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Jan 23, 2026

Core & Main Inc: M&A Strategy & Opportunity

Former Executive Vice President at Core & Main Inc.
Partner Interview
Core & MainUSLarge CapWatscoFergusonB2B MiddlemenIndustrials
Jan 8, 2026

Johnson Controls International: Culture & HVAC Competitive Landscape

Former Executive at Johnson Controls International
Partner Interview
Johnson Controls InternationalIELarge CapTrane TechnologiesCarrier GlobalDaikin IndustriesLennox InternationalWatscoB2B MiddlemenIndustrials
Jan 7, 2026

Johnson Controls International & Tyco Merger

Former Executive at Johnson Controls International
Partner Interview
Johnson Controls InternationalIELarge CapTrane TechnologiesLennox InternationalCarrier EnterpriseWatscoB2B MiddlemenIndustrials
Jan 6, 2026

Trane Technologies: Business Systems, Lean Culture & Value Stream Mapping

Former Senior Engineer at Trane Technologies
Partner Interview
Trane TechnologiesIELarge CapJohnson Controls InternationalWatscoB2B MiddlemenIndustrials
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IP Research Resource
Dec 30, 2024

In Practise 2024: Year In Review

TeslaUSMega 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
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Weekly update
Aug 7, 2024

Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping

ProcoreUSLarge 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 TechnologiesIELarge CapWatscoLennox InternationalDaikinCarrier GlobalB2B MiddlemenIndustrials
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Weekly update
Jul 24, 2024

Carrier vs Trane HVAC, Roper, O'Reilly, Ryan Specialty, Midwich, Privia, MongoDB, Cogent

Carrier GlobalUSLarge CapRoperAT&TMongoDBWatscoRyan Specialty GroupTeslaLifcoDaikinConstellation SoftwareBoseAutoZoneDanaherDiploma
Jul 22, 2024

Carrier, Trane, Lennox & HVAC OEMs Landscape

Former Sales Manager at Carrier and Trane
Partner Interview
Carrier GlobalUSLarge CapTrane TechnologiesLennox InternationalWatscoDaikinB2B MiddlemenIndustrials
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Weekly update
May 2, 2024

Veeva vs IQVIA, SDI Group, Rightmove, Watsco, FERG, Core & Main, Evotec, Dynatrace, Jamf

IQVIAUSLarge CapZooplaVeevaJamfSDI GroupRightmoveEvotecDynatraceWatscoAppleDatadogMicrosoftLifcoFergusonPfizerTrane Technologies
Apr 30, 2024

Watsco, Ferguson: HVAC OEM-Distributor-Contractor Relationship Dynamics

Former President at East Coast Metal Distributors (Watsco)
Partner Interview
WatscoUSLarge CapFergusonBaker HughesDaikinComfort Systems USALennox InternationalMideaGree ElectricCarrier GlobalTrane TechnologiesB2B MiddlemenIndustrialsEnergyConsumer Discretionary
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Weekly update
Apr 24, 2024

Watsco & FERG Customer Survey, Veeva Systems, IQVIA, Lumine, Indutrade, Smartsheet & MNDY, Inchape & Chinese OEMs, PPC

WatscoUSLarge CapVeevaIndutradeNokiaIQVIASalesforceSmartsheetFergusonInchcapeBYDServiceNowAtlassianmondaycom
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IP Research Survey
Apr 23, 2024

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

IP ResearchWatscoUSLarge CapFergusonCarrier GlobalLennox InternationalMitsubishi CorporationB2B MiddlemenIndustrials
Feb 8, 2024

Ferguson PLC: Plumbing, Waterworks, & HVAC Business Quality

Former CFO at Ferguson PLC
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IP Interview
FergusonGBLarge CapWatscoB2B MiddlemenIndustrials
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Weekly update
Feb 7, 2024

Ashtead Survey: Competition w/ Indie Equipment Rental Firms, Ferguson vs Watsco, Appfolio, Vistry

Ashtead GroupGBLarge CapWatscoFergusonAppFolioUnited Rentals
Feb 1, 2024

Ferguson vs Watsco: HVAC Distribution

Former HVAC Manager at Ferguson
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IP Interview
FergusonGBLarge CapWatscoCarrier GlobalLennox InternationalB2B MiddlemenIndustrials
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Weekly update
Nov 15, 2022

Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability

WatscoUSLarge CapFastenalPoolAddtechNaked WinesTHGNVRKB Home
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IP Research Analysis
Nov 14, 2022

Watsco: Gross Margin and Return Predictability

In Practise Analysis
IP ResearchWatscoUSLarge CapB2B MiddlemenIndustrials
Nov 13, 2022

Watsco: SEER Pricing Changes and Gross Margin

Former Territory Manager at Watsco
IP Icon
IP Interview
WatscoUSLarge CapB2B MiddlemenIndustrials
Nov 12, 2022

Watsco, Carrier, & History of HVAC Distribution

Former Senior Territory Manager at Watsco
IP Icon
IP Interview
WatscoUSLarge CapCarrier GlobalB2B MiddlemenIndustrials

Showing 20 of 565 results