https://inpractise.comPodcast for NodeTue, 01 Sep 2026 16:02:13 GMT1440In PractiseThe art of primary research for fundamental investorsIP Fieldwork is a podcast hosted by In Practise, an investment research platform for fundamental investors. This podcast is focused on the art of primary research. How can investors have better conversations with industry executives to learn more effectively? How can we check our biases? Ultimately, how can we build conviction and disprove our hypotheses through primary research? Disclaimer: This interviews are for informational purposes only and should not be relied upon as a basis for investment decisions.episodicIn Practiseideas@inpractise.comfalsehttps://inpractise.com/articles/tom-gayner-markel-capital-allocation0a8ad7b8-4828-43f2-844e-a43e45b58c80Wed, 25 Feb 2026 19:46:36 GMTVisit https://inpractise.com/articles/tom-gayner-markel-capital-allocation for full transcripts, business analysis, audio, video and more.

Markel Group: Capital Allocation

]]>In PractisefalseMarkel Group: Capital Allocationhttps://inpractise.com/articles/danaher-cytiva-and-bioprocessing-moats19381eee-88e0-442f-8d78-13fa14768ebdSat, 21 Dec 2024 18:30:14 GMTIn PractiseThis podcast provides insight into our research process behind our recent published work on Danaher's Cytiva bioprocessing business. We explore: How we approached studying bioprocessing Bioprocessing's moats and customer switching costs Why Cytiva has enjoyed ~80%+ market share for decades Details of hypotheses we built throughout the processHow we sourced executives to interviewHow we structured our written research This podcast provides insight into our research process behind our recent published work on Danaher's Cytiva bioprocessing business. We explore: How we approached studying bioprocessing Bioprocessing's moats and customer switching costs Why Cytiva has enjoyed ~80%+ market share for decades Details of hypotheses we built throughout the processHow we sourced executives to interviewHow we structured our written research falseDanaher: Cytiva & Bioprocessing Moatshttps://inpractise.com/articles/amzn-retail-and-ip-company-learning-journeys2235c51d-b0e0-4e33-9ec0-3087648fb01dTue, 23 Jan 2024 19:01:26 GMTIn PractiseIn this podcast, we explore our new content format "IP Company Learning Journeys" which curates In Practise primary research. Each journey (accessible here) provides a framework through which to navigate and consume insights from our library on a given company. This episode focuses on how we curated our work on Amazon's retail business including: How a unit flows through AMZN’s network from supplier, inbound, through the network to the customer Structural differences in AMZN fulfillment network design vs 3P carriers and how this impacts variable cost per shipment A seller’s perspective of the economics selling via FBA and FBM How to decouple the AMZN Retail P&L from consolidated numbers and estimate underlying retail FCFEndemic and non-endemic advertising across Amazon and the long-run opportunity In this podcast, we explore our new content format "IP Company Learning Journeys" which curates In Practise primary research. Each journey (accessible here) provides a framework through which to navigate and consume insights from our library on a given company. This episode focuses on how we curated our work on Amazon's retail business including: How a unit flows through AMZN’s network from supplier, inbound, through the network to the customer Structural differences in AMZN fulfillment network design vs 3P carriers and how this impacts variable cost per shipment A seller’s perspective of the economics selling via FBA and FBM How to decouple the AMZN Retail P&L from consolidated numbers and estimate underlying retail FCFEndemic and non-endemic advertising across Amazon and the long-run opportunity falseAMZN Retail & IP Company Learning Journeyshttps://inpractise.com/articles/bergman-and-bevings-capital-allocation-model2572b1bb-8424-4414-beba-c6667368d956Fri, 28 Feb 2025 17:14:08 GMTIn PractiseThis interview with Magnus Söderlind, the Current CEO of Bergman & Beving, explores how and when the company deploys additional capital for M&A or capex into one of the group's divisions, challenges aligning incentives throughout the group, and how to scale a serial acquisition model. This interview with Magnus Söderlind, the Current CEO of Bergman & Beving, explores how and when the company deploys additional capital for M&A or capex into one of the group's divisions, challenges aligning incentives throughout the group, and how to scale a serial acquisition model. falseBergman & Beving: The Capital Allocation Modelhttps://inpractise.com/articles/ip-podcast-diploma-plc36fec977-666c-4da0-99e4-ce657042cfedWed, 28 Jun 2023 16:14:34 GMTIn PractiseIn this episode we explore why we've been studying Diploma PLC, the UK-listed value-added distributor, for the last 12 months. DPLM has compounded EBITA at ~20% for over 20 years and has recently hired a new CEO that is accelerated growth. We discuss the following: DPLM's core business model and history under Bruce How Johnny is changing the org structure relative to other holdco serial acquirers Changes in the M&A strategy How we're approaching our research on DPLM for our Enterprise TierIn this episode we explore why we've been studying Diploma PLC, the UK-listed value-added distributor, for the last 12 months. DPLM has compounded EBITA at ~20% for over 20 years and has recently hired a new CEO that is accelerated growth. We discuss the following: DPLM's core business model and history under Bruce How Johnny is changing the org structure relative to other holdco serial acquirers Changes in the M&A strategy How we're approaching our research on DPLM for our Enterprise TierfalseIP Podcast: Diploma PLChttps://inpractise.com/articles/ashtead-investor-day-20243f922875-47b4-483b-b430-9f2e9b44672dMon, 08 Jul 2024 11:20:34 GMTIn PractiseIn this episode, we discuss our recent visit to Atlanta for Ashtead's 2024 Capital Markets Day including: Potential challenges as Ashtead scales to national accounts Why Ashtead may be more resilient than in prior cyclesOther major takeaways from the CMD In this episode, we discuss our recent visit to Atlanta for Ashtead's 2024 Capital Markets Day including: Potential challenges as Ashtead scales to national accounts Why Ashtead may be more resilient than in prior cyclesOther major takeaways from the CMD falseAshtead Investor Day 2024https://inpractise.com/articles/primary-research-methods-vetting-executives41417f5f-3004-47e6-8e59-6f56fdb2bebfMon, 24 Feb 2025 21:28:21 GMTIn PractiseThis episode explores how we vet the quality and competence of executives before we interview them. This episode explores how we vet the quality and competence of executives before we interview them. falsePrimary Research Methods: Vetting Executiveshttps://inpractise.com/articles/bergman-and-beving-history-and-thesis42ce543b-07f9-42ad-932b-176f69d0a775Fri, 05 May 2023 14:58:22 GMTIn PractiseIn this audio-only analysis, we explore: The complex history of B&B and what Lagercrantz's history can tell us about B&BLuna Group and how to segment B&B as a groupB&B's M&A strategy under the new CEOA valuation framework for B&B In this audio-only analysis, we explore: The complex history of B&B and what Lagercrantz's history can tell us about B&BLuna Group and how to segment B&B as a groupB&B's M&A strategy under the new CEOA valuation framework for B&B falseBergman & Bevinghttps://inpractise.com/articles/constellation-software-altera44a62bd5-469d-4012-908b-d3d00966c5c9Fri, 11 Aug 2023 16:12:15 GMTIn PractiseWe discuss the year-1 performance of Altera, CSI's largest acquisition to day, and share our learnings from 6+ hours of interviews with Former Altera / Allscripts executives and CSI M&A execs who worked on the deal. We explore: Why Altera's customer churn could be higher than expectedChallenges meeting meaningful use regulations and new product development on Altera's R&D budgetImpact on CSI's potential levered and unlevered IRRComparison with Acceo, CSI's first LBO in 2018 We discuss the year-1 performance of Altera, CSI's largest acquisition to day, and share our learnings from 6+ hours of interviews with Former Altera / Allscripts executives and CSI M&A execs who worked on the deal. We explore: Why Altera's customer churn could be higher than expectedChallenges meeting meaningful use regulations and new product development on Altera's R&D budgetImpact on CSI's potential levered and unlevered IRRComparison with Acceo, CSI's first LBO in 2018 falseConstellation Software: Altera Acquisition Analysishttps://inpractise.com/articles/primary-research-methods-our-process5d39d687-d60b-433f-b2b9-59ce25d23e01Sat, 21 Dec 2024 18:13:31 GMTIn PractiseThis is the first episode in our "Primary Research Methods" podcast series exploring the art and science of primary research: The IP primary research philosophy How we structure research projectsHow we approach conducting executive callsBiggest mistakes and risks we face conducting executive callsThis is the first episode in our "Primary Research Methods" podcast series exploring the art and science of primary research: The IP primary research philosophy How we structure research projectsHow we approach conducting executive callsBiggest mistakes and risks we face conducting executive callsfalsePrimary Research Methods: Our Processhttps://inpractise.com/articles/ashtead-and-equipment-rental65e4c7df-6daf-4060-aec2-5021ef3e1a63Thu, 29 Jun 2023 11:16:08 GMTIn PractiseIn this audio-only analysis, we explore Ashtead and the equipment rental business. We discuss: Evolution in US equipment rental market structure Ashtead's competitive advantageEquipment rental pricingValuationIn this audio-only analysis, we explore Ashtead and the equipment rental business. We discuss: Evolution in US equipment rental market structure Ashtead's competitive advantageEquipment rental pricingValuationfalseAshtead & Equipment Rentalhttps://inpractise.com/articles/submitting-projects-to-expert-networks75d17353-baba-4202-8256-8e4ff8d84615Thu, 30 Jan 2025 00:00:00 GMTVisit https://inpractise.com/articles/submitting-projects-to-expert-networks for full transcripts, business analysis, audio, video and more.

Primary Research Methods: Submitting Projects to Expert Networks

]]>In PractisefalsePrimary Research Methods: Submitting Projects to Expert Networkshttps://inpractise.com/articles/spotify-podcast-advertising7965b1c7-8910-4de5-9a81-81bf1506a3f3Wed, 08 Nov 2023 14:46:38 GMTIn PractiseWe discuss our recent research piece on Spotify's push into Podcasting and how it plans to monetise shows via advertising. We explore: How to segment Spotify's podcast inventory and monetisation methods across inventory typesBidding and sales mechanisms across top podcast shows Spotify's take rate across inventory typesSpotify Podcast unit economics and outlook We discuss our recent research piece on Spotify's push into Podcasting and how it plans to monetise shows via advertising. We explore: How to segment Spotify's podcast inventory and monetisation methods across inventory typesBidding and sales mechanisms across top podcast shows Spotify's take rate across inventory typesSpotify Podcast unit economics and outlook falseSpotify Podcast Advertisinghttps://inpractise.com/articles/perimeter-solutions7cc8e5ea-11af-4500-a6a8-42e73b04820bSun, 13 Jul 2025 20:28:45 GMTIn PractiseThis episode explores our historical work on Perimeter Solutions, a leading US aerial fire retardant company, including the competitive threat, how retardants are approved on the Qualified Supplier List, and the company's potential operational moat. This episode explores our historical work on Perimeter Solutions, a leading US aerial fire retardant company, including the competitive threat, how retardants are approved on the Qualified Supplier List, and the company's potential operational moat. falsePerimeter Solutions: Moat & Competitive Threathttps://inpractise.com/articles/teqnion-scaling-manda-and-improving-subsidiary-operations84f65895-8a8e-458c-97b6-580d4f0a267dThu, 28 Aug 2025 14:04:11 GMTVisit https://inpractise.com/articles/teqnion-scaling-manda-and-improving-subsidiary-operations for full transcripts, business analysis, audio, video and more.

Teqnion: Scaling M&A and Improving Subsidiary Operations

]]>In PractisefalseTeqnion: Scaling M&A and Improving Subsidiary Operationshttps://inpractise.com/articles/lifco-vs-halma-org-structure8edbd1c9-1bf8-4c45-84a5-dde5624785f2Fri, 09 Aug 2024 14:52:43 GMTIn PractiseThis podcast shares context to our recent research on how industrial acquirers like Lifco and Halma are organised to scale. We explore: How Lifco and Halma are organised differently The role of Sector Teams and Divisional Managers at HalmaHow Divisions and Sector Teams differs from Lifco's Group ManagersCompensation plans for operating company managers at Halma and LifcoPotential organisational limitations to scale for Lifco and Halma This podcast shares context to our recent research on how industrial acquirers like Lifco and Halma are organised to scale. We explore: How Lifco and Halma are organised differently The role of Sector Teams and Divisional Managers at HalmaHow Divisions and Sector Teams differs from Lifco's Group ManagersCompensation plans for operating company managers at Halma and LifcoPotential organisational limitations to scale for Lifco and Halma falseIP Fieldwork Podcast: Lifco vs Halma Org Structurehttps://inpractise.com/articles/credit-acceptance960d8e64-4974-4b08-a4ef-ba11e5db18d8Wed, 06 Sep 2023 22:12:24 GMTIn PractiseWe discuss the process and hypotheses we're testing in our recent survey with CACC dealers. We also explore: The two core questions we explore in the CACC survey and why they are important How we approached sourcing auto dealers to complete the survey Why sourcing quality executives is difficult and techniques to improve sourcingOur approach to conducting quality surveys and upcoming workWe discuss the process and hypotheses we're testing in our recent survey with CACC dealers. We also explore: The two core questions we explore in the CACC survey and why they are important How we approached sourcing auto dealers to complete the survey Why sourcing quality executives is difficult and techniques to improve sourcingOur approach to conducting quality surveys and upcoming workfalseCredit Acceptancehttps://inpractise.com/articles/burford-capital9cde7ea7-b165-40c2-aa1c-f8f07a773f21Fri, 07 Jul 2023 13:16:17 GMTIn PractiseWe discuss the history of Burford Capital and more specifically: Why Muddy Waters' short was perfect timingLitigation finance as an asset class vs other altsBUR Management team Risks with the business and investment caseWe discuss the history of Burford Capital and more specifically: Why Muddy Waters' short was perfect timingLitigation finance as an asset class vs other altsBUR Management team Risks with the business and investment casefalseBurford Capitalhttps://inpractise.com/articles/ftai-aviation-ip-fieldworka1efb0a9-3a32-42d4-90b4-32184b26b432Fri, 27 Dec 2024 12:47:13 GMTIn PractiseWe explore how FTAI is approaching CFM56 engine repair relative to competitors, the challenges in fixing core modules, and the potential long-term growth for its module swap program. We explore how FTAI is approaching CFM56 engine repair relative to competitors, the challenges in fixing core modules, and the potential long-term growth for its module swap program. falseFTAI Aviationhttps://inpractise.com/articles/loar-group-aerospace-parts-qualitya23ea8d7-5394-45e5-9109-45225b03c7afTue, 06 Aug 2024 08:40:40 GMTIn PractiseLoar is a ~$5bn listed aerospace supplier of mission critical parts. We explore: Why there are few TransDigm replicas Loar vs TransDigm proprietary intellectual property TransDigm vs Loar operational excellence How we evaluate the quality of aerospace suppliers Loar is a ~$5bn listed aerospace supplier of mission critical parts. We explore: Why there are few TransDigm replicas Loar vs TransDigm proprietary intellectual property TransDigm vs Loar operational excellence How we evaluate the quality of aerospace suppliers falseLoar Group: Aerospace Parts Qualityhttps://inpractise.com/articles/costco-poda62195df-7127-48be-b2b9-d22335455522Mon, 03 Jul 2023 17:50:20 GMTIn PractiseWe explore our research approach to exploring Costco's store growth opportunity across Europe and the UK. We discuss: How the UK is a unique market for warehouse clubs globallyPlanning and building consent in UK and EU vs USWhy COST UK margins are lower than other marketsWhy EMEA growth for Costco is slower than expectedOutlook on potential store count in EU / UK for 2030 We explore our research approach to exploring Costco's store growth opportunity across Europe and the UK. We discuss: How the UK is a unique market for warehouse clubs globallyPlanning and building consent in UK and EU vs USWhy COST UK margins are lower than other marketsWhy EMEA growth for Costco is slower than expectedOutlook on potential store count in EU / UK for 2030 falseCostco UK & Europe Store Opportunityhttps://inpractise.com/articles/amazoncom-competitive-advantagesb3bbd264-c82c-4c7a-a1e3-afdbb6899ac5Tue, 02 May 2023 01:46:43 GMTIn PractiseIn this audio-only analysis, we explore Amazon.com's structural advantages including: Why there is a negative narrative from investors around Amazon's retail businessAmazon.com distribution structure vs traditional brick-and-mortar retailersStructural cost advantages baked into Amazon's model What cost line items are driving Amazon Retail's operating loss and recent improvementIn this audio-only analysis, we explore Amazon.com's structural advantages including: Why there is a negative narrative from investors around Amazon's retail businessAmazon.com distribution structure vs traditional brick-and-mortar retailersStructural cost advantages baked into Amazon's model What cost line items are driving Amazon Retail's operating loss and recent improvementfalseAmazon.com Structural Advantages vs Traditional Retailhttps://inpractise.com/articles/fever-tree-a-distribution-moat-or-commodityb769577b-1e88-44e6-899b-420fceb79d25Fri, 17 Jan 2025 18:29:53 GMTIn PractiseThis episode explores the history of our primary research on Fever-Tree, why the stock has struggled for years, and whether the company has a distribution moat or is a commodity.This episode explores the history of our primary research on Fever-Tree, why the stock has struggled for years, and whether the company has a distribution moat or is a commodity.falseFever-Tree: A Distribution Moat or Commodity?https://inpractise.com/articles/constellation-software-and-proprietary-manda-sourcingc3beebee-6aab-464d-9140-5df55ea56816Sat, 21 Jun 2025 18:40:51 GMTIn PractiseThis episode explores how Constellation Software sources new deals compared to other acquirers such as Vitec Software and Röko, the Swedish industrial acquirer. We discuss how Constellation manages fills and manages its funnel, proprietary vs broker-led sourcing dynamics, and how the sourcing channel may determine long-term competitive advantage. This episode explores how Constellation Software sources new deals compared to other acquirers such as Vitec Software and Röko, the Swedish industrial acquirer. We discuss how Constellation manages fills and manages its funnel, proprietary vs broker-led sourcing dynamics, and how the sourcing channel may determine long-term competitive advantage. falseConstellation Software & Proprietary M&A Sourcinghttps://inpractise.com/articles/the-gym-group-basic-fit-and-discount-gymsdf3a9a1a-905c-4a57-81e3-f2da6c702446Fri, 01 Mar 2024 09:29:50 GMTIn PractiseIn this episode, we explore our recent published research on discount gyms discussing: The key questions we've been studying around mature gym economicsHow Domino's and its fortressing strategy is an interesting frame of reference for discount gym competitionThe nature of competition in the discount gym businessRisks to GYM and BFIT and how we structure our research around the topicIn this episode, we explore our recent published research on discount gyms discussing: The key questions we've been studying around mature gym economicsHow Domino's and its fortressing strategy is an interesting frame of reference for discount gym competitionThe nature of competition in the discount gym businessRisks to GYM and BFIT and how we structure our research around the topicfalseThe Gym Group, Basic Fit & Discount Gymshttps://inpractise.com/articles/wayfair-castlegate-and-last-mile-deliverye13ddb68-826a-4115-9ed7-77aa4bc3b220Fri, 27 Oct 2023 13:31:13 GMTIn PractiseWe discuss our recent research on Wayfair CastleGate and its logistics offering to suppliers. We explore: How furniture dropshipping compares to Wayfair CastleGate logisticsPotential advantages of Wayfair CastleGate vs dropshipping Challenges driving CastleGate penetrationHow we're exploring Wayfair logistics unit economics vs competitors More on our upcoming furniture supplier survey We discuss our recent research on Wayfair CastleGate and its logistics offering to suppliers. We explore: How furniture dropshipping compares to Wayfair CastleGate logisticsPotential advantages of Wayfair CastleGate vs dropshipping Challenges driving CastleGate penetrationHow we're exploring Wayfair logistics unit economics vs competitors More on our upcoming furniture supplier survey falseWayfair: CastleGate and Last Mile Deliveryhttps://inpractise.com/articles/zara-and-shein-supply-chain-analysise43602f9-bb0c-4c73-9cf3-62b1abe42da1Sun, 24 Sep 2023 19:26:12 GMTIn PractiseWe discuss how SHEIN has structured its supply chain relative to incumbent fashion retailers. We explore: Zara and SHEIN's supply chain philosophy How SHEIN can pay suppliers within 4 daysSustainability and QC challenges at SHEINHow Boohoo and ASOS can react to SHEIN's growthWe discuss how SHEIN has structured its supply chain relative to incumbent fashion retailers. We explore: Zara and SHEIN's supply chain philosophy How SHEIN can pay suppliers within 4 daysSustainability and QC challenges at SHEINHow Boohoo and ASOS can react to SHEIN's growthfalseZara & SHEIN Supply Chain Analysishttps://inpractise.com/articles/serial-acquirerse5346efa-9fe9-4eb8-b17d-3f605845e744Wed, 07 Jun 2023 23:00:00 GMTIn PractiseLast month, we visited Stockholm for Redeye's Serial Acquirer event. We met CEOs from Bergman and Beving, Lagercrantz, Röko, and many other Swedish companies that use accretive M&A as their core value driver. In this podcast, we explore what we've learned after a few years studying 'serial acquirer' companies. We discuss: Different ways of categorising acquirers; from Berkshire to CSU.TO Lessons from the most successful acquirers When it works and when it seems to failKey ingredients for the serial acquirer model We discuss companies such as Lifco, Danaher, Berkshire Hathaway, and Diploma. Last month, we visited Stockholm for Redeye's Serial Acquirer event. We met CEOs from Bergman and Beving, Lagercrantz, Röko, and many other Swedish companies that use accretive M&A as their core value driver. In this podcast, we explore what we've learned after a few years studying 'serial acquirer' companies. We discuss: Different ways of categorising acquirers; from Berkshire to CSU.TO Lessons from the most successful acquirers When it works and when it seems to failKey ingredients for the serial acquirer model We discuss companies such as Lifco, Danaher, Berkshire Hathaway, and Diploma. falseSerial Acquirershttps://inpractise.com/articles/manda-and-purchase-price-accountinge555c71d-78c3-42ea-a922-48cff98dd842Sun, 21 Jul 2024 23:00:00 GMTIn PractiseThis podcast was recorded in April 2024 and explores the intricacies of purchase price accounting. We explore: How companies define 'identifiable intangibles' and goodwill Why and how there are different philosophies to PPAImpacts on income statement and balance sheet from PPAMeasuring WACC for acquisitions Potential accounting risks for large and small acquirers This podcast was recorded in April 2024 and explores the intricacies of purchase price accounting. We explore: How companies define 'identifiable intangibles' and goodwill Why and how there are different philosophies to PPAImpacts on income statement and balance sheet from PPAMeasuring WACC for acquisitions Potential accounting risks for large and small acquirers falseM&A and Purchase Price Accountinghttps://inpractise.com/articles/constellation-software-operating-kpise77e6558-2616-47f2-b6b4-f977519d60daThu, 14 Sep 2023 16:36:00 GMTIn PractiseWe discuss the process and structure of our recent analysis on Constellation's 5 operating KPIs. We explore: How CSI reports revenue and cost lines in consolidated vs opco accountsThe 5 major KPIs CSI uses to manage VMS businessesCSIs moat vs other VMS acquirers What one can learn from the 5 KPIs in operating VMS We discuss the process and structure of our recent analysis on Constellation's 5 operating KPIs. We explore: How CSI reports revenue and cost lines in consolidated vs opco accountsThe 5 major KPIs CSI uses to manage VMS businessesCSIs moat vs other VMS acquirers What one can learn from the 5 KPIs in operating VMS falseConstellation Software: Operating KPIshttps://inpractise.com/articles/heico-wencorf021bb5b-cda1-4987-9a9a-6e9d1186a9f5Sun, 10 Sep 2023 16:28:59 GMTIn PractiseWe discuss the process and structure of our recent analysis on HEICO's acquisition of Wencor. We explore: The structure of the aftermarket value chainSynergies between HEI / Wencor across PMA, MRO, and distribution Advantages of owning MRO and distribution with PMA assetsHow HEI bargaining power changes post-acquisition Why the alternate bill of materials strategy is an opportunity for HEI We discuss the process and structure of our recent analysis on HEICO's acquisition of Wencor. We explore: The structure of the aftermarket value chainSynergies between HEI / Wencor across PMA, MRO, and distribution Advantages of owning MRO and distribution with PMA assetsHow HEI bargaining power changes post-acquisition Why the alternate bill of materials strategy is an opportunity for HEI falseHEICO / Wencorhttps://inpractise.com/articles/transdigm-group-podcastf6aa8fb7-602f-4608-9deb-47e7584792a5Fri, 15 Dec 2023 11:11:03 GMTIn PractiseIn this episode, we explore our recent research on TransDigm and discuss: How traditional OEM's approach OE and aftermarket pricing vs TDGHow TDG's aftermarket philosophy is unique How airframers could combat TDG bargaining power How we approached our research to understand TDG pricing powerIn this episode, we explore our recent research on TransDigm and discuss: How traditional OEM's approach OE and aftermarket pricing vs TDGHow TDG's aftermarket philosophy is unique How airframers could combat TDG bargaining power How we approached our research to understand TDG pricing powerfalseTransDigm Group Podcasthttps://inpractise.com/articles/danaher-business-system-fieldworkfb4fe83c-9635-4041-af57-92ba841ac21bMon, 21 Apr 2025 15:18:20 GMTIn PractiseThis podcast explores our learnings of the last five years studying Danaher's Business System through tens of hours of interviews with Former Danaher executives from the DBS office and its subsidiaries. This podcast explores our learnings of the last five years studying Danaher's Business System through tens of hours of interviews with Former Danaher executives from the DBS office and its subsidiaries. falseIP Fieldwork Podcast: The Danaher Business Systemhttps://inpractise.com/articles/constellation-software-and-vms-competitionfe40cd23-9cfd-41d9-ab92-cb8b51d04159Tue, 11 Jul 2023 17:19:43 GMTIn PractiseWe discuss the 6-month research project that led to our report on CSI's competitive risks. We discuss why it seems everyone today is rolling up VMS and the potential risks to CSI, including: How many CSI copycats we found across US / EU How their strategy differs to CSIHow increased competition may increased CSI ROIICWe discuss the 6-month research project that led to our report on CSI's competitive risks. We discuss why it seems everyone today is rolling up VMS and the potential risks to CSI, including: How many CSI copycats we found across US / EU How their strategy differs to CSIHow increased competition may increased CSI ROIICfalseConstellation Software & VMS Competitionhttps://inpractise.com/articles/lifco-vs-halma-manda-team-structure-and-incentives-ipfieldworkpodcastfe5b99c1-f4ed-43f9-9a30-27983891540bThu, 23 Jan 2025 11:40:13 GMTVisit https://inpractise.com/articles/lifco-vs-halma-manda-team-structure-and-incentives-ipfieldworkpodcast for full transcripts, business analysis, audio, video and more.

IP Fieldwork Podcast: Lifco vs Halma, M&A Team Structure & Incentives

]]>In PractisefalseIP Fieldwork Podcast: Lifco vs Halma, M&A Team Structure & Incentiveshttps://inpractise.com/articles/primary-research-methods-working-with-expert-networksff0f5527-4129-4f3e-9f44-75a200ec9a16Sat, 21 Dec 2024 18:25:40 GMTIn PractiseThis episode focuses on common mistakes investors make when submitting research projects to expert networks. We explore: How to submit executive call projects to expert networksWhy understanding the org structure of the target company is important How to build relationships with account managers at ENsHow to vet executivesThis episode focuses on common mistakes investors make when submitting research projects to expert networks. We explore: How to submit executive call projects to expert networksWhy understanding the org structure of the target company is important How to build relationships with account managers at ENsHow to vet executivesfalsePrimary Research Methods: Working with Expert Networks