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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 ResearchDanaherThermo Fisher ScientificMerckRepligenLonza GroupSartoriusSartorius Stedim BiotechBio-Rad LaboratoriesSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial 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
IP Research Analysis
September 19, 2024

Perimeter Solutions: Product Litigation & New Entrants

IP Research Analysis
IP ResearchPerimeter SolutionsCompass Minerals InternationalSwitching CostsScale EconomiesMission Critical Products & ServicesMaterials
IP Research Analysis
September 12, 2024

Perimeter Solutions vs Fortress: Aerial Fire Retardant Competition

IP Research
IP ResearchPerimeter SolutionsCompass Minerals InternationalTransDigm GroupSwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerMaterialsIndustrials
Company Profile
September 7, 2024

FTAI Aviation

IP Company Learning Journey
IP ResearchFTAI AviationSafranGeneral ElectricMTU Aero EnginesHEICOScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
IP Research Analysis
September 2, 2024

FTAI Aviation CFM56 Module Swap Offering & Addressable Market

IP Research
IP ResearchFTAI AviationGeneral ElectricSafranRolls-RoyceScale EconomiesProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
IP Research Analysis
August 27, 2024

FTAI, Chromalloy & the CFM56 HPT Blade PMA

IP Research
IP ResearchFTAI AviationChromalloyGeneral ElectricSafranMTU Aero EnginesScale EconomiesProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Company Profile
August 13, 2024

Intuitive Surgical: Da Vinci Sales & Training Process

IP Company Learning Journey
IP ResearchIntuitive SurgicalMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed BaseHealth Care
IP Research Analysis
July 30, 2024

Lifco vs Halma: M&A Team Structure & Incentives

IP Research
IP ResearchLifcoHalmaConstellation SoftwareJudges ScientificTransDigm GroupTeqnionLagercrantz GroupBergman & BevingIndutradeAddtechProcess PowerSwitching CostsSerial AcquirerB2B SoftwareMission Critical Products & ServicesIndustrialsInformation Technology
IP Research Analysis
June 13, 2024

Lifco vs Halma: Org Structure & Opco Incentives

IP Research
IP ResearchLifcoHalmaJudges ScientificLagercrantz GroupDanaherConstellation SoftwareBergman & BevingIndutradeTeqnionProcess PowerSwitching CostsSerial AcquirerOEMs w/ Installed BaseMission Critical Products & ServicesB2B SoftwareIndustrialsInformation TechnologyHealth Care
Company Profile
May 30, 2024

Loar Holdings

IP ResearchLoarTransDigm GroupHEICOAirbusRTXHoneywellThe BoeingMeggittSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
Company Profile
May 22, 2024

AppFolio

IP ResearchAppFolioRealPageSwitching CostsB2B SoftwareInformation Technology
IP Research Survey
April 23, 2024

Watsco Customer Survey: Service Quality, SEER, and Replacement Demand

IP ResearchWatscoFergusonCarrier GlobalLennox InternationalMitsubishi CorporationB2B MiddlemenIndustrials
IP Research Analysis
April 3, 2024

The Gym Group: Risk from Anytime Fitness, ènergie, & Franchise Chains

In Practise Research
IP ResearchThe GymBasic FitPlanet FitnessScale EconomiesLow Cost OperatorsConsumer Discretionary
IP Research Analysis
March 26, 2024

Evolution Gaming's Asia and Crypto Risk

In Practise Research
IP ResearchEvolutionPlaytechPragmatic PlaySwitching CostsB2B SoftwareConsumer Discretionary
IP Research Analysis
March 20, 2024

M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion

IP Research
IP ResearchConstellation SoftwareVitec SoftwareDanaherHEICOTransDigm GroupLagercrantz GroupLifcoTeqnionSdiptechStorskogen GroupIndutradeRoperHalmaDiplomaJudges ScientificBergman & BevingAMETEKSwitching CostsProcess PowerB2B SoftwareSerial AcquirerOEMs w/ Installed BaseMission Critical Products & ServicesB2B MiddlemenInformation TechnologyHealth CareIndustrials
IP Research Analysis
March 12, 2024

CACC vs Westlake: Loan Origination Process

In Practise Research
IP ResearchCredit AcceptanceWestlake Financial ServicesCapital One FinancialCornered ResourceProcess PowerInsurers & FinancialsFinancials
IP Research Survey
March 4, 2024

ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers

IP ResearchACV AuctionsManheimCarvanaCarMaxCox AutomotiveOPENLANEADESANetwork EffectsCounter PositioningAuctions & ClassifiedsVertically Integrated RetailerLow Cost OperatorsIndustrialsConsumer Discretionary