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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.
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Companies
Business Models
Moats
GICS
Found 457 results in 17ms
December 18, 2023
Investor Dialogue: Spotify, Podcasting & Competition
IP Dialogue
Spotify
Network Effects
Marketplaces & Platforms
Communication Services
Show 4 industries
December 11, 2023
Investor Dialogue: Burford Capital - Moat, Insurance Risks, Sysco, YPF
IP Dialogue
Burford Capital
Omni Bridgeway
Cornered Resource
Process Power
Insurers & Financials
Financials
Show 4 industries
November 14, 2023
Investor Dialogue: Evolution Gaming & Live Casino Competition
IP Dialogue
Evolution
Playtech
Switching Costs
B2B Software
Consumer Discretionary
Show 4 industries
November 11, 2023
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
IP Dialogue
Wayfair
Temple Webster
Amazon
RH
Williams-Sonoma
Overstock
Counter Positioning
Network Effects
Scale Economies
Switching Costs
Brand Equity
Vertically Integrated Retailer
Physical Infra & Networks
Unique IP & Brands
Consumer Discretionary
Show 5 industries
March 24, 2023
Investor Dialogue: Ashtead, United Rentals, & US Equipment Rental
IP Dialogue
Ashtead Group
United Rentals
Serial Acquirer
Industrials
Show 4 industries
March 16, 2023
Investor Dialogue: Valuing Constellation Software & Lumine Spin
IP Dialogue
Constellation Software
Switching Costs
B2B Software
Information Technology
Show 4 industries
October 6, 2022
Investor Dialogue: Amazon Web Services
IP Dialogue
Amazon
Microsoft
Google
Snowflake
Network Effects
Scale Economies
Switching Costs
Vertically Integrated Retailer
Physical Infra & Networks
Marketplaces & Platforms
B2B Software
Consumer Discretionary
Information Technology
Show 9 industries
September 18, 2022
Investor Dialogue: Watsco
IP Dialogue
Watsco
B2B Middlemen
Industrials
Show 4 industries
July 14, 2022
Investor Dialogue: Judges Scientific
IP Dialogue
Judges Scientific
Process Power
Serial Acquirer
Industrials
Show 4 industries
June 23, 2022
Investor Dialogue: HEICO, Transdigm, & Terminal Values
IP Dialogue
HEICO
TransDigm Group
Switching Costs
Mission Critical Products & Services
Serial Acquirer
Industrials
Show 4 industries
June 17, 2022
IP Investor Dialogue: Burford Capital - YPF, Book Value, & Valuation
IP Dialogue
Burford Capital
Cornered Resource
Process Power
Insurers & Financials
Financials
Show 4 industries
May 22, 2022
Investor Dialogue: Carvana Liquidity & Finance GPU
IP Dialogue
CarMax
Carvana
Counter Positioning
Low Cost Operators
Vertically Integrated Retailer
Consumer Discretionary
Show 4 industries
May 14, 2022
Investor Dialogue: Basic Fit, The Gym Group, & Discount Gyms
IP Dialogue
Basic Fit
The Gym
Planet Fitness
Scale Economies
Low Cost Operators
Consumer Discretionary
Show 4 industries
May 5, 2022
Investor Dialogue: Naked Wines
IP Dialogue
Naked Wines
Winc
Vivino
Counter Positioning
Vertically Integrated Retailer
Consumer Staples
Show 4 industries
April 24, 2022
Investor Dialogue: Wix
IP Dialogue
Wixcom
Squarespace
Switching Costs
Marketplaces & Platforms
B2B Software
Information Technology
Show 4 industries
April 13, 2022
Investor Dialogue: Copart
IP Dialogue
Copart
Network Effects
Auctions & Classifieds
Physical Infra & Networks
Industrials
Show 4 industries
April 1, 2022
Investor Dialogue: Constellation Software
IP Dialogue
Constellation Software
Switching Costs
B2B Software
Information Technology
Show 4 industries
March 18, 2022
Investor Dialogue: Carvana vs CarMax
IP Dialogue
Asbury Automotive Group
CarMax
Carvana
Counter Positioning
Low Cost Operators
Vertically Integrated Retailer
Consumer Discretionary
Show 4 industries
February 22, 2022
Investor Dialogue: Wayfair
IP Dialogue
Wayfair
Counter Positioning
Vertically Integrated Retailer
Consumer Discretionary
Show 4 industries
January 27, 2022
Investor Dialogue: Evolution Gaming Short Report
IP Dialogue
Evolution
Switching Costs
B2B Software
Consumer Discretionary
Show 4 industries
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