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.
All content for IP Fieldwork is the property of In Practise and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
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
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.
