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IP Fieldwork

In Practise
Primary Research
Danaher
Bioprocessing
FTAI
Cytiva
Investment Research
Investment
Cfm56 Engine
MRO
Aerospace Industry
Expert Networks
FDA
Fortress Infrastructure
Lifco
Transdime
Halma
Equipment Rental
Chromatography Resins
Lockheed
PMA

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 ... more

PublishesMonthlyEpisodes35Foundeda year ago
Categories
InvestingBusiness

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Latest Episodes

Visit 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

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.

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-... more

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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In Practise
Host of IP Fieldwork, focusing on the art of primary research and effective communication with industry executives.

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Recent interactions between the hosts and their guests.

IP Fieldwork Podcast: Lifco vs Halma, M&A Team Structure & Incentives
Q: How do you think about incentivizing their operational staff and M&A staff?
Understanding how the M&A team are incentivized could help in understanding the future of that business.

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Frequently Asked Questions About IP Fieldwork

What is IP Fieldwork about and what kind of topics does it cover?

Focusing on the intricacies of primary research within the investment landscape, this podcast provides insights into effective communication strategies with industry executives. Through various episodes, the hosts engage in thoughtful discussions surrounding M&A processes, unique company structures, and the nuances of vetting executives. They emphasize the significance of understanding organizational dynamics and utilizing primary research methods to enhance investment analysis. A standout element is the frequent exploration of diverse sectors, making complex investment concepts more approachable through interviews and real-world examples.

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Which podcasts are similar to IP Fieldwork?

These podcasts share a similar audience with IP Fieldwork:

1. Joys of Compounding
2. Business Breakdowns
3. Value Investing with Legends
4. All-In with Chamath, Jason, Sacks & Friedberg
5. We Study Billionaires - The Investor’s Podcast Network

How many episodes of IP Fieldwork are there?

IP Fieldwork launched a year ago and published 35 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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