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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 4ms
December 18, 2023
Investor Dialogue: Spotify, Podcasting & Competition
IP Dialogue
SpotifyNetwork EffectsMarketplaces & PlatformsCommunication ServicesDecember 11, 2023
Investor Dialogue: Burford Capital - Moat, Insurance Risks, Sysco, YPF
IP Dialogue
Burford CapitalOmni BridgewayCornered ResourceProcess PowerInsurers & FinancialsFinancialsNovember 14, 2023
Investor Dialogue: Evolution Gaming & Live Casino Competition
IP Dialogue
EvolutionPlaytechSwitching CostsB2B SoftwareConsumer DiscretionaryNovember 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 DiscretionaryMarch 24, 2023
Investor Dialogue: Ashtead, United Rentals, & US Equipment Rental
IP Dialogue
Ashtead GroupUnited RentalsSerial AcquirerIndustrialsMarch 16, 2023
Investor Dialogue: Valuing Constellation Software & Lumine Spin
IP Dialogue
Constellation SoftwareSwitching CostsB2B SoftwareInformation TechnologyOctober 6, 2022
Investor Dialogue: Amazon Web Services
IP Dialogue
AmazonMicrosoftGoogleSnowflakeNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologySeptember 18, 2022
Investor Dialogue: Watsco
IP Dialogue
WatscoB2B MiddlemenIndustrialsJuly 14, 2022
Investor Dialogue: Judges Scientific
IP Dialogue
Judges ScientificProcess PowerSerial AcquirerIndustrialsJune 23, 2022
Investor Dialogue: HEICO, Transdigm, & Terminal Values
IP Dialogue
HEICOTransDigm GroupSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsJune 17, 2022
IP Investor Dialogue: Burford Capital - YPF, Book Value, & Valuation
IP Dialogue
Burford CapitalCornered ResourceProcess PowerInsurers & FinancialsFinancialsMay 22, 2022
Investor Dialogue: Carvana Liquidity & Finance GPU
IP Dialogue
CarMaxCarvanaCounter PositioningLow Cost OperatorsVertically Integrated RetailerConsumer DiscretionaryMay 14, 2022
Investor Dialogue: Basic Fit, The Gym Group, & Discount Gyms
IP Dialogue
The GymPlanet FitnessBasic FitScale EconomiesLow Cost OperatorsConsumer DiscretionaryMay 5, 2022
Investor Dialogue: Naked Wines
IP Dialogue
Naked WinesWincVivinoCounter PositioningVertically Integrated RetailerConsumer StaplesApril 24, 2022
Investor Dialogue: Wix
IP Dialogue
WixcomSquarespaceSwitching CostsMarketplaces & PlatformsB2B SoftwareInformation TechnologyApril 13, 2022
Investor Dialogue: Copart
IP Dialogue
CopartNetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsApril 1, 2022
Investor Dialogue: Constellation Software
IP Dialogue
Constellation SoftwareSwitching CostsB2B SoftwareInformation TechnologyMarch 18, 2022
Investor Dialogue: Carvana vs CarMax
IP Dialogue
Asbury Automotive GroupCarMaxCarvanaCounter PositioningLow Cost OperatorsVertically Integrated RetailerConsumer DiscretionaryFebruary 22, 2022
Investor Dialogue: Wayfair
IP Dialogue
WayfairCounter PositioningVertically Integrated RetailerConsumer DiscretionaryJanuary 27, 2022
Investor Dialogue: Evolution Gaming Short Report
IP Dialogue
EvolutionSwitching CostsB2B SoftwareConsumer Discretionary