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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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IP Research Resource
Dec 22, 2024

IP Fieldwork: Podcast on The Art of Primary Research

Quality Primary Research
DanaherUSLarge CapLifcoHalmaFTAI AviationBergman & BevingConstellation SoftwareTransDigm GroupHEICOLoarAshtead GroupSwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerPhysical Infra & NetworksLow Cost OperatorsB2B SoftwareHealth CareIndustrialsInformation Technology
Nov 5, 2024

Melrose Industries: GKN Aerospace Special Products Group

Former Senior Executive at GKN Aerospace
Partner Interview
Melrose IndustriesGBMid CapGE AerospaceAirbusThe BoeingTransDigm GroupHEICOMTU Aero EnginesFTAI AviationLoarSwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerPhysical Infra & NetworksLow Cost OperatorsIndustrials
Sep 9, 2024

TransDigm: Culture & Pricing

Former President at TransDigm
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IP Interview
TransDigm GroupUSLarge CapLoarHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
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Weekly update
Aug 21, 2024

Perimeter Solutions, ZYN, Computer Modelling Group, MTU Aero, FTAI, RTX, Loar, PM, LX, Becle, Macfarlane, Auto Partner

Philip Morris InternationalUSMega CapLoarBecleMacfarlaneFTAI AviationComputer ModellingLouisiana-PacificRTXTransDigm Group
Aug 20, 2024

Loar Group: Safe Flight Instrument

Former Director at Safe Flight, a Loar Group subsidiary
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IP Interview
LoarUSMid CapTransDigm GroupHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
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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
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IP Fieldwork Podcast
Aug 6, 2024

Loar Group: Aerospace Parts Quality

IP Podcast
LoarUSMid CapTransDigm GroupHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
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IP Research Resource
Jul 31, 2024

IP Research Roundup: Transdigm, Loar, HEICO, FTAI

IP Research Roundup
TransDigm GroupUSLarge CapLoarHEICOFTAI AviationSwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerPhysical Infra & NetworksLow Cost OperatorsIndustrials
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Weekly update
Jun 10, 2024

IP Research Roundup: Transdigm, Loar, HEICO, FTAI

TransDigm GroupUSLarge CapHEICOLoarTopicusSatairHoneywellAirbusSafranConstellation Software
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Weekly update
May 31, 2024

LOAR, O'Reilly, IQVIA vs VEEVA, ELV, UNH, Markel & Kinsale, Rightmove, Medpace

LoarUSMid CapVeevaZooplaIQVIAMarkelSalesforceRightmoveMedpaceUnitedHealthAetnaFoxtonsTransDigm GroupHoneywellMeggittElevance Health
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Company Profile
May 30, 2024

Loar Holdings

IP ResearchLoarUSMid CapTransDigm GroupHEICOAirbusRTXHoneywellThe BoeingMeggittSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
May 26, 2024

Loar Group: SCHROTH vs AmSafe Seat Belts

Former Chief Operating Officer at SCHROTH, Loar Group
IP Icon
IP Interview
LoarUSMid CapTransDigm GroupHEICOSafranRTXSwitching CostsMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
May 25, 2024

Loar Group: Applied Engineering

Former Quality Manager, Applied Engineering, Loar Group
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IP Interview
LoarUSMid CapTransDigm GroupHEICOTriumph GroupHoneywellSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials
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Weekly update
May 23, 2024

AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng

AppFolioUSMid CapLoarMarkelHalmaAMETEKPDD HoldingsByteDanceJD.comJobRadHoneywellAlibabaAmazonShopifyHEICOAirbusShimano
May 22, 2024

Loar Group: Pacific Piston Ring Company

Former Director at Pacific Piston Ring Company, Loar Holdings
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IP Interview
LoarUSMid CapHEICOTransDigm GroupTriumph GroupHoneywellBoeing Distribution ServicesAirbusSwitching CostsProcess PowerMission Critical Products & ServicesSerial AcquirerIndustrials
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Weekly update
May 15, 2024

Loar Group, Align Orthodontists, BFIT France, CPRT International, Casey's, RMV, Storskogen

LoarUSMid CapZooplaCopartRightmoveBasic FitTransDigm GroupThe Gym
May 14, 2024

Loar Group: Portfolio Quality

Former VP at Loar Group
IP Icon
IP Interview
LoarUSMid CapTransDigm GroupHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrials

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