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Found 212 results in 4ms
IP Research Resource
Dec 30, 2024
In Practise 2024: Year In Review
Tesla•US•Mega CapPerimeter SolutionsFTAI AviationIntuitive SurgicalDomino's Pizza EnterprisesThe GymFergusonDanaherConstellation SoftwareTopicusLoarAshtead GroupBurford CapitalACV AuctionsHermèsLifcoWatscoHalmaScale EconomiesSwitching CostsCornered ResourceProcess PowerNetwork EffectsBrand EquityMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseB2B MiddlemenSerial AcquirerB2B SoftwareInsurers & FinancialsAuctions & ClassifiedsMaterialsIndustrialsHealth CareConsumer DiscretionaryInformation TechnologyFinancials
Weekly update
Aug 7, 2024
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
Procore•US•Large CapDatabricksLoarWencorFTAI AviationHEICOGreen Landscaping GroupCarrier GlobalSnowflakeMongoDBWatscoDanaherGE AerospaceSafranTransDigm Group
Aug 5, 2024
US HVAC OEMs: Competitive Landscape & Distributor Relationship
Former Sales Manager at Carrier and Trane
Partner Interview
Trane Technologies•IE•Large CapWatscoLennox InternationalDaikinCarrier GlobalB2B MiddlemenIndustrialsWeekly update
Jul 24, 2024
Carrier vs Trane HVAC, Roper, O'Reilly, Ryan Specialty, Midwich, Privia, MongoDB, Cogent
Carrier Global•US•Large CapRoperAT&TMongoDBWatscoRyan Specialty GroupTeslaLifcoDaikinConstellation SoftwareBoseAutoZoneDanaherDiploma
Jul 22, 2024
Carrier, Trane, Lennox & HVAC OEMs Landscape
Former Sales Manager at Carrier and Trane
Partner Interview
Carrier Global•US•Large CapTrane TechnologiesLennox InternationalWatscoDaikinB2B MiddlemenIndustrialsWeekly update
May 2, 2024
Veeva vs IQVIA, SDI Group, Rightmove, Watsco, FERG, Core & Main, Evotec, Dynatrace, Jamf
IQVIA•US•Large CapZooplaVeevaJamfSDI GroupRightmoveEvotecDynatraceWatscoAppleDatadogMicrosoftLifcoFergusonPfizerTrane Technologies
Apr 30, 2024
Watsco, Ferguson: HVAC OEM-Distributor-Contractor Relationship Dynamics
Former President at East Coast Metal Distributors (Watsco)
Partner Interview
Watsco•US•Large CapFergusonBaker HughesDaikinComfort Systems USALennox InternationalMideaGree ElectricCarrier GlobalTrane TechnologiesB2B MiddlemenIndustrialsEnergyConsumer DiscretionaryWeekly update
Apr 24, 2024
Watsco & FERG Customer Survey, Veeva Systems, IQVIA, Lumine, Indutrade, Smartsheet & MNDY, Inchape & Chinese OEMs, PPC
Watsco•US•Large CapVeevaIndutradeNokiaIQVIASalesforceSmartsheetFergusonInchcapeBYDServiceNowAtlassianmondaycom
IP Research Survey
Apr 23, 2024
Watsco Customer Survey: Service Quality, SEER, and Replacement Demand
IP ResearchWatsco•US•Large CapFergusonCarrier GlobalLennox InternationalMitsubishi CorporationB2B MiddlemenIndustrials
Feb 8, 2024
Ferguson PLC: Plumbing, Waterworks, & HVAC Business Quality
Former CFO at Ferguson PLC
Weekly update
Feb 7, 2024
Ashtead Survey: Competition w/ Indie Equipment Rental Firms, Ferguson vs Watsco, Appfolio, Vistry
Ashtead Group•GB•Large CapWatscoFergusonAppFolioUnited Rentals
Feb 1, 2024
Ferguson vs Watsco: HVAC Distribution
Former HVAC Manager at Ferguson
Weekly update
Nov 15, 2022
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Watsco•US•Large CapFastenalPoolAddtechNaked WinesTHGNVRKB Home
IP Research Analysis
Nov 14, 2022
Watsco: Gross Margin and Return Predictability
In Practise Analysis
IP ResearchWatsco•US•Large CapB2B MiddlemenIndustrials
Nov 13, 2022
Watsco: SEER Pricing Changes and Gross Margin
Former Territory Manager at Watsco
Nov 12, 2022
Watsco, Carrier, & History of HVAC Distribution
Former Senior Territory Manager at Watsco
Weekly update
Sep 20, 2022
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Fevertree Drinks•GB•Small CapWatscoGoogleAmazonMicrosoftNaked WinesSAP
Sep 18, 2022
Investor Dialogue: Watsco
IP Dialogue
Watsco•US•Large CapB2B MiddlemenIndustrialsMay 12, 2021
US HVAC Demand Cycles & OEM / Distributor Relationships
Former Branch Manager at DASCO, a Watsco Company
IP Research Analysis
May 10, 2021
HVAC Distribution and Games Workshop
In Practise Weekly Analysis
Games Workshop•GB•Mid CapWatscoUnique IP & BrandsB2B MiddlemenConsumer DiscretionaryIndustrials
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