IP Value Chains help investors understand the mechanics of value chains in industries where structurally advantaged businesses compete. We explore how units flow from suppliers to customers, the bargaining power across value chains, and the durability of structural advantages of large cap, quality companies.
IP Company Profiles help investors get up to speed on the core drivers of a company as effectively as possible. Profiles focus on global quality companies less than <$10bn in market value and less covered by other research institutions.
IP Research Analysis reports are built upon internal primary research conducted privately with executives within our network. We aim to focus on 1 specific question that drives the thesis of a large, quality company. All our work is built from internal scuttlebutt research.