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IP Research Analysis is grounded in IP-hosted primary research interviews, surfacing insights into the value creation levers and risk factors of specific securities.

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IP Research Analysis

June 7, 2023

Diploma PLC: Leadership and M&A from Bruce to Johnny

In Practise Research Analysis

New Enterprise TierDiploma PLCHalma PLCBergman & BevingLifco AB Bunzl plcLagercrantz Group ABIndutrade ABAddtech ABElectrocomponents PLC
IP Research Analysis

May 5, 2023

Bergman & Beving

In Practise Podcast

Bergman & BevingLagercrantz Group ABLifco AB Indutrade ABMomentum Group
IP Research Analysis

May 2, 2023

Amazon.com Structural Advantages vs Traditional Retail

In Practise Podcast

AmazonCostco Wholesale CorpWalmart IncTarget Corp
IP Research Analysis

April 27, 2023

Röko: Sector-Agnostic vs Sector Focused Acquirers

In Practise Research Analysis

New Enterprise TierRökoBerkshire Hathaway IncConstellation SoftwareDiploma PLCHalma PLCDanaher CorpJudges Scientifc PLCLifco AB Indutrade AB
IP Research Analysis

April 24, 2023

Ashtead & Equipment Rental

In Practise Podcast

Ashtead Group PLCUnited Rentals IncH&E EQUIPMENT SERVICES
IP Research Analysis

April 19, 2023

Amazon Advertising: Decoupling from GMV

In Practise Research Analysis

New Enterprise TierAmazonGoogleFacebook IncTHE TRADE DESK INC
IP Research Analysis

April 17, 2023

Serial Acquirers

IP Podcast

Constellation SoftwareDanaher CorpLifco AB Bergman & BevingLagercrantz Group ABHeicoHalma PLCDiploma PLCTransDigm Group Inc
IP Research Analysis

April 12, 2023

Constellation Software: A Competitive Analysis

IP Research Analysis

New Enterprise TierConstellation SoftwareVitec Software
IP Research Analysis

April 12, 2023

Amazon: How a Unit Flows through the Network & Unit Costs

In Practise Analysis

New Enterprise TierAmazonUnited Parcel Service IncFedEx CorpShopify
IP Research Analysis

April 7, 2023

Amazon Retail: A Valuation Approach

In Practise Analysis

New Enterprise TierAmazon
IP Research Analysis

April 6, 2023

Burford Capital Valuation Framework

In Practise Analysis

New Enterprise TierBurford Capital
IP Research Analysis

March 19, 2023

Burford Capital & Litigation Fair Value Accounting

In Practise Analysis

Burford CapitalOmni Bridgeway
IP Research Analysis

February 9, 2023

Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch

In Practise Analysis

AmazonFedEx CorpUnited Parcel Service IncShopify
IP Research Analysis

January 31, 2023

Bergman & Beving, Lagercrantz, Nordic B2B Distribution & M&A

In Practise Analysis

Bergman & BevingJudges Scientifc PLCLagercrantz Group ABLifco AB
IP Research Analysis

December 16, 2022

EV Penetration & Circle K Norway's EV Experiment Lab

In Practise Analysis

Circle KTesla IncAlimentation Couche-Tard
IP Research Analysis

December 5, 2022

Amazon Retail: The Rails of E-commerce

In Practise Analysis

Amazon
IP Research Analysis

November 30, 2022

Misaligned Incentives

In Practise Analysis

GLG
IP Research Analysis

November 22, 2022

Circle K's US Unit Growth and Fuel Margin Outlook

In Practise Analysis

MURPHY USA INCAlimentation Couche-TardARKO Corp
IP Research Analysis

November 14, 2022

Watsco: Gross Margin and Return Predictability

In Practise Analysis

WATSCO INC
IP Research Analysis

November 6, 2022

AWS: Long-Run and Normalised FCF Margin Estimates

In Practise Analysis

AmazonMicrosoft Corp