IP Fieldwork

In Practise
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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.

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    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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    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

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    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

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    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

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    Lifco vs Halma Org Structure

    This podcast shares context to our recent research on how industrial acquirers like Lifco and Halma are organised to scale. We explore: How Lifco and Halma are organised differently The role of Sector Teams and Divisional Managers at Halma How Divisions and Sector Teams differs from Lifco's Group Managers Compensation plans for operating company managers at Halma and Lifco Potential organisational limitations to scale for Lifco and Halma

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    Loar Group: Aerospace Parts Quality

    Loar is a ~$5bn listed aerospace supplier of mission critical parts. We explore: Why there are few TransDigm replicas Loar vs TransDigm proprietary intellectual property TransDigm vs Loar operational excellence How we evaluate the quality of aerospace suppliers

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    M&A and Purchase Price Accounting

    This podcast was recorded in April 2024 and explores the intricacies of purchase price accounting. We explore: How companies define 'identifiable intangibles' and goodwill Why and how there are different philosophies to PPA Impacts on income statement and balance sheet from PPA Measuring WACC for acquisitions Potential accounting risks for large and small acquirers

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    Ashtead Investor Day 2024

    In this episode, we discuss our recent visit to Atlanta for Ashtead's 2024 Capital Markets Day including: Potential challenges as Ashtead scales to national accounts Why Ashtead may be more resilient than in prior cycles Other major takeaways from the CMD

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حول

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.

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    In Practise
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