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IP Research

Value Chains, Company Profiles, Research Analysis

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IP Research Analysis

Perimeter Solutions vs Fortress: A Competitive and Legal History

IP Research
IP ResearchPerimeter SolutionsUSMid CapSwitching CostsScale EconomiesMission Critical Products & ServicesMaterials
Jul 30, 2026
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Value Chain

CCC Intelligent Solutions: How an Auto Physical Damage Claim Flows Through Value Chain

IP Research
IP ResearchCCC Intelligent SolutionsUSMid CapEnlyte IncThe ProgressiveCopartRitchie Bros AuctioneersIAABerkshire HathawaySwitching CostsNetwork EffectsScale EconomiesB2B SoftwareInsurers & FinancialsLow Cost OperatorsAuctions & ClassifiedsPhysical Infra & NetworksSerial AcquirerInformation TechnologyFinancialsIndustrialsConsumer Discretionary
Jul 30, 2026
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IP Research Analysis

Copart, IAA, & CCC: Progressive’s Power

IP Research
IP ResearchCopartUSLarge CapThe ProgressiveCCC Intelligent SolutionsEnlyte IncRitchie Bros AuctioneersIAAScale EconomiesSwitching CostsNetwork EffectsInsurers & FinancialsLow Cost OperatorsB2B SoftwareAuctions & ClassifiedsPhysical Infra & NetworksFinancialsInformation TechnologyIndustrialsConsumer Discretionary
Jul 28, 2026
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IP Research Analysis

Constellation Software: Portfolio Analysis & AI Risk

IP Research
IP ResearchConstellation SoftwareCALarge CapTopicusLumine GroupSygnitySwitching CostsB2B SoftwareSerial AcquirerInformation Technology
May 13, 2026
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IP Research Resource

Credit Acceptance

IP Company Learning Journey
Credit AcceptanceUSMid CapCarvanaCapital One FinancialWestlake Financial ServicesSantander Consumer USACornered ResourceProcess PowerCounter PositioningInsurers & FinancialsVertically Integrated RetailerFinancialsConsumer Discretionary
Feb 2, 2026
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Company Profile

Deere & Co: Software Portfolio

IP Company Learning Journey
IP ResearchDeere & CompanyUSLarge CapAGCOCNH IndustrialBayerMahindra MahindraScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsHealth CareConsumer Discretionary
Jan 6, 2026
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IP Research Resource

Low Cost Operators: Aldi, Costco, Amazon, Carvana, Ryanair, Wise

Quality Primary Research
Dec 2, 2025
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IP Research Resource

Raspberry Pi: Anatomy & Design of Single-Board Computers

IP Company Learning Journey
Raspberry PiGBSmall CapNVIDIAQualcommTSMCTaiwan Semiconductor Manufacturing Company LimitedNetwork EffectsProcess PowerSwitching CostsMission Critical Products & ServicesInformation Technology
Dec 1, 2025
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IP Research Analysis

Evolution: Asia Update & Cyberattacks

IP Research Analysis
IP ResearchEvolutionPlaytechSwitching CostsB2B SoftwareConsumer DiscretionaryInformation Technology
Nov 25, 2025
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Company Profile

Deere & Co: Precision Agriculture & Operations Center

IP Company Learning Journey
IP ResearchDeere & CompanyUSLarge CapAGCOCNH IndustrialBayer CropScience LimitedMahindra MahindraScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsMaterialsConsumer Discretionary
Nov 24, 2025
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IP Research Analysis

Constellation Software: Incentive Structure & Organic Growth

IP Research
Constellation SoftwareLumine GroupTopicusRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrials
Nov 11, 2025
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IP Research Analysis

Danaher, Aldevron, Intangible & Goodwill Impairments

IP Research
IP ResearchDanaherUSLarge CapThermo Fisher ScientificSartoriusSartorius Stedim BiotechSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Nov 6, 2025
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IP Research Analysis

Intuitive Surgical: Competitive Threat of Instrument Remanufacturing

IP Research
IP ResearchIntuitive SurgicalUSLarge CapMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed BaseHealth Care
Aug 27, 2025
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IP Research Resource

Kneat: Life Sciences Validation Software Workflow

IP Research
KneatcomIESmall CapVeevaSwitching CostsB2B SoftwareHealth CareInformation Technology
Aug 18, 2025
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IP Research Analysis

Diageo, RTDs, & Spirits vs Beer Distribution Networks

IP Research
IP ResearchPernod RicardBeam SuntoryFevertree DrinksDiageoBrand EquityUnique IP & BrandsConsumer Staples
Aug 14, 2025
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Company Profile

Judges Scientific PLC: Geotek Ltd

IP Company Learning Journey
IP ResearchJudges ScientificGBSmall CapEpirocSDI GroupProcess PowerSerial AcquirerIndustrialsInformation Technology
Jul 23, 2025
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IP Research Analysis

Fever-tree & US Distribution: From Southern Glazer's to Molson Coors

IP Research
IP ResearchFevertree DrinksMolson Coors BeverageBrand EquityUnique IP & BrandsConsumer Staples
Jul 13, 2025
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IP Research Resource

CellaVision: Proprietary Hematology Equipment & Distribution

IP Research Roundup
CellaVisionDanaherSysmexSiemens HealthineersAbbott LaboratoriesShenzhen Mindray BioMedical ElectronicsSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jun 6, 2025
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IP Research Resource

Farfetch vs Cettire: Luxury Fashion Marketplaces

IP Research Resource
CettireAUSmall CapFarfetchLVMHKeringMonclerRichemontBrand EquityUnique IP & BrandsConsumer Discretionary
May 13, 2025
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IP Research Analysis

Carvana & DriveTime Relationship and Subprime Loan Performance Analysis

IP Research
CarvanaCarMaxCredit AcceptanceWestlakeExeter FinanceCapital One FinancialBridgecrestDriveTimeCounter PositioningCornered ResourceProcess PowerVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsConsumer DiscretionaryFinancialsMaterials
May 1, 2025

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