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

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FAQs about IP Fieldwork:

How many episodes does IP Fieldwork have?

The podcast currently has 35 episodes available.

IP Fieldwork episodes:

August 28, 2025 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 Operations
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1h 21min
July 13, 2025 Perimeter Solutions: Moat & Competitive Threat
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.
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30min
June 21, 2025 Constellation Software & Proprietary M&A Sourcing
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.
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28min
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.
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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.
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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.
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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
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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.
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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.
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37min

FAQs about IP Fieldwork:

How many episodes does IP Fieldwork have?

The podcast currently has 35 episodes available.