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Explore our Research Analysis

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

Found 1000+ results in 7ms
IP Research Analysis
Nov 6, 2025

Danaher, Aldevron, Intangible & Goodwill Impairments

IP Research
IP ResearchDanaher•US•Large CapThermo Fisher ScientificSartoriusSartorius Stedim BiotechSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
IP Research Analysis
Aug 27, 2025

Intuitive Surgical: Competitive Threat of Instrument Remanufacturing

IP Research
IP ResearchIntuitive Surgical•US•Large CapMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed BaseHealth Care
IP Research Analysis
Aug 14, 2025

Diageo, RTDs, & Spirits vs Beer Distribution Networks

IP Research
IP ResearchPernod RicardBeam SuntoryFevertree DrinksDiageoPernod RicardBeam SuntoryFevertree DrinksDiageoBrand EquityUnique IP & BrandsConsumer Staples
IP Research Analysis
Jul 13, 2025

Fever-tree & US Distribution: From Southern Glazer's to Molson Coors

IP Research
IP ResearchFevertree DrinksMolson Coors BeverageFevertree DrinksMolson Coors BeverageBrand EquityUnique IP & BrandsConsumer Staples
IP Research Analysis
May 1, 2025

Carvana & DriveTime Relationship and Subprime Loan Performance Analysis

IP Research
CarvanaCarMaxCredit AcceptanceWestlakeExeter FinanceCapital One FinancialBridgecrestDriveTimeCarvanaCarMaxCredit AcceptanceWestlakeExeter FinanceCapital One FinancialBridgecrestDriveTimeCounter PositioningCornered ResourceProcess PowerVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsConsumer DiscretionaryFinancialsMaterials
IP Research Analysis
Apr 1, 2025

Constellation Software, Vitec, & Röko M&A Sourcing: Proprietary vs Broker Channel

IP Research
IP ResearchConstellation Software•CA•Large CapVitec SoftwareRökoLagercrantz GroupBergman & BevingIDEXKelly Partners GroupJudges ScientificLifcoSwitching CostsProcess PowerB2B SoftwareSerial AcquirerMission Critical Products & ServicesInformation TechnologyIndustrials
IP Research Analysis
Oct 2, 2024

Danaher Cytiva: History, Moat, and Bundling Pall Filters

In Practise Research
IP ResearchDanaher•US•Large CapThermo Fisher ScientificMerckRepligenLonza GroupSartoriusSartorius Stedim BiotechBio-Rad LaboratoriesSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth Care
IP Research Analysis
Sep 19, 2024

Perimeter Solutions: Product Litigation & New Entrants

IP Research Analysis
IP ResearchPerimeter Solutions•US•Mid CapCompass Minerals InternationalScale EconomiesSwitching CostsMission Critical Products & ServicesMaterials
IP Research Analysis
Sep 12, 2024

Perimeter Solutions vs Fortress: Aerial Fire Retardant Competition

IP Research
IP ResearchPerimeter Solutions•US•Mid CapCompass Minerals InternationalTransDigm GroupScale EconomiesSwitching CostsMission Critical Products & ServicesSerial AcquirerMaterialsIndustrials
IP Research Analysis
Sep 2, 2024

FTAI Aviation CFM56 Module Swap Offering & Addressable Market

IP Research
IP ResearchFTAI Aviation•US•Large CapGeneral ElectricSafranRolls-RoyceScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
IP Research Analysis
Aug 27, 2024

FTAI, Chromalloy & the CFM56 HPT Blade PMA

IP Research
IP ResearchFTAI Aviation•US•Large CapChromalloyGeneral ElectricSafranMTU Aero EnginesScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
IP Research Analysis
Jul 30, 2024

Lifco vs Halma: M&A Team Structure & Incentives

IP Research
IP ResearchLifco•SE•Large CapHalmaConstellation SoftwareJudges ScientificTransDigm GroupTeqnionLagercrantz GroupBergman & BevingIndutradeAddtechProcess PowerSwitching CostsSerial AcquirerB2B SoftwareMission Critical Products & ServicesIndustrialsInformation Technology
IP Research Analysis
Jun 13, 2024

Lifco vs Halma: Org Structure & Opco Incentives

IP Research
IP ResearchLifco•SE•Large CapHalmaJudges ScientificLagercrantz GroupDanaherConstellation SoftwareBergman & BevingIndutradeTeqnionProcess PowerSwitching CostsSerial AcquirerOEMs w/ Installed BaseMission Critical Products & ServicesB2B SoftwareIndustrialsInformation TechnologyHealth Care
IP Research Survey
Apr 23, 2024

Watsco Customer Survey: Service Quality, SEER, and Replacement Demand

IP ResearchWatsco•US•Large CapFergusonCarrier GlobalLennox InternationalMitsubishi CorporationB2B MiddlemenIndustrials
IP Research Analysis
Apr 3, 2024

The Gym Group: Risk from Anytime Fitness, ènergie, & Franchise Chains

In Practise Research
IP ResearchThe Gym•GB•Small CapBasic FitPlanet FitnessScale EconomiesLow Cost OperatorsConsumer Discretionary
IP Research Analysis
Mar 26, 2024

Evolution Gaming's Asia and Crypto Risk

In Practise Research
IP ResearchEvolution•SE•Large CapPlaytechPragmatic PlaySwitching CostsB2B SoftwareConsumer Discretionary
IP Research Analysis
Mar 20, 2024

M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion

IP Research
IP ResearchConstellation Software•CA•Large CapVitec SoftwareDanaherHEICOTransDigm GroupLagercrantz GroupLifcoTeqnionSdiptechStorskogen GroupIndutradeRoperHalmaDiplomaJudges ScientificBergman & BevingAMETEKSwitching CostsProcess PowerB2B SoftwareSerial AcquirerOEMs w/ Installed BaseMission Critical Products & ServicesB2B MiddlemenInformation TechnologyHealth CareIndustrialsFinancials
IP Research Analysis
Mar 12, 2024

Credit Acceptance vs Westlake: Loan Origination Process

In Practise Research
IP ResearchCredit Acceptance•US•Mid CapWestlake Financial ServicesCapital One FinancialCornered ResourceProcess PowerInsurers & FinancialsFinancials
IP Research Survey
Mar 4, 2024

ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers

IP ResearchACV Auctions•US•Small CapManheimCarvanaCarMaxCox AutomotiveOPENLANENetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerLow Cost OperatorsIndustrialsConsumer Discretionary
IP Research Survey
Feb 27, 2024

Trupanion & TRUP Express: Vet Practice Owners

IP ResearchTrupanion•US•Small CapInsurers & FinancialsFinancials