IP Fieldwork

In Practise
  • 5.0 (2)
  • INVESTING
  • UPDATED WEEKLY
IP Fieldwork

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.

  1. 28 FEB

    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.

  2. 24 FEB

    Primary Research Methods: Vetting Executives

    This episode explores how we vet the quality and competence of executives before we interview them.

  3. 30 JAN

    Primary Research Methods: Submitting Projects to Expert Networks

    IP Fieldwork

  4. 23 JAN

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

    IP Fieldwork

  5. 17 JAN

    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.

  6. 27/12/2024

    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.

  7. 21/12/2024

    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

  8. 21/12/2024

    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

See All (31)

    Ratings & Reviews

    5
    out of 5
    2 Ratings

    About

    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.

    Information

    • Creator
      In Practise
    • Years Active
      2024 - 2025
    • Episodes
      31
    • Rating
      Clean
    • Copyright
      © All rights reserved 2025, IP1 Ltd
    • Show Website
      IP Fieldwork

    You Might Also Like

    Content Restricted

    This episode cannot be played on the web in your country or region.

    To listen to explicit episodes, sign in.

    Stay up to date with this show

    Sign in or sign up to follow shows, save episodes and get the latest updates.
    Select a country or region

    Africa, Middle East, and India

    Asia Pacific

    Europe

    Latin America and the Caribbean

    The United States and Canada