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IP Podcasts - audio only analysis going in depth on companies and industries.
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IP Podcast
August 9, 2024
Lifco vs Halma Org Structure
IP Podcast
LifcoHalmaBergman & BevingLagercrantz GroupIndutradeJudges ScientificAMETEKAddtechConstellation SoftwareTeqnionProcess PowerSwitching CostsSerial AcquirerB2B SoftwareIndustrialsInformation Technology
IP Podcast
August 6, 2024
Loar Group: Aerospace Parts Quality
IP Podcast
LoarTransDigm GroupHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
IP Podcast
July 21, 2024
M&A and Purchase Price Accounting
IP Podcast
Constellation SoftwareRoperJudges ScientificDanaherTransDigm GroupLifcoLagercrantz GroupDiplomaSwitching CostsProcess PowerB2B SoftwareSerial AcquirerOEMs w/ Installed BaseMission Critical Products & ServicesB2B MiddlemenInformation TechnologyIndustrialsHealth Care
IP Podcast
July 8, 2024
Ashtead Investor Day 2024
IP Podcast
Ashtead GroupUnited RentalsHerc RentalsSerial AcquirerIndustrials
IP Podcast
March 1, 2024
The Gym Group, Basic Fit & Discount Gyms
IP Podcast
Basic FitThe GymPlanet FitnessScale EconomiesLow Cost OperatorsConsumer Discretionary
IP Podcast
January 23, 2024
AMZN Retail & IP Company Learning Journeys
IP Podcast
AmazonPDD HoldingsNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
IP Podcast
December 15, 2023
TransDigm Group Podcast
IP Podcast
TransDigm GroupThe BoeingAirbusHoneywellEatonHEICOSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
IP Podcast
November 8, 2023
Spotify Podcast Advertising
In Practise Podcast
SpotifyAcastNetwork EffectsMarketplaces & PlatformsCommunication Services
IP Podcast
October 27, 2023
Wayfair: CastleGate and Last Mile Delivery
In Practise Podcast
WayfairAmazonOverstockWilliams-SonomaRHCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer Discretionary
IP Podcast
September 24, 2023
Zara & SHEIN Supply Chain Analysis
IP Podcast
InditexSHEINASOSboohooZalandoPDD HoldingsBrand EquityCounter PositioningNetwork EffectsVertically Integrated RetailerMarketplaces & PlatformsConsumer Discretionary
IP Podcast
September 14, 2023
Constellation Software: Operating KPIs
IP Podcast
Constellation SoftwareVitec SoftwareEnghouse SystemsRoperLumine GroupTopicusSwitching CostsB2B SoftwareSerial AcquirerInformation Technology
IP Podcast
September 10, 2023
HEICO / Wencor
IP Podcast
HEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
IP Podcast
September 6, 2023
Credit Acceptance
IP Podcast
Credit AcceptanceCornered ResourceProcess PowerInsurers & FinancialsFinancials
IP Podcast
August 11, 2023
Constellation Software: Altera Acquisition Analysis
IP Podcast
Constellation SoftwareVitec SoftwareSwitching CostsB2B SoftwareSerial AcquirerInformation Technology
IP Podcast
July 11, 2023
Constellation Software & VMS Competition
IP Podcast
Constellation SoftwareVitec SoftwareSwitching CostsB2B SoftwareSerial AcquirerInformation Technology
IP Podcast
July 7, 2023
Burford Capital
IP Podcast
Burford CapitalOmni BridgewayCornered ResourceProcess PowerInsurers & FinancialsFinancials
IP Podcast
July 3, 2023
Costco UK & Europe Store Opportunity
IP Podcast
Costco WholesaleScale EconomiesLow Cost OperatorsConsumer Staples
IP Podcast
June 29, 2023
Ashtead & Equipment Rental
In Practise Podcast
Ashtead GroupUnited RentalsH&E Equipment ServicesSerial AcquirerIndustrials
IP Podcast
June 28, 2023
IP Podcast: Diploma PLC
IP Podcast
DiplomaMission Critical Products & ServicesSerial AcquirerB2B MiddlemenIndustrials
IP Podcast
June 7, 2023
Serial Acquirers
In Practise Podcast
Constellation SoftwareDanaherLifcoBergman & BevingLagercrantz GroupHEICOHalmaDiplomaTransDigm GroupSwitching CostsProcess PowerB2B SoftwareOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerB2B MiddlemenInformation TechnologyHealth CareIndustrials