In Practise @_inpractise
A Primary Research platform for long-term fundamental investors. inpractise.com Joined October 2015-
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A former Director of Growth at CertainTeed sheds light on how building product retailers that vertically integrate can become a threat to legacy building product distributors: "The biggest threat to distribution right now is The Home Depot having just acquired SRS. That's the…
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pretty interesting that total loss frequency has nearly doubled since 2013 - will this stop increasing? repair costs are rising faster than used car values adas / vehicle complexity drives severity ave vehicle age is increasing which reduces book value and drives more totals?…
How do we square Musk approach to comp vs Bezos and Leonard who own similar amount of equity yet require no cash or perf based option package? Arguably, Musk hasn’t been unpaid as his equity value has compounded. FWIW I think the Delaware voiding approved comp is wrong but…
How do we square Musk approach to comp vs Bezos and Leonard who own similar amount of equity yet require no cash or perf based option package? Arguably, Musk hasn’t been unpaid as his equity value has compounded. FWIW I think the Delaware voiding approved comp is wrong but…
Interesting read
A former Senior Executive at SRS Distribution sheds light on the advantages of dealing with a single distributor for building products, a market that Brad Jacobs and the team at $QXO are trying to consolidate. "I understand what you're saying. When I look at the evolution of SRS…
New interview with Co-founder and CEO of Teqnion on scaling M&A and improving subsidiary operational performance can read for free on our IP Fieldwork podcast or on our platform
Current Franchise Owner at Fastighetsbyrån on premium package adoption $HEM : "I recommend all my sellers to choose the Premium package to ensure they have the same opportunities as others to stay on top and secure the best spot on the website. Max was introduced a few months…
Former Currencycloud VP on how Visa allowed them to secure better pricing with banks: $WISE $V "The key was extremely good negotiation and handling extremely high volumes. The teams did an excellent job onboarding banks or banking partners. We managed to push through massive…
Former TrueWork PM on the challenges of competing with The Work Number: $EFX "I would say my general hunch is that it's very hard and it's a slog. There's a reason why The Work Number has been around for 30 or 40 years. One of the biggest reasons I decided to move on from…
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