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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 5ms
Dec 18, 2023
Investor Dialogue: Spotify, Podcasting & Competition
IP Dialogue
Spotify•LU•Large CapNetwork EffectsMarketplaces & PlatformsCommunication ServicesDec 11, 2023
Investor Dialogue: Burford Capital - Moat, Insurance Risks, Sysco, YPF
IP Dialogue
Burford Capital•GG•Mid CapOmni BridgewayCornered ResourceProcess PowerInsurers & FinancialsFinancialsNov 14, 2023
Investor Dialogue: Evolution Gaming & Live Casino Competition
IP Dialogue
Evolution•SE•Large CapPlaytechSwitching CostsB2B SoftwareConsumer DiscretionaryNov 11, 2023
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
IP Dialogue
Wayfair•US•Large CapTemple WebsterAmazonRHWilliams-SonomaOverstockCounter PositioningScale EconomiesNetwork EffectsSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryMar 24, 2023
Investor Dialogue: Ashtead, United Rentals, & US Equipment Rental
IP Dialogue
United Rentals•US•Large CapAshtead GroupSerial AcquirerIndustrialsMar 16, 2023
Investor Dialogue: Valuing Constellation Software & Lumine Spin
IP Dialogue
Constellation Software•CA•Large CapSwitching CostsB2B SoftwareInformation TechnologyOct 6, 2022
Investor Dialogue: Amazon Web Services
IP Dialogue
Amazon•US•Mega CapMicrosoftGoogleSnowflakeScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication ServicesSep 18, 2022
Investor Dialogue: Watsco
IP Dialogue
Watsco•US•Large CapB2B MiddlemenIndustrialsJul 14, 2022
Investor Dialogue: Judges Scientific
IP Dialogue
Judges Scientific•GB•Small CapProcess PowerSerial AcquirerIndustrialsInformation TechnologyJun 23, 2022
Investor Dialogue: HEICO, Transdigm, & Terminal Values
IP Dialogue
HEICO•US•Large CapTransDigm GroupSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsJun 17, 2022
IP Investor Dialogue: Burford Capital - YPF, Book Value, & Valuation
IP Dialogue
Burford Capital•GG•Mid CapCornered ResourceProcess PowerInsurers & FinancialsFinancialsMay 22, 2022
Investor Dialogue: Carvana Liquidity & Finance GPU
IP Dialogue
Carvana•US•Large CapCarMaxCounter PositioningLow Cost OperatorsVertically Integrated RetailerConsumer DiscretionaryMay 14, 2022
Investor Dialogue: Basic Fit, The Gym Group, & Discount Gyms
IP Dialogue
Basic Fit•NL•Small CapThe GymPlanet FitnessScale EconomiesLow Cost OperatorsConsumer DiscretionaryMay 5, 2022
Investor Dialogue: Naked Wines
IP Dialogue
Naked Wines•GB•Small CapWincVivinoCounter PositioningVertically Integrated RetailerConsumer StaplesReal EstateApr 24, 2022
Investor Dialogue: Wix
IP Dialogue
Wixcom•IL•Mid CapSquarespaceSwitching CostsMarketplaces & PlatformsB2B SoftwareInformation TechnologyApr 13, 2022
Investor Dialogue: Copart
IP Dialogue
Copart•US•Large CapNetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer DiscretionaryApr 1, 2022
Investor Dialogue: Constellation Software
IP Dialogue
Constellation Software•CA•Large CapSwitching CostsB2B SoftwareInformation TechnologyMar 18, 2022
Investor Dialogue: Carvana vs CarMax
IP Dialogue
Carvana•US•Large CapAsbury Automotive GroupCarMaxCounter PositioningLow Cost OperatorsVertically Integrated RetailerConsumer DiscretionaryFeb 22, 2022
Investor Dialogue: Wayfair
IP Dialogue
Wayfair•US•Large CapCounter PositioningVertically Integrated RetailerConsumer DiscretionaryJan 27, 2022
Investor Dialogue: Evolution Gaming Short Report
IP Dialogue
Evolution•SE•Large CapSwitching CostsB2B SoftwareConsumer Discretionary