IP Fieldwork

By In Practise

IP 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 conver... more

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about IP Fieldwork:

How many episodes does IP Fieldwork have?

The podcast currently has 32 episodes available.

IP Fieldwork episodes:

April 21, 2025 IP Fieldwork Podcast: The Danaher Business System
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.
...more
32min
February 28, 2025 Bergman & Beving: The Capital Allocation 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.
...more
1h 19min
February 24, 2025 Primary Research Methods: Vetting Executives
This episode explores how we vet the quality and competence of executives before we interview them.
...more
36min
January 30, 2025 Primary Research Methods: Submitting Projects to Expert Networks
Visit 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
...more
23min
January 23, 2025 IP Fieldwork Podcast: Lifco vs Halma, M&A Team Structure & Incentives
Visit 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
...more
37min
January 17, 2025 Fever-Tree: A Distribution Moat or 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.
...more
34min
December 27, 2024 FTAI Aviation
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.
...more
37min
December 21, 2024 Danaher: Cytiva & Bioprocessing Moats
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 process
How we sourced executives to interview
How we structured our written research
...more
35min
December 21, 2024 Primary Research Methods: Working with Expert Networks
This episode focuses on common mistakes investors make when submitting research projects to expert networks. We explore:
How to submit executive call projects to expert networks
Why understanding the org structure of the target company is important
How to build relationships with account managers at ENs
How to vet executives
...more
54min
December 21, 2024 Primary Research Methods: Our Process
This 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 projects
How we approach conducting executive calls
Biggest mistakes and risks we face conducting executive calls
...more
27min

FAQs about IP Fieldwork:

How many episodes does IP Fieldwork have?

The podcast currently has 32 episodes available.