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IP Fieldwork episodes
- Markel Group: Capital Allocation
Visit https://inpractise.com/articles/tom-gayner-markel-capital-allocation for full transcripts, business analysis, audio, video and more.
Markel Group: Capital Allocation1 hr 25 min - Teqnion: Scaling M&A and Improving Subsidiary Operations
Visit 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 Operations1 hr 21 min - Perimeter Solutions: Moat & Competitive ThreatThis 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.30 min
- Constellation Software & Proprietary M&A SourcingThis 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.28 min
- IP Fieldwork Podcast: The Danaher Business SystemThis 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.32 min
- Bergman & Beving: The Capital Allocation ModelThis 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.1 hr 19 min
- Primary Research Methods: Vetting ExecutivesThis episode explores how we vet the quality and competence of executives before we interview them.36 min
- 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 Networks23 min - 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 & Incentives37 min - 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.34 min
About IP Fieldwork
From the publisher's feed
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…
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.