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Explore our IP Dialogues

IP Investor Dialogues are hosted by In Practise. They involve 4-8 professional investors in dialogue about the value creation levers and risk factors of a specific business. The discussion is transcribed and anonymized - no identities are released.

Found 457 results in 3ms
December 18, 2023

Investor Dialogue: Spotify, Podcasting & Competition

IP Dialogue
SpotifyNetwork EffectsMarketplaces & PlatformsCommunication Services
December 11, 2023

Investor Dialogue: Burford Capital - Moat, Insurance Risks, Sysco, YPF

IP Dialogue
Burford CapitalOmni BridgewayCornered ResourceProcess PowerInsurers & FinancialsFinancials
November 14, 2023

Investor Dialogue: Evolution Gaming & Live Casino Competition

IP Dialogue
EvolutionPlaytechSwitching CostsB2B SoftwareConsumer Discretionary
November 11, 2023

Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages

IP Dialogue
WayfairTemple WebsterAmazonRHWilliams-SonomaOverstockCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer Discretionary
March 24, 2023

Investor Dialogue: Ashtead, United Rentals, & US Equipment Rental

IP Dialogue
Ashtead GroupUnited RentalsSerial AcquirerIndustrials
March 16, 2023

Investor Dialogue: Valuing Constellation Software & Lumine Spin

IP Dialogue
Constellation SoftwareSwitching CostsB2B SoftwareInformation Technology
October 6, 2022

Investor Dialogue: Amazon Web Services

IP Dialogue
AmazonMicrosoftGoogleSnowflakeNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation Technology
September 18, 2022

Investor Dialogue: Watsco

IP Dialogue
WatscoB2B MiddlemenIndustrials
July 14, 2022

Investor Dialogue: Judges Scientific

IP Dialogue
Judges ScientificProcess PowerSerial AcquirerIndustrials
June 23, 2022

Investor Dialogue: HEICO, Transdigm, & Terminal Values

IP Dialogue
HEICOTransDigm GroupSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
June 17, 2022

IP Investor Dialogue: Burford Capital - YPF, Book Value, & Valuation

IP Dialogue
Burford CapitalCornered ResourceProcess PowerInsurers & FinancialsFinancials
May 22, 2022

Investor Dialogue: Carvana Liquidity & Finance GPU

IP Dialogue
CarMaxCarvanaCounter PositioningLow Cost OperatorsVertically Integrated RetailerConsumer Discretionary
May 14, 2022

Investor Dialogue: Basic Fit, The Gym Group, & Discount Gyms

IP Dialogue
Basic FitThe GymPlanet FitnessScale EconomiesLow Cost OperatorsConsumer Discretionary
May 5, 2022

Investor Dialogue: Naked Wines

IP Dialogue
Naked WinesWincVivinoCounter PositioningVertically Integrated RetailerConsumer Staples
April 24, 2022

Investor Dialogue: Wix

IP Dialogue
WixcomSquarespaceSwitching CostsMarketplaces & PlatformsB2B SoftwareInformation Technology
April 13, 2022

Investor Dialogue: Copart

IP Dialogue
CopartNetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrials
April 1, 2022

Investor Dialogue: Constellation Software

IP Dialogue
Constellation SoftwareSwitching CostsB2B SoftwareInformation Technology
March 18, 2022

Investor Dialogue: Carvana vs CarMax

IP Dialogue
Asbury Automotive GroupCarMaxCarvanaCounter PositioningLow Cost OperatorsVertically Integrated RetailerConsumer Discretionary
February 22, 2022

Investor Dialogue: Wayfair

IP Dialogue
WayfairCounter PositioningVertically Integrated RetailerConsumer Discretionary
January 27, 2022

Investor Dialogue: Evolution Gaming Short Report

IP Dialogue
EvolutionSwitching CostsB2B SoftwareConsumer Discretionary