars Veterinary HealthHealth Care
January 13, 2025

The History and Evolution of Experian

Former VP at Experian
Partner Interview
ExperianEquifaxTransUnionFair IsaacNetwork EffectsUnique IP & BrandsIndustrialsInformation Technology
January 13, 2025

Dr Lal PathLabs: Indian D2C Diagnostics

Former Senior Executive at Dr Lal Path Labs
Partner Interview
Dr Lal PathLabsThyrocare TechnologiesVijaya Diagnostic CentreKrsnaa DiagnosticsAspira Pathlab & Diagnostics
January 13, 2025

Reply: Go-to-Market Strategy

Former Partner at Reply
Partner Interview
ReplyAccentureB2B MiddlemenInformation Technology
January 13, 2025

Carvana: ADESA & the Rental Fleet Remarketing Process

Former Executive at Fusion Auto Finance
Partner Interview
CarvanaHertz GlobalAvis BudgetSixtACV AuctionsCox AutomotiveManheimCounter PositioningNetwork EffectsVertically Integrated RetailerAuctions & ClassifiedsConsumer DiscretionaryIndustrials
January 13, 2025

Auto Glass & ADAS Suppliers: Switching Cost, ASIL Classification & Self-Calibration Challenges

Former Engineer at Honda
IP Interview
MobileyeTeslaFuyao GroupPilkington (NSG Group)RivianBYDGlass AmericaBelronD'Ieteren GroupContinentalBoschDENSOSaint-GobainSafeliteProcess PowerBrand EquityConsumer DiscretionaryIndustrials
January 9, 2025

Arhaus vs Restoration Hardware: Supplier Relationships, Pricing & Collections

Former VP of Product Development at Arhaus
Partner Interview
ArhausRestoration HardwareWilliams-SonomaWayfairCounter PositioningVertically Integrated RetailerConsumer Discretionary
January 9, 2025

Basic Fit Spain: McFIT History & Spanish Gym Market Structure

Former Senior Expansion Executive at McFit Spain
IP Interview
Basic FitPlanet FitnessThe GymFitness ParkScale EconomiesLow Cost OperatorsConsumer Discretionary
January 8, 2025

Amazon Robotics & The Rise of Warehouse Automation

Former Robotics Director at Amazon
Partner Interview
AmazonAutoStoreSymboticKion GroupKUKAPDD HoldingsWalmartThe KrogerNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsConsumer Staples
January 7, 2025

Boyd Gaming: Regional Casino Business Model & Competition

Former C-Suite executive at Tribe-operated Casino
Partner Interview
Boyd CorpWynn ResortsLas Vegas SandsCaesars EntertainmentMGM Resorts InternationalConsumer Discretionary