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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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.
In this podcast, we explore our new content format "IP Company Learning Journeys" which curates In Practise primary research.
Each journey (accessible here) provides a framework through which to navigate and consume insights from our library on a given company.
This episode focuses on how we curated our work on Amazon's retail business including:
How a unit flows through AMZN’s network from supplier, inbound, through the network to the customer
Structural differences in AMZN fulfillment network design vs 3P carriers and how this impacts variable cost per shipment
A seller’s perspective of the economics selling via FBA and FBM
How to decouple the AMZN Retail P&L from consolidated numbers and estimate underlying retail FCF
Endemic and non-endemic advertising across Amazon and the long-run opportunity
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.
