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IP Research Analysis
May 1, 2025
Carvana & DriveTime Relationship and Subprime Loan Performance Analysis
IP Research
CarvanaCarMaxCredit AcceptanceWestlakeExeter FinanceCapital One FinancialBridgecrestDriveTimeCounter PositioningCornered ResourceProcess PowerVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsConsumer DiscretionaryFinancialsMaterials
IP Research Resource
April 23, 2025
IP Research Roundup: O’Reilly & US Auto Parts Retail Market
IP Research Roundup
OReilly AutomotiveAdvance Auto PartsTeslaAutoZoneNAPA Auto PartsCarvanaCarMaxScale EconomiesProcess PowerBrand EquityCounter PositioningB2B MiddlemenVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
IP Research Analysis
April 1, 2025
Constellation Software, Vitec, & Röko M&A Sourcing: Proprietary vs Broker Channel
IP Research
IP ResearchConstellation SoftwareVitec SoftwareRökoLagercrantz GroupBergman & BevingIDEXKelly Partners GroupJudges ScientificLifcoSwitching CostsProcess PowerB2B SoftwareSerial AcquirerMission Critical Products & ServicesInformation TechnologyIndustrials
IP Research Resource
March 24, 2025
IP Research Roundup: Credit Acceptance, Westlake, Carvana, & US Auto Subprime Lending
IP Research Roundup
Credit AcceptanceExeter FinanceWestlake Financial ServicesCarvanaCarMaxDriveTimeBanco SantanderBridgecrestCornered ResourceProcess PowerCounter PositioningInsurers & FinancialsVertically Integrated RetailerLow Cost OperatorsFinancialsConsumer Discretionary
IP Research Resource
March 16, 2025
IP Research Roundup: Röko IPO & Swedish Serial Acquirers
IP Research Roundup
LifcoHalmaAddtechDiplomaDanaherIndutradeConstellation SoftwareProcess PowerSwitching CostsSerial AcquirerMission Critical Products & ServicesB2B MiddlemenOEMs w/ Installed BaseB2B SoftwareIndustrialsInformation TechnologyHealth Care
IP Research Resource
February 18, 2025
IP Research Roundup: The Danaher Business System
IP Research Roundup
DanaherVeraltoEnvistaSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareIndustrials
IP Research Resource
February 11, 2025
IP Research Roundup: GXO and Third-Party Logistics
IP Research Roundup
DHLFedExDSVManhattan AssociatesCEVAAmazonGXO LogisticsNetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerIndustrialsInformation TechnologyConsumer Discretionary
Value Chain
January 23, 2025
LVMH, Kering, & Luxury Gray Market Distribution
IP Value Chain
IP ResearchRichemontCoupangAlibabaKeringMonclerBrunello CucinelliChristian DiorPradaBurberryFarfetchCettireLVMHBrand EquityUnique IP & BrandsConsumer Discretionary
IP Research Resource
January 23, 2025
IP Research Roundup: Old Dominion, XPO, & US Less-Than-Truckload Industry
IP Research Roundup
MainfreightFedExUnited Parcel ServiceSaiaOld Dominion Freight LineYellowABF FreightXPOPhysical Infra & NetworksIndustrials
Company Profile
January 7, 2025
Vitrolife Group & the IVF Treatment Process
IP Company Learning Journey
IP ResearchVitrolifeThe Cooper CompaniesMerckHamilton ThorneHealth Care
IP Research Resource
December 30, 2024
In Practise 2024: Year In Review
Perimeter SolutionsFTAI AviationIntuitive SurgicalDomino's Pizza EnterprisesThe GymFergusonDanaherConstellation SoftwareTopicusLoarAshtead GroupBurford CapitalACV AuctionsHermèsLifcoWatscoHalmaTeslaSwitching CostsScale EconomiesCornered ResourceProcess PowerNetwork EffectsBrand EquityMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseB2B MiddlemenSerial AcquirerB2B SoftwareInsurers & FinancialsAuctions & ClassifiedsMaterialsIndustrialsHealth CareConsumer DiscretionaryInformation TechnologyFinancials
IP Research Resource
December 22, 2024
IP Fieldwork: Podcast on The Art of Primary Research
Quality Primary Research
DanaherLifcoHalmaFTAI AviationBergman & BevingConstellation SoftwareTransDigm GroupHEICOLoarAshtead GroupSwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerPhysical Infra & NetworksLow Cost OperatorsB2B SoftwareHealth CareIndustrialsInformation Technology
Company Profile
November 27, 2024
Tesla's Vertically Integrated Repair Network
IP Company Learning Journey
IP ResearchTeslaBoyd ServicesBYDGerber Collision & GlassStellantisLithia MotorsPenske Automotive GroupGeneral MotorsProcess PowerBrand EquityConsumer DiscretionaryIndustrials
IP Research Resource
November 25, 2024
IP Research Roundup: Amazon, Carvana, Wayfair, SHEIN & Vertically-Integrated Ecommerce
CarvanaWayfairAmazonSHEINCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
IP Research Resource
November 19, 2024
Industrial Holdcos: Danaher, Lifco, Perimeter, Diploma, Halma, B&B, Lagercrantz, Addtech, Judges
Bergman & BevingLagercrantz GroupHalmaDiplomaLifcoSDI GroupJudges ScientificVeraltoAddtechPerimeter SolutionsDanaherProcess PowerSwitching CostsScale EconomiesSerial AcquirerMission Critical Products & ServicesB2B MiddlemenOEMs w/ Installed BaseIndustrialsInformation TechnologyMaterialsHealth Care
IP Research Resource
October 24, 2024
Our New Physical Book Release
Limited Edition Clothbound Hardback Book
SpotifyCostco WholesaleTransDigm GroupLVMHNintendoDanaherPernod RicardDominos PizzaConstellation SoftwareSunbelt RentalsNetwork EffectsScale EconomiesSwitching CostsBrand EquityCornered ResourceProcess PowerMarketplaces & PlatformsLow Cost OperatorsMission Critical Products & ServicesSerial AcquirerUnique IP & BrandsOEMs w/ Installed BaseFranchisorsB2B SoftwareCommunication ServicesConsumer StaplesIndustrialsConsumer DiscretionaryHealth CareInformation Technology
Company Profile
October 17, 2024
Fever-Tree: Distribution, Spirit Partnerships, & Gross Margin
IP Research
IP ResearchFevertree DrinksQ MixersThe CocaColaBritvicBeam SuntoryDiageoBrand EquityUnique IP & BrandsConsumer Staples
Company Profile
October 8, 2024
Danaher Biotechnology: Cytiva & Downstream Bioprocessing
IP Research
IP ResearchDanaherSartoriusSartorius Stedim BiotechThermo Fisher ScientificMerckRepligenBio-Rad LaboratoriesSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
IP Research Analysis
October 2, 2024
Danaher Cytiva: History, Moat, and Bundling Pall Filters
In Practise Research
IP ResearchThermo Fisher ScientificMerckRepligenLonza GroupSartoriusSartorius Stedim BiotechBio-Rad LaboratoriesDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth Care
Company Profile
September 25, 2024
Perimeter Solutions: Fire Safety
IP Company Learning Journey
IP ResearchPerimeter SolutionsCompass Minerals InternationalTransDigm GroupSwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerMaterialsIndustrials